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Allworth Financial LP

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13F filer, CIK 1555170, FOLSOM, CA

Allworth Financial LP reported $24,666,909,697 across 5,187 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 46.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001140361-26-021379

Period
2026-03-31
Reported value
$24.7B
Holdings
5,187
Top 10 weight
46.58%
New
468
Sold out
282

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+2,920,592$215M
QQQnew+155,158$89.6M
DFACadded+1,746,014$67.9M
DFCFadded+1,378,118$58.2M
DUHPadded+1,357,274$49.9M

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
BSVreduced-2,099,297-$165M
INVESCO QQQ TRexited-156,824-$94.5M
DDFOreduced-1,842,816-$39.5M
RTX CORPORATIONexited-215,492-$39.5M
SCHDreduced-1,242,485-$38.1M

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 0001140361-26-021379, largest first. % of portfolio is the value over $24,600,375,446, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SBETSHARPLINK 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: 432 shares; 2025Q4: 432 shares; 2026Q1: 11,975 shares 11,975$77.2K<0.01%+11,543Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 278 shares; 2025Q1: 225 shares; 2025Q2: 868 shares; 2025Q3: 896 shares; 2025Q4: 633 shares; 2026Q1: 699 shares 699$77.1K<0.01%+66Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,913 shares; 2025Q1: 3,577 shares; 2025Q2: 2,939 shares; 2025Q3: 5,225 shares; 2025Q4: 5,200 shares; 2026Q1: 14,904 shares 14,904$77.1K<0.01%+9,704Timeline
IEPICAHN ENTERPRISES LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,006 shares; 2025Q1: 1,036 shares; 2025Q2: 5,269 shares; 2025Q3: 5,132 shares; 2025Q4: 5,206 shares; 2026Q1: 10,206 shares 10,206$77.1K<0.01%+5,000Timeline
PACGRUPO AEROPORTUNARIO DEL PACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 154 shares; 2025Q3: 162 shares; 2025Q4: 311 shares; 2026Q1: 312 shares 312$77K<0.01%+1Timeline
DNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 1,765 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600$76.6K<0.01%0Timeline
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: 7,359 shares; 2026Q1: 4,611 shares 4,611$76.6K<0.01%-2,748Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,078 shares; 2025Q1: 1,172 shares; 2025Q2: 2,044 shares; 2025Q3: 2,103 shares; 2025Q4: 2,096 shares; 2026Q1: 2,301 shares 2,301$76.6K<0.01%+205Timeline
EQHEQUITABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 390 shares; 2025Q4: not reported; 2026Q1: 2,062 shares 2,062$76.5K<0.01%newTimeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 586 shares; 2025Q3: 854 shares; 2025Q4: 855 shares; 2026Q1: 857 shares 857$76.5K<0.01%+2Timeline
MANMANPOWERGROUP INC WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 109 shares; 2025Q1: 157 shares; 2025Q2: 662 shares; 2025Q3: 1,121 shares; 2025Q4: 774 shares; 2026Q1: 2,580 shares 2,580$76K<0.01%+1,806Timeline
SLGSL GREEN RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 36 shares; 2025Q1: 67 shares; 2025Q2: 1,697 shares; 2025Q3: 1,704 shares; 2025Q4: 1,750 shares; 2026Q1: 2,055 shares 2,055$75.9K<0.01%+305Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 2,125 shares; 2025Q1: 308 shares; 2025Q2: 3,327 shares; 2025Q3: 3,685 shares; 2025Q4: 3,935 shares; 2026Q1: 12,657 shares 12,657$75.7K<0.01%+8,722Timeline
CRMDCORMEDIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 7,666 shares; 2025Q3: 60,939 shares; 2025Q4: 69,705 shares; 2026Q1: 11,140 shares 11,140$75.6K<0.01%-58,565Timeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 878 shares; 2025Q1: 873 shares; 2025Q2: 866 shares; 2025Q3: 783 shares; 2025Q4: 823 shares; 2026Q1: 830 shares 830$75.6K<0.01%+7Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 628 shares; 2025Q1: 635 shares; 2025Q2: 1,259 shares; 2025Q3: 1,065 shares; 2025Q4: 1,001 shares; 2026Q1: 1,364 shares 1,364$75.4K<0.01%+363Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 323 shares; 2025Q1: 510 shares; 2025Q2: 702 shares; 2025Q3: 1,185 shares; 2025Q4: 814 shares; 2026Q1: 2,146 shares 2,146$75.4K<0.01%+1,332Timeline
FOLDAMICUS THERAPEUTICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 23 shares; 2025Q1: 187 shares; 2025Q2: 3,432 shares; 2025Q3: 4,678 shares; 2025Q4: 5,067 shares; 2026Q1: 5,206 shares 5,206$75.3K<0.01%+139Timeline
DTCRGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 1,398 shares; 2026Q1: 3,141 shares 3,141$75.3K<0.01%+1,743Timeline
SFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares; 2026Q1: 2,125 shares 2,125$75.2K<0.01%0Timeline
FCVTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700$75.1K<0.01%0Timeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 26 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 244 shares; 2025Q4: 414 shares; 2026Q1: 432 shares 432$75.1K<0.01%+18Timeline
JXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 867 shares 867$74.9K<0.01%+582Timeline
AFBALLIANCEBERNSTEIN NATL MUN 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: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000$74.8K<0.01%0Timeline
MODLVICTORY PORTFOLIOS IIQuarterly 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: 1,682 shares; 2025Q4: 1,682 shares; 2026Q1: 1,668 shares 1,668$74.5K<0.01%-14Timeline
UCTTULTRA CLEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 394 shares; 2025Q2: 1,330 shares; 2025Q3: 1,336 shares; 2025Q4: 1,283 shares; 2026Q1: 1,197 shares 1,197$74.4K<0.01%-86Timeline
UMACUNUSUAL MACHS 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: 14,543 shares; 2025Q3: 29,948 shares; 2025Q4: 4,275 shares; 2026Q1: 6,000 shares 6,000$74.4K<0.01%+1,725Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 1,680 shares; 2025Q1: 1,192 shares; 2025Q2: 1,153 shares; 2025Q3: 1,068 shares; 2025Q4: 1,016 shares; 2026Q1: 946 shares 946$74.4K<0.01%-70Timeline
XJQCXNUVEEN CR STRATEGIES 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: 15,250 shares; 2025Q3: 15,250 shares; 2025Q4: 15,270 shares; 2026Q1: 15,270 shares 15,270$74.4K<0.01%0Timeline
UNTYUNITY BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,413 shares; 2026Q1: 1,434 shares 1,434$74.3K<0.01%+21Timeline
CARAVIS BUDGET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 159 shares; 2025Q1: 210 shares; 2025Q2: 474 shares; 2025Q3: 499 shares; 2025Q4: 480 shares; 2026Q1: 509 shares 509$74.3K<0.01%+29Timeline
GILTGILAT SATELLITE NETWORKS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 1,731 shares; 2026Q1: 4,944 shares 4,944$74.3K<0.01%+3,213Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 477 shares; 2025Q1: 603 shares; 2025Q2: 955 shares; 2025Q3: 940 shares; 2025Q4: 1,060 shares; 2026Q1: 2,280 shares 2,280$74.2K<0.01%+1,220Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 48 shares; 2025Q3: 114 shares; 2025Q4: 188 shares; 2026Q1: 660 shares 660$74.1K<0.01%+472Timeline
FHBFIRST HAWAIIAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 506 shares; 2025Q1: 716 shares; 2025Q2: 810 shares; 2025Q3: 2,072 shares; 2025Q4: 2,765 shares; 2026Q1: 2,998 shares 2,998$73.9K<0.01%+233Timeline
GAINGLADSTONE INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 58 shares; 2025Q1: 13 shares; 2025Q2: 5,030 shares; 2025Q3: 5,140 shares; 2025Q4: 5,167 shares; 2026Q1: 5,196 shares 5,196$73.8K<0.01%+29Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 333 shares; 2025Q1: 299 shares; 2025Q2: 698 shares; 2025Q3: 871 shares; 2025Q4: 1,415 shares; 2026Q1: 1,118 shares 1,118$73.7K<0.01%-297Timeline
SPFFGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares; 2026Q1: 8,287 shares 8,287$73.7K<0.01%+5,447Timeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 591 shares; 2025Q1: 486 shares; 2025Q2: 517 shares; 2025Q3: 548 shares; 2025Q4: 762 shares; 2026Q1: 791 shares 791$73.6K<0.01%+29Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 432 shares; 2025Q1: 938 shares; 2025Q2: 1,054 shares; 2025Q3: 1,280 shares; 2025Q4: 1,150 shares; 2026Q1: 975 shares 975$73.6K<0.01%-175Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 72 shares; 2025Q2: 76 shares; 2025Q3: 78 shares; 2025Q4: 300 shares; 2026Q1: 293 shares 293$73.4K<0.01%-7Timeline
PTNQPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,372 shares; 2024Q4: 2,026 shares; 2025Q1: 1,526 shares; 2025Q2: 1,526 shares; 2025Q3: 1,579 shares; 2025Q4: 1,123 shares; 2026Q1: 1,003 shares 1,003$73.2K<0.01%-120Timeline
BWZSPDR 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: 1,818 shares; 2025Q4: 1,818 shares; 2026Q1: 2,710 shares 2,710$73K<0.01%+892Timeline
UPROPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 627 shares; 2025Q3: 597 shares; 2025Q4: 278 shares; 2026Q1: 752 shares 752$72.9K<0.01%+474Timeline
MCYMERCURY GENL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 537 shares; 2025Q1: 506 shares; 2025Q2: 635 shares; 2025Q3: 753 shares; 2025Q4: 761 shares; 2026Q1: 825 shares 825$72.7K<0.01%+64Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 401 shares; 2025Q1: 354 shares; 2025Q2: 360 shares; 2025Q3: 400 shares; 2025Q4: 557 shares; 2026Q1: 1,026 shares 1,026$72.7K<0.01%+469Timeline
DACDANAOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 1,941 shares; 2025Q1: 1,941 shares; 2025Q2: 1,512 shares; 2025Q3: 1,532 shares; 2025Q4: 1,111 shares; 2026Q1: 645 shares 645$72.7K<0.01%-466Timeline
CEFSEXCHANGE LISTED 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: 2,800 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200$72.2K<0.01%0Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,364 shares; 2024Q4: 26,190 shares; 2025Q1: 28,248 shares; 2025Q2: 25,843 shares; 2025Q3: 25,679 shares; 2025Q4: 28,275 shares; 2026Q1: 24,673 shares 24,673$72K<0.01%-3,602Timeline
BDSXBIODESIX 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: 4,965 shares; 2025Q4: 4,965 shares; 2026Q1: 4,965 shares 4,965$72K<0.01%0Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,655 shares; 2025Q1: 1,568 shares; 2025Q2: 1,868 shares; 2025Q3: 2,244 shares; 2025Q4: 1,587 shares; 2026Q1: 1,527 shares 1,527$71.5K<0.01%-60Timeline
FNDBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 1,107 shares; 2025Q1: 1,411 shares; 2025Q2: 2,935 shares; 2025Q3: 2,686 shares; 2025Q4: 2,687 shares; 2026Q1: 2,627 shares 2,627$71.5K<0.01%-60Timeline
MSGSMADISON SQUARE GRDN SPRT CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 127 shares; 2025Q1: 126 shares; 2025Q2: 129 shares; 2025Q3: 155 shares; 2025Q4: 196 shares; 2026Q1: 221 shares 221$71.2K<0.01%+25Timeline
MGEEMGE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 62 shares; 2025Q1: 60 shares; 2025Q2: 1,518 shares; 2025Q3: 1,581 shares; 2025Q4: 1,434 shares; 2026Q1: 919 shares 919$71K<0.01%-515Timeline
BIPCBROOKFIELD INFRASTRUCTURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,320 shares; 2025Q1: 1,257 shares; 2025Q2: 1,979 shares; 2025Q3: 1,814 shares; 2025Q4: 1,890 shares; 2026Q1: 1,790 shares 1,790$70.8K<0.01%-100Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 3,112 shares; 2025Q1: 3,138 shares; 2025Q2: 3,175 shares; 2025Q3: 573 shares; 2025Q4: 675 shares; 2026Q1: 1,704 shares 1,704$70.5K<0.01%+1,029Timeline
NCANUVEEN CALIFORNIA MUNI VLU FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500$70.3K<0.01%0Timeline
JVACOFFEE HLDG CO 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: 65,734 shares; 2025Q3: 64,000 shares; 2025Q4: 6,500 shares; 2026Q1: 16,500 shares 16,500$70.1K<0.01%+10,000Timeline
ERIEERIE INDTY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 84 shares; 2025Q1: 82 shares; 2025Q2: 180 shares; 2025Q3: 188 shares; 2025Q4: 229 shares; 2026Q1: 278 shares 278$70K<0.01%+49Timeline
TLTEFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares 1,040$69.9K<0.01%0Timeline
SLFSUN LIFE FINANCIAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 411 shares; 2025Q1: 443 shares; 2025Q2: 1,041 shares; 2025Q3: 1,078 shares; 2025Q4: 1,121 shares; 2026Q1: 1,117 shares 1,117$69.9K<0.01%-4Timeline
EYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 419 shares; 2025Q1: not reported; 2025Q2: 440 shares; 2025Q3: 1,632 shares; 2025Q4: 1,677 shares; 2026Q1: 1,686 shares 1,686$69.8K<0.01%+9Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 3,670 shares; 2025Q1: 3,409 shares; 2025Q2: 2,579 shares; 2025Q3: 1,796 shares; 2025Q4: 1,652 shares; 2026Q1: 1,652 shares 1,652$69.8K<0.01%0Timeline
