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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
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 129 shares; 2025Q1: 179 shares; 2025Q2: 404 shares; 2025Q3: 987 shares; 2025Q4: 1,006 shares; 2026Q1: 1,624 shares 1,624$38.4K<0.01%+618Timeline
ADEAADEIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,364 shares; 2025Q4: 1,397 shares; 2026Q1: 1,596 shares 1,596$38.4K<0.01%+199Timeline
IEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 369 shares; 2025Q3: 560 shares; 2025Q4: 564 shares; 2026Q1: 564 shares 564$38.3K<0.01%0Timeline
IRONDISC MEDICINE 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: 4 shares; 2025Q3: 6 shares; 2025Q4: 7 shares; 2026Q1: 599 shares 599$38.3K<0.01%+592Timeline
DEHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,776 shares; 2025Q1: 1,777 shares; 2025Q2: 1,680 shares; 2025Q3: 1,133 shares; 2025Q4: 1,133 shares; 2026Q1: 1,133 shares 1,133$38.3K<0.01%0Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 192 shares; 2025Q1: 385 shares; 2025Q2: 551 shares; 2025Q3: 552 shares; 2025Q4: 614 shares; 2026Q1: 610 shares 610$38.2K<0.01%-4Timeline
TENBTENABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 37 shares; 2025Q1: 114 shares; 2025Q2: 44 shares; 2025Q3: 485 shares; 2025Q4: 708 shares; 2026Q1: 2,259 shares 2,259$38.2K<0.01%+1,551Timeline
KBWYINVESCO 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: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500$38.2K<0.01%0Timeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 17 shares; 2025Q1: 157 shares; 2025Q2: 227 shares; 2025Q3: 291 shares; 2025Q4: 366 shares; 2026Q1: 403 shares 403$38.1K<0.01%+37Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 208 shares; 2025Q1: 181 shares; 2025Q2: 183 shares; 2025Q3: 256 shares; 2025Q4: 237 shares; 2026Q1: 373 shares 373$38.1K<0.01%+136Timeline
GSBDGOLDMAN SACHS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 8,278 shares; 2025Q3: 4,278 shares; 2025Q4: 4,260 shares; 2026Q1: 4,284 shares 4,284$38K<0.01%+24Timeline
XDHYXCREDIT SUISSE HIGH YIELD CREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000$38K<0.01%0Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 159 shares; 2025Q1: 153 shares; 2025Q2: 146 shares; 2025Q3: 133 shares; 2025Q4: 150 shares; 2026Q1: 249 shares 249$37.9K<0.01%+99Timeline
WNCWABASH NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: 3,220 shares; 2025Q2: 3,175 shares; 2025Q3: 3,152 shares; 2025Q4: 3,198 shares; 2026Q1: 4,398 shares 4,398$37.9K<0.01%+1,200Timeline
SLDPSOLID POWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 6,155 shares; 2025Q1: 6,156 shares; 2025Q2: 6,155 shares; 2025Q3: 6,159 shares; 2025Q4: 11,246 shares; 2026Q1: 12,628 shares 12,628$37.9K<0.01%+1,382Timeline
RCATRED CAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,527 shares; 2025Q3: 2,530 shares; 2025Q4: 2,207 shares; 2026Q1: 2,883 shares 2,883$37.7K<0.01%+676Timeline
JPLDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 723 shares 723$37.7K<0.01%0Timeline
OPLNOPENLANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 1,039 shares; 2025Q3: 1,192 shares; 2025Q4: 1,247 shares; 2026Q1: 1,293 shares 1,293$37.7K<0.01%+46Timeline
PZZAPAPA JOHNS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 704 shares; 2025Q1: 341 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 360 shares; 2026Q1: 1,162 shares 1,162$37.6K<0.01%+802Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 401 shares; 2025Q1: 401 shares; 2025Q2: 633 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401$37.6K<0.01%0Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 382 shares; 2025Q1: 375 shares; 2025Q2: 470 shares; 2025Q3: 612 shares; 2025Q4: 941 shares; 2026Q1: 1,247 shares 1,247$37.6K<0.01%+306Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 264 shares; 2025Q1: 217 shares; 2025Q2: 660 shares; 2025Q3: 444 shares; 2025Q4: 424 shares; 2026Q1: 600 shares 600$37.5K<0.01%+176Timeline
PSNYPOLESTAR AUTOMOTIVE HLDG UKQuarterly 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: 2,033 shares; 2026Q1: 2,033 shares 2,033$37.4K<0.01%0Timeline
HTBKHERITAGE COMM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 426 shares; 2025Q1: 1,534 shares; 2025Q2: 1,807 shares; 2025Q3: 2,625 shares; 2025Q4: 2,896 shares; 2026Q1: 2,991 shares 2,991$37.3K<0.01%+95Timeline
USACUSA COMPRESSION PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 1,428 shares; 2025Q3: 1,428 shares; 2025Q4: 1,428 shares; 2026Q1: 1,375 shares 1,375$37.3K<0.01%-53Timeline
GIIIG III APPAREL GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 23 shares; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: 895 shares; 2025Q4: 1,103 shares; 2026Q1: 1,346 shares 1,346$37.3K<0.01%+243Timeline
BOKFBOK FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 139 shares; 2025Q1: 169 shares; 2025Q2: 170 shares; 2025Q3: 217 shares; 2025Q4: 190 shares; 2026Q1: 289 shares 289$37K<0.01%+99Timeline
STNSTANTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 16 shares; 2025Q1: 38 shares; 2025Q2: 46 shares; 2025Q3: 92 shares; 2025Q4: 298 shares; 2026Q1: 428 shares 428$37K<0.01%+130Timeline
REZIRESIDEO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 840 shares; 2025Q1: 995 shares; 2025Q2: 1,156 shares; 2025Q3: 1,340 shares; 2025Q4: 1,345 shares; 2026Q1: 1,096 shares 1,096$36.9K<0.01%-249Timeline
INSWINTERNATIONAL SEAWAYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 200 shares; 2025Q1: 319 shares; 2025Q2: 496 shares; 2025Q3: 540 shares; 2025Q4: 544 shares; 2026Q1: 505 shares 505$36.8K<0.01%-39Timeline
TIGOMILLICOM INTL CELLULAR S AQuarterly 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: 37 shares; 2025Q4: 455 shares; 2026Q1: 491 shares 491$36.8K<0.01%+36Timeline
ATROASTRONICS 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: 182 shares; 2025Q3: 336 shares; 2025Q4: 528 shares; 2026Q1: 551 shares 551$36.8K<0.01%+23Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 134 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 257 shares; 2025Q4: 300 shares; 2026Q1: 635 shares 635$36.7K<0.01%+335Timeline
IMCBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 439 shares 439$36.7K<0.01%0Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 275 shares; 2025Q1: 297 shares; 2025Q2: 274 shares; 2025Q3: 178 shares; 2025Q4: 430 shares; 2026Q1: 290 shares 290$36.5K<0.01%-140Timeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 230 shares; 2025Q1: 2,941 shares; 2025Q2: 3,217 shares; 2025Q3: 3,827 shares; 2025Q4: 3,557 shares; 2026Q1: 8,507 shares 8,507$36.5K<0.01%+4,950Timeline
HCSGHEALTHCARE SVCS 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: 141 shares; 2025Q3: 1,022 shares; 2025Q4: 1,329 shares; 2026Q1: 1,967 shares 1,967$36.5K<0.01%+638Timeline
GSATGLOBALSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 529 shares; 2025Q4: 542 shares; 2026Q1: 549 shares 549$36.5K<0.01%+7Timeline
AUPHAURINIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 617 shares; 2025Q3: 779 shares; 2025Q4: 754 shares; 2026Q1: 2,452 shares 2,452$36.3K<0.01%+1,698Timeline
JMHIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,348 shares; 2024Q4: 3,834 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 729 shares 729$36.3K<0.01%0Timeline
GTGOODYEAR TIRE & RUBR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 4,274 shares; 2025Q1: 4,426 shares; 2025Q2: 7,433 shares; 2025Q3: 7,455 shares; 2025Q4: 5,155 shares; 2026Q1: 5,472 shares 5,472$36.3K<0.01%+317Timeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 141 shares; 2025Q1: 445 shares; 2025Q2: 368 shares; 2025Q3: 385 shares; 2025Q4: 578 shares; 2026Q1: 588 shares 588$36.3K<0.01%+10Timeline
KFYKORN FERRYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 57 shares; 2025Q2: 43 shares; 2025Q3: 63 shares; 2025Q4: 128 shares; 2026Q1: 576 shares 576$36.3K<0.01%+448Timeline
VVXV2X INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 401 shares; 2025Q1: 474 shares; 2025Q2: 428 shares; 2025Q3: 431 shares; 2025Q4: 499 shares; 2026Q1: 529 shares 529$36.2K<0.01%+30Timeline
MOTGVANECK 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: 830 shares; 2025Q4: 977 shares; 2026Q1: 977 shares 977$36.2K<0.01%0Timeline
UAAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 5,379 shares; 2025Q1: 5,231 shares; 2025Q2: 5,739 shares; 2025Q3: 5,408 shares; 2025Q4: 5,502 shares; 2026Q1: 6,113 shares 6,113$36.1K<0.01%+611Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 52 shares; 2025Q3: 195 shares; 2025Q4: 380 shares; 2026Q1: 1,852 shares 1,852$36K<0.01%+1,472Timeline
AWPABRDN GLOBAL PREMIER PPTYS FQuarterly 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: 3,258 shares 3,258$36K<0.01%newTimeline
BLBDBLUE BIRD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 53 shares; 2025Q3: 121 shares; 2025Q4: 208 shares; 2026Q1: 633 shares 633$35.9K<0.01%+425Timeline
LILI AUTO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 339 shares; 2025Q3: 540 shares; 2025Q4: 452 shares; 2026Q1: 2,016 shares 2,016$35.9K<0.01%+1,564Timeline
DEUSDBX 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: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$35.9K<0.01%0Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 1,048 shares; 2025Q1: 1,041 shares; 2025Q2: 999 shares; 2025Q3: 1,028 shares; 2025Q4: 1,070 shares; 2026Q1: 1,734 shares 1,734$35.9K<0.01%+664Timeline
ORAORMAT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 251 shares; 2025Q1: 267 shares; 2025Q2: 265 shares; 2025Q3: 302 shares; 2025Q4: 334 shares; 2026Q1: 320 shares 320$35.8K<0.01%-14Timeline
SAFTSAFETY INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 51 shares; 2025Q2: 105 shares; 2025Q3: 222 shares; 2025Q4: 388 shares; 2026Q1: 493 shares 493$35.8K<0.01%+105Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 312 shares; 2025Q1: 308 shares; 2025Q2: 331 shares; 2025Q3: 497 shares; 2025Q4: 437 shares; 2026Q1: 448 shares 448$35.8K<0.01%+11Timeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 179 shares; 2025Q1: 200 shares; 2025Q2: 197 shares; 2025Q3: 233 shares; 2025Q4: 358 shares; 2026Q1: 756 shares 756$35.8K<0.01%+398Timeline
FSMFORTUNA MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 4,000 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,600 shares 3,600$35.7K<0.01%+100Timeline
BITBLACKROCK MULTI SECTOR INC TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 103 shares; 2026Q1: 2,853 shares 2,853$35.7K<0.01%+2,750Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,362 shares; 2025Q1: 2,713 shares; 2025Q2: 4,501 shares; 2025Q3: 4,983 shares; 2025Q4: 5,866 shares; 2026Q1: 5,963 shares 5,963$35.7K<0.01%+97Timeline
NAKNORTHERN DYNASTY MINERALS LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,500 shares; 2025Q2: 25,786 shares; 2025Q3: 0 shares; 2025Q4: 19,392 shares; 2026Q1: 25,468 shares 25,468$35.7K<0.01%+6,076Timeline
IIMINVESCO VALUE MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 2,255 shares; 2025Q1: 2,288 shares; 2025Q2: 5,323 shares; 2025Q3: 2,857 shares; 2025Q4: 2,891 shares; 2026Q1: 2,925 shares 2,925$35.6K<0.01%+34Timeline
BYBYLINE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 106 shares; 2025Q1: 211 shares; 2025Q2: 219 shares; 2025Q3: 848 shares; 2025Q4: 958 shares; 2026Q1: 1,126 shares 1,126$35.5K<0.01%+168Timeline
AMSCAMERICAN SUPERCONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 654 shares; 2025Q1: 639 shares; 2025Q2: 685 shares; 2025Q3: 735 shares; 2025Q4: 716 shares; 2026Q1: 1,044 shares 1,044$35.3K<0.01%+328Timeline
BINV2023 ETF SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 331 shares; 2026Q1: 856 shares 856$35.3K<0.01%+525Timeline
BDCBELDEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 274 shares; 2025Q4: 303 shares; 2026Q1: 307 shares 307$35.3K<0.01%+4Timeline
OILKPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650$35.2K<0.01%0Timeline
DBVTDBV TECHNOLOGIES S AQuarterly 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: 1,683 shares; 2026Q1: 1,683 shares 1,683$35.2K<0.01%0Timeline
CGIECAPITAL GROUP INTERNATIONALQuarterly 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: 1,039 shares; 2025Q4: 1,039 shares; 2026Q1: 1,039 shares 1,039$35.1K<0.01%0Timeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 1,405 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 752 shares; 2026Q1: 752 shares 752$34.9K<0.01%0Timeline
STRASTRATEGIC ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 38 shares; 2025Q1: 52 shares; 2025Q2: 156 shares; 2025Q3: 294 shares; 2025Q4: 436 shares; 2026Q1: 420 shares 420$34.8K<0.01%-16Timeline
HFWAHERITAGE FINL CORP WASHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,246 shares; 2025Q1: 1,317 shares; 2025Q2: 1,246 shares; 2025Q3: 1,302 shares; 2025Q4: 1,290 shares; 2026Q1: 1,336 shares 1,336$34.7K<0.01%+46Timeline
ASSTSTRIVE 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: 3,466 shares 3,466$34.7K<0.01%newTimeline
LBRDALIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 161 shares; 2025Q1: 197 shares; 2025Q2: 226 shares; 2025Q3: 199 shares; 2025Q4: 234 shares; 2026Q1: 691 shares 691$34.7K<0.01%+457Timeline
TFIITFI INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 343 shares; 2025Q1: 373 shares; 2025Q2: 282 shares; 2025Q3: 327 shares; 2025Q4: 321 shares; 2026Q1: 319 shares 319$34.6K<0.01%-2Timeline
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 850 shares; 2026Q1: 951 shares 951$34.4K<0.01%+101Timeline
PRVAPRIVIA HEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 978 shares; 2025Q1: 988 shares; 2025Q2: 989 shares; 2025Q3: 1,210 shares; 2025Q4: 1,176 shares; 2026Q1: 1,670 shares 1,670$34.4K<0.01%+494Timeline
SLGNSILGAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 803 shares; 2025Q1: 648 shares; 2025Q2: 658 shares; 2025Q3: 742 shares; 2025Q4: 700 shares; 2026Q1: 885 shares 885$34.3K<0.01%+185Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 63 shares; 2025Q1: 71 shares; 2025Q2: 149 shares; 2025Q3: 202 shares; 2025Q4: 169 shares; 2026Q1: 1,447 shares 1,447$34.2K<0.01%+1,278Timeline
AVBCAVIDIA BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,738 shares; 2026Q1: 1,738 shares 1,738$34.2K<0.01%0Timeline
SMBSSCHWAB STRATEGIC 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: 54 shares; 2025Q4: 2,268 shares; 2026Q1: 1,337 shares 1,337$34.2K<0.01%-931Timeline
EFSCENTERPRISE FINL SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 58 shares; 2025Q3: 113 shares; 2025Q4: 31 shares; 2026Q1: 629 shares 629$34K<0.01%+598Timeline
LBTYKLIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 791 shares; 2025Q1: 773 shares; 2025Q2: 3,404 shares; 2025Q3: 3,365 shares; 2025Q4: 3,070 shares; 2026Q1: 2,898 shares 2,898$34K<0.01%-172Timeline
SBSCOMPANHIA DE SANEAMENTO BASIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 108 shares; 2025Q3: 245 shares; 2025Q4: 400 shares; 2026Q1: 1,113 shares 1,113$34K<0.01%+713Timeline
IGPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 584 shares 584$33.9K<0.01%+262Timeline
SXISTANDEX INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 109 shares; 2025Q4: 122 shares; 2026Q1: 133 shares 133$33.9K<0.01%+11Timeline
VSATVIASAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 190 shares; 2025Q1: 108 shares; 2025Q2: 327 shares; 2025Q3: 433 shares; 2025Q4: 684 shares; 2026Q1: 740 shares 740$33.9K<0.01%+56Timeline
GSYINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 5,162 shares; 2025Q1: 5,162 shares; 2025Q2: 5,411 shares; 2025Q3: 5,170 shares; 2025Q4: 676 shares; 2026Q1: 676 shares 676$33.9K<0.01%0Timeline
GRXGABELLI HEALTHCARE & WELLNESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 4,927 shares; 2025Q3: 3,840 shares; 2025Q4: 3,840 shares; 2026Q1: 3,740 shares 3,740$33.8K<0.01%-100Timeline
OVLYOAK VY BANCORP OAKDALE CALIFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,017 shares; 2025Q3: 1,036 shares; 2025Q4: 1,038 shares; 2026Q1: 1,043 shares 1,043$33.8K<0.01%+5Timeline
TDTTFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: 296 shares; 2025Q1: 1,543 shares; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares; 2026Q1: 1,395 shares 1,395$33.8K<0.01%0Timeline
KURAKURA ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 188 shares; 2025Q1: 509 shares; 2025Q2: 978 shares; 2025Q3: 2,593 shares; 2025Q4: 4,146 shares; 2026Q1: 4,157 shares 4,157$33.8K<0.01%+11Timeline
XOVRENTREPRENEURSHARES SERIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$33.8K<0.01%0Timeline
SBSWSIBANYE STILLWATER LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 1,253 shares; 2025Q1: 1,470 shares; 2025Q2: 2,096 shares; 2025Q3: 2,140 shares; 2025Q4: 2,368 shares; 2026Q1: 2,741 shares 2,741$33.8K<0.01%+373Timeline
VIRVIR BIOTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,642 shares; 2024Q4: 3,909 shares; 2025Q1: 3,642 shares; 2025Q2: 3,642 shares; 2025Q3: 4,411 shares; 2025Q4: 4,330 shares; 2026Q1: 3,757 shares 3,757$33.7K<0.01%-573Timeline
XNCRXENCOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,289 shares; 2025Q1: 2,329 shares; 2025Q2: 2,409 shares; 2025Q3: 2,567 shares; 2025Q4: 2,576 shares; 2026Q1: 2,790 shares 2,790$33.6K<0.01%+214Timeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 1,188 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,595 shares; 2025Q4: 3,042 shares; 2026Q1: 4,263 shares 4,263$33.6K<0.01%+1,221Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 139 shares; 2025Q1: 162 shares; 2025Q2: 132 shares; 2025Q3: 170 shares; 2025Q4: 165 shares; 2026Q1: 213 shares 213$33.6K<0.01%+48Timeline
BTQBTQ TECHNOLOGIES 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: 18,133 shares; 2025Q4: 17,733 shares; 2026Q1: 12,576 shares 12,576$33.6K<0.01%-5,157Timeline
QNSTQUINSTREET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 21 shares; 2025Q3: 779 shares; 2025Q4: 874 shares; 2026Q1: 2,794 shares 2,794$33.6K<0.01%+1,920Timeline
SMASMARTSTOP SELF STORAG REIT IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 1,484 shares; 2026Q1: 1,108 shares 1,108$33.6K<0.01%-376Timeline
NBHCNATIONAL BK HLDGS 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: 171 shares; 2025Q4: 596 shares; 2026Q1: 856 shares 856$33.5K<0.01%+260Timeline
WTPIWISDOMTREE 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: 900 shares; 2026Q1: 1,050 shares 1,050$33.5K<0.01%+150Timeline
MCWMISTER CAR WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,986 shares; 2025Q1: 2,957 shares; 2025Q2: 3,056 shares; 2025Q3: 623 shares; 2025Q4: 3,177 shares; 2026Q1: 4,805 shares 4,805$33.5K<0.01%+1,628Timeline
VBILVANGUARD INSTL INDEX 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: not reported; 2026Q1: 439 shares 439$33.2K<0.01%newTimeline
TPHTRI POINTE HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 216 shares; 2025Q1: 419 shares; 2025Q2: 639 shares; 2025Q3: 753 shares; 2025Q4: 928 shares; 2026Q1: 709 shares 709$33.1K<0.01%-219Timeline
HHHHOWARD HUGHES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 155 shares; 2025Q2: 363 shares; 2025Q3: 424 shares; 2025Q4: 662 shares; 2026Q1: 523 shares 523$33.1K<0.01%-139Timeline
PTGXPROTAGONIST THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 117 shares; 2025Q3: 247 shares; 2025Q4: not reported; 2026Q1: 313 shares 313$33K<0.01%newTimeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 34 shares; 2025Q1: 42 shares; 2025Q2: 39 shares; 2025Q3: 100 shares; 2025Q4: 84 shares; 2026Q1: 71 shares 71$33K<0.01%-13Timeline
RGTIWRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 15,000 shares; 2025Q1: 20,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000$32.9K<0.01%0Timeline
ELEELEMENTAL RTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 682 shares; 2026Q1: 1,748 shares 1,748$32.9K<0.01%+1,066Timeline
ICAPSERIES 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250$32.9K<0.01%newTimeline
PFLPIMCO INCOME STRATEGY 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: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100$32.8K<0.01%0Timeline
PVHPVH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 522 shares; 2025Q1: 930 shares; 2025Q2: 615 shares; 2025Q3: 724 shares; 2025Q4: 571 shares; 2026Q1: 470 shares 470$32.8K<0.01%-101Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 38 shares; 2025Q1: 42 shares; 2025Q2: 44 shares; 2025Q3: 128 shares; 2025Q4: 114 shares; 2026Q1: 239 shares 239$32.8K<0.01%+125Timeline
AIVLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 342 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 283 shares 283$32.7K<0.01%-5Timeline
MASS908 DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,269 shares; 2024Q4: 5,269 shares; 2025Q1: 5,269 shares; 2025Q2: 5,449 shares; 2025Q3: 5,449 shares; 2025Q4: 5,349 shares; 2026Q1: 5,349 shares 5,349$32.7K<0.01%0Timeline
EESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 491 shares; 2025Q1: 550 shares; 2025Q2: 638 shares; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 563 shares 563$32.7K<0.01%+50Timeline
WKCWORLD KINECT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,338 shares; 2025Q1: 1,395 shares; 2025Q2: 1,459 shares; 2025Q3: 1,447 shares; 2025Q4: 1,306 shares; 2026Q1: 1,415 shares 1,415$32.6K<0.01%+109Timeline
ASRGRUPO AEROPORTUARIO DEL SUREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: 97 shares 97$32.6K<0.01%newTimeline
RNGRINGCENTRAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 342 shares; 2025Q3: 788 shares; 2025Q4: 1,028 shares; 2026Q1: 875 shares 875$32.5K<0.01%-153Timeline
SIFYSIFY TECHNOLOGIES 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: 29 shares; 2025Q3: 76 shares; 2025Q4: 73 shares; 2026Q1: 2,542 shares 2,542$32.5K<0.01%+2,469Timeline
RSPDINVESCO 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: 600 shares; 2025Q2: 602 shares; 2025Q3: 604 shares; 2025Q4: 605 shares; 2026Q1: 606 shares 606$32.4K<0.01%+1Timeline
MVOMV OIL 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: 9,542 shares; 2025Q3: 9,542 shares; 2025Q4: 9,542 shares; 2026Q1: 14,542 shares 14,542$32.4K<0.01%+5,000Timeline