CRGYCRESCENT ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,002 shares; 2025Q2: 3,138 shares; 2025Q3: 3,311 shares; 2025Q4: 4,712 shares; 2026Q1: 5,157 shares 5,157$69.6K<0.01%+445Timeline
GLOCLOUGH GLOBAL OPPORTUNITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: not reported; 2026Q1: 12,478 shares 12,478$69.5K<0.01%newTimeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 537 shares; 2025Q1: 2,574 shares; 2025Q2: 4,605 shares; 2025Q3: 6,598 shares; 2025Q4: 4,739 shares; 2026Q1: 4,683 shares 4,683$69.5K<0.01%-56Timeline
FSMDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: 378 shares; 2025Q2: 683 shares; 2025Q3: 772 shares; 2025Q4: 827 shares; 2026Q1: 1,551 shares 1,551$69.4K<0.01%+724Timeline
CRAKVANECK 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: 309 shares; 2026Q1: 1,404 shares 1,404$69.3K<0.01%+1,095Timeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 38 shares; 2025Q1: 91 shares; 2025Q2: 410 shares; 2025Q3: 483 shares; 2025Q4: 495 shares; 2026Q1: 482 shares 482$69.3K<0.01%-13Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 48 shares; 2025Q1: 200 shares; 2025Q2: 564 shares; 2025Q3: 678 shares; 2025Q4: 336 shares; 2026Q1: 1,094 shares 1,094$69.1K<0.01%+758Timeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 1,571 shares; 2025Q3: 1,698 shares; 2025Q4: 4,714 shares; 2026Q1: 5,119 shares 5,119$69.1K<0.01%+405Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 144 shares; 2025Q1: 110 shares; 2025Q2: 300 shares; 2025Q3: 217 shares; 2025Q4: 350 shares; 2026Q1: 400 shares 400$68.9K<0.01%+50Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,130 shares; 2024Q4: 3,046 shares; 2025Q1: 1,384 shares; 2025Q2: 2,327 shares; 2025Q3: 6,596 shares; 2025Q4: 6,558 shares; 2026Q1: 11,419 shares 11,419$68.9K<0.01%+4,861Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,042 shares; 2025Q1: 1,045 shares; 2025Q2: 1,228 shares; 2025Q3: 1,387 shares; 2025Q4: 1,679 shares; 2026Q1: 1,850 shares 1,850$68.8K<0.01%+171Timeline
DBXDROPBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,456 shares; 2025Q1: 1,718 shares; 2025Q2: 1,728 shares; 2025Q3: 1,650 shares; 2025Q4: 1,757 shares; 2026Q1: 3,022 shares 3,022$68.7K<0.01%+1,265Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 527 shares; 2025Q1: 364 shares; 2025Q2: 612 shares; 2025Q3: 786 shares; 2025Q4: 1,214 shares; 2026Q1: 1,308 shares 1,308$68.4K<0.01%+94Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 99 shares; 2025Q1: 50 shares; 2025Q2: 76 shares; 2025Q3: 82 shares; 2025Q4: 327 shares; 2026Q1: 650 shares 650$68.4K<0.01%+323Timeline
FIVNFIVE9 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 577 shares; 2025Q1: 923 shares; 2025Q2: 1,052 shares; 2025Q3: 1,095 shares; 2025Q4: 1,425 shares; 2026Q1: 4,506 shares 4,506$68.4K<0.01%+3,081Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,292 shares; 2024Q4: 4,312 shares; 2025Q1: 4,305 shares; 2025Q2: 4,331 shares; 2025Q3: 4,283 shares; 2025Q4: 4,457 shares; 2026Q1: 4,591 shares 4,591$68.4K<0.01%+134Timeline
EIPIFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,407 shares; 2025Q1: 1,420 shares; 2025Q2: 2,532 shares; 2025Q3: 2,645 shares; 2025Q4: 3,029 shares; 2026Q1: 3,024 shares 3,024$68K<0.01%-5Timeline
IOSPINNOSPEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 440 shares; 2025Q2: 449 shares; 2025Q3: 588 shares; 2025Q4: 880 shares; 2026Q1: 930 shares 930$67.9K<0.01%+50Timeline
SKYHSKY HARBOUR GROUP CORPORATIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,778 shares; 2025Q3: 5,750 shares; 2025Q4: 7,007 shares; 2026Q1: 7,051 shares 7,051$67.9K<0.01%+44Timeline
SHPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 364 shares; 2025Q1: 366 shares; 2025Q2: 1,773 shares; 2025Q3: 1,781 shares; 2025Q4: 1,786 shares; 2026Q1: 1,788 shares 1,788$67.8K<0.01%+2Timeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 78 shares; 2025Q3: 87 shares; 2025Q4: 1,110 shares; 2026Q1: 4,319 shares 4,319$67.7K<0.01%+3,209Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 50 shares; 2025Q1: 105 shares; 2025Q2: 120 shares; 2025Q3: 436 shares; 2025Q4: 868 shares; 2026Q1: 1,026 shares 1,026$67.7K<0.01%+158Timeline
HPIHANCOCK JOHN PFD INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 1,482 shares; 2025Q1: 1,503 shares; 2025Q2: 4,237 shares; 2025Q3: 6,260 shares; 2025Q4: 4,283 shares; 2026Q1: 4,308 shares 4,308$67.6K<0.01%+25Timeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 160 shares; 2025Q1: 165 shares; 2025Q2: 310 shares; 2025Q3: 346 shares; 2025Q4: 423 shares; 2026Q1: 1,341 shares 1,341$67.5K<0.01%+918Timeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,996 shares; 2024Q4: 12,910 shares; 2025Q1: 12,235 shares; 2025Q2: 10,126 shares; 2025Q3: 8,249 shares; 2025Q4: 8,766 shares; 2026Q1: 9,693 shares 9,693$67.4K<0.01%+927Timeline
ERICTELEFONAKTIEBOLAGET LM ERICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 3,315 shares; 2025Q1: 3,196 shares; 2025Q2: 7,232 shares; 2025Q3: 7,279 shares; 2025Q4: 5,951 shares; 2026Q1: 5,974 shares 5,974$67.3K<0.01%+23Timeline
NEUNEWMARKET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 5 shares; 2025Q1: 10 shares; 2025Q2: 31 shares; 2025Q3: 127 shares; 2025Q4: 104 shares; 2026Q1: 105 shares 105$67.3K<0.01%+1Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,732 shares; 2025Q1: 1,844 shares; 2025Q2: 1,819 shares; 2025Q3: 552 shares; 2025Q4: 3,201 shares; 2026Q1: 8,377 shares 8,377$67.3K<0.01%+5,176Timeline
FNYFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 743 shares 743$67.2K<0.01%+183Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 86 shares; 2025Q1: 79 shares; 2025Q2: 85 shares; 2025Q3: 213 shares; 2025Q4: 182 shares; 2026Q1: 318 shares 318$67.2K<0.01%+136Timeline
BCXBLACKROCK RES & COMMODITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 2,000 shares; 2025Q2: 5,623 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,550 shares 5,550$66.9K<0.01%+550Timeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 84 shares; 2025Q1: 180 shares; 2025Q2: 234 shares; 2025Q3: 700 shares; 2025Q4: 624 shares; 2026Q1: 1,085 shares 1,085$66.9K<0.01%+461Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 507 shares; 2025Q1: 787 shares; 2025Q2: 723 shares; 2025Q3: 818 shares; 2025Q4: 1,167 shares; 2026Q1: 1,141 shares 1,141$66.7K<0.01%-26Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 110 shares; 2025Q1: 105 shares; 2025Q2: 187 shares; 2025Q3: 367 shares; 2025Q4: 577 shares; 2026Q1: 684 shares 684$66.5K<0.01%+107Timeline
BAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,356 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares; 2025Q4: 1,356 shares; 2026Q1: 1,356 shares 1,356$66.4K<0.01%0Timeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 30 shares; 2025Q1: 64 shares; 2025Q2: 1,108 shares; 2025Q3: 1,709 shares; 2025Q4: 1,607 shares; 2026Q1: 1,558 shares 1,558$66.3K<0.01%-49Timeline
FFICFLUSHING FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 378 shares; 2025Q3: 973 shares; 2025Q4: 3,950 shares; 2026Q1: 4,303 shares 4,303$66.1K<0.01%+353Timeline
LAESSEALSQ 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: 11,760 shares; 2025Q3: 12,070 shares; 2025Q4: 36,772 shares; 2026Q1: 25,219 shares 25,219$66.1K<0.01%-11,553Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 639 shares; 2025Q1: 642 shares; 2025Q2: 645 shares; 2025Q3: 668 shares; 2025Q4: 690 shares; 2026Q1: 923 shares 923$66K<0.01%+233Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 105 shares; 2025Q1: 140 shares; 2025Q2: 152 shares; 2025Q3: 284 shares; 2025Q4: 602 shares; 2026Q1: 751 shares 751$66K<0.01%+149Timeline
IMMXIMMIX BIOPHARMA 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: 5,716 shares; 2026Q1: 7,245 shares 7,245$66K<0.01%+1,529Timeline
PSECPROSPECT CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 787 shares; 2025Q1: 1,788 shares; 2025Q2: 28,348 shares; 2025Q3: 29,160 shares; 2025Q4: 26,222 shares; 2026Q1: 25,245 shares 25,245$65.9K<0.01%-977Timeline
NVTSNAVITAS SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 406 shares; 2025Q1: 1,631 shares; 2025Q2: 872 shares; 2025Q3: 3,570 shares; 2025Q4: 4,682 shares; 2026Q1: 7,508 shares 7,508$65.8K<0.01%+2,826Timeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 521 shares; 2025Q1: 769 shares; 2025Q2: 4,836 shares; 2025Q3: 1,903 shares; 2025Q4: 2,390 shares; 2026Q1: 1,312 shares 1,312$65.6K<0.01%-1,078Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 1,049 shares; 2025Q1: 1,071 shares; 2025Q2: 140 shares; 2025Q3: 998 shares; 2025Q4: 779 shares; 2026Q1: 798 shares 798$65.6K<0.01%+19Timeline
GRFSGRIFOLS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,410 shares; 2024Q4: 5,582 shares; 2025Q1: 6,676 shares; 2025Q2: 6,897 shares; 2025Q3: 6,977 shares; 2025Q4: 8,073 shares; 2026Q1: 8,175 shares 8,175$65.6K<0.01%+102Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 70 shares; 2025Q1: 119 shares; 2025Q2: 70 shares; 2025Q3: 63 shares; 2025Q4: 499 shares; 2026Q1: 646 shares 646$65.3K<0.01%+147Timeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 6,082 shares; 2025Q1: 6,888 shares; 2025Q2: 6,634 shares; 2025Q3: 11,136 shares; 2025Q4: 14,440 shares; 2026Q1: 14,092 shares 14,092$65.2K<0.01%-348Timeline
APLYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,313 shares; 2025Q3: 4,791 shares; 2025Q4: 5,171 shares; 2026Q1: 5,541 shares 5,541$65.2K<0.01%+370Timeline
PITVANECK 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: 900 shares 900$65.1K<0.01%newTimeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,453 shares 1,453$65K<0.01%+60Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 11,604 shares; 2025Q1: 9,353 shares; 2025Q2: 11,164 shares; 2025Q3: 11,543 shares; 2025Q4: 4,961 shares; 2026Q1: 4,624 shares 4,624$64.9K<0.01%-337Timeline
TMFGRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 2,158 shares; 2025Q3: 5,856 shares; 2025Q4: 2,158 shares; 2026Q1: 2,293 shares 2,293$64.8K<0.01%+135Timeline
CWENCLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,303 shares; 2025Q1: 1,356 shares; 2025Q2: 1,536 shares; 2025Q3: 1,251 shares; 2025Q4: 1,587 shares; 2026Q1: 1,647 shares 1,647$64.7K<0.01%+60Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 165 shares; 2025Q1: 199 shares; 2025Q2: 498 shares; 2025Q3: 545 shares; 2025Q4: 721 shares; 2026Q1: 1,334 shares 1,334$64.5K<0.01%+613Timeline
BKEBUCKLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 18 shares; 2025Q1: 44 shares; 2025Q2: 771 shares; 2025Q3: 784 shares; 2025Q4: 840 shares; 2026Q1: 1,281 shares 1,281$64.5K<0.01%+441Timeline
ALLWSSGA ACTIVE 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: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 2,235 shares 2,235$64.5K<0.01%+1,093Timeline
XDTEROUNDHILL 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: 1,359 shares; 2025Q3: 1,455 shares; 2025Q4: 1,599 shares; 2026Q1: 1,754 shares 1,754$64.4K<0.01%+155Timeline
MIRMMIRUM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 652 shares; 2025Q3: 663 shares; 2025Q4: 680 shares; 2026Q1: 697 shares 697$64.4K<0.01%+17Timeline
PSMJPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,029 shares; 2025Q4: 2,012 shares; 2026Q1: 2,012 shares 2,012$64K<0.01%0Timeline
GOOYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,489 shares; 2025Q3: 4,081 shares; 2025Q4: 5,495 shares; 2026Q1: 5,035 shares 5,035$63.9K<0.01%-460Timeline
CNSCOHEN & STEERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 11 shares; 2025Q1: 22 shares; 2025Q2: 17 shares; 2025Q3: 28 shares; 2025Q4: 59 shares; 2026Q1: 1,018 shares 1,018$63.7K<0.01%+959Timeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,151 shares; 2025Q1: 2,151 shares; 2025Q2: 2,020 shares; 2025Q3: 2,048 shares; 2025Q4: 2,047 shares; 2026Q1: 1,629 shares 1,629$63.5K<0.01%-418Timeline
CRVLCORVEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 14 shares; 2025Q1: 574 shares; 2025Q2: 557 shares; 2025Q3: 576 shares; 2025Q4: 627 shares; 2026Q1: 1,158 shares 1,158$63.3K<0.01%+531Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,542 shares; 2025Q1: 809 shares; 2025Q2: 513 shares; 2025Q3: 543 shares; 2025Q4: 557 shares; 2026Q1: 537 shares 537$63.3K<0.01%-20Timeline