DJTTRUMP MEDIA & TECHNOLOGY GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 3,385 shares; 2025Q1: 3,098 shares; 2025Q2: 4,029 shares; 2025Q3: 3,682 shares; 2025Q4: 4,169 shares; 2026Q1: 3,494 shares 3,494$32.4K<0.01%-675Timeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 377 shares; 2025Q1: 209 shares; 2025Q2: 253 shares; 2025Q3: 417 shares; 2025Q4: 364 shares; 2026Q1: 426 shares 426$32.3K<0.01%+62Timeline
ARKXARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,150 shares; 2025Q1: 1,100 shares; 2025Q2: 1,103 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100$32.3K<0.01%0Timeline
STEPSTEPSTONE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 57 shares; 2025Q1: 144 shares; 2025Q2: 123 shares; 2025Q3: 202 shares; 2025Q4: 164 shares; 2026Q1: 676 shares 676$32.3K<0.01%+512Timeline
PGNYPROGYNY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 532 shares; 2025Q1: 578 shares; 2025Q2: 906 shares; 2025Q3: 836 shares; 2025Q4: not reported; 2026Q1: 1,898 shares 1,898$32.2K<0.01%newTimeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 46 shares; 2025Q2: 43 shares; 2025Q3: 104 shares; 2025Q4: 101 shares; 2026Q1: 76 shares 76$32.2K<0.01%-25Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 205 shares; 2025Q1: 252 shares; 2025Q2: 253 shares; 2025Q3: 264 shares; 2025Q4: 323 shares; 2026Q1: 863 shares 863$32.2K<0.01%+540Timeline
XLGIXLAZARD GLOBAL TOTAL RETURN &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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$32.2K<0.01%0Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 650 shares 650$32.2K<0.01%+350Timeline
KAIKADANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 54 shares; 2025Q2: 55 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 110 shares 110$32.1K<0.01%+6Timeline
DFNLDAVIS FUNDAMENTAL ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 715 shares; 2026Q1: 715 shares 715$32.1K<0.01%0Timeline
DSLDOUBLELINE INCOME SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 858 shares; 2025Q1: 1,658 shares; 2025Q2: 7,652 shares; 2025Q3: 3,758 shares; 2025Q4: 2,958 shares; 2026Q1: 2,958 shares 2,958$32K<0.01%0Timeline
KREFKKR REAL ESTATE FIN TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 244 shares; 2025Q1: 109 shares; 2025Q2: 4,365 shares; 2025Q3: 4,669 shares; 2025Q4: 4,232 shares; 2026Q1: 5,218 shares 5,218$31.9K<0.01%+986Timeline
FADFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$31.8K<0.01%0Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 183 shares; 2025Q1: 251 shares; 2025Q2: 271 shares; 2025Q3: 398 shares; 2025Q4: 435 shares; 2026Q1: 482 shares 482$31.8K<0.01%+47Timeline
JTEKJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 180 shares; 2026Q1: 399 shares 399$31.7K<0.01%+219Timeline
EMOCLEARBRIDGE ENERGY MIDSTREAMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$31.7K<0.01%0Timeline
ACIWACI WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 247 shares; 2025Q1: 286 shares; 2025Q2: 275 shares; 2025Q3: 532 shares; 2025Q4: 378 shares; 2026Q1: 771 shares 771$31.6K<0.01%+393Timeline
JBLUJETBLUE AIRWAYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 3,169 shares; 2025Q1: 2,907 shares; 2025Q2: 3,074 shares; 2025Q3: 3,198 shares; 2025Q4: 2,648 shares; 2026Q1: 7,153 shares 7,153$31.6K<0.01%+4,505Timeline
XTJLINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 993 shares; 2025Q3: 951 shares; 2025Q4: 849 shares; 2026Q1: 824 shares 824$31.6K<0.01%-25Timeline
WMGWARNER MUSIC GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 61 shares; 2025Q1: 67 shares; 2025Q2: 93 shares; 2025Q3: 413 shares; 2025Q4: 475 shares; 2026Q1: 1,233 shares 1,233$31.5K<0.01%+758Timeline
CNOBCONNECTONE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,142 shares; 2025Q1: 1,207 shares; 2025Q2: 1,147 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares; 2026Q1: 1,176 shares 1,176$31.5K<0.01%+30Timeline
EFOREVERFORTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 32 shares; 2025Q2: 465 shares; 2025Q3: 244 shares; 2025Q4: 416 shares; 2026Q1: 813 shares 813$31.5K<0.01%+397Timeline
BANFBANCFIRST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 47 shares; 2025Q1: 196 shares; 2025Q2: 200 shares; 2025Q3: 295 shares; 2025Q4: 263 shares; 2026Q1: 290 shares 290$31.5K<0.01%+27Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 147 shares; 2025Q2: 357 shares; 2025Q3: 400 shares; 2025Q4: 461 shares; 2026Q1: 553 shares 553$31.4K<0.01%+92Timeline
ARDXARDELYX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 1,587 shares; 2025Q3: 3,272 shares; 2025Q4: 2,815 shares; 2026Q1: 5,240 shares 5,240$31.4K<0.01%+2,425Timeline
DYLDTWO RDS SHARED 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: 1,398 shares 1,398$31.3K<0.01%newTimeline
LDPCOHEN & STEERS LTD DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,155 shares; 2025Q1: 1,177 shares; 2025Q2: 1,200 shares; 2025Q3: 1,222 shares; 2025Q4: 1,245 shares; 2026Q1: 1,568 shares 1,568$31.3K<0.01%+323Timeline
ASBASSOCIATED BANC-CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 148 shares; 2025Q1: 284 shares; 2025Q2: 362 shares; 2025Q3: 357 shares; 2025Q4: 358 shares; 2026Q1: 1,211 shares 1,211$31.3K<0.01%+853Timeline
IBOCINTERNATIONAL BANCSHARES CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 325 shares; 2025Q1: 376 shares; 2025Q2: 358 shares; 2025Q3: 427 shares; 2025Q4: 387 shares; 2026Q1: 464 shares 464$31.2K<0.01%+77Timeline
CWCOCONSOLIDATED WATER CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 2,349 shares; 2025Q1: 2,733 shares; 2025Q2: 2,745 shares; 2025Q3: 719 shares; 2025Q4: 718 shares; 2026Q1: 943 shares 943$31.2K<0.01%+225Timeline
GARPISHARES 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: 3 shares; 2025Q3: not reported; 2025Q4: 488 shares; 2026Q1: 488 shares 488$31.2K<0.01%0Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 3,052 shares; 2025Q1: 3,052 shares; 2025Q2: 2,310 shares; 2025Q3: 2,521 shares; 2025Q4: 2,595 shares; 2026Q1: 1,204 shares 1,204$31.2K<0.01%-1,391Timeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 1,667 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 690 shares 690$31.2K<0.01%+131Timeline
RCKTROCKET PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 23 shares; 2025Q1: 698 shares; 2025Q2: 640 shares; 2025Q3: 2,021 shares; 2025Q4: 2,988 shares; 2026Q1: 8,700 shares 8,700$31.1K<0.01%+5,712Timeline
SHYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 1,838 shares; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares; 2025Q3: 2,176 shares; 2025Q4: 1,466 shares; 2026Q1: 1,374 shares 1,374$31.1K<0.01%-92Timeline
EVTRMORGAN STANLEY 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: 377 shares; 2026Q1: 609 shares 609$30.9K<0.01%+232Timeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 48 shares; 2025Q1: 107 shares; 2025Q2: 116 shares; 2025Q3: 139 shares; 2025Q4: 233 shares; 2026Q1: 877 shares 877$30.9K<0.01%+644Timeline
OLPONE LIBERTY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 108 shares; 2025Q1: 79 shares; 2025Q2: 1,217 shares; 2025Q3: 1,231 shares; 2025Q4: 1,264 shares; 2026Q1: 1,439 shares 1,439$30.9K<0.01%+175Timeline
NLOPNET LEASE OFFICE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,068 shares; 2025Q1: 1,993 shares; 2025Q2: 2,392 shares; 2025Q3: 2,405 shares; 2025Q4: 2,789 shares; 2026Q1: 2,680 shares 2,680$30.9K<0.01%-109Timeline
PDPAGERDUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 142 shares; 2025Q2: 93 shares; 2025Q3: 772 shares; 2025Q4: 524 shares; 2026Q1: 4,956 shares 4,956$30.8K<0.01%+4,432Timeline
INFQINFLEQTION 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: 3,135 shares 3,135$30.8K<0.01%newTimeline
EPACENERPAC TOOL GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 720 shares; 2025Q4: 718 shares; 2026Q1: 843 shares 843$30.7K<0.01%+125Timeline
FSCSFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 873 shares; 2026Q1: 873 shares 873$30.7K<0.01%0Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 440 shares; 2025Q1: 100 shares; 2025Q2: 188 shares; 2025Q3: 517 shares; 2025Q4: 451 shares; 2026Q1: 592 shares 592$30.7K<0.01%+141Timeline
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 546 shares 546$30.7K<0.01%0Timeline
BSTPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 2,054 shares; 2025Q4: 2,054 shares; 2026Q1: 850 shares 850$30.6K<0.01%-1,204Timeline
IPKWINVESCO 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: not reported; 2025Q2: not reported; 2025Q3: 531 shares; 2025Q4: 538 shares; 2026Q1: 544 shares 544$30.6K<0.01%+6Timeline
WSFSWSFS FINL 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: 101 shares; 2025Q4: 251 shares; 2026Q1: 467 shares 467$30.6K<0.01%+216Timeline
ERASERASCA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213 shares; 2025Q2: 1,817 shares; 2025Q3: 1,818 shares; 2025Q4: 1,948 shares; 2026Q1: 1,874 shares 1,874$30.3K<0.01%-74Timeline
INVAINNOVIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 449 shares; 2025Q1: 448 shares; 2025Q2: 743 shares; 2025Q3: 988 shares; 2025Q4: 1,005 shares; 2026Q1: 1,300 shares 1,300$30.3K<0.01%+295Timeline
FTREFORTREA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 20 shares; 2025Q1: 82 shares; 2025Q2: 5,660 shares; 2025Q3: 6,769 shares; 2025Q4: 2,133 shares; 2026Q1: 3,207 shares 3,207$30.2K<0.01%+1,074Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 72 shares; 2025Q3: 112 shares; 2025Q4: 315 shares; 2026Q1: 272 shares 272$30.2K<0.01%-43Timeline
RSIRUSH STREET INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89 shares; 2025Q2: 151 shares; 2025Q3: 212 shares; 2025Q4: 374 shares; 2026Q1: 1,388 shares 1,388$30.2K<0.01%+1,014Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 148 shares; 2025Q1: 192 shares; 2025Q2: 271 shares; 2025Q3: 483 shares; 2025Q4: 510 shares; 2026Q1: 144 shares 144$30.1K<0.01%-366Timeline
MMSMAXIMUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 1,495 shares; 2025Q1: 271 shares; 2025Q2: 331 shares; 2025Q3: 613 shares; 2025Q4: 527 shares; 2026Q1: 470 shares 470$30.1K<0.01%-57Timeline
PTHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615$30.1K<0.01%0Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 100 shares; 2025Q1: 162 shares; 2025Q2: 272 shares; 2025Q3: 216 shares; 2025Q4: 324 shares; 2026Q1: 175 shares 175$30.1K<0.01%-149Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 101 shares; 2025Q1: 89 shares; 2025Q2: 87 shares; 2025Q3: 98 shares; 2025Q4: 109 shares; 2026Q1: 334 shares 334$30.1K<0.01%+225Timeline
SOXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 302 shares; 2025Q4: 2,802 shares; 2026Q1: 627 shares 627$30K<0.01%-2,175Timeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 850 shares; 2025Q1: 724 shares; 2025Q2: 983 shares; 2025Q3: 1,125 shares; 2025Q4: 1,170 shares; 2026Q1: 1,119 shares 1,119$30K<0.01%-51Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,919 shares; 2025Q1: 2,138 shares; 2025Q2: 793 shares; 2025Q3: 1,109 shares; 2025Q4: 3,017 shares; 2026Q1: 1,657 shares 1,657$30K<0.01%-1,360Timeline
BHVNBIOHAVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 62 shares; 2025Q1: 101 shares; 2025Q2: 545 shares; 2025Q3: 557 shares; 2025Q4: 2,052 shares; 2026Q1: 3,541 shares 3,541$30K<0.01%+1,489Timeline
AAOIAPPLIED OPTOELECTRONICS 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: 35 shares; 2025Q3: 38 shares; 2025Q4: 769 shares; 2026Q1: 353 shares 353$29.9K<0.01%-416Timeline
SYFIAB ACTIVE ETFS 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: 838 shares 838$29.8K<0.01%newTimeline
GLDGGOLDMINING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 27,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000$29.8K<0.01%newTimeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,184 shares; 2025Q1: 1,534 shares; 2025Q2: 1,575 shares; 2025Q3: 1,650 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800$29.6K<0.01%0Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 310 shares; 2025Q1: 723 shares; 2025Q2: 1,070 shares; 2025Q3: 1,302 shares; 2025Q4: 1,599 shares; 2026Q1: 2,396 shares 2,396$29.6K<0.01%+797Timeline
ONEVSPDR 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: 221 shares; 2026Q1: 221 shares 221$29.6K<0.01%0Timeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 98 shares; 2025Q1: 263 shares; 2025Q2: 473 shares; 2025Q3: 482 shares; 2025Q4: 428 shares; 2026Q1: 454 shares 454$29.6K<0.01%+26Timeline
WRBYWARBY PARKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 59 shares; 2025Q2: 169 shares; 2025Q3: 181 shares; 2025Q4: 226 shares; 2026Q1: 1,404 shares 1,404$29.6K<0.01%+1,178Timeline
IDRIDAHO STRATEGIC RESOURCESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127 shares; 2025Q3: 100 shares; 2025Q4: 558 shares; 2026Q1: 920 shares 920$29.6K<0.01%+362Timeline
NPFINUSHARES 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: 1,146 shares 1,146$29.5K<0.01%newTimeline
PLGOPELAGOS INS CAP 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: 311 shares; 2025Q3: 695 shares; 2025Q4: 1,028 shares; 2026Q1: 1,544 shares 1,544$29.5K<0.01%+516Timeline
GLADGLADSTONE CAP 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: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700$29.5K<0.01%0Timeline
PTENPATTERSON-UTI ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 946 shares; 2025Q1: 384 shares; 2025Q2: 1,567 shares; 2025Q3: 1,422 shares; 2025Q4: 1,587 shares; 2026Q1: 2,723 shares 2,723$29.5K<0.01%+1,136Timeline
ECECOPETROL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 1,608 shares; 2025Q1: 1,627 shares; 2025Q2: 1,432 shares; 2025Q3: 1,478 shares; 2025Q4: 1,564 shares; 2026Q1: 1,964 shares 1,964$29.4K<0.01%+400Timeline
NUVLNUVALENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 81 shares; 2025Q3: 86 shares; 2025Q4: 94 shares; 2026Q1: 287 shares 287$29.4K<0.01%+193Timeline
LTHLIFE TIME GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 19 shares; 2025Q3: 199 shares; 2025Q4: 63 shares; 2026Q1: 1,090 shares 1,090$29.4K<0.01%+1,027Timeline
SFIXSTITCH FIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,283 shares; 2025Q1: 783 shares; 2025Q2: 850 shares; 2025Q3: 2,471 shares; 2025Q4: 3,336 shares; 2026Q1: 8,861 shares 8,861$29.3K<0.01%+5,525Timeline
FGF&G ANNUITIES & LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 36 shares; 2025Q2: 289 shares; 2025Q3: 312 shares; 2025Q4: 1,173 shares; 2026Q1: 1,155 shares 1,155$29.2K<0.01%-18Timeline
GLXYGALAXY DIGITAL INC.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: not reported; 2025Q3: not reported; 2025Q4: 649 shares; 2026Q1: 1,584 shares 1,584$29.2K<0.01%+935Timeline
FSTRFOSTER L B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 1,042 shares 1,042$29.1K<0.01%+1,006Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 1,265 shares; 2025Q3: 1,091 shares; 2025Q4: 274 shares; 2026Q1: 701 shares 701$29K<0.01%+427Timeline
UDIVFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 560 shares; 2025Q1: 552 shares; 2025Q2: 554 shares; 2025Q3: 556 shares; 2025Q4: 559 shares; 2026Q1: 561 shares 561$29K<0.01%+2Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 104 shares; 2025Q3: 186 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116$29K<0.01%0Timeline
SBRSABINE RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 5,286 shares; 2025Q1: 3,286 shares; 2025Q2: 386 shares; 2025Q3: 586 shares; 2025Q4: 386 shares; 2026Q1: 386 shares 386$28.9K<0.01%0Timeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 307 shares; 2025Q1: 373 shares; 2025Q2: 338 shares; 2025Q3: 320 shares; 2025Q4: 322 shares; 2026Q1: 349 shares 349$28.9K<0.01%+27Timeline
CBRLCRACKER BARREL OLD CTRY STORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 192 shares; 2025Q1: 199 shares; 2025Q2: 2,923 shares; 2025Q3: 2,909 shares; 2025Q4: 906 shares; 2026Q1: 1,026 shares 1,026$28.8K<0.01%+120Timeline
HGHAMILTON INSURANCE GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 206 shares; 2025Q3: 534 shares; 2025Q4: 685 shares; 2026Q1: 965 shares 965$28.8K<0.01%+280Timeline
ASANASANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 182 shares; 2025Q2: 104 shares; 2025Q3: 54 shares; 2025Q4: 929 shares; 2026Q1: 4,497 shares 4,497$28.8K<0.01%+3,568Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 181 shares; 2025Q1: 126 shares; 2025Q2: 165 shares; 2025Q3: 215 shares; 2025Q4: 229 shares; 2026Q1: 572 shares 572$28.8K<0.01%+343Timeline
NEWTNEWTEKONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,149 shares; 2025Q3: 2,389 shares; 2025Q4: 2,421 shares; 2026Q1: 2,626 shares 2,626$28.8K<0.01%+205Timeline
HMYHARMONY GOLD MNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 1,722 shares; 2025Q1: 1,802 shares; 2025Q2: 1,815 shares; 2025Q3: 1,838 shares; 2025Q4: 1,985 shares; 2026Q1: 1,864 shares 1,864$28.6K<0.01%-121Timeline
GPORGULFPORT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 75 shares; 2025Q4: 160 shares; 2026Q1: 135 shares 135$28.6K<0.01%-25Timeline
MSEXMIDDLESEX WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 544 shares; 2025Q1: 552 shares; 2025Q2: 539 shares; 2025Q3: 585 shares; 2025Q4: 545 shares; 2026Q1: 548 shares 548$28.5K<0.01%+3Timeline
XLSRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,814 shares; 2025Q1: 6,578 shares; 2025Q2: 4,061 shares; 2025Q3: 760 shares; 2025Q4: 494 shares; 2026Q1: 494 shares 494$28.5K<0.01%0Timeline
CXMSPRINKLR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 422 shares; 2025Q1: 61 shares; 2025Q2: 137 shares; 2025Q3: 105 shares; 2025Q4: 949 shares; 2026Q1: 4,748 shares 4,748$28.5K<0.01%+3,799Timeline
THRMGENTHERM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 55 shares; 2025Q2: 940 shares; 2025Q3: 944 shares; 2025Q4: 945 shares; 2026Q1: 1,025 shares 1,025$28.5K<0.01%+80Timeline
SFDSMITHFIELD FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 266 shares; 2026Q1: 1,018 shares 1,018$28.5K<0.01%+752Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 191 shares; 2025Q3: 468 shares; 2025Q4: 963 shares; 2026Q1: 625 shares 625$28.5K<0.01%-338Timeline
VGUSVANGUARD INSTL INDEX 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: 717 shares; 2025Q3: 717 shares; 2025Q4: 1,114 shares; 2026Q1: 376 shares 376$28.4K<0.01%-738Timeline
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 442 shares; 2025Q1: 415 shares; 2025Q2: 524 shares; 2025Q3: 600 shares; 2025Q4: 595 shares; 2026Q1: 652 shares 652$28.4K<0.01%+57Timeline
IFNABERDEEN INDIA FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,959 shares; 2025Q3: 3,959 shares; 2025Q4: 2,200 shares; 2026Q1: 2,500 shares 2,500$28.3K<0.01%+300Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 7,255 shares; 2025Q1: 2,691 shares; 2025Q2: 2,071 shares; 2025Q3: 2,071 shares; 2025Q4: 1,442 shares; 2026Q1: 1,216 shares 1,216$28.2K<0.01%-226Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 1,515 shares; 2025Q1: 0 shares; 2025Q2: 160 shares; 2025Q3: 271 shares; 2025Q4: 272 shares; 2026Q1: 808 shares 808$28.2K<0.01%+536Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 80 shares; 2025Q1: 88 shares; 2025Q2: 87 shares; 2025Q3: 128 shares; 2025Q4: 192 shares; 2026Q1: 253 shares 253$28.2K<0.01%+61Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 98 shares; 2025Q2: 117 shares; 2025Q3: 359 shares; 2025Q4: 480 shares; 2026Q1: 3,856 shares 3,856$28.2K<0.01%+3,376Timeline
PMTPENNYMAC MTG INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,117 shares; 2025Q1: 115 shares; 2025Q2: 2,118 shares; 2025Q3: 2,489 shares; 2025Q4: 2,243 shares; 2026Q1: 2,413 shares 2,413$28.1K<0.01%+170Timeline
TNETTRINET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 14 shares; 2025Q3: 65 shares; 2025Q4: 103 shares; 2026Q1: 771 shares 771$28.1K<0.01%+668Timeline
ASIXADVANSIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 121 shares; 2025Q2: 170 shares; 2025Q3: 292 shares; 2025Q4: 256 shares; 2026Q1: 1,151 shares 1,151$28.1K<0.01%+895Timeline
BBINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 384 shares; 2026Q1: 384 shares 384$28.1K<0.01%0Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 237 shares; 2025Q1: 269 shares; 2025Q2: 273 shares; 2025Q3: 288 shares; 2025Q4: 369 shares; 2026Q1: 165 shares 165$28K<0.01%-204Timeline
TASKTASKUS 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: 25 shares; 2025Q4: 2,331 shares; 2026Q1: 4,151 shares 4,151$27.9K<0.01%+1,820Timeline
FIZZNATIONAL BEVERAGE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 356 shares; 2025Q1: 319 shares; 2025Q2: 371 shares; 2025Q3: 391 shares; 2025Q4: 631 shares; 2026Q1: 824 shares 824$27.7K<0.01%+193Timeline
DFPFLAHERTY & CRUMRINE DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares 1,380$27.7K<0.01%0Timeline
CGBDCARLYLE SECURED LENDING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,528 shares; 2025Q1: 2,528 shares; 2025Q2: 2,528 shares; 2025Q3: 2,528 shares; 2025Q4: 2,528 shares; 2026Q1: 2,531 shares 2,531$27.7K<0.01%+3Timeline
NSPINSPERITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 28 shares; 2025Q1: 13 shares; 2025Q2: 2 shares; 2025Q3: 117 shares; 2025Q4: 1,106 shares; 2026Q1: 1,024 shares 1,024$27.7K<0.01%-82Timeline
UFOXETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 519 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 406 shares 406$27.7K<0.01%+202Timeline
USAIPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 589 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 589 shares; 2025Q4: 589 shares; 2026Q1: 589 shares 589$27.7K<0.01%0Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 210 shares; 2025Q1: 270 shares; 2025Q2: 224 shares; 2025Q3: 257 shares; 2025Q4: 255 shares; 2026Q1: 338 shares 338$27.6K<0.01%+83Timeline
SERVSERVE ROBOTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 936 shares; 2025Q2: 3,900 shares; 2025Q3: 4,017 shares; 2025Q4: 3,391 shares; 2026Q1: 3,253 shares 3,253$27.5K<0.01%-138Timeline
AGMFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 129 shares; 2025Q3: 25 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185$27.4K<0.01%0Timeline
POWIPOWER INTEGRATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 166 shares; 2025Q1: 594 shares; 2025Q2: 609 shares; 2025Q3: 392 shares; 2025Q4: 448 shares; 2026Q1: 536 shares 536$27.4K<0.01%+88Timeline
NESRNATIONAL ENERGY SERVICES REUQuarterly 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: 798 shares; 2025Q4: 874 shares; 2026Q1: 1,272 shares 1,272$27.3K<0.01%+398Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,112 shares; 2025Q1: 1,051 shares; 2025Q2: 1,082 shares; 2025Q3: 1,044 shares; 2025Q4: 316 shares; 2026Q1: 957 shares 957$27.3K<0.01%+641Timeline
BLWBLACKROCK LTD DURATION INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 1,278 shares; 2025Q1: 1,292 shares; 2025Q2: 1,306 shares; 2025Q3: 1,320 shares; 2025Q4: 2,146 shares; 2026Q1: 2,162 shares 2,162$27.2K<0.01%+16Timeline
DOLWISDOMTREE 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: 400 shares; 2026Q1: 400 shares 400$27.2K<0.01%0Timeline
INSPINSPIRE MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 75 shares; 2025Q1: 99 shares; 2025Q2: 55 shares; 2025Q3: 54 shares; 2025Q4: 222 shares; 2026Q1: 527 shares 527$27.2K<0.01%+305Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 38 shares; 2025Q1: 111 shares; 2025Q2: 191 shares; 2025Q3: 225 shares; 2025Q4: 292 shares; 2026Q1: 320 shares 320$27.1K<0.01%+28Timeline
HSCZISHARES 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: 1,250 shares; 2026Q1: 684 shares 684$27.1K<0.01%-566Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 431 shares; 2025Q1: 115 shares; 2025Q2: 556 shares; 2025Q3: 639 shares; 2025Q4: 528 shares; 2026Q1: 645 shares 645$27.1K<0.01%+117Timeline
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 1,199 shares; 2025Q1: 1,258 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 955 shares; 2026Q1: 619 shares 619$27K<0.01%-336Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 256 shares; 2025Q3: 340 shares; 2025Q4: 301 shares; 2026Q1: 589 shares 589$27K<0.01%+288Timeline
ESEESCO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 68 shares; 2025Q1: 67 shares; 2025Q2: 71 shares; 2025Q3: 68 shares; 2025Q4: 95 shares; 2026Q1: 96 shares 96$27K<0.01%+1Timeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 14 shares; 2025Q4: 11 shares; 2026Q1: 118 shares 118$27K<0.01%+107Timeline
SGDMSPROTT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 357 shares; 2026Q1: 357 shares 357$27K<0.01%0Timeline
WDIWESTERN ASSET DIVERSIFIED INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 2,000 shares 2,000$26.9K<0.01%+1,000Timeline
VRPINVESCO 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: not reported; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares 1,120$26.9K<0.01%0Timeline
SRRKSCHOLAR ROCK HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 48 shares; 2025Q3: 49 shares; 2025Q4: 478 shares; 2026Q1: 545 shares 545$26.8K<0.01%+67Timeline
SBLKSTAR BULK CARRIERS CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 901 shares; 2025Q1: 905 shares; 2025Q2: 1,051 shares; 2025Q3: 1,350 shares; 2025Q4: 1,154 shares; 2026Q1: 1,166 shares 1,166$26.8K<0.01%+12Timeline
KWRQUAKER HOUGHTONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 26 shares; 2025Q1: 17 shares; 2025Q2: 195 shares; 2025Q3: 201 shares; 2025Q4: 223 shares; 2026Q1: 215 shares 215$26.7K<0.01%-8Timeline
AVSUAMERICAN 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: not reported; 2026Q1: 361 shares 361$26.7K<0.01%newTimeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 392 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 350 shares 350$26.5K<0.01%+94Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 955 shares; 2025Q1: 1,048 shares; 2025Q2: 1,410 shares; 2025Q3: 1,570 shares; 2025Q4: not reported; 2026Q1: 1,447 shares 1,447$26.4K<0.01%newTimeline
NVRIENVIRI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 125 shares; 2025Q1: 35 shares; 2025Q2: 39 shares; 2025Q3: 48 shares; 2025Q4: 1,267 shares; 2026Q1: 1,346 shares 1,346$26.4K<0.01%+79Timeline
HVTHAVERTY FURNITURE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 96 shares; 2025Q4: 252 shares; 2026Q1: 1,246 shares 1,246$26.4K<0.01%+994Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 126 shares; 2025Q1: 204 shares; 2025Q2: 303 shares; 2025Q3: 948 shares; 2025Q4: 335 shares; 2026Q1: 744 shares 744$26.4K<0.01%+409Timeline
PHRPHREESIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 134 shares; 2025Q3: 163 shares; 2025Q4: 99 shares; 2026Q1: 3,148 shares 3,148$26.4K<0.01%+3,049Timeline
ZAPGLOBAL 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: not reported; 2025Q3: not reported; 2025Q4: 819 shares; 2026Q1: 819 shares 819$26.3K<0.01%0Timeline
JJSFJ & J SNACK FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 4 shares; 2025Q2: 189 shares; 2025Q3: 47 shares; 2025Q4: 275 shares; 2026Q1: 332 shares 332$26.3K<0.01%+57Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 427 shares; 2025Q1: 858 shares; 2025Q2: 1,702 shares; 2025Q3: 2,799 shares; 2025Q4: 1,374 shares; 2026Q1: 1,542 shares 1,542$26.3K<0.01%+168Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,563 shares; 2025Q1: 770 shares; 2025Q2: 775 shares; 2025Q3: 852 shares; 2025Q4: 973 shares; 2026Q1: 914 shares 914$26.2K<0.01%-59Timeline
DTILPRECISION BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,769 shares; 2024Q4: 4,769 shares; 2025Q1: 4,769 shares; 2025Q2: 4,769 shares; 2025Q3: 4,769 shares; 2025Q4: 4,769 shares; 2026Q1: 4,769 shares 4,769$26.2K<0.01%0Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 47 shares; 2025Q1: 95 shares; 2025Q2: 77 shares; 2025Q3: 139 shares; 2025Q4: 166 shares; 2026Q1: 289 shares 289$26.2K<0.01%+123Timeline
CRMLCRITICAL METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,921 shares; 2025Q4: 2,218 shares; 2026Q1: 3,295 shares 3,295$26.2K<0.01%+1,077Timeline
BLCNSIREN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares 1,245$26.1K<0.01%0Timeline
BTDRBITDEER TECHNOLOGIES GROUPQuarterly 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: 204 shares; 2026Q1: 3,016 shares 3,016$26.1K<0.01%+2,812Timeline
IMNMIMMUNOME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,122 shares; 2025Q4: 1,163 shares; 2026Q1: 1,191 shares 1,191$26K<0.01%+28Timeline
HTOH2O AMERICAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,429 shares; 2024Q4: 5,215 shares; 2025Q1: 5,189 shares; 2025Q2: 2,956 shares; 2025Q3: 3,215 shares; 2025Q4: 411 shares; 2026Q1: 443 shares 443$26K<0.01%+32Timeline
VKIINVESCO ADVANTAGE MUN INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 3,001 shares 3,001$26K<0.01%newTimeline
IDVOAMPLIFY 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: 641 shares 641$26K<0.01%newTimeline
LADRLADDER CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 3,004 shares; 2025Q1: 368 shares; 2025Q2: 2,266 shares; 2025Q3: 5,179 shares; 2025Q4: 4,662 shares; 2026Q1: 2,652 shares 2,652$25.9K<0.01%-2,010Timeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,956 shares; 2025Q1: 459 shares; 2025Q2: 1,319 shares; 2025Q3: 1,677 shares; 2025Q4: 1,963 shares; 2026Q1: 2,250 shares 2,250$25.9K<0.01%+287Timeline
URNMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 768 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 410 shares 410$25.9K<0.01%+200Timeline
TCHPT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 2,084 shares; 2026Q1: 584 shares 584$25.8K<0.01%-1,500Timeline
HWCHANCOCK WHITNEY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 60 shares; 2025Q1: 74 shares; 2025Q2: 64 shares; 2025Q3: 147 shares; 2025Q4: 187 shares; 2026Q1: 404 shares 404$25.7K<0.01%+217Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 510 shares; 2025Q1: 465 shares; 2025Q2: 140 shares; 2025Q3: 233 shares; 2025Q4: 190 shares; 2026Q1: 679 shares 679$25.7K<0.01%+489Timeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 34 shares; 2025Q1: 45 shares; 2025Q2: 41 shares; 2025Q3: 69 shares; 2025Q4: 178 shares; 2026Q1: 265 shares 265$25.6K<0.01%+87Timeline
HGVHILTON GRAND VACATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 356 shares; 2025Q1: 485 shares; 2025Q2: 525 shares; 2025Q3: 540 shares; 2025Q4: 514 shares; 2026Q1: 654 shares 654$25.6K<0.01%+140Timeline
HIWHIGHWOODS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 807 shares; 2025Q1: 832 shares; 2025Q2: 806 shares; 2025Q3: 950 shares; 2025Q4: 1,198 shares; 2026Q1: 1,195 shares 1,195$25.6K<0.01%-3Timeline
CFFNCAPITOL FED FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 854 shares; 2025Q3: 2,453 shares; 2025Q4: 3,188 shares; 2026Q1: 3,588 shares 3,588$25.6K<0.01%+400Timeline
TLRYTILRAY BRANDS 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: 2,809 shares; 2026Q1: 3,952 shares 3,952$25.6K<0.01%+1,143Timeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 88 shares; 2025Q2: 82 shares; 2025Q3: 113 shares; 2025Q4: 94 shares; 2026Q1: 323 shares 323$25.6K<0.01%+229Timeline
TDOCTELADOC HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 1,002 shares; 2025Q1: 1,193 shares; 2025Q2: 905 shares; 2025Q3: 947 shares; 2025Q4: 938 shares; 2026Q1: 4,684 shares 4,684$25.5K<0.01%+3,746Timeline
NABLN-ABLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119 shares; 2025Q1: 308 shares; 2025Q2: 128 shares; 2025Q3: 647 shares; 2025Q4: 1,113 shares; 2026Q1: 5,432 shares 5,432$25.4K<0.01%+4,319Timeline
RAMPLIVERAMP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 94 shares; 2025Q2: 182 shares; 2025Q3: 493 shares; 2025Q4: 796 shares; 2026Q1: 956 shares 956$25.4K<0.01%+160Timeline
BNTBROOKFIELD WEALTH SOL 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: not reported; 2025Q4: 150 shares; 2026Q1: 612 shares 612$25.3K<0.01%+462Timeline
QVOYULTIMUS MANAGERS 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: 825 shares; 2025Q4: 901 shares; 2026Q1: 901 shares 901$25.3K<0.01%0Timeline
QMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 752 shares 752$25.3K<0.01%-188Timeline
FEOERBB FUND 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: 500 shares 500$25.2K<0.01%newTimeline
MDLNMEDLINE 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: 300 shares; 2026Q1: 565 shares 565$25.1K<0.01%+265Timeline
WWWWOLVERINE WORLD WIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 277 shares; 2025Q1: 230 shares; 2025Q2: 250 shares; 2025Q3: 564 shares; 2025Q4: 539 shares; 2026Q1: 1,528 shares 1,528$24.9K<0.01%+989Timeline
BKCGBNY MELLON 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: 733 shares; 2026Q1: 733 shares 733$24.9K<0.01%0Timeline
LPGDORIAN LPG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 117 shares; 2025Q1: 482 shares; 2025Q2: 918 shares; 2025Q3: 1,029 shares; 2025Q4: 572 shares; 2026Q1: 727 shares 727$24.9K<0.01%+155Timeline
ENOVENOVIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 43 shares; 2025Q1: 126 shares; 2025Q2: 93 shares; 2025Q3: 126 shares; 2025Q4: 97 shares; 2026Q1: 1,092 shares 1,092$24.8K<0.01%+995Timeline
FLMIFRANKLIN 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$24.8K<0.01%0Timeline
MATXMATSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 121 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 228 shares; 2025Q4: 131 shares; 2026Q1: 151 shares 151$24.8K<0.01%+20Timeline
AHCOADAPTHEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 228 shares; 2025Q1: 241 shares; 2025Q2: 524 shares; 2025Q3: 731 shares; 2025Q4: 771 shares; 2026Q1: 2,080 shares 2,080$24.8K<0.01%+1,309Timeline
CBLCBL & ASSOC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 222 shares; 2025Q3: 495 shares; 2025Q4: 533 shares; 2026Q1: 644 shares 644$24.7K<0.01%+111Timeline
BJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 514 shares; 2025Q1: 498 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498$24.7K<0.01%0Timeline
FTMHPUTNAM 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: 2,135 shares; 2026Q1: 2,135 shares 2,135$24.6K<0.01%0Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 149 shares; 2025Q1: 224 shares; 2025Q2: 258 shares; 2025Q3: 263 shares; 2025Q4: 327 shares; 2026Q1: 320 shares 320$24.6K<0.01%-7Timeline
GMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 589 shares; 2025Q3: 589 shares; 2025Q4: 589 shares; 2026Q1: 589 shares 589$24.6K<0.01%0Timeline
TVGRUPO TELEVISA S A BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,791 shares; 2025Q3: 8,029 shares; 2025Q4: 8,437 shares; 2026Q1: 8,437 shares 8,437$24.6K<0.01%0Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 168 shares; 2025Q2: 163 shares; 2025Q3: 187 shares; 2025Q4: 194 shares; 2026Q1: 227 shares 227$24.5K<0.01%+33Timeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 119 shares; 2025Q2: 1,522 shares; 2025Q3: 1,415 shares; 2025Q4: 1,368 shares; 2026Q1: 1,380 shares 1,380$24.5K<0.01%+12Timeline
NFLYTIDAL 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: 1,659 shares; 2025Q3: 1,792 shares; 2025Q4: 1,975 shares; 2026Q1: 2,232 shares 2,232$24.5K<0.01%+257Timeline
FLTBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 487 shares 487$24.5K<0.01%0Timeline
NATNORDIC AMERICAN TANKERS LIMIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,263 shares; 2025Q1: 1,029 shares; 2025Q2: 4,539 shares; 2025Q3: 5,214 shares; 2025Q4: 5,532 shares; 2026Q1: 4,175 shares 4,175$24.5K<0.01%-1,357Timeline
STRKSTRATEGY 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: 227 shares; 2025Q3: 227 shares; 2025Q4: 301 shares; 2026Q1: 345 shares 345$24.4K<0.01%+44Timeline
TDWTIDEWATER INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 172 shares; 2025Q2: 174 shares; 2025Q3: 197 shares; 2025Q4: 195 shares; 2026Q1: 292 shares 292$24.4K<0.01%+97Timeline
COURCOURSERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 165 shares; 2025Q1: 150 shares; 2025Q2: 415 shares; 2025Q3: 1,140 shares; 2025Q4: 1,058 shares; 2026Q1: 4,182 shares 4,182$24.3K<0.01%+3,124Timeline
TSHATAYSHA GENE THERAPIES INCQuarterly 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: not reported; 2025Q3: 215 shares; 2025Q4: 223 shares; 2026Q1: 5,443 shares 5,443$24.3K<0.01%+5,220Timeline
MQMARQETA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,290 shares; 2025Q1: 3,116 shares; 2025Q2: 3,213 shares; 2025Q3: 3,213 shares; 2025Q4: 3,168 shares; 2026Q1: 5,941 shares 5,941$24.2K<0.01%+2,773Timeline
UFPIUFP INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 139 shares; 2025Q1: 208 shares; 2025Q2: 181 shares; 2025Q3: 231 shares; 2025Q4: 220 shares; 2026Q1: 263 shares 263$24.2K<0.01%+43Timeline
CBZCBIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 9 shares; 2025Q1: 5 shares; 2025Q2: 7 shares; 2025Q3: 4 shares; 2025Q4: 9 shares; 2026Q1: 902 shares 902$24.2K<0.01%+893Timeline
PRAXPRAXIS PRECISION MEDICINES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 69 shares; 2025Q3: 12 shares; 2025Q4: 28 shares; 2026Q1: 75 shares 75$24.2K<0.01%+47Timeline
IEDIISHARES U S 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: 444 shares; 2025Q4: 445 shares; 2026Q1: 446 shares 446$24.1K<0.01%+1Timeline
EVEREVERQUOTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 759 shares; 2025Q1: 802 shares; 2025Q2: 1,032 shares; 2025Q3: 1,313 shares; 2025Q4: 1,200 shares; 2026Q1: 1,565 shares 1,565$24.1K<0.01%+365Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 10,010 shares; 2025Q1: 5,699 shares; 2025Q2: 3,583 shares; 2025Q3: 1,915 shares; 2025Q4: 1,429 shares; 2026Q1: 2,764 shares 2,764$24.1K<0.01%+1,335Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 625 shares; 2025Q1: 618 shares; 2025Q2: 623 shares; 2025Q3: 718 shares; 2025Q4: 199 shares; 2026Q1: 215 shares 215$24.1K<0.01%+16Timeline
RDWREDWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 134 shares; 2025Q3: 241 shares; 2025Q4: 922 shares; 2026Q1: 2,818 shares 2,818$24K<0.01%+1,896Timeline
TVTXTRAVERE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 472 shares; 2025Q1: 426 shares; 2025Q2: 400 shares; 2025Q3: 652 shares; 2025Q4: 2,221 shares; 2026Q1: 806 shares 806$23.9K<0.01%-1,415Timeline
DWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525$23.9K<0.01%0Timeline
BULLWEBULL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,983 shares 4,983$23.9K<0.01%newTimeline
JMOMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 352 shares; 2026Q1: 352 shares 352$23.9K<0.01%0Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 441 shares; 2025Q1: 622 shares; 2025Q2: 627 shares; 2025Q3: 662 shares; 2025Q4: 656 shares; 2026Q1: 624 shares 624$23.9K<0.01%-32Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 131 shares; 2025Q1: 170 shares; 2025Q2: 255 shares; 2025Q3: 372 shares; 2025Q4: 505 shares; 2026Q1: 1,254 shares 1,254$23.9K<0.01%+749Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,575 shares; 2024Q4: 9,705 shares; 2025Q1: 9,363 shares; 2025Q2: 10,865 shares; 2025Q3: 9,883 shares; 2025Q4: 8,050 shares; 2026Q1: 10,547 shares 10,547$23.8K<0.01%+2,497Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 80 shares; 2025Q2: 226 shares; 2025Q3: 265 shares; 2025Q4: 173 shares; 2026Q1: 154 shares 154$23.8K<0.01%-19Timeline
LTCLTC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 692 shares; 2025Q2: 846 shares; 2025Q3: 993 shares; 2025Q4: 547 shares; 2026Q1: 639 shares 639$23.7K<0.01%+92Timeline
DFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$23.7K<0.01%0Timeline
PENGPENGUIN SOLUTIONS 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: 1,792 shares; 2025Q4: 1,382 shares; 2026Q1: 1,342 shares 1,342$23.6K<0.01%-40Timeline
LSAFTWO RDS SHARED 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: 514 shares 514$23.6K<0.01%newTimeline
KBAKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 779 shares; 2025Q1: 1,198 shares; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 779 shares; 2026Q1: 779 shares 779$23.6K<0.01%0Timeline
FETFORUM ENERGY TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 84 shares; 2026Q1: 402 shares 402$23.6K<0.01%+318Timeline
BBIOBRIDGEBIO PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 132 shares; 2025Q1: 200 shares; 2025Q2: 216 shares; 2025Q3: 317 shares; 2025Q4: 291 shares; 2026Q1: 317 shares 317$23.5K<0.01%+26Timeline
AAMIACADIAN ASSET MANAGEMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 129 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 217 shares; 2025Q4: 262 shares; 2026Q1: 432 shares 432$23.5K<0.01%+170Timeline
RUSHARUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 17 shares; 2025Q1: 29 shares; 2025Q2: 11 shares; 2025Q3: 648 shares; 2025Q4: 316 shares; 2026Q1: 355 shares 355$23.5K<0.01%+39Timeline
ADPTADAPTIVE BIOTECHNOLOGIES CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 1,075 shares; 2025Q1: 1,101 shares; 2025Q2: 1,205 shares; 2025Q3: 1,545 shares; 2025Q4: 1,546 shares; 2026Q1: 1,688 shares 1,688$23.4K<0.01%+142Timeline
XHRXENIA HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 777 shares; 2025Q1: 2,575 shares; 2025Q2: 1,399 shares; 2025Q3: 1,476 shares; 2025Q4: 1,525 shares; 2026Q1: 1,575 shares 1,575$23.4K<0.01%+50Timeline
OPRAOPERA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 61 shares; 2025Q4: 118 shares; 2026Q1: 1,638 shares 1,638$23.4K<0.01%+1,520Timeline
PAGSPAGSEGURO DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 48 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 272 shares; 2025Q4: 665 shares; 2026Q1: 2,329 shares 2,329$23.3K<0.01%+1,664Timeline
CBONVANECK 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$23.3K<0.01%0Timeline
VRTSVIRTUS INVT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 13 shares; 2025Q1: 8 shares; 2025Q2: 32 shares; 2025Q3: 122 shares; 2025Q4: 139 shares; 2026Q1: 173 shares 173$23.3K<0.01%+34Timeline
TDAYUSA TODAY CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 192 shares; 2025Q2: 10 shares; 2025Q3: 1,133 shares; 2025Q4: 1,007 shares; 2026Q1: 3,292 shares 3,292$23.2K<0.01%+2,285Timeline
CAKECHEESECAKE FACTORY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 452 shares; 2025Q1: 462 shares; 2025Q2: 430 shares; 2025Q3: 1,164 shares; 2025Q4: 407 shares; 2026Q1: 424 shares 424$23.2K<0.01%+17Timeline
SAAPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 770 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 854 shares; 2025Q4: 858 shares; 2026Q1: 860 shares 860$23.2K<0.01%+2Timeline
NFRAFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 369 shares; 2025Q2: 420 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 362 shares 362$23.1K<0.01%-7Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 40 shares; 2025Q1: 144 shares; 2025Q2: 46 shares; 2025Q3: 64 shares; 2025Q4: 52 shares; 2026Q1: 83 shares 83$23.1K<0.01%+31Timeline
MXLMAXLINEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 541 shares; 2025Q2: 954 shares; 2025Q3: 1,384 shares; 2025Q4: 1,139 shares; 2026Q1: 1,328 shares 1,328$23.1K<0.01%+189Timeline
SBIWESTERN ASSET INTER MUNIQuarterly 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: 3,000 shares 3,000$23K<0.01%newTimeline
NICNICOLET BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 9 shares; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 155 shares 155$23K<0.01%newTimeline
FRHCFREEDOM HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 19 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 50 shares; 2025Q4: 27 shares; 2026Q1: 159 shares 159$23K<0.01%+132Timeline
BMBLBUMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 514 shares; 2025Q1: 664 shares; 2025Q2: 636 shares; 2025Q3: 1,074 shares; 2025Q4: 1,353 shares; 2026Q1: 7,057 shares 7,057$23K<0.01%+5,704Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 134 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 1,047 shares 1,047$23K<0.01%0Timeline
LARLITHIUM ARGENTINA AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,504 shares; 2025Q2: 3,430 shares; 2025Q3: 3,430 shares; 2025Q4: 3,430 shares; 2026Q1: 3,440 shares 3,440$23K<0.01%+10Timeline
AVPTAVEPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 90 shares; 2025Q2: 24,584 shares; 2025Q3: 31,031 shares; 2025Q4: 1,355 shares; 2026Q1: 2,416 shares 2,416$23K<0.01%+1,061Timeline