PDMPIEDMONT REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,831 shares; 2024Q4: 8,437 shares; 2025Q1: 8,888 shares; 2025Q2: 8,650 shares; 2025Q3: 8,669 shares; 2025Q4: 9,766 shares; 2026Q1: 9,613 shares 9,613$63.2K<0.01%-153Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 186 shares; 2025Q4: 1,046 shares; 2026Q1: 1,049 shares 1,049$63K<0.01%+3Timeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 924 shares; 2025Q1: 987 shares; 2025Q2: 2,237 shares; 2025Q3: 2,938 shares; 2025Q4: 2,344 shares; 2026Q1: 2,340 shares 2,340$63K<0.01%-4Timeline
GNLGLOBAL NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 10,314 shares; 2025Q1: 11,940 shares; 2025Q2: 13,181 shares; 2025Q3: 6,573 shares; 2025Q4: 6,628 shares; 2026Q1: 6,714 shares 6,714$62.8K<0.01%+86Timeline
CAPRCAPRICOR THERAPEUTICS 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: 65 shares; 2025Q3: 65 shares; 2025Q4: 3,329 shares; 2026Q1: 2,067 shares 2,067$62.8K<0.01%-1,262Timeline
KXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 946 shares; 2025Q3: 1,202 shares; 2025Q4: 1,103 shares; 2026Q1: 937 shares 937$62.8K<0.01%-166Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 505 shares; 2025Q4: 562 shares; 2026Q1: 671 shares 671$62.7K<0.01%+109Timeline
SYBTSTOCK YDS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 846 shares; 2025Q1: 854 shares; 2025Q2: 859 shares; 2025Q3: 854 shares; 2025Q4: 846 shares; 2026Q1: 944 shares 944$62.6K<0.01%+98Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,318 shares; 2025Q1: 2,880 shares; 2025Q2: 3,046 shares; 2025Q3: 4,859 shares; 2025Q4: 5,735 shares; 2026Q1: 4,627 shares 4,627$62.5K<0.01%-1,108Timeline
CORTCORCEPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 51 shares; 2025Q2: 9,318 shares; 2025Q3: 9,096 shares; 2025Q4: 10,333 shares; 2026Q1: 1,550 shares 1,550$62.5K<0.01%-8,783Timeline
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: 1,259 shares; 2026Q1: 1,350 shares 1,350$62.5K<0.01%+91Timeline
WTAIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 3,319 shares; 2025Q1: 4,089 shares; 2025Q2: 4,089 shares; 2025Q3: 4,199 shares; 2025Q4: 4,170 shares; 2026Q1: 2,205 shares 2,205$62.3K<0.01%-1,965Timeline
ZTOZTO EXPRESS CAYMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 214 shares; 2025Q1: 153 shares; 2025Q2: 1,138 shares; 2025Q3: 1,346 shares; 2025Q4: 1,360 shares; 2026Q1: 2,469 shares 2,469$62.1K<0.01%+1,109Timeline
PSTPINNOVATOR 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: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,800 shares 1,800$62K<0.01%+400Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,118 shares; 2025Q1: 1,564 shares; 2025Q2: 1,433 shares; 2025Q3: 1,313 shares; 2025Q4: 902 shares; 2026Q1: 1,236 shares 1,236$62K<0.01%+334Timeline
QTJLINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 1,773 shares; 2025Q1: 1,773 shares; 2025Q2: 1,773 shares; 2025Q3: 1,749 shares; 2025Q4: 1,648 shares; 2026Q1: 1,610 shares 1,610$61.9K<0.01%-38Timeline
NANRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 274 shares; 2025Q4: 1,772 shares; 2026Q1: 737 shares 737$61.9K<0.01%-1,035Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 88 shares; 2025Q1: 95 shares; 2025Q2: 139 shares; 2025Q3: 160 shares; 2025Q4: 159 shares; 2026Q1: 202 shares 202$61.5K<0.01%+43Timeline
YBTCROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,633 shares; 2025Q2: 1,719 shares; 2025Q3: 2,273 shares; 2025Q4: 2,549 shares; 2026Q1: 2,919 shares 2,919$61.5K<0.01%+370Timeline
FBYDFALCONS BEYOND GLOBAL 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: 4,350 shares 4,350$61.3K<0.01%newTimeline
ZAUGINNOVATOR 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: 2,303 shares; 2025Q4: 2,303 shares; 2026Q1: 2,303 shares 2,303$61.3K<0.01%0Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,276 shares; 2025Q1: 4,276 shares; 2025Q2: 4,666 shares; 2025Q3: 4,977 shares; 2025Q4: 1,826 shares; 2026Q1: 1,782 shares 1,782$61.3K<0.01%-44Timeline
LZBLA Z BOY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,149 shares; 2025Q1: 1,163 shares; 2025Q2: 1,261 shares; 2025Q3: 1,268 shares; 2025Q4: 1,308 shares; 2026Q1: 1,901 shares 1,901$61.1K<0.01%+593Timeline
AMDLGRANITESHARES 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: not reported; 2026Q1: 5,000 shares 5,000$61K<0.01%newTimeline
QGENQIAGEN NVQuarterly 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: 1,524 shares 1,524$61K<0.01%newTimeline
FMSFRESENIUS MEDICAL CARE AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,736 shares; 2025Q1: 1,432 shares; 2025Q2: 1,498 shares; 2025Q3: 1,468 shares; 2025Q4: 1,363 shares; 2026Q1: 2,702 shares 2,702$61K<0.01%+1,339Timeline
ITRIITRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 411 shares; 2025Q1: 425 shares; 2025Q2: 696 shares; 2025Q3: 713 shares; 2025Q4: 681 shares; 2026Q1: 678 shares 678$60.8K<0.01%-3Timeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 28 shares; 2025Q3: 80 shares; 2025Q4: 1,494 shares; 2026Q1: 2,068 shares 2,068$60.7K<0.01%+574Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 61 shares; 2025Q1: 309 shares; 2025Q2: 1,840 shares; 2025Q3: 1,936 shares; 2025Q4: 419 shares; 2026Q1: 572 shares 572$60.6K<0.01%+153Timeline
RRRRED ROCK RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,100 shares; 2025Q4: 1,092 shares; 2026Q1: 1,133 shares 1,133$60.5K<0.01%+41Timeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 66 shares; 2025Q1: 35 shares; 2025Q2: 2,513 shares; 2025Q3: 2,522 shares; 2025Q4: 2,533 shares; 2026Q1: 2,536 shares 2,536$60.4K<0.01%+3Timeline
LUNRINTUITIVE MACHINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 2,541 shares; 2025Q2: 2,666 shares; 2025Q3: 2,775 shares; 2025Q4: 7,797 shares; 2026Q1: 3,255 shares 3,255$60.4K<0.01%-4,542Timeline
FTSFORTIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 1,253 shares; 2025Q3: 1,309 shares; 2025Q4: 1,154 shares; 2026Q1: 1,082 shares 1,082$60.4K<0.01%-72Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 238 shares; 2025Q1: 33 shares; 2025Q2: 56 shares; 2025Q3: 252 shares; 2025Q4: 469 shares; 2026Q1: 924 shares 924$60.3K<0.01%+455Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,918 shares; 2025Q1: 1,453 shares; 2025Q2: 1,865 shares; 2025Q3: 1,899 shares; 2025Q4: 2,200 shares; 2026Q1: 2,747 shares 2,747$60.3K<0.01%+547Timeline
MICCMAGNUM ICE CREAM CO NVQuarterly 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: 31,527 shares; 2026Q1: 4,028 shares 4,028$60.2K<0.01%-27,499Timeline
QSQUANTUMSCAPE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,135 shares; 2025Q1: 2,270 shares; 2025Q2: 2,127 shares; 2025Q3: 2,393 shares; 2025Q4: 7,375 shares; 2026Q1: 9,404 shares 9,404$60K<0.01%+2,029Timeline
MQYBLACKROCK MUNIYILD QULT FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 4,459 shares; 2025Q1: 4,459 shares; 2025Q2: 4,459 shares; 2025Q3: 4,459 shares; 2025Q4: 4,459 shares; 2026Q1: 5,446 shares 5,446$59.8K<0.01%+987Timeline
CRFCORNERSTONE TOTAL RETURN 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: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares; 2026Q1: 8,600 shares 8,600$59.8K<0.01%0Timeline
DXYZDESTINY TECH100 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: 2,196 shares; 2026Q1: 2,231 shares 2,231$59.7K<0.01%+35Timeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 577 shares; 2025Q1: 125 shares; 2025Q2: 222 shares; 2025Q3: 877 shares; 2025Q4: 1,850 shares; 2026Q1: 794 shares 794$59.7K<0.01%-1,056Timeline
GSITGSI TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 1,598 shares; 2026Q1: 11,598 shares 11,598$59.6K<0.01%+10,000Timeline
KGSKODIAK GAS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 38 shares; 2025Q2: 741 shares; 2025Q3: 991 shares; 2025Q4: 983 shares; 2026Q1: 1,022 shares 1,022$59.6K<0.01%+39Timeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 3,695 shares; 2025Q3: 5,496 shares; 2025Q4: 6,764 shares; 2026Q1: 5,367 shares 5,367$59.4K<0.01%-1,397Timeline
PLXSPLEXUS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 46 shares; 2025Q1: 30 shares; 2025Q2: 147 shares; 2025Q3: 250 shares; 2025Q4: 302 shares; 2026Q1: 293 shares 293$59.3K<0.01%-9Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 530 shares; 2025Q1: 546 shares; 2025Q2: 711 shares; 2025Q3: 1,022 shares; 2025Q4: 1,502 shares; 2026Q1: 2,082 shares 2,082$59.2K<0.01%+580Timeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 23 shares; 2025Q1: 12 shares; 2025Q2: 40 shares; 2025Q3: 63 shares; 2025Q4: 164 shares; 2026Q1: 651 shares 651$59.1K<0.01%+487Timeline
IEZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,257 shares; 2025Q1: 5,382 shares; 2025Q2: 5,216 shares; 2025Q3: 3,544 shares; 2025Q4: 2,874 shares; 2026Q1: 2,039 shares 2,039$59K<0.01%-835Timeline
MOG-AMOOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 176 shares; 2025Q1: 200 shares; 2025Q2: 183 shares; 2025Q3: 199 shares; 2025Q4: 211 shares; 2026Q1: 202 shares 202$59K<0.01%-9Timeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 1,498 shares; 2026Q1: 1,500 shares 1,500$59K<0.01%+2Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 22 shares; 2025Q1: 29 shares; 2025Q2: 230 shares; 2025Q3: 693 shares; 2025Q4: 1,037 shares; 2026Q1: 2,735 shares 2,735$58.7K<0.01%+1,698Timeline
RYNRAYONIER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 926 shares; 2025Q1: 388 shares; 2025Q2: 1,217 shares; 2025Q3: 2,858 shares; 2025Q4: 1,909 shares; 2026Q1: 2,836 shares 2,836$58.5K<0.01%+927Timeline
DEAEASTERLY GOVT PPTYS 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: 1,778 shares; 2025Q3: 2,622 shares; 2025Q4: 2,667 shares; 2026Q1: 2,725 shares 2,725$58.4K<0.01%+58Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 67 shares; 2025Q2: 382 shares; 2025Q3: 467 shares; 2025Q4: 1,022 shares; 2026Q1: 1,206 shares 1,206$58.4K<0.01%+184Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 419 shares; 2025Q1: 446 shares; 2025Q2: 540 shares; 2025Q3: 588 shares; 2025Q4: 1,126 shares; 2026Q1: 1,122 shares 1,122$58.3K<0.01%-4Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 19 shares; 2025Q3: 58 shares; 2025Q4: not reported; 2026Q1: 107 shares 107$58.3K<0.01%newTimeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 55 shares; 2025Q1: 1,084 shares; 2025Q2: 97 shares; 2025Q3: 178 shares; 2025Q4: 204 shares; 2026Q1: 606 shares 606$58.1K<0.01%+402Timeline
TECBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares 1,046$58K<0.01%0Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,427 shares; 2025Q1: 1,427 shares; 2025Q2: 2,054 shares; 2025Q3: 3,982 shares; 2025Q4: 1,654 shares; 2026Q1: 2,772 shares 2,772$58K<0.01%+1,118Timeline
DWMWISDOMTREE 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: 793 shares; 2025Q3: 793 shares; 2025Q4: 793 shares; 2026Q1: 828 shares 828$57.9K<0.01%+35Timeline
VOLTTEMA 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: 1,686 shares; 2026Q1: 1,686 shares 1,686$57.7K<0.01%0Timeline
CGSMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 495 shares; 2025Q1: 535 shares; 2025Q2: 234 shares; 2025Q3: 2,276 shares; 2025Q4: 2,276 shares; 2026Q1: 2,196 shares 2,196$57.7K<0.01%-80Timeline
DSXDIANA SHIPPING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,404 shares; 2025Q1: 1,412 shares; 2025Q2: 22,995 shares; 2025Q3: 23,051 shares; 2025Q4: 23,059 shares; 2026Q1: 23,065 shares 23,065$57.7K<0.01%+6Timeline
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 1,042 shares; 2026Q1: 1,042 shares 1,042$57.3K<0.01%0Timeline
FRPTFRESHPET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 198 shares; 2025Q1: 231 shares; 2025Q2: 317 shares; 2025Q3: 727 shares; 2025Q4: 1,025 shares; 2026Q1: 971 shares 971$57.3K<0.01%-54Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 12 shares; 2025Q1: 584 shares; 2025Q2: 66 shares; 2025Q3: 310 shares; 2025Q4: 611 shares; 2026Q1: 1,004 shares 1,004$57.2K<0.01%+393Timeline
LAURLAUREATE ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 54 shares; 2025Q1: 62 shares; 2025Q2: 127 shares; 2025Q3: 525 shares; 2025Q4: 1,097 shares; 2026Q1: 1,643 shares 1,643$57.2K<0.01%+546Timeline
FLBRFRANKLIN TEMPLETON 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: not reported; 2026Q1: 2,395 shares 2,395$57.2K<0.01%newTimeline