PEBOPEOPLES BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 101 shares; 2025Q1: 13 shares; 2025Q2: 104 shares; 2025Q3: 488 shares; 2025Q4: 479 shares; 2026Q1: 699 shares 699$23K<0.01%+220Timeline
LEVILEVI STRAUSS & CO NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 393 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 966 shares; 2026Q1: 1,242 shares 1,242$23K<0.01%+276Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 206 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 240 shares; 2025Q4: 710 shares; 2026Q1: 516 shares 516$22.9K<0.01%-194Timeline
BILTBLACKROCK 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$22.9K<0.01%newTimeline
PHINPHINIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 137 shares; 2025Q1: 183 shares; 2025Q2: 167 shares; 2025Q3: 180 shares; 2025Q4: 203 shares; 2026Q1: 335 shares 335$22.9K<0.01%+132Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 312 shares; 2025Q1: not reported; 2025Q2: 124 shares; 2025Q3: 195 shares; 2025Q4: 431 shares; 2026Q1: 726 shares 726$22.8K<0.01%+295Timeline
LLYVALIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 231 shares; 2026Q1: 249 shares 249$22.8K<0.01%+18Timeline
OIIOCEANEERING INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 76 shares; 2025Q2: 272 shares; 2025Q3: 273 shares; 2025Q4: 387 shares; 2026Q1: 641 shares 641$22.7K<0.01%+254Timeline
IMCVISHARES 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: 268 shares; 2026Q1: 268 shares 268$22.7K<0.01%0Timeline
CARZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 277 shares; 2025Q3: 278 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281$22.7K<0.01%0Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 137 shares; 2025Q2: 460 shares; 2025Q3: 1,410 shares; 2025Q4: 1,458 shares; 2026Q1: 1,517 shares 1,517$22.7K<0.01%+59Timeline
PFOFLAHERTY & CRUMRINE PFD INCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: not reported; 2026Q1: 2,510 shares 2,510$22.7K<0.01%newTimeline
GSSCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares 304$22.7K<0.01%0Timeline
NGENNERVGEN PHARMA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000$22.6K<0.01%newTimeline
AIPARTERIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72 shares; 2025Q2: 125 shares; 2025Q3: 354 shares; 2025Q4: 748 shares; 2026Q1: 1,374 shares 1,374$22.6K<0.01%+626Timeline
SFBSSERVISFIRST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 149 shares; 2025Q4: 189 shares; 2026Q1: 310 shares 310$22.6K<0.01%+121Timeline
HRMYHARMONY BIOSCIENCES HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 76 shares; 2025Q3: 210 shares; 2025Q4: 812 shares; 2026Q1: 806 shares 806$22.6K<0.01%-6Timeline
SSTKSHUTTERSTOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,286 shares; 2025Q2: 1,415 shares; 2025Q3: 1,501 shares; 2025Q4: 1,334 shares; 2026Q1: 1,357 shares 1,357$22.5K<0.01%+23Timeline
PSTLPOSTAL REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 369 shares; 2025Q2: 408 shares; 2025Q3: 833 shares; 2025Q4: 1,093 shares; 2026Q1: 1,214 shares 1,214$22.5K<0.01%+121Timeline
BLBLACKLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 34 shares; 2025Q2: 80 shares; 2025Q3: 115 shares; 2025Q4: 121 shares; 2026Q1: 603 shares 603$22.3K<0.01%+482Timeline
SAGPADVISORS INNER CIRCLE FD IIIQuarterly 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: 650 shares; 2026Q1: 650 shares 650$22.3K<0.01%0Timeline
COMTISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 541 shares; 2026Q1: 659 shares 659$22.3K<0.01%+118Timeline
ATMUATMUS FILTRATION TECHNOLOGIEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 144 shares; 2025Q1: 150 shares; 2025Q2: 152 shares; 2025Q3: 309 shares; 2025Q4: 305 shares; 2026Q1: 392 shares 392$22.3K<0.01%+87Timeline
FIVAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 639 shares 639$22.2K<0.01%+268Timeline
XCORFUNDX INVT 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: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290$22.2K<0.01%0Timeline
CCSCENTURY COMMUNITIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 89 shares; 2025Q1: 110 shares; 2025Q2: 270 shares; 2025Q3: 276 shares; 2025Q4: 388 shares; 2026Q1: 387 shares 387$22.2K<0.01%-1Timeline
WDWALKER & DUNLOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 202 shares; 2025Q1: 222 shares; 2025Q2: 479 shares; 2025Q3: 510 shares; 2025Q4: 224 shares; 2026Q1: 498 shares 498$22.1K<0.01%+274Timeline
MLABMESA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 40 shares; 2026Q1: 249 shares 249$22K<0.01%+209Timeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 342 shares; 2025Q1: 423 shares; 2025Q2: 338 shares; 2025Q3: 565 shares; 2025Q4: 485 shares; 2026Q1: 763 shares 763$22K<0.01%+278Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337 shares 337$21.9K<0.01%newTimeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 71 shares; 2025Q1: not reported; 2025Q2: 341 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 320 shares 320$21.9K<0.01%+247Timeline
ACDCPROFRAC HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: 2,405 shares; 2026Q1: 3,527 shares 3,527$21.9K<0.01%+1,122Timeline
THFFFIRST FINANCIAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 118 shares; 2025Q1: 127 shares; 2025Q2: 178 shares; 2025Q3: 321 shares; 2025Q4: 325 shares; 2026Q1: 346 shares 346$21.9K<0.01%+21Timeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 896 shares; 2025Q3: 1,325 shares; 2025Q4: 1,600 shares; 2026Q1: 1,699 shares 1,699$21.9K<0.01%+99Timeline
MWAMUELLER WTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 549 shares; 2025Q1: 726 shares; 2025Q2: 746 shares; 2025Q3: 732 shares; 2025Q4: 711 shares; 2026Q1: 794 shares 794$21.8K<0.01%+83Timeline
WORWORTHINGTON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 33 shares; 2025Q2: 34 shares; 2025Q3: 50 shares; 2025Q4: 486 shares; 2026Q1: 418 shares 418$21.8K<0.01%-68Timeline
JFRNUVEEN FLOATING RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 749 shares; 2025Q1: 2,771 shares; 2025Q2: 4,919 shares; 2025Q3: 4,919 shares; 2025Q4: 4,919 shares; 2026Q1: 2,897 shares 2,897$21.8K<0.01%-2,022Timeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 42 shares; 2025Q1: 254 shares; 2025Q2: 270 shares; 2025Q3: 1,490 shares; 2025Q4: 1,399 shares; 2026Q1: 182 shares 182$21.8K<0.01%-1,217Timeline
MITKMITEK SYS INCQuarterly 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: 1,008 shares; 2025Q3: 1,161 shares; 2025Q4: 1,186 shares; 2026Q1: 1,611 shares 1,611$21.7K<0.01%+425Timeline
CRCCALIFORNIA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 82 shares; 2025Q1: 51 shares; 2025Q2: 182 shares; 2025Q3: 780 shares; 2025Q4: 315 shares; 2026Q1: 314 shares 314$21.7K<0.01%-1Timeline
XBOEXBLACKROCK ENHANCED GLOBALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,496 shares; 2025Q3: 1 shares; 2025Q4: 1,983 shares; 2026Q1: 1,983 shares 1,983$21.7K<0.01%0Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 5 shares; 2025Q2: 13 shares; 2025Q3: 46 shares; 2025Q4: 53 shares; 2026Q1: 73 shares 73$21.7K<0.01%+20Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 115 shares; 2025Q1: 66 shares; 2025Q2: 75 shares; 2025Q3: 123 shares; 2025Q4: 132 shares; 2026Q1: 235 shares 235$21.6K<0.01%+103Timeline
NSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 282,516 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 414,981 shares; 2025Q4: 936 shares; 2026Q1: 750 shares 750$21.6K<0.01%-186Timeline
BCVBANCROFT FD 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$21.5K<0.01%0Timeline
GLUEMONTE ROSA 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: 482 shares; 2025Q3: 598 shares; 2025Q4: 1,247 shares; 2026Q1: 1,306 shares 1,306$21.5K<0.01%+59Timeline
DAWNDAY ONE BIOPHARMACEUTICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 23 shares; 2025Q2: 130 shares; 2025Q3: 126 shares; 2025Q4: 192 shares; 2026Q1: 1,002 shares 1,002$21.5K<0.01%+810Timeline
IRTCIRHYTHM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 250 shares; 2025Q3: 184 shares; 2025Q4: 172 shares; 2026Q1: 182 shares 182$21.5K<0.01%+10Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly 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: 297 shares; 2025Q4: 298 shares; 2026Q1: 299 shares 299$21.5K<0.01%+1Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 849 shares; 2026Q1: 849 shares 849$21.5K<0.01%0Timeline
FOXFOX 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: 74 shares; 2025Q3: 151 shares; 2025Q4: 238 shares; 2026Q1: 404 shares 404$21.5K<0.01%+166Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 55 shares; 2025Q2: 65 shares; 2025Q3: 98 shares; 2025Q4: 124 shares; 2026Q1: 205 shares 205$21.4K<0.01%+81Timeline
METCRAMACO RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 1,037 shares; 2025Q4: 1,038 shares; 2026Q1: 1,381 shares 1,381$21.4K<0.01%+343Timeline
CCDCALAMOS DYNAMIC CONV & INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$21.4K<0.01%0Timeline
GOAUETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 481 shares; 2026Q1: 481 shares 481$21.3K<0.01%0Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 218 shares; 2025Q2: 32 shares; 2025Q3: 23 shares; 2025Q4: 28 shares; 2026Q1: 241 shares 241$21.3K<0.01%+213Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 62 shares; 2025Q1: 67 shares; 2025Q2: 145 shares; 2025Q3: 342 shares; 2025Q4: 193 shares; 2026Q1: 208 shares 208$21.3K<0.01%+15Timeline
VTOLBRISTOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 147 shares; 2025Q2: 163 shares; 2025Q3: 392 shares; 2025Q4: 417 shares; 2026Q1: 452 shares 452$21.2K<0.01%+35Timeline
XRAYDENTSPLY SIRONA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 1,432 shares; 2025Q1: 3,949 shares; 2025Q2: 6,196 shares; 2025Q3: 10,323 shares; 2025Q4: 4,691 shares; 2026Q1: 1,825 shares 1,825$21.2K<0.01%-2,866Timeline
XMCRXMFS CHARTER INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,486 shares; 2025Q3: 3,486 shares; 2025Q4: 3,486 shares; 2026Q1: 3,486 shares 3,486$21.1K<0.01%0Timeline
MYIBLACKROCK MUNIYIELD QUALITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: not reported; 2026Q1: 2,008 shares 2,008$21.1K<0.01%newTimeline
BILIBILIBILI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 129 shares; 2025Q2: 142 shares; 2025Q3: 284 shares; 2025Q4: 389 shares; 2026Q1: 935 shares 935$21.1K<0.01%+546Timeline
BURUNUBURU 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: 118,837 shares 118,837$21.1K<0.01%newTimeline
IBMRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 829 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: not reported; 2026Q1: 829 shares 829$21K<0.01%newTimeline
SPHRSPHERE ENTERTAINMENT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 100 shares; 2025Q4: 103 shares; 2026Q1: 179 shares 179$21K<0.01%+76Timeline
UWMCUWM HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 82 shares; 2025Q1: 349 shares; 2025Q2: 72 shares; 2025Q3: 4,163 shares; 2025Q4: 6,765 shares; 2026Q1: 5,800 shares 5,800$21K<0.01%-965Timeline
BMARINNOVATOR ETFS TRUSTQuarterly 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$21K<0.01%0Timeline