SIISPROTT 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: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$57.2K<0.01%0Timeline
PFIGINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,379 shares; 2025Q1: 2,379 shares; 2025Q2: 2,379 shares; 2025Q3: 2,379 shares; 2025Q4: 2,379 shares; 2026Q1: 2,379 shares 2,379$57.2K<0.01%0Timeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 151 shares; 2025Q1: 225 shares; 2025Q2: 600 shares; 2025Q3: 625 shares; 2025Q4: 888 shares; 2026Q1: 1,024 shares 1,024$57.2K<0.01%+136Timeline
IBIEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,167 shares; 2025Q2: 2,167 shares; 2025Q3: 2,168 shares; 2025Q4: 2,172 shares; 2026Q1: 2,172 shares 2,172$57K<0.01%0Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 608 shares; 2025Q1: 1,933 shares; 2025Q2: 1,526 shares; 2025Q3: 1,609 shares; 2025Q4: 1,974 shares; 2026Q1: 2,582 shares 2,582$56.9K<0.01%+608Timeline
SNDASONIDA SENIOR LIVING 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 shares; 2025Q4: 1 shares; 2026Q1: 1,763 shares 1,763$56.9K<0.01%+1,762Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 893 shares; 2025Q1: 842 shares; 2025Q2: 955 shares; 2025Q3: 2,739 shares; 2025Q4: 4,651 shares; 2026Q1: 3,815 shares 3,815$56.8K<0.01%-836Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 265 shares; 2025Q1: 532 shares; 2025Q2: 11,135 shares; 2025Q3: 11,719 shares; 2025Q4: 1,952 shares; 2026Q1: 1,602 shares 1,602$56.8K<0.01%-350Timeline
NMIHNMI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 92 shares; 2025Q1: 108 shares; 2025Q2: 223 shares; 2025Q3: 660 shares; 2025Q4: 1,225 shares; 2026Q1: 1,514 shares 1,514$56.8K<0.01%+289Timeline
RBRKRUBRIK INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 294 shares; 2025Q3: 742 shares; 2025Q4: 803 shares; 2026Q1: 1,157 shares 1,157$56.7K<0.01%+354Timeline
TLTWISHARES 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: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 2,500 shares 2,500$56.5K<0.01%+2,000Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 257 shares; 2025Q1: 416 shares; 2025Q2: 226 shares; 2025Q3: 521 shares; 2025Q4: 1,005 shares; 2026Q1: 1,035 shares 1,035$56.5K<0.01%+30Timeline
GSGISHARES S&P GSCI COMMODITY-Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,753 shares; 2025Q1: 1,753 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares; 2025Q4: 1,753 shares; 2026Q1: 1,753 shares 1,753$56.5K<0.01%0Timeline
ASHRDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,696 shares; 2025Q1: 1,409 shares; 2025Q2: 2,396 shares; 2025Q3: 2,329 shares; 2025Q4: 2,289 shares; 2026Q1: 1,731 shares 1,731$56.5K<0.01%-558Timeline
IATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 1,095 shares; 2025Q3: 1,101 shares; 2025Q4: 1,024 shares; 2026Q1: 1,046 shares 1,046$56.3K<0.01%+22Timeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 39 shares; 2025Q1: 60 shares; 2025Q2: 11,854 shares; 2025Q3: 11,656 shares; 2025Q4: 354 shares; 2026Q1: 721 shares 721$56.2K<0.01%+367Timeline
APPNAPPIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 383 shares; 2025Q1: 393 shares; 2025Q2: 411 shares; 2025Q3: 1,131 shares; 2025Q4: 2,317 shares; 2026Q1: 2,328 shares 2,328$56.1K<0.01%+11Timeline
TROXTRONOX HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 1,058 shares; 2025Q2: 294 shares; 2025Q3: 27 shares; 2025Q4: 5,661 shares; 2026Q1: 5,739 shares 5,739$56.1K<0.01%+78Timeline
GLNGGOLAR LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 672 shares; 2025Q1: 690 shares; 2025Q2: 990 shares; 2025Q3: 995 shares; 2025Q4: 1,021 shares; 2026Q1: 1,034 shares 1,034$55.9K<0.01%+13Timeline
NVSTENVISTA HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,231 shares; 2025Q1: 189 shares; 2025Q2: 971 shares; 2025Q3: 1,029 shares; 2025Q4: 1,805 shares; 2026Q1: 2,204 shares 2,204$55.9K<0.01%+399Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,028 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares 930$55.8K<0.01%0Timeline
CGOCALAMOS GLOBAL TOTAL RETURNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,001 shares; 2025Q3: 6,001 shares; 2025Q4: 6,001 shares; 2026Q1: 5,000 shares 5,000$55.8K<0.01%-1,001Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,591 shares; 2024Q4: 3,097 shares; 2025Q1: 2,606 shares; 2025Q2: 4,812 shares; 2025Q3: 4,128 shares; 2025Q4: 4,132 shares; 2026Q1: 3,045 shares 3,045$55.7K<0.01%-1,087Timeline
WAYWAYSTAR HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 53 shares; 2025Q3: 132 shares; 2025Q4: 341 shares; 2026Q1: 2,304 shares 2,304$55.5K<0.01%+1,963Timeline
BBJPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 263 shares; 2025Q1: 110 shares; 2025Q2: 433 shares; 2025Q3: 528 shares; 2025Q4: 582 shares; 2026Q1: 805 shares 805$55.5K<0.01%+223Timeline
DMACDIAMEDICA THERAPEUTICS 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: 85 shares; 2025Q4: 101 shares; 2026Q1: 8,189 shares 8,189$55.4K<0.01%+8,088Timeline
AVNTAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 58 shares; 2025Q1: 1,479 shares; 2025Q2: 323 shares; 2025Q3: 446 shares; 2025Q4: 781 shares; 2026Q1: 1,523 shares 1,523$55.3K<0.01%+742Timeline
RECSCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 1,417 shares; 2025Q1: 1,417 shares; 2025Q2: 1,961 shares; 2025Q3: 1,417 shares; 2025Q4: 1,417 shares; 2026Q1: 1,417 shares 1,417$55.2K<0.01%0Timeline
WTVWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 483 shares; 2025Q2: 783 shares; 2025Q3: 583 shares; 2025Q4: 583 shares; 2026Q1: 583 shares 583$55.2K<0.01%0Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,540 shares; 2025Q1: 2,590 shares; 2025Q2: 1,731 shares; 2025Q3: 3,720 shares; 2025Q4: 3,614 shares; 2026Q1: 2,088 shares 2,088$55.2K<0.01%-1,526Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 217 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 1,125 shares; 2026Q1: 1,304 shares 1,304$55.2K<0.01%+179Timeline
SGMLSIGMA LITHIUM CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 1,470 shares; 2026Q1: 4,470 shares 4,470$55.2K<0.01%+3,000Timeline
INCEFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 853 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: 853 shares 853$55.1K<0.01%0Timeline
PBWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 146 shares; 2025Q2: 1,746 shares; 2025Q3: 1,746 shares; 2025Q4: 1,746 shares; 2026Q1: 1,746 shares 1,746$55.1K<0.01%0Timeline
VIOGVANGUARD ADMIRAL FDS 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: 453 shares; 2026Q1: 443 shares 443$55.1K<0.01%-10Timeline
ASPIASP ISOTOPES 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: 5 shares; 2025Q4: 50 shares; 2026Q1: 12,445 shares 12,445$55K<0.01%+12,395Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,757 shares; 2024Q4: 3,106 shares; 2025Q1: 2,837 shares; 2025Q2: 3,231 shares; 2025Q3: 4,463 shares; 2025Q4: 3,138 shares; 2026Q1: 3,274 shares 3,274$55K<0.01%+136Timeline
DDSDILLARDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 28 shares; 2025Q1: 50 shares; 2025Q2: 68 shares; 2025Q3: 71 shares; 2025Q4: 78 shares; 2026Q1: 96 shares 96$54.9K<0.01%+18Timeline
EPSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 1,030 shares; 2025Q1: 1,881 shares; 2025Q2: 1,882 shares; 2025Q3: 1,033 shares; 2025Q4: 806 shares; 2026Q1: 806 shares 806$54.9K<0.01%0Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,477 shares; 2025Q1: 1,573 shares; 2025Q2: 843 shares; 2025Q3: 895 shares; 2025Q4: 909 shares; 2026Q1: 1,274 shares 1,274$54.8K<0.01%+365Timeline
RINGISHARES 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: 694 shares; 2025Q3: 694 shares; 2025Q4: 766 shares; 2026Q1: 694 shares 694$54.8K<0.01%-72Timeline
GCOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 3,607 shares; 2025Q1: 3,561 shares; 2025Q2: 3,517 shares; 2025Q3: 3,446 shares; 2025Q4: 3,037 shares; 2026Q1: 1,185 shares 1,185$54.8K<0.01%-1,852Timeline
RSPUINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 670 shares 670$54.3K<0.01%-285Timeline
FIBKFIRST INTST BANCSYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 849 shares; 2025Q1: 1,104 shares; 2025Q2: 1,447 shares; 2025Q3: 1,455 shares; 2025Q4: 1,447 shares; 2026Q1: 1,622 shares 1,622$54.2K<0.01%+175Timeline
TPCTUTOR PERINI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 116 shares; 2025Q2: 146 shares; 2025Q3: 353 shares; 2025Q4: 605 shares; 2026Q1: 701 shares 701$54.1K<0.01%+96Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 116 shares; 2025Q2: 258 shares; 2025Q3: 427 shares; 2025Q4: 401 shares; 2026Q1: 1,151 shares 1,151$54K<0.01%+750Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 108 shares; 2025Q2: 1,027 shares; 2025Q3: 1,746 shares; 2025Q4: 4,751 shares; 2026Q1: 2,272 shares 2,272$53.9K<0.01%-2,479Timeline
FBYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,945 shares; 2025Q3: 4,338 shares; 2025Q4: 4,881 shares; 2026Q1: 5,344 shares 5,344$53.9K<0.01%+463Timeline
TPGTPG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 279 shares; 2025Q1: 648 shares; 2025Q2: 576 shares; 2025Q3: 746 shares; 2025Q4: 786 shares; 2026Q1: 1,328 shares 1,328$53.8K<0.01%+542Timeline
ENVXENOVIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 295 shares; 2025Q1: 355 shares; 2025Q2: 256 shares; 2025Q3: 11,220 shares; 2025Q4: 718 shares; 2026Q1: 10,381 shares 10,381$53.8K<0.01%+9,663Timeline
ABCLABCELLERA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 1,282 shares; 2025Q1: 902 shares; 2025Q2: 971 shares; 2025Q3: 1,178 shares; 2025Q4: 11,274 shares; 2026Q1: 15,401 shares 15,401$53.8K<0.01%+4,127Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 1,676 shares; 2025Q1: 1,671 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,180 shares; 2026Q1: 2,180 shares 2,180$53.7K<0.01%0Timeline
BITOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 4,053 shares; 2025Q1: 3,894 shares; 2025Q2: 4,845 shares; 2025Q3: 5,040 shares; 2025Q4: 5,385 shares; 2026Q1: 5,755 shares 5,755$53.6K<0.01%+370Timeline
CRCLCIRCLE INTERNET 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: 202 shares; 2025Q3: 287 shares; 2025Q4: 1,051 shares; 2026Q1: 1,161 shares 1,161$53.5K<0.01%+110Timeline
FROFRONTLINE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,263 shares; 2025Q1: 1,264 shares; 2025Q2: 1,412 shares; 2025Q3: 1,433 shares; 2025Q4: 1,500 shares; 2026Q1: 1,533 shares 1,533$53.5K<0.01%+33Timeline
ABCBAMERIS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 567 shares; 2025Q3: 580 shares; 2025Q4: 625 shares; 2026Q1: 684 shares 684$53.3K<0.01%+59Timeline
GLVCLOUGH GLOBAL DIVID & 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: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000$53.3K<0.01%0Timeline
KMPRKEMPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 523 shares; 2025Q1: 883 shares; 2025Q2: 1,228 shares; 2025Q3: 1,794 shares; 2025Q4: 1,118 shares; 2026Q1: 1,743 shares 1,743$53.3K<0.01%+625Timeline
DSUBLACKROCK DEBT STRATEGIES FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,820 shares; 2024Q4: 11,820 shares; 2025Q1: 11,820 shares; 2025Q2: 19,820 shares; 2025Q3: 19,820 shares; 2025Q4: 5,538 shares; 2026Q1: 5,538 shares 5,538$53.1K<0.01%0Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 417 shares; 2026Q1: 442 shares 442$53.1K<0.01%+25Timeline
ORCORCHID IS CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 145 shares; 2025Q1: 212 shares; 2025Q2: 1,963 shares; 2025Q3: 2,074 shares; 2025Q4: 2,156 shares; 2026Q1: 7,553 shares 7,553$53.1K<0.01%+5,397Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 1,215 shares; 2025Q3: 2,028 shares; 2025Q4: 2,580 shares; 2026Q1: 2,734 shares 2,734$53.1K<0.01%+154Timeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 55 shares; 2025Q1: 68 shares; 2025Q2: 53 shares; 2025Q3: 103 shares; 2025Q4: 337 shares; 2026Q1: 300 shares 300$53K<0.01%-37Timeline
FMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 559 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 1,003 shares; 2026Q1: 1,003 shares 1,003$53K<0.01%0Timeline
HAYWHAYWARD 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: 421 shares; 2025Q3: 1,448 shares; 2025Q4: 4,474 shares; 2026Q1: 3,954 shares 3,954$52.9K<0.01%-520Timeline
CNEQTHE ALGER 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: 1,700 shares; 2026Q1: 1,700 shares 1,700$52.9K<0.01%0Timeline
ENICENEL CHILE SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,874 shares; 2024Q4: 9,961 shares; 2025Q1: 9,997 shares; 2025Q2: 10,237 shares; 2025Q3: 10,362 shares; 2025Q4: 10,229 shares; 2026Q1: 13,423 shares 13,423$52.9K<0.01%+3,194Timeline
RMCFROCKY MTN CHOCOLATE FACTORYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,500 shares; 2025Q2: 23,500 shares; 2025Q3: 23,500 shares; 2025Q4: 23,500 shares; 2026Q1: 23,500 shares 23,500$52.9K<0.01%0Timeline
IDGTISHARES 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: not reported; 2026Q1: 540 shares 540$52.8K<0.01%newTimeline
BITWBITWISE 10 CRYPTO INDEX ETFQuarterly 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: 6,121 shares; 2026Q1: 1,183 shares 1,183$52.8K<0.01%-4,938Timeline
ETGEATON VANCE TX ADV GLBL DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 2,055 shares; 2025Q1: 2,460 shares; 2025Q2: 3,542 shares; 2025Q3: 4,880 shares; 2025Q4: 2,580 shares; 2026Q1: 2,619 shares 2,619$52.7K<0.01%+39Timeline
KCESPDR 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: 14 shares; 2026Q1: 383 shares 383$52.7K<0.01%+369Timeline
OUSMALPS 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: not reported; 2026Q1: 1,200 shares 1,200$52.5K<0.01%newTimeline
IBIFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,993 shares; 2025Q2: 1,993 shares; 2025Q3: 1,993 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares 1,993$52.3K<0.01%0Timeline
ICOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 1,297 shares; 2026Q1: 1,232 shares 1,232$52.3K<0.01%-65Timeline
DGICADONEGAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119 shares; 2025Q1: 513 shares; 2025Q2: 2,961 shares; 2025Q3: 3,178 shares; 2025Q4: 3,239 shares; 2026Q1: 3,042 shares 3,042$52.3K<0.01%-197Timeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 342 shares; 2025Q1: 928 shares; 2025Q2: 3,920 shares; 2025Q3: 6,136 shares; 2025Q4: 4,156 shares; 2026Q1: 4,939 shares 4,939$52K<0.01%+783Timeline
HEZUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,098 shares; 2026Q1: 1,190 shares 1,190$52K<0.01%+92Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122 shares; 2025Q3: 171 shares; 2025Q4: 65 shares; 2026Q1: 3,470 shares 3,470$52K<0.01%+3,405Timeline
IBIDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,990 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares; 2026Q1: 1,990 shares 1,990$52K<0.01%0Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 394 shares; 2025Q1: 526 shares; 2025Q2: 606 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 773 shares 773$52K<0.01%+269Timeline
ONEYSPDR 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: 429 shares; 2025Q4: 429 shares; 2026Q1: 432 shares 432$51.9K<0.01%+3Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 174 shares; 2025Q1: 204 shares; 2025Q2: 224 shares; 2025Q3: 117 shares; 2025Q4: 130 shares; 2026Q1: 238 shares 238$51.9K<0.01%+108Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 680 shares; 2026Q1: 680 shares 680$51.7K<0.01%0Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116 shares; 2025Q1: 144 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 699 shares; 2026Q1: 735 shares 735$51.6K<0.01%+36Timeline
OISOIL STS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 2,413 shares; 2025Q4: 2,744 shares; 2026Q1: 4,434 shares 4,434$51.6K<0.01%+1,690Timeline
EMGFISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 801 shares; 2025Q1: 789 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 801 shares; 2026Q1: 853 shares 853$51.6K<0.01%+52Timeline
VNLAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 637 shares; 2025Q4: 885 shares; 2026Q1: 1,054 shares 1,054$51.5K<0.01%+169Timeline
KLICKULICKE & SOFFA INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 103 shares; 2025Q1: 427 shares; 2025Q2: 414 shares; 2025Q3: 586 shares; 2025Q4: 687 shares; 2026Q1: 781 shares 781$51.3K<0.01%+94Timeline
MRCYMERCURY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 598 shares; 2025Q1: 606 shares; 2025Q2: 685 shares; 2025Q3: 688 shares; 2025Q4: 693 shares; 2026Q1: 702 shares 702$51.2K<0.01%+9Timeline
FIGFIGMA 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: 295 shares; 2025Q4: 295 shares; 2026Q1: 2,420 shares 2,420$51.2K<0.01%+2,125Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,614 shares; 2025Q1: 1,614 shares; 2025Q2: 1,614 shares; 2025Q3: 1,614 shares; 2025Q4: 1,751 shares; 2026Q1: 1,614 shares 1,614$51.1K<0.01%-137Timeline
NXQUANEX BLDG PRODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 2,075 shares; 2025Q3: 2,061 shares; 2025Q4: 2,156 shares; 2026Q1: 2,837 shares 2,837$51K<0.01%+681Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 210 shares; 2025Q1: 224 shares; 2025Q2: 301 shares; 2025Q3: 449 shares; 2025Q4: 384 shares; 2026Q1: 517 shares 517$50.9K<0.01%+133Timeline
REYNREYNOLDS CONSUMER PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 304 shares; 2025Q1: 101 shares; 2025Q2: 561 shares; 2025Q3: 2,991 shares; 2025Q4: 3,866 shares; 2026Q1: 2,404 shares 2,404$50.9K<0.01%-1,462Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 2,023 shares; 2025Q1: 1,750 shares; 2025Q2: 1,712 shares; 2025Q3: 3,293 shares; 2025Q4: 3,720 shares; 2026Q1: 11,037 shares 11,037$50.8K<0.01%+7,317Timeline
DCBODOCEBO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,901 shares; 2024Q4: 2,901 shares; 2025Q1: 2,901 shares; 2025Q2: 2,901 shares; 2025Q3: 2,901 shares; 2025Q4: 2,901 shares; 2026Q1: 2,901 shares 2,901$50.7K<0.01%0Timeline
OTEXOPEN TEXT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,564 shares; 2025Q1: 2,733 shares; 2025Q2: 2,724 shares; 2025Q3: 2,727 shares; 2025Q4: 2,812 shares; 2026Q1: 2,279 shares 2,279$50.7K<0.01%-533Timeline
NFBKNORTHFIELD BANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 292 shares; 2025Q1: 327 shares; 2025Q2: 673 shares; 2025Q3: 879 shares; 2025Q4: 1,043 shares; 2026Q1: 3,738 shares 3,738$50.6K<0.01%+2,695Timeline
EXIISHARES 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: 91 shares; 2025Q4: 266 shares; 2026Q1: 280 shares 280$50.6K<0.01%+14Timeline
IFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,413 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,697 shares 1,697$50.6K<0.01%newTimeline
SCOPROSHARES TR IIQuarterly 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: 6,075 shares 6,075$50.5K<0.01%newTimeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 201 shares; 2025Q1: 226 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 495 shares; 2026Q1: 541 shares 541$50.5K<0.01%+46Timeline
DUSADAVIS FUNDAMENTAL ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: 995 shares 995$50.5K<0.01%0Timeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 142 shares; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 884 shares; 2025Q4: 1,033 shares; 2026Q1: 1,683 shares 1,683$50.5K<0.01%+650Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 333 shares; 2025Q1: 491 shares; 2025Q2: 293 shares; 2025Q3: 605 shares; 2025Q4: 586 shares; 2026Q1: 516 shares 516$50.4K<0.01%-70Timeline
SPXCSPX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 163 shares; 2025Q1: 238 shares; 2025Q2: 258 shares; 2025Q3: 267 shares; 2025Q4: not reported; 2026Q1: 252 shares 252$50.4K<0.01%newTimeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 284 shares; 2025Q1: 280 shares; 2025Q2: 84 shares; 2025Q3: 142 shares; 2025Q4: 114 shares; 2026Q1: 143 shares 143$50.3K<0.01%+29Timeline
PLABPHOTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 121 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 126 shares; 2025Q4: 349 shares; 2026Q1: 1,242 shares 1,242$50.2K<0.01%+893Timeline
ZIGETF SER SOLUTIONSQuarterly 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: 1,290 shares 1,290$50.2K<0.01%newTimeline
DLBDOLBY LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 90 shares; 2025Q1: 73 shares; 2025Q2: 504 shares; 2025Q3: 1,006 shares; 2025Q4: 679 shares; 2026Q1: 835 shares 835$50.2K<0.01%+156Timeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 1,063 shares; 2025Q1: 941 shares; 2025Q2: 963 shares; 2025Q3: 607 shares; 2025Q4: 894 shares; 2026Q1: 969 shares 969$50.1K<0.01%+75Timeline
PMARINNOVATOR 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: 1,120 shares 1,120$50K<0.01%newTimeline
NOVTNOVANTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 55 shares; 2025Q1: 12 shares; 2025Q2: 35 shares; 2025Q3: 37 shares; 2025Q4: 399 shares; 2026Q1: 423 shares 423$50K<0.01%+24Timeline
IVRINVESCO MORTGAGE CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 16 shares; 2025Q1: 96 shares; 2025Q2: 395 shares; 2025Q3: 740 shares; 2025Q4: 1,097 shares; 2026Q1: 6,178 shares 6,178$49.9K<0.01%+5,081Timeline
VRIGINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,993 shares; 2025Q2: 1,993 shares; 2025Q3: 1,993 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares 1,993$49.9K<0.01%0Timeline
UNITUNITI GROUP LLCQuarterly 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: 5,077 shares; 2025Q4: 4,784 shares; 2026Q1: 5,318 shares 5,318$49.9K<0.01%+534Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 5 shares; 2025Q1: 82 shares; 2025Q2: 10 shares; 2025Q3: 173 shares; 2025Q4: 584 shares; 2026Q1: 2,110 shares 2,110$49.8K<0.01%+1,526Timeline
COWGPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 492 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 1,474 shares 1,474$49.7K<0.01%+1,272Timeline
MBBABLACKROCK ETF TRUST IIQuarterly 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: 996 shares 996$49.6K<0.01%newTimeline
ACNBACNB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,003 shares; 2026Q1: 1,033 shares 1,033$49.5K<0.01%+30Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 20 shares; 2025Q1: 16 shares; 2025Q2: 50 shares; 2025Q3: 252 shares; 2025Q4: 425 shares; 2026Q1: 467 shares 467$49.4K<0.01%+42Timeline
HNIHNI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 53 shares; 2025Q1: 2,165 shares; 2025Q2: 2,174 shares; 2025Q3: 2,190 shares; 2025Q4: 2,603 shares; 2026Q1: 1,472 shares 1,472$49.2K<0.01%-1,131Timeline
CNXCCONCENTRIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 856 shares; 2025Q4: 497 shares; 2026Q1: 1,794 shares 1,794$49.1K<0.01%+1,297Timeline
TOUST ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 459 shares; 2025Q3: 459 shares; 2025Q4: 459 shares; 2026Q1: 1,421 shares 1,421$49.1K<0.01%+962Timeline
NKTRNEKTAR THERAPEUTICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,366 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 681 shares 681$49K<0.01%+5Timeline
EXTREXTREME NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,049 shares; 2025Q1: 1,972 shares; 2025Q2: 2,062 shares; 2025Q3: 2,119 shares; 2025Q4: 2,240 shares; 2026Q1: 3,237 shares 3,237$48.8K<0.01%+997Timeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 1,200 shares 1,200$48.6K<0.01%+400Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 418 shares; 2025Q1: 266 shares; 2025Q2: 10,493 shares; 2025Q3: 13,332 shares; 2025Q4: 7,608 shares; 2026Q1: 5,745 shares 5,745$48.5K<0.01%-1,863Timeline
ADMAADMA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 248 shares; 2025Q1: 388 shares; 2025Q2: 3,360 shares; 2025Q3: 3,100 shares; 2025Q4: 3,148 shares; 2026Q1: 5,385 shares 5,385$48.5K<0.01%+2,237Timeline
TDVPROSHARES 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: 569 shares; 2025Q4: 571 shares; 2026Q1: 572 shares 572$48.5K<0.01%+1Timeline
AVNMAMERICAN CENTY 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: 494 shares; 2026Q1: 636 shares 636$48.5K<0.01%+142Timeline
PFXFVANECK 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: 1,694 shares; 2025Q3: 2,913 shares; 2025Q4: 4,376 shares; 2026Q1: 2,760 shares 2,760$48.4K<0.01%-1,616Timeline
PTLOPORTILLOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 2,757 shares; 2025Q4: 9,243 shares; 2026Q1: 9,147 shares 9,147$48.4K<0.01%-96Timeline
ASGIABRDN GLOBAL INFRA INCOME FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 874 shares; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 2,164 shares; 2026Q1: 2,164 shares 2,164$48.4K<0.01%0Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,122 shares; 2025Q1: 2,234 shares; 2025Q2: 2,369 shares; 2025Q3: 1,838 shares; 2025Q4: 1,397 shares; 2026Q1: 1,522 shares 1,522$48.4K<0.01%+125Timeline
BEKEKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 245 shares; 2025Q1: 272 shares; 2025Q2: 361 shares; 2025Q3: 821 shares; 2025Q4: 2,910 shares; 2026Q1: 3,230 shares 3,230$48.4K<0.01%+320Timeline
CXEMFS HIGH INCOME MUN 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: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000$48.2K<0.01%0Timeline
CLVTCLARIVATE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 2,983 shares; 2025Q1: 1,097 shares; 2025Q2: 1,002 shares; 2025Q3: 1,120 shares; 2025Q4: 1,631 shares; 2026Q1: 19,035 shares 19,035$48.2K<0.01%+17,404Timeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 401 shares; 2025Q1: 415 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 704 shares; 2026Q1: 704 shares 704$48.2K<0.01%0Timeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 208 shares; 2025Q3: 243 shares; 2025Q4: 252 shares; 2026Q1: 265 shares 265$48K<0.01%+13Timeline
IMTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 997 shares; 2026Q1: 997 shares 997$47.9K<0.01%0Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 459 shares; 2025Q3: 798 shares; 2025Q4: 663 shares; 2026Q1: 1,052 shares 1,052$47.5K<0.01%+389Timeline
HTHHILLTOP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 28 shares; 2025Q1: 17 shares; 2025Q2: 557 shares; 2025Q3: 840 shares; 2025Q4: 1,153 shares; 2026Q1: 1,323 shares 1,323$47.4K<0.01%+170Timeline
TXG10X GENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 78 shares; 2025Q1: 907 shares; 2025Q2: 2,271 shares; 2025Q3: 2,284 shares; 2025Q4: 2,074 shares; 2026Q1: 2,232 shares 2,232$47.4K<0.01%+158Timeline
ABMABM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 426 shares; 2025Q3: 455 shares; 2025Q4: 443 shares; 2026Q1: 1,228 shares 1,228$47.3K<0.01%+785Timeline
SSLSASOL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 1,646 shares; 2025Q1: 1,051 shares; 2025Q2: 3,213 shares; 2025Q3: 3,550 shares; 2025Q4: 3,299 shares; 2026Q1: 3,647 shares 3,647$47.3K<0.01%+348Timeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,341 shares; 2025Q1: 1,378 shares; 2025Q2: 1,413 shares; 2025Q3: 1,547 shares; 2025Q4: 3,032 shares; 2026Q1: 2,759 shares 2,759$47.2K<0.01%-273Timeline
QTUMETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 1,038 shares; 2025Q4: 1,108 shares; 2026Q1: 438 shares 438$47K<0.01%-670Timeline
USIOUSIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,234 shares; 2024Q4: 41,234 shares; 2025Q1: 41,234 shares; 2025Q2: 41,234 shares; 2025Q3: 41,234 shares; 2025Q4: 41,234 shares; 2026Q1: 41,234 shares 41,234$47K<0.01%0Timeline
RBUFINNOVATOR 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: 400 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 1,600 shares 1,600$46.9K<0.01%+800Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,097 shares; 2024Q4: 6,829 shares; 2025Q1: 7,541 shares; 2025Q2: 8,022 shares; 2025Q3: 8,288 shares; 2025Q4: 9,714 shares; 2026Q1: 11,348 shares 11,348$46.8K<0.01%+1,634Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 199 shares; 2025Q1: 173 shares; 2025Q2: 1,625 shares; 2025Q3: 1,632 shares; 2025Q4: 1,606 shares; 2026Q1: 1,821 shares 1,821$46.7K<0.01%+215Timeline
GGTGABELLI MULTIMEDIA TR 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: 11,878 shares; 2025Q3: 11,878 shares; 2025Q4: 11,878 shares; 2026Q1: 11,878 shares 11,878$46.7K<0.01%0Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,789 shares; 2025Q1: 2,489 shares; 2025Q2: 2,176 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 663 shares 663$46.6K<0.01%-236Timeline
TLKTELEKOMUNIKASI INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 104 shares; 2025Q1: 213 shares; 2025Q2: 2,412 shares; 2025Q3: 2,680 shares; 2025Q4: 2,630 shares; 2026Q1: 2,497 shares 2,497$46.6K<0.01%-133Timeline
PNNTPENNANTPARK INVTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 118 shares; 2025Q2: 9,254 shares; 2025Q3: 9,326 shares; 2025Q4: 9,286 shares; 2026Q1: 10,370 shares 10,370$46.6K<0.01%+1,084Timeline
UHALU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 893 shares; 2025Q1: 919 shares; 2025Q2: 878 shares; 2025Q3: 988 shares; 2025Q4: 932 shares; 2026Q1: 973 shares 973$46.5K<0.01%+41Timeline
BRCBRADY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 35 shares; 2025Q2: 80 shares; 2025Q3: 245 shares; 2025Q4: 289 shares; 2026Q1: 572 shares 572$46.5K<0.01%+283Timeline
SFLSFL CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 1,965 shares; 2025Q1: 126 shares; 2025Q2: 913 shares; 2025Q3: 852 shares; 2025Q4: 1,456 shares; 2026Q1: 4,293 shares 4,293$46.3K<0.01%+2,837Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 548 shares; 2025Q1: 559 shares; 2025Q2: 880 shares; 2025Q3: 1,500 shares; 2025Q4: 1,464 shares; 2026Q1: 5,528 shares 5,528$46.3K<0.01%+4,064Timeline
PTCTPTC THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 314 shares; 2025Q3: 387 shares; 2025Q4: 634 shares; 2026Q1: 678 shares 678$46.2K<0.01%+44Timeline
PACSPACS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 340 shares; 2025Q1: 830 shares; 2025Q2: 1,146 shares; 2025Q3: 978 shares; 2025Q4: 1,229 shares; 2026Q1: 1,438 shares 1,438$46.2K<0.01%+209Timeline
AEOAMERICAN EAGLE OUTFITTERS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 125 shares; 2025Q1: 746 shares; 2025Q2: 332 shares; 2025Q3: 1,127 shares; 2025Q4: not reported; 2026Q1: 2,760 shares 2,760$46.1K<0.01%newTimeline
NTLAINTELLIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 156 shares; 2025Q1: 582 shares; 2025Q2: 972 shares; 2025Q3: 984 shares; 2025Q4: 1,734 shares; 2026Q1: 3,592 shares 3,592$46K<0.01%+1,858Timeline
ENVAENOVA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 12 shares; 2025Q2: 298 shares; 2025Q3: 315 shares; 2025Q4: 328 shares; 2026Q1: 339 shares 339$46K<0.01%+11Timeline
APLSAPELLIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 202 shares; 2025Q1: 216 shares; 2025Q2: 1,337 shares; 2025Q3: 2,194 shares; 2025Q4: 1,010 shares; 2026Q1: 1,143 shares 1,143$46K<0.01%+133Timeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,767 shares; 2024Q4: 4,625 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 6,134 shares; 2025Q4: 6,929 shares; 2026Q1: 9,825 shares 9,825$46K<0.01%+2,896Timeline
FSLYFASTLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 2,926 shares; 2025Q1: 651 shares; 2025Q2: 1,230 shares; 2025Q3: 1,969 shares; 2025Q4: 1,986 shares; 2026Q1: 1,582 shares 1,582$46K<0.01%-404Timeline
LMNDLEMONADE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 49 shares; 2025Q1: 51 shares; 2025Q2: 406 shares; 2025Q3: 422 shares; 2025Q4: 322 shares; 2026Q1: 733 shares 733$45.9K<0.01%+411Timeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 81 shares; 2025Q1: 186 shares; 2025Q2: 409 shares; 2025Q3: 983 shares; 2025Q4: 905 shares; 2026Q1: 1,403 shares 1,403$45.9K<0.01%+498Timeline
HCCWARRIOR MET COAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 1,946 shares; 2025Q1: 1,964 shares; 2025Q2: 1,953 shares; 2025Q3: 1,973 shares; 2025Q4: 604 shares; 2026Q1: 492 shares 492$45.8K<0.01%-112Timeline
EBCEASTERN BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 1,740 shares; 2025Q2: 1,605 shares; 2025Q3: 2,189 shares; 2025Q4: 2,253 shares; 2026Q1: 2,342 shares 2,342$45.8K<0.01%+89Timeline
KFEBINNOVATOR 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: 904,503 shares; 2025Q4: 1,630 shares; 2026Q1: 1,630 shares 1,630$45.8K<0.01%0Timeline
FCPTFOUR CORNERS PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 670 shares; 2025Q1: 736 shares; 2025Q2: 1,005 shares; 2025Q3: 1,323 shares; 2025Q4: 1,618 shares; 2026Q1: 1,936 shares 1,936$45.8K<0.01%+318Timeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 237 shares; 2025Q4: 288 shares; 2026Q1: 288 shares 288$45.8K<0.01%0Timeline
RONBBARON 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: not reported; 2026Q1: 2,000 shares 2,000$45.7K<0.01%newTimeline
PPTYETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,587 shares; 2025Q1: 1,488 shares; 2025Q2: 1,488 shares; 2025Q3: 1,502 shares; 2025Q4: 1,516 shares; 2026Q1: 1,516 shares 1,516$45.7K<0.01%0Timeline
TEXTEREX CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 136 shares; 2025Q1: 175 shares; 2025Q2: 200 shares; 2025Q3: 237 shares; 2025Q4: 251 shares; 2026Q1: 772 shares 772$45.6K<0.01%+521Timeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 1,342 shares; 2025Q3: 1,465 shares; 2025Q4: 1,465 shares; 2026Q1: 1,465 shares 1,465$45.5K<0.01%0Timeline
LPLLG DISPLAY CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 11,714 shares 11,714$45.5K<0.01%+11,514Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 151 shares; 2025Q1: 198 shares; 2025Q2: 257 shares; 2025Q3: 378 shares; 2025Q4: 377 shares; 2026Q1: 614 shares 614$45.4K<0.01%+237Timeline
IWLISHARES 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: 281 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282$45.3K<0.01%0Timeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 533 shares; 2025Q1: 499 shares; 2025Q2: 555 shares; 2025Q3: 521 shares; 2025Q4: 516 shares; 2026Q1: 560 shares 560$45.3K<0.01%+44Timeline
KJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,131 shares; 2024Q4: 5,797 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 416 shares; 2026Q1: 1,083 shares 1,083$45.2K<0.01%+667Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 152 shares; 2025Q1: 373 shares; 2025Q2: 275 shares; 2025Q3: 375 shares; 2025Q4: 376 shares; 2026Q1: 1,738 shares 1,738$45.2K<0.01%+1,362Timeline
FPFFIRST TR INTER DURATN PFD &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares 2,560$45.1K<0.01%0Timeline
CSDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$45.1K<0.01%0Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 2,691 shares; 2025Q1: 2,042 shares; 2025Q2: 1,407 shares; 2025Q3: 668 shares; 2025Q4: 613 shares; 2026Q1: 470 shares 470$45K<0.01%-143Timeline
MATMATTEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 582 shares; 2025Q1: 501 shares; 2025Q2: 2,853 shares; 2025Q3: 3,106 shares; 2025Q4: 4,182 shares; 2026Q1: 3,099 shares 3,099$45K<0.01%-1,083Timeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 313 shares; 2025Q1: 317 shares; 2025Q2: 335 shares; 2025Q3: 376 shares; 2025Q4: 410 shares; 2026Q1: 355 shares 355$44.9K<0.01%-55Timeline
ZDZIFF DAVIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 412 shares; 2025Q2: 1,029 shares; 2025Q3: 1,013 shares; 2025Q4: 763 shares; 2026Q1: 1,069 shares 1,069$44.9K<0.01%+306Timeline
IDLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: not reported; 2026Q1: 1,300 shares 1,300$44.8K<0.01%newTimeline
FMDEFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,222 shares; 2025Q1: 1,227 shares; 2025Q2: 1,231 shares; 2025Q3: 1,236 shares; 2025Q4: 1,239 shares; 2026Q1: 1,243 shares 1,243$44.7K<0.01%+4Timeline
BKSYBLACKSKY TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,883 shares; 2025Q4: 1,886 shares; 2026Q1: 1,772 shares 1,772$44.6K<0.01%-114Timeline
GCTGIGACLOUD TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 856 shares; 2025Q3: 858 shares; 2025Q4: 851 shares; 2026Q1: 982 shares 982$44.6K<0.01%+131Timeline
TFPMTRIPLE FLAG PRECIOUS METALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: not reported; 2025Q4: 546 shares; 2026Q1: 1,278 shares 1,278$44.4K<0.01%+732Timeline
BSTZBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 17 shares; 2025Q2: 2,017 shares; 2025Q3: 2,018 shares; 2025Q4: 2,019 shares; 2026Q1: 2,000 shares 2,000$44.3K<0.01%-19Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 863 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,716 shares; 2025Q4: 1,126 shares; 2026Q1: 2,554 shares 2,554$44.2K<0.01%+1,428Timeline
DHTDHT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137 shares; 2025Q3: 179 shares; 2025Q4: 927 shares; 2026Q1: 2,418 shares 2,418$44.2K<0.01%+1,491Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 243 shares; 2025Q1: 253 shares; 2025Q2: 340 shares; 2025Q3: 394 shares; 2025Q4: 355 shares; 2026Q1: 397 shares 397$44.1K<0.01%+42Timeline
XJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,022 shares; 2025Q1: 13,673 shares; 2025Q2: 11,134 shares; 2025Q3: 4,404 shares; 2025Q4: 2,403 shares; 2026Q1: 1,133 shares 1,133$44.1K<0.01%-1,270Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 175 shares; 2025Q1: 203 shares; 2025Q2: 448 shares; 2025Q3: 863 shares; 2025Q4: 767 shares; 2026Q1: 529 shares 529$43.9K<0.01%-238Timeline