SABRSABRE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 243 shares; 2025Q2: 626 shares; 2025Q3: 887 shares; 2025Q4: 4,610 shares; 2026Q1: 14,468 shares 14,468$21K<0.01%+9,858Timeline
BCOBRINKS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 22 shares; 2025Q1: 26 shares; 2025Q2: 19 shares; 2025Q3: 27 shares; 2025Q4: 173 shares; 2026Q1: 202 shares 202$20.9K<0.01%+29Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 215 shares; 2025Q1: 90 shares; 2025Q2: 98 shares; 2025Q3: 141 shares; 2025Q4: 153 shares; 2026Q1: 208 shares 208$20.9K<0.01%+55Timeline
UNFUNIFIRST CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 16 shares; 2025Q3: 103 shares; 2025Q4: 84 shares; 2026Q1: 83 shares 83$20.9K<0.01%-1Timeline
JFINJIAYIN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 4,224 shares; 2025Q3: 4,226 shares; 2025Q4: 4,983 shares; 2026Q1: 4,983 shares 4,983$20.9K<0.01%0Timeline
IBTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 907 shares; 2025Q1: 907 shares; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: not reported; 2026Q1: 907 shares 907$20.8K<0.01%newTimeline
CRSRCORSAIR GAMING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 277 shares; 2025Q1: 386 shares; 2025Q2: 803 shares; 2025Q3: 540 shares; 2025Q4: 680 shares; 2026Q1: 3,743 shares 3,743$20.8K<0.01%+3,063Timeline
USLMUNITED STS LIME & MINERALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 7 shares; 2025Q2: 25 shares; 2025Q3: 79 shares; 2025Q4: 112 shares; 2026Q1: 159 shares 159$20.8K<0.01%+47Timeline
IBMQISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 813 shares; 2026Q1: 813 shares 813$20.8K<0.01%0Timeline
HBNCHORIZON BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 228 shares; 2025Q2: 704 shares; 2025Q3: 1,016 shares; 2025Q4: 1,196 shares; 2026Q1: 1,252 shares 1,252$20.7K<0.01%+56Timeline
IBTLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,017 shares; 2025Q1: 1,017 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 1,017 shares; 2026Q1: 1,017 shares 1,017$20.7K<0.01%0Timeline
FLOCFLOWCO 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: 287 shares; 2025Q4: 909 shares; 2026Q1: 1,007 shares 1,007$20.7K<0.01%+98Timeline
UDMYUDEMY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 30 shares; 2025Q2: 283 shares; 2025Q3: 963 shares; 2025Q4: 1,316 shares; 2026Q1: 4,490 shares 4,490$20.7K<0.01%+3,174Timeline
KMTKENNAMETAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 136 shares; 2025Q1: 40 shares; 2025Q2: 81 shares; 2025Q3: 82 shares; 2025Q4: 119 shares; 2026Q1: 574 shares 574$20.7K<0.01%+455Timeline
TFSLTFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 1,542 shares; 2025Q1: 936 shares; 2025Q2: 1,453 shares; 2025Q3: 1,594 shares; 2025Q4: 1,505 shares; 2026Q1: 1,476 shares 1,476$20.7K<0.01%-29Timeline
SFNCSIMMONS FIRST NATL 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: 245 shares; 2025Q3: 771 shares; 2025Q4: 392 shares; 2026Q1: 1,066 shares 1,066$20.7K<0.01%+674Timeline
ACIOETF 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: 406 shares; 2025Q4: 494 shares; 2026Q1: 494 shares 494$20.7K<0.01%0Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 30 shares; 2025Q1: 49 shares; 2025Q2: 58 shares; 2025Q3: 55 shares; 2025Q4: 73 shares; 2026Q1: 60 shares 60$20.7K<0.01%-13Timeline
CRICARTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 175 shares; 2025Q1: 723 shares; 2025Q2: 312 shares; 2025Q3: 617 shares; 2025Q4: 387 shares; 2026Q1: 579 shares 579$20.7K<0.01%+192Timeline
DKDELEK US HLDGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 76 shares; 2025Q1: 209 shares; 2025Q2: 210 shares; 2025Q3: 217 shares; 2025Q4: 246 shares; 2026Q1: 459 shares 459$20.7K<0.01%+213Timeline
IBMPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 812 shares; 2026Q1: 812 shares 812$20.7K<0.01%0Timeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 374 shares; 2025Q2: 400 shares; 2025Q3: 535 shares; 2025Q4: 1,000 shares; 2026Q1: 1,773 shares 1,773$20.6K<0.01%+773Timeline
REZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248$20.6K<0.01%0Timeline
IBTOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 846 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: not reported; 2026Q1: 846 shares 846$20.6K<0.01%newTimeline
WPPWPP PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,272 shares; 2025Q1: 1,257 shares; 2025Q2: 1,333 shares; 2025Q3: 1,852 shares; 2025Q4: 2,048 shares; 2026Q1: 1,324 shares 1,324$20.6K<0.01%-724Timeline
IYTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,815 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 480 shares; 2026Q1: 276 shares 276$20.6K<0.01%-204Timeline
IBMOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 802 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 802 shares 802$20.6K<0.01%0Timeline
BIDDBLACKROCK 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: 722 shares 722$20.5K<0.01%newTimeline
FENYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,225 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,745 shares; 2025Q4: 600 shares; 2026Q1: 603 shares 603$20.5K<0.01%+3Timeline
PHIPLDT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 428 shares; 2025Q1: 351 shares; 2025Q2: 596 shares; 2025Q3: 260 shares; 2025Q4: 888 shares; 2026Q1: 974 shares 974$20.5K<0.01%+86Timeline
HLIOHELIOS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 59 shares; 2025Q1: 403 shares; 2025Q2: 517 shares; 2025Q3: 651 shares; 2025Q4: 257 shares; 2026Q1: 317 shares 317$20.5K<0.01%+60Timeline
TILEINTERFACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 341 shares; 2025Q1: 343 shares; 2025Q2: 329 shares; 2025Q3: 367 shares; 2025Q4: 394 shares; 2026Q1: 820 shares 820$20.4K<0.01%+426Timeline
SWBISMITH & WESSON BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 976 shares; 2025Q1: 982 shares; 2025Q2: 563 shares; 2025Q3: 844 shares; 2025Q4: 758 shares; 2026Q1: 1,425 shares 1,425$20.4K<0.01%+667Timeline
LGOVFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 897 shares; 2025Q1: 906 shares; 2025Q2: 915 shares; 2025Q3: 925 shares; 2025Q4: 934 shares; 2026Q1: 944 shares 944$20.4K<0.01%+10Timeline
FORFORESTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 42 shares; 2025Q2: 1,417 shares; 2025Q3: 243 shares; 2025Q4: 271 shares; 2026Q1: 833 shares 833$20.4K<0.01%+562Timeline
MCRIMONARCH CASINO & RESORT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 14 shares; 2025Q3: 15 shares; 2025Q4: 56 shares; 2026Q1: 212 shares 212$20.3K<0.01%+156Timeline
DBEUDBX 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: 416 shares; 2025Q3: 416 shares; 2025Q4: 416 shares; 2026Q1: 416 shares 416$20.3K<0.01%0Timeline
FLTRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 1,055 shares; 2025Q2: 1,058 shares; 2025Q3: 794 shares; 2025Q4: 794 shares; 2026Q1: 794 shares 794$20.2K<0.01%0Timeline
CMPRCIMPRESS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 31 shares; 2025Q2: 148 shares; 2025Q3: 518 shares; 2025Q4: 258 shares; 2026Q1: 277 shares 277$20.2K<0.01%+19Timeline
CLOVCLOVER HEALTH INVESTMENTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 496 shares; 2025Q1: 1,211 shares; 2025Q2: 2,982 shares; 2025Q3: 9,509 shares; 2025Q4: 8,747 shares; 2026Q1: 11,475 shares 11,475$20.2K<0.01%+2,728Timeline
QDELQUIDELORTHO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 154 shares; 2025Q1: 46 shares; 2025Q2: 1,178 shares; 2025Q3: 718 shares; 2025Q4: 727 shares; 2026Q1: 1,228 shares 1,228$20.2K<0.01%+501Timeline
ABEOABEONA 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: 3,550 shares; 2025Q3: 4,528 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500$20.2K<0.01%0Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 720 shares; 2025Q3: 599 shares; 2025Q4: 131 shares; 2026Q1: 264 shares 264$20.2K<0.01%+133Timeline
NVMINOVA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 25 shares; 2025Q4: 32 shares; 2026Q1: 46 shares 46$20K<0.01%+14Timeline
UFCSUNITED FIRE GROUP 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: 171 shares; 2025Q3: 321 shares; 2025Q4: 403 shares; 2026Q1: 539 shares 539$20K<0.01%+136Timeline
SATLSATELLOGIC 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: 175 shares; 2025Q4: 62 shares; 2026Q1: 3,669 shares 3,669$20K<0.01%+3,607Timeline
USTBVICTORY 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: not reported; 2025Q4: not reported; 2026Q1: 394 shares 394$19.9K<0.01%newTimeline
TKCTURKCELL ILETISIMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,255 shares; 2025Q1: 1,105 shares; 2025Q2: 1,455 shares; 2025Q3: 2,440 shares; 2025Q4: 2,369 shares; 2026Q1: 3,297 shares 3,297$19.9K<0.01%+928Timeline
DAVEDAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 18 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 114 shares 114$19.8K<0.01%+103Timeline
PRCTPROCEPT BIOROBOTICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 45 shares; 2025Q2: 53 shares; 2025Q3: 190 shares; 2025Q4: 133 shares; 2026Q1: 793 shares 793$19.8K<0.01%+660Timeline
OMAHTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,625 shares; 2025Q3: 600 shares; 2025Q4: 700 shares; 2026Q1: 1,100 shares 1,100$19.8K<0.01%+400Timeline
ARIAPOLLO COML REAL ESTATE FINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 402 shares; 2025Q1: 144 shares; 2025Q2: 803 shares; 2025Q3: 1,013 shares; 2025Q4: 1,760 shares; 2026Q1: 1,872 shares 1,872$19.8K<0.01%+112Timeline
PDTHANCOCK JOHN PREM DIVID FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 333 shares; 2025Q1: 337 shares; 2025Q2: 1,844 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$19.6K<0.01%0Timeline
IGEBISHARES 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: 635 shares; 2026Q1: 435 shares 435$19.6K<0.01%-200Timeline
ADTNADTRAN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 39 shares; 2026Q1: 1,557 shares 1,557$19.6K<0.01%+1,518Timeline
EEFTEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 34 shares; 2025Q1: 76 shares; 2025Q2: 265 shares; 2025Q3: 100 shares; 2025Q4: 79 shares; 2026Q1: 295 shares 295$19.6K<0.01%+216Timeline
OUTOUTFRONT MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 535 shares; 2025Q2: 543 shares; 2025Q3: 606 shares; 2025Q4: 678 shares; 2026Q1: 737 shares 737$19.5K<0.01%+59Timeline
ARQTARCUTIS BIOTHERAPEUTICS 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: 23 shares; 2025Q3: 586 shares; 2025Q4: 727 shares; 2026Q1: 829 shares 829$19.5K<0.01%+102Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 20 shares; 2025Q2: 31 shares; 2025Q3: 73 shares; 2025Q4: 84 shares; 2026Q1: 133 shares 133$19.5K<0.01%+49Timeline
NGVTINGEVITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 236 shares; 2025Q2: 203 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 273 shares 273$19.4K<0.01%+65Timeline
UUPINVESCO DB US DLR INDEX 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: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700$19.4K<0.01%0Timeline

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