NSANATIONAL STORAGE AFFILIATESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 171 shares; 2025Q1: 518 shares; 2025Q2: 375 shares; 2025Q3: 441 shares; 2025Q4: 573 shares; 2026Q1: 1,163 shares 1,163$43.9K<0.01%+590Timeline
XRNPXCOHEN & STEERS REIT & PFD &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 2,214 shares; 2025Q3: 2,215 shares; 2025Q4: 2,214 shares; 2026Q1: 2,214 shares 2,214$43.7K<0.01%0Timeline
USARUSA RARE EARTH 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: 630 shares; 2025Q4: 1,837 shares; 2026Q1: 2,890 shares 2,890$43.7K<0.01%+1,053Timeline
CLOZSERIES PORTFOLIOS 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: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700$43.6K<0.01%0Timeline
KQQQKURV 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: not reported; 2026Q1: 1,800 shares 1,800$43.5K<0.01%newTimeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 345 shares; 2025Q1: 364 shares; 2025Q2: 414 shares; 2025Q3: 537 shares; 2025Q4: 79 shares; 2026Q1: 150 shares 150$43.5K<0.01%+71Timeline
DXCDXC TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,510 shares; 2025Q1: 1,971 shares; 2025Q2: 3,330 shares; 2025Q3: 3,854 shares; 2025Q4: 2,478 shares; 2026Q1: 3,453 shares 3,453$43.4K<0.01%+975Timeline
VOYAVOYA FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 55 shares; 2025Q1: 79 shares; 2025Q2: 200 shares; 2025Q3: 351 shares; 2025Q4: 436 shares; 2026Q1: 634 shares 634$43.3K<0.01%+198Timeline
VERAVERA THERAPEUTICS 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: 106 shares; 2025Q3: 34 shares; 2025Q4: 49 shares; 2026Q1: 1,075 shares 1,075$43.2K<0.01%+1,026Timeline
CDNACAREDX 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: 2,050 shares; 2025Q3: 2,026 shares; 2025Q4: 2,052 shares; 2026Q1: 2,491 shares 2,491$43.2K<0.01%+439Timeline
PXFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 235 shares; 2025Q2: 238 shares; 2025Q3: 240 shares; 2025Q4: 243 shares; 2026Q1: 618 shares 618$43.2K<0.01%+375Timeline
BLSHBULLISHQuarterly 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: 1,025 shares; 2025Q4: 1,031 shares; 2026Q1: 1,205 shares 1,205$43.1K<0.01%+174Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 65 shares; 2025Q1: 94 shares; 2025Q2: 164 shares; 2025Q3: 189 shares; 2025Q4: 179 shares; 2026Q1: 208 shares 208$42.9K<0.01%+29Timeline
HIMXHIMAX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,686 shares; 2025Q1: 1,801 shares; 2025Q2: 2,500 shares; 2025Q3: 1,893 shares; 2025Q4: 2,211 shares; 2026Q1: 5,446 shares 5,446$42.9K<0.01%+3,235Timeline
HAEHAEMONETICS CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,269 shares; 2025Q1: 118 shares; 2025Q2: 298 shares; 2025Q3: 152 shares; 2025Q4: 746 shares; 2026Q1: 760 shares 760$42.8K<0.01%+14Timeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 1,099 shares; 2025Q3: 951 shares; 2025Q4: 1,039 shares; 2026Q1: 1,040 shares 1,040$42.8K<0.01%+1Timeline
QQQHNEOS 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: 500 shares; 2025Q3: 835 shares; 2025Q4: 925 shares; 2026Q1: 835 shares 835$42.8K<0.01%-90Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 243 shares; 2025Q1: 725 shares; 2025Q2: 781 shares; 2025Q3: 777 shares; 2025Q4: 952 shares; 2026Q1: 781 shares 781$42.8K<0.01%-171Timeline
XPHSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 790 shares 790$42.7K<0.01%0Timeline
BEPCBROOKFIELD RENEWABLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 671 shares; 2025Q1: 500 shares; 2025Q2: 513 shares; 2025Q3: 545 shares; 2025Q4: 606 shares; 2026Q1: 1,072 shares 1,072$42.7K<0.01%+466Timeline
RAREULTRAGENYX PHARMACEUTICAL INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 122 shares; 2025Q2: 249 shares; 2025Q3: 279 shares; 2025Q4: 482 shares; 2026Q1: 2,035 shares 2,035$42.6K<0.01%+1,553Timeline
FDIGFIDELITY 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: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 1,300 shares 1,300$42.6K<0.01%+600Timeline
RMBIRICHMOND MUT BANCORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,136 shares; 2025Q1: 3,136 shares; 2025Q2: 3,136 shares; 2025Q3: 3,142 shares; 2025Q4: 3,140 shares; 2026Q1: 3,139 shares 3,139$42.6K<0.01%-1Timeline
NBTBNBT 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: 1,101 shares; 2025Q4: 1,057 shares; 2026Q1: 1,000 shares 1,000$42.6K<0.01%-57Timeline
GEMGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 809 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 978 shares; 2026Q1: 983 shares 983$42.5K<0.01%+5Timeline
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 432 shares; 2025Q1: 827 shares; 2025Q2: 5,417 shares; 2025Q3: 1,509 shares; 2025Q4: 727 shares; 2026Q1: 5,203 shares 5,203$42.5K<0.01%+4,476Timeline
ALGMALLEGRO MICROSYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 127 shares; 2025Q1: 292 shares; 2025Q2: 494 shares; 2025Q3: 678 shares; 2025Q4: 818 shares; 2026Q1: 1,345 shares 1,345$42.4K<0.01%+527Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 4,731 shares; 2025Q3: 8,085 shares; 2025Q4: 10,057 shares; 2026Q1: 11,583 shares 11,583$42.4K<0.01%+1,526Timeline
AZTAAZENTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,031 shares; 2024Q4: 1,839 shares; 2025Q1: 1,588 shares; 2025Q2: 2,050 shares; 2025Q3: 1,459 shares; 2025Q4: 1,474 shares; 2026Q1: 2,005 shares 2,005$42.4K<0.01%+531Timeline
AAPADVANCE AUTO PARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 871 shares; 2025Q1: 330 shares; 2025Q2: 1,264 shares; 2025Q3: 1,234 shares; 2025Q4: 791 shares; 2026Q1: 803 shares 803$42.4K<0.01%+12Timeline
DYNDYNE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: 498 shares; 2025Q2: 475 shares; 2025Q3: 495 shares; 2025Q4: 559 shares; 2026Q1: 2,328 shares 2,328$42.2K<0.01%+1,769Timeline
GRVYGRAVITY CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 15 shares; 2025Q3: 30 shares; 2025Q4: 116 shares; 2026Q1: 681 shares 681$42.2K<0.01%+565Timeline
DMBBNY MELLON MUN BD INFRASTRUCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000$42.2K<0.01%0Timeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 246 shares; 2025Q1: 312 shares; 2025Q2: 211 shares; 2025Q3: 302 shares; 2025Q4: 521 shares; 2026Q1: 457 shares 457$42.1K<0.01%-64Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 400 shares; 2025Q3: 397 shares; 2025Q4: 522 shares; 2026Q1: 532 shares 532$42.1K<0.01%+10Timeline
BANDBANDWIDTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 1,862 shares; 2025Q1: 1,828 shares; 2025Q2: 2,100 shares; 2025Q3: 2,138 shares; 2025Q4: 356 shares; 2026Q1: 2,348 shares 2,348$41.8K<0.01%+1,992Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 386 shares; 2025Q1: 380 shares; 2025Q2: 440 shares; 2025Q3: 597 shares; 2025Q4: 611 shares; 2026Q1: 507 shares 507$41.8K<0.01%-104Timeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 132 shares; 2025Q1: 77 shares; 2025Q2: 207 shares; 2025Q3: 244 shares; 2025Q4: 203 shares; 2026Q1: 315 shares 315$41.8K<0.01%+112Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 631 shares; 2025Q1: 795 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 513 shares; 2026Q1: 613 shares 613$41.8K<0.01%+100Timeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 70 shares; 2025Q2: 165 shares; 2025Q3: 419 shares; 2025Q4: 499 shares; 2026Q1: 732 shares 732$41.7K<0.01%+233Timeline
BKEMBNY 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: not reported; 2026Q1: 526 shares 526$41.7K<0.01%newTimeline
AGCOAGCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 286 shares; 2025Q1: 263 shares; 2025Q2: 241 shares; 2025Q3: 396 shares; 2025Q4: 294 shares; 2026Q1: 359 shares 359$41.6K<0.01%+65Timeline
JHMDJOHN HANCOCK EXCHANGE TRADEDQuarterly 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: 981 shares; 2025Q4: 981 shares; 2026Q1: 981 shares 981$41.6K<0.01%0Timeline
CAPLCROSSAMERICA PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$41.6K<0.01%0Timeline
GTXGARRETT MOTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 388 shares; 2025Q1: 453 shares; 2025Q2: 629 shares; 2025Q3: 656 shares; 2025Q4: 1,264 shares; 2026Q1: 2,284 shares 2,284$41.5K<0.01%+1,020Timeline
NFJVIRTUS DIVIDEND INTEREST & 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: 400 shares; 2025Q3: 609 shares; 2025Q4: 3,235 shares; 2026Q1: 3,290 shares 3,290$41.5K<0.01%+55Timeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 153 shares; 2025Q1: 246 shares; 2025Q2: 375 shares; 2025Q3: 371 shares; 2025Q4: 384 shares; 2026Q1: 423 shares 423$41.5K<0.01%+39Timeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 412 shares; 2025Q1: 520 shares; 2025Q2: 923 shares; 2025Q3: 977 shares; 2025Q4: 1,052 shares; 2026Q1: 1,214 shares 1,214$41.4K<0.01%+162Timeline
VIVTELEFONICA BRASIL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 4,169 shares; 2025Q1: 4,452 shares; 2025Q2: 4,452 shares; 2025Q3: 3,285 shares; 2025Q4: 2,435 shares; 2026Q1: 2,604 shares 2,604$41.4K<0.01%+169Timeline
XEVVXEATON VANCE LIMITED DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 2,959 shares; 2025Q1: 2,942 shares; 2025Q2: 4,348 shares; 2025Q3: 4,356 shares; 2025Q4: 4,365 shares; 2026Q1: 4,374 shares 4,374$41.3K<0.01%+9Timeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 106 shares; 2025Q1: 163 shares; 2025Q2: 170 shares; 2025Q3: 225 shares; 2025Q4: 372 shares; 2026Q1: 426 shares 426$41.3K<0.01%+54Timeline
NUMGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,690 shares; 2024Q4: 3,530 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 1,005 shares 1,005$41.3K<0.01%-8Timeline
TERNTERNS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 488 shares; 2025Q3: 228 shares; 2025Q4: 320 shares; 2026Q1: 781 shares 781$41.2K<0.01%+461Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,474 shares; 2025Q4: 814 shares; 2026Q1: 821 shares 821$41K<0.01%+7Timeline
AIPIETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 10 shares; 2025Q2: 111 shares; 2025Q3: 112 shares; 2025Q4: 1,213 shares; 2026Q1: 1,214 shares 1,214$40.8K<0.01%+1Timeline
NTBBANK OF N T BUTTERFIELD & SOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79 shares; 2025Q3: 361 shares; 2025Q4: 509 shares; 2026Q1: 778 shares 778$40.8K<0.01%+269Timeline
GBCIGLACIER BANCORP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 675 shares; 2025Q1: 609 shares; 2025Q2: 593 shares; 2025Q3: 694 shares; 2025Q4: 683 shares; 2026Q1: 912 shares 912$40.7K<0.01%+229Timeline
LGNDLIGAND PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 516 shares; 2025Q1: 537 shares; 2025Q2: 541 shares; 2025Q3: 543 shares; 2025Q4: 551 shares; 2026Q1: 204 shares 204$40.7K<0.01%-347Timeline
SABASABA CAPITAL INCOME & OPPORTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,882 shares; 2024Q4: 4,882 shares; 2025Q1: 4,882 shares; 2025Q2: 4,882 shares; 2025Q3: 4,882 shares; 2025Q4: 5,243 shares; 2026Q1: 4,882 shares 4,882$40.6K<0.01%-361Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 888 shares; 2025Q1: 817 shares; 2025Q2: 738 shares; 2025Q3: 562 shares; 2025Q4: 536 shares; 2026Q1: 537 shares 537$40.5K<0.01%+1Timeline
LBRTLIBERTY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,015 shares; 2025Q1: 56 shares; 2025Q2: 79 shares; 2025Q3: 1,202 shares; 2025Q4: 1,225 shares; 2026Q1: 1,407 shares 1,407$40.5K<0.01%+182Timeline
KRMNKARMAN 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: 95 shares; 2025Q4: 118 shares; 2026Q1: 506 shares 506$40.5K<0.01%+388Timeline
DRHDIAMONDROCK HOSPITALITY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 120 shares; 2025Q1: 527 shares; 2025Q2: 596 shares; 2025Q3: 1,162 shares; 2025Q4: 2,859 shares; 2026Q1: 4,319 shares 4,319$40.5K<0.01%+1,460Timeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 142 shares; 2025Q1: 174 shares; 2025Q2: 1,351 shares; 2025Q3: 1,705 shares; 2025Q4: 87 shares; 2026Q1: 1,728 shares 1,728$40.4K<0.01%+1,641Timeline
SMOTVANECK 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: 316 shares; 2025Q3: 1,132 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares 1,147$40.4K<0.01%0Timeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 27 shares; 2025Q4: 51 shares; 2026Q1: 119 shares 119$40.4K<0.01%+68Timeline
THQABRDN HEALTHCARE OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,400 shares 2,400$40.3K<0.01%newTimeline
ERTHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850$40.3K<0.01%0Timeline
NMAXNEWSMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,070 shares; 2025Q2: 1,270 shares; 2025Q3: 5,272 shares; 2025Q4: 6,305 shares; 2026Q1: 7,713 shares 7,713$40.3K<0.01%+1,408Timeline
REPLREPLIMUNE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 347 shares; 2025Q1: 288 shares; 2025Q2: 118 shares; 2025Q3: 3,809 shares; 2025Q4: 3,899 shares; 2026Q1: 5,257 shares 5,257$40.2K<0.01%+1,358Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 137 shares; 2025Q1: 141 shares; 2025Q2: 155 shares; 2025Q3: 214 shares; 2025Q4: 189 shares; 2026Q1: 286 shares 286$40.1K<0.01%+97Timeline
CIMCHIMERA INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 78 shares; 2025Q1: 79 shares; 2025Q2: 378 shares; 2025Q3: 738 shares; 2025Q4: 782 shares; 2026Q1: 3,191 shares 3,191$40K<0.01%+2,409Timeline
BFHBREAD FINANCIAL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 33 shares; 2025Q4: 207 shares; 2026Q1: 534 shares 534$40K<0.01%+327Timeline
RCIROGERS COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 134 shares; 2025Q1: 371 shares; 2025Q2: 705 shares; 2025Q3: 954 shares; 2025Q4: 956 shares; 2026Q1: 1,040 shares 1,040$40K<0.01%+84Timeline
LAZLAZARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 179 shares; 2025Q2: 292 shares; 2025Q3: 338 shares; 2025Q4: 519 shares; 2026Q1: 941 shares 941$40K<0.01%+422Timeline
UTESETFIS SER TR 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: 27 shares; 2026Q1: 500 shares 500$40K<0.01%+473Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 565 shares; 2025Q4: 522 shares; 2026Q1: 365 shares 365$39.9K<0.01%-157Timeline
BKTBLACKROCK INCOME TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,773 shares; 2024Q4: 6,773 shares; 2025Q1: 6,773 shares; 2025Q2: 6,921 shares; 2025Q3: 6,921 shares; 2025Q4: 3,773 shares; 2026Q1: 3,773 shares 3,773$39.9K<0.01%0Timeline
ZMARINNOVATOR 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: 1,440 shares 1,440$39.7K<0.01%newTimeline
ATECALPHATEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 1,754 shares; 2025Q1: 1,754 shares; 2025Q2: 1,835 shares; 2025Q3: 1,991 shares; 2025Q4: 2,105 shares; 2026Q1: 3,651 shares 3,651$39.7K<0.01%+1,546Timeline
DFCADIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 796 shares; 2026Q1: 796 shares 796$39.7K<0.01%0Timeline
BGSB & G FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 5,279 shares; 2025Q3: 7,891 shares; 2025Q4: 8,380 shares; 2026Q1: 8,208 shares 8,208$39.5K<0.01%-172Timeline
PDSPRECISION DRILLING 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: 311 shares; 2025Q3: 347 shares; 2025Q4: 374 shares; 2026Q1: 401 shares 401$39.5K<0.01%+27Timeline
SNDXSYNDAX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 159 shares; 2025Q1: 34 shares; 2025Q2: 240 shares; 2025Q3: 745 shares; 2025Q4: 1,129 shares; 2026Q1: 1,686 shares 1,686$39.4K<0.01%+557Timeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 139 shares; 2025Q1: 140 shares; 2025Q2: 130 shares; 2025Q3: 155 shares; 2025Q4: 288 shares; 2026Q1: 282 shares 282$39.4K<0.01%-6Timeline
PFNPIMCO INCOME STRATEGY FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,915 shares; 2025Q1: 1,970 shares; 2025Q2: 5,509 shares; 2025Q3: 5,567 shares; 2025Q4: 5,627 shares; 2026Q1: 5,690 shares 5,690$39.2K<0.01%+63Timeline
IONSIONIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 855 shares; 2025Q1: 223 shares; 2025Q2: 740 shares; 2025Q3: 840 shares; 2025Q4: 920 shares; 2026Q1: 522 shares 522$39.2K<0.01%-398Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 3,902 shares; 2025Q1: 2,833 shares; 2025Q2: 1,420 shares; 2025Q3: 1,127 shares; 2025Q4: 3,388 shares; 2026Q1: 1,895 shares 1,895$39.1K<0.01%-1,493Timeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 101 shares; 2025Q1: 118 shares; 2025Q2: 226 shares; 2025Q3: 412 shares; 2025Q4: 981 shares; 2026Q1: 655 shares 655$39.1K<0.01%-326Timeline
LBTYALIBERTY GLOBAL LTDQuarterly 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: 3,696 shares; 2025Q4: 3,594 shares; 2026Q1: 3,230 shares 3,230$39.1K<0.01%-364Timeline
NIHINEOS 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: 800 shares 800$39K<0.01%newTimeline
MFICMIDCAP FINANCIAL INVSTMNT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 2,558 shares; 2025Q1: 2,558 shares; 2025Q2: 3,224 shares; 2025Q3: 3,223 shares; 2025Q4: 3,356 shares; 2026Q1: 3,456 shares 3,456$38.8K<0.01%+100Timeline
PSCTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 645 shares 645$38.7K<0.01%newTimeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 213 shares; 2025Q1: 255 shares; 2025Q2: 380 shares; 2025Q3: 390 shares; 2025Q4: 263 shares; 2026Q1: 625 shares 625$38.7K<0.01%+362Timeline
OCSLOAKTREE SPECIALTY LENDINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,482 shares; 2025Q3: 3,416 shares; 2025Q4: 3,448 shares; 2026Q1: 3,419 shares 3,419$38.6K<0.01%-29Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 553 shares; 2025Q1: 606 shares; 2025Q2: 660 shares; 2025Q3: 801 shares; 2025Q4: 936 shares; 2026Q1: 1,436 shares 1,436$38.6K<0.01%+500Timeline
TGTXTG THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 758 shares; 2025Q1: 609 shares; 2025Q2: 632 shares; 2025Q3: 567 shares; 2025Q4: 598 shares; 2026Q1: 1,162 shares 1,162$38.6K<0.01%+564Timeline
CATYCATHAY GEN BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 541 shares; 2025Q3: 556 shares; 2025Q4: 553 shares; 2026Q1: 773 shares 773$38.5K<0.01%+220Timeline
WRLDWORLD ACCEP CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: 11 shares; 2025Q3: 81 shares; 2025Q4: 42 shares; 2026Q1: 285 shares 285$38.5K<0.01%+243Timeline
SKYDPARAMOUNT SKYDANCE 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: 5,923 shares; 2025Q4: 7,347 shares; 2026Q1: 4,264 shares 4,264$38.5K<0.01%-3,083Timeline
WGOWINNEBAGO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,663 shares; 2025Q2: 1,187 shares; 2025Q3: 1,078 shares; 2025Q4: 1,133 shares; 2026Q1: 1,241 shares 1,241$38.5K<0.01%+108Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHScall30,000$19.5M-2,500
WFCWELLS FARGO & CO COMput186,200$14.8M0
NVDANVIDIA CORPORATION COMput64,700$11.3M+10,300
AAPLAPPLE INC COMput19,500$4.95M0
AAPLAPPLE INC COMcall13,200$3.35M-500
BRK-BBERKSHIRE HATHAWAY INC DEL COMput3,700$1.84M0
GOOGALPHABET INC COMcall6,100$1.75M0
MAMASTERCARD INCORPORATED COMput2,900$1.45M0
AMZNAMAZON COM INC COMcall5,800$1.21M-100
AVGOBROADCOM INC COMput3,400$1.05Mnew
BALLBALL CORP COMput16,900$999Knew
THCTENET HEALTHCARE CORP Stockput4,200$793K0
AMZNAMAZON COM INC COMput3,300$687K0
TSLATESLA INC COMput1,300$483K0
SYKSTRYKER CORPORATION COMput1,200$394K0
VVISA INC COMput1,200$363K0
ORCLORACLE CORP COMput2,400$353K0
JPMJPMORGAN CHASE & CO COMput1,200$353K0
BSXBOSTON SCIENTIFIC CORP COMput5,000$314Knew
SNOWSNOWFLAKE INC Stockcall1,900$287K-7,300
NFLXNETFLIX INC. COMput2,800$269K0
NKENIKE INC COMcall500$26.4K0
TTDTHE TRADE DESK INC STOKcall100$2.27K0

Sold out in Q1 2026

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

The largest 100 of 282. All 282

SecurityShares beforeValue beforeType
INVESCO QQQ TRINVESCO QQQ TR156,824$94.5Mshares
RTX CORPORATIONRTX CORPORATION215,492$39.5Mshares
TRAVELERS COMPANIES INCTRAVELERS COMPANIES INC50,155$14.5Mshares
ENACT HLDGS INCENACT HLDGS INC214,418$8.5Mshares
GLOBE LIFE INCGLOBE LIFE INC53,928$7.54Mshares
ISHARES TRISHARES TR306,525$7.17Mshares
EDWARDS LIFESCIENCES CORPEDWARDS LIFESCIENCES CORP78,182$6.66Mshares
AMERICAN CENTY ETF TRAMERICAN CENTY ETF TR140,735$6.63Mshares
QUANTA SVCS INCQUANTA SVCS INC10,889$4.6Mshares
FIRST TR EXCH TRADED FD IIIFIRST TR EXCH TRADED FD III179,205$3.27Mshares
WORLD GOLD TRWORLD GOLD TR27,414$2.34Mshares
INVESCO EXCH TRADED FD TR IIINVESCO EXCH TRADED FD TR II87,072$2.1Mshares
TARGET CORPTARGET CORP20,922$2.05Mshares
FORTINET INCFORTINET INC23,924$1.9Mshares
NVDANVIDIA CORPORATION9,900$1.85Mcall
AZNASTRAZENECA PLC-SPONS ADR15,951$1.47Mshares
FIRST TR EXCHANGE-TRADED FDFIRST TR EXCHANGE-TRADED FD5,583$1.15Mshares
CMACOMERICA INC12,445$1.08Mshares
CENCORA INCCENCORA INC2,809$949Kshares
ZZILLOW GROUP INC13,700$935Kcall
ERXDIREXION SHARES ETF TRUST14,400$804Kshares
EXASEXACT SCIENCES CORP7,698$782Kshares
FIRST TR EXCHANGE-TRADED FDFIRST TR EXCHANGE-TRADED FD2,357$634Kshares
ESSENTIAL PPTYS RLTY TR INCESSENTIAL PPTYS RLTY TR INC21,257$630Kshares
BXMXNUVEEN S&P 500 BUY-WRITE INCOM37,873$557Kshares
VERISIGN INCVERISIGN INC1,905$463Kshares
SNVSYNOVUS FINANCIAL CORP8,771$439Kshares
FIRST TR EXCHANGE-TRADED FDFIRST TR EXCHANGE-TRADED FD4,457$412Kshares
QUANTA SVCS INCQUANTA SVCS INC900$380Kcall
CFLTCONFLUENT INC-CLASS A9,429$285Kshares
VALE S AVALE S A19,374$252Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL558$249Kshares
CSCOCISCO SYS INC3,200$246Kcall
BARCLAYS PLCBARCLAYS PLC9,205$234Kshares
PNFPPINNACLE FINANCIAL PARTNERS2,322$222Kshares
INVESCO EXCH TRADED FD TR IIINVESCO EXCH TRADED FD TR II3,467$216Kshares
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR13,432$205Kshares
BLACKROCK MUNI INC TR IIBLACKROCK MUNI INC TR II18,465$193Kshares
NOVAGOLD RESOURCES INCNOVAGOLD RESOURCES INC19,321$180Kshares
XBTAXBLACKROCK LNG-TRM MUNI ADV18,000$167Kshares
CNO FINL GROUP INCCNO FINL GROUP INC3,528$150Kshares
SOUTHSTATE BK CORPSOUTHSTATE BK CORP1,582$149Kshares
QTJAINNOVATOR ETFS TRUST4,826$144Kshares
BLACKROCK CORE BD TRBLACKROCK CORE BD TR14,989$144Kshares
BITXVOLATILITY SHS TR5,000$139Kshares
FIDELITY ETHEREUM FDFIDELITY ETHEREUM FD4,638$137Kshares
DAYDAYFORCE INC1,772$123Kshares
NEXTPOWER INCNEXTPOWER INC1,394$121Kshares
PIPRPIPER SANDLER COS317$108Kshares
BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME QUA9,759$107Kshares
HCI GROUP INCHCI GROUP INC549$105Kshares
QIAGEN N.V.QIAGEN N.V.2,186$98.3Kshares
GLOBAL X FDSGLOBAL X FDS1,035$94.6Kshares
NUBURU INCNUBURU INC593,000$94.4Kshares
TRITHOMSON REUTERS CORP700$92.3Kshares
CLOUGH GLOBAL OPPORTUNITIESCLOUGH GLOBAL OPPORTUNITIES12,478$70.6Kshares
BLACKROCK MUNIHOLDINGS QUAL…BLACKROCK MUNIHOLDINGS QUALITY7,000$70.2Kshares
NTRLFIRST TR EXCH TRADED FD III3,236$66.8Kshares
KRBNKRANESHARES TRUST1,671$59.2Kshares
TMOTHERMO FISHER SCIENTIFIC INC100$57.9Kcall
DBAINVESCO DB MULTI-SECTOR COMM2,260$57.7Kshares
CIVICIVITAS RESOURCES INC1,940$52.6Kshares
AMERICAN EAGLE OUTFITTERS INAMERICAN EAGLE OUTFITTERS IN1,911$50.4Kshares
KNOVINNOVATOR ETFS TRUST1,750$49.8Kshares
SPX TECHNOLOGIES INCSPX TECHNOLOGIES INC245$49Kshares
FYBRFRONTIER COMMUNICATIONS PARE1,209$46Kshares
BOILPROSHARES TR II2,000$45.8Kshares
INVESCO EXCH TRADED FD TR IIINVESCO EXCH TRADED FD TR II1,300$44.1Kshares
RNAMAVIDITY BIOSCIENCES INC595$42.9Kshares
SLVISHARES SILVER TR600$38.7Kcall
XAWPXABRDN GLOBAL PREMIER PROPERT9,775$37.5Kshares
HTUSCAPITOL SER TR931$37Kshares
CAFXPROFESIONALLY MANAGED PORTFO1,450$36.3Kshares
IYRINEOS ETF TRUST700$34Kshares
BLACKROCK MUN INCOME TRBLACKROCK MUN INCOME TR3,261$32.7Kshares
GOLDMINING INCGOLDMINING INC25,000$31.2Kshares
UFEBINNOVATOR ETFS TRUST800$29.4Kshares
PROGYNY INCPROGYNY INC1,143$29.4Kshares
GRUPO AEROPORTUARIO DEL SUREGRUPO AEROPORTUARIO DEL SURE90$29.1Kshares
IOCTINNOVATOR ETFS TRUST795$27.7Kshares
PCHPOTLATCHDELTIC CORP682$27.1Kshares
BLACKROCK CALIF MUN INCOME TBLACKROCK CALIF MUN INCOME T2,524$27.1Kshares
NGDNEW GOLD INC3,060$26.7Kshares
CRMSALESFORCE INC100$26.5Kcall
REVGREV GROUP INC425$25.8Kshares
RFICOHEN & STEERS TOTAL RETURN2,337$25.8Kshares
ARGAN INCARGAN INC82$25.7Kshares
FLAHERTY & CRUMRINE PFD INCOFLAHERTY & CRUMRINE PFD INCO2,510$23.7Kshares
EQUITABLE HLDGS INCEQUITABLE HLDGS INC485$23.1Kshares
GOFGUGGENHEIM STRATEGIC OPPORTU1,761$22.7Kshares
PROTAGONIST THERAPEUTICS INCPROTAGONIST THERAPEUTICS INC255$22.3Kshares
BLACKROCK MUNIYIELD QUALITYBLACKROCK MUNIYIELD QUALITY2,008$21.8Kshares
BROADSTONE NET LEASE INCBROADSTONE NET LEASE INC1,219$21.2Kshares
ISHARES TRISHARES TR829$21.1Kshares
ISHARES TRISHARES TR907$20.9Kshares
MOFGMIDWESTONE FINANCIAL GROUP I541$20.8Kshares
ISHARES TRISHARES TR846$20.8Kshares
DAKOTA GOLD CORPDAKOTA GOLD CORP3,308$18.8Kshares
XTJAINNOVATOR ETFS TRUST578$18.3Kshares
PLTRPALANTIR TECHNOLOGIES INC100$17.8Kcall

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 0001140361-26-021379 base2026-05-15acceptance time not in the bulk data set