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Arax Advisory Partners

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13F filer, CIK 1586767, NEW YORK, NY

Arax Advisory Partners reported $3,541,811,631 across 3,766 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 20.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001586767-26-000003

Period
2026-03-31
Reported value
$3.54B
Holdings
3,766
Top 10 weight
20.31%
New
407
Sold out
716

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+86,462$56.5M
INMUadded+2,124,837$50.8M
DYNFadded+718,386$41.8M
THROadded+1,116,139$40.4M
TFIadded+674,994$30.6M

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
AGGreduced-329,115-$32.7M
IGSBreduced-616,793-$32.4M
AVIGreduced-667,583-$27.7M
SCHPreduced-935,451-$24.9M
FPEreduced-1,268,362-$22.5M

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 0001586767-26-000003, largest first. % of portfolio is the value over $3,541,771,861, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 9,921 shares; 2025Q4: 370 shares; 2026Q1: 1,200 shares 1,200$234K0.01%+830Timeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 102 shares; 2025Q1: 44 shares; 2025Q2: 58 shares; 2025Q3: 241 shares; 2025Q4: 81 shares; 2026Q1: 1,325 shares 1,325$234K0.01%+1,244Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 578 shares; 2025Q1: 137 shares; 2025Q2: 167 shares; 2025Q3: 17,023 shares; 2025Q4: 6,548 shares; 2026Q1: 4,741 shares 4,741$233K0.01%-1,807Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 516 shares; 2025Q1: 511 shares; 2025Q2: 407 shares; 2025Q3: not reported; 2025Q4: 87 shares; 2026Q1: 3,054 shares 3,054$233K0.01%+2,967Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 42 shares; 2025Q2: 180 shares; 2025Q3: 25,293 shares; 2025Q4: 1,383 shares; 2026Q1: 1,115 shares 1,115$232K0.01%-268Timeline
BRLNBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,573 shares 4,573$232K0.01%newTimeline
DRVNDRIVEN BRANDS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 27,821 shares; 2025Q4: 110 shares; 2026Q1: 18,392 shares 18,392$232K0.01%+18,282Timeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,413 shares; 2024Q4: 5,447 shares; 2025Q1: 3,170 shares; 2025Q2: 2,819 shares; 2025Q3: 12,579 shares; 2025Q4: 5,296 shares; 2026Q1: 5,260 shares 5,260$231K0.01%-36Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 1,713 shares; 2025Q1: 1,485 shares; 2025Q2: 1,122 shares; 2025Q3: 83,487 shares; 2025Q4: 2,766 shares; 2026Q1: 4,269 shares 4,269$231K0.01%+1,503Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: not reported; 2025Q1: 563 shares; 2025Q2: 599 shares; 2025Q3: 57,919 shares; 2025Q4: 470 shares; 2026Q1: 5,444 shares 5,444$231K0.01%+4,974Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 20 shares; 2025Q3: 19,663 shares; 2025Q4: 20 shares; 2026Q1: 1,200 shares 1,200$230K0.01%+1,180Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 23 shares; 2025Q1: 82 shares; 2025Q2: 63 shares; 2025Q3: 15,100 shares; 2025Q4: 155 shares; 2026Q1: 481 shares 481$230K0.01%+326Timeline
TTETOTALENERGIES SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,067 shares; 2026Q1: 2,510 shares 2,510$230K0.01%-3,557Timeline
YETIYETI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 544 shares; 2025Q1: 1,822 shares; 2025Q2: 983 shares; 2025Q3: 21,617 shares; 2025Q4: 7,367 shares; 2026Q1: 6,274 shares 6,274$230K0.01%-1,093Timeline
NVSTENVISTA HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 515 shares; 2025Q1: 866 shares; 2025Q2: 832 shares; 2025Q3: 36,823 shares; 2025Q4: 13,431 shares; 2026Q1: 9,059 shares 9,059$230K0.01%-4,372Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 766 shares; 2025Q1: 1,541 shares; 2025Q2: 1,634 shares; 2025Q3: 35,063 shares; 2025Q4: 16,604 shares; 2026Q1: 9,393 shares 9,393$229K0.01%-7,211Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: not reported; 2025Q4: 1,895 shares; 2026Q1: 1,827 shares 1,827$229K0.01%-68Timeline
GSEWGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,907 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700$229K0.01%0Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,896 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: not reported; 2025Q4: 2,420 shares; 2026Q1: 1,910 shares 1,910$228K0.01%-510Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257,207 shares; 2025Q4: 135 shares; 2026Q1: 1,436 shares 1,436$228K0.01%+1,301Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 133 shares; 2025Q1: 6 shares; 2025Q2: 517 shares; 2025Q3: 86,350 shares; 2025Q4: 740 shares; 2026Q1: 1,668 shares 1,668$228K0.01%+928Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 627 shares; 2025Q1: 1,940 shares; 2025Q2: 1,129 shares; 2025Q3: 883 shares; 2025Q4: 752 shares; 2026Q1: 1,226 shares 1,226$227K0.01%+474Timeline
GCOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,487 shares; 2025Q1: 7,442 shares; 2025Q2: 6,597 shares; 2025Q3: not reported; 2025Q4: 5,179 shares; 2026Q1: 4,905 shares 4,905$227K0.01%-274Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 7 shares; 2025Q1: 56 shares; 2025Q2: 174 shares; 2025Q3: 578 shares; 2025Q4: 614 shares; 2026Q1: 462 shares 462$227K0.01%-152Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 32 shares; 2025Q3: 2,853 shares; 2025Q4: 1,978 shares; 2026Q1: 1,724 shares 1,724$226K0.01%-254Timeline
MANMANPOWERGROUP INC WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 890 shares; 2025Q1: 1,150 shares; 2025Q2: 631 shares; 2025Q3: 47,781 shares; 2025Q4: 600 shares; 2026Q1: 7,667 shares 7,667$226K0.01%+7,067Timeline
GSSCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,029 shares 3,029$226K0.01%newTimeline
ICUIICU MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 96 shares; 2025Q1: 128 shares; 2025Q2: 209 shares; 2025Q3: 3,412 shares; 2025Q4: 1,899 shares; 2026Q1: 1,747 shares 1,747$226K0.01%-152Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,770 shares; 2026Q1: 3,959 shares 3,959$226K0.01%-5,811Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 533 shares; 2025Q1: 425 shares; 2025Q2: 385 shares; 2025Q3: 2,516 shares; 2025Q4: 674 shares; 2026Q1: 1,327 shares 1,327$225K0.01%+653Timeline
FANFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,604 shares; 2024Q4: 47,754 shares; 2025Q1: 4,037 shares; 2025Q2: 5,041 shares; 2025Q3: not reported; 2025Q4: 7,398 shares; 2026Q1: 9,075 shares 9,075$225K0.01%+1,677Timeline
EWNISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,901 shares; 2024Q4: 3,901 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,901 shares; 2026Q1: 3,901 shares 3,901$224K0.01%0Timeline
SGVTSCHWAB 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: not reported; 2025Q4: not reported; 2026Q1: 2,226 shares 2,226$224K0.01%newTimeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 4,589 shares; 2025Q1: 8,441 shares; 2025Q2: 6,464 shares; 2025Q3: 25,784 shares; 2025Q4: 6,666 shares; 2026Q1: 6,421 shares 6,421$224K0.01%-245Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 378 shares; 2025Q1: 395 shares; 2025Q2: 398 shares; 2025Q3: 1,052 shares; 2025Q4: 821 shares; 2026Q1: 527 shares 527$223K0.01%-294Timeline
QUSSPDR 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: 1,300 shares; 2026Q1: 1,300 shares 1,300$223K0.01%0Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,429 shares; 2025Q1: 791 shares; 2025Q2: 846 shares; 2025Q3: 33,764 shares; 2025Q4: 4,059 shares; 2026Q1: 4,175 shares 4,175$223K0.01%+116Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 1,468 shares; 2025Q1: 1,539 shares; 2025Q2: 1,250 shares; 2025Q3: not reported; 2025Q4: 2,563 shares; 2026Q1: 1,564 shares 1,564$223K0.01%-999Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159 shares; 2025Q1: 386 shares; 2025Q2: 523 shares; 2025Q3: 2,455 shares; 2025Q4: 17,294 shares; 2026Q1: 15,361 shares 15,361$221K0.01%-1,933Timeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 8,668 shares; 2025Q1: 1,735 shares; 2025Q2: 2,119 shares; 2025Q3: 58,972 shares; 2025Q4: 29,798 shares; 2026Q1: 14,818 shares 14,818$220K0.01%-14,980Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 26 shares; 2025Q2: 282 shares; 2025Q3: 7,479 shares; 2025Q4: 1,613 shares; 2026Q1: 1,121 shares 1,121$220K0.01%-492Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 1,081 shares; 2025Q1: 654 shares; 2025Q2: 1,147 shares; 2025Q3: 8,644 shares; 2025Q4: 3,188 shares; 2026Q1: 2,078 shares 2,078$220K0.01%-1,110Timeline
SLGNSILGAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 747 shares; 2025Q1: 560 shares; 2025Q2: 660 shares; 2025Q3: 10,820 shares; 2025Q4: 6,108 shares; 2026Q1: 5,662 shares 5,662$220K0.01%-446Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,916 shares; 2025Q2: 1,682 shares; 2025Q3: 14,798 shares; 2025Q4: 14,800 shares; 2026Q1: 14,803 shares 14,803$219K0.01%+3Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 7,924 shares; 2025Q1: 6,535 shares; 2025Q2: 3,317 shares; 2025Q3: 20,982 shares; 2025Q4: 13,165 shares; 2026Q1: 5,901 shares 5,901$217K0.01%-7,264Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 627 shares; 2025Q1: 367 shares; 2025Q2: 419 shares; 2025Q3: 1,399 shares; 2025Q4: 229 shares; 2026Q1: 368 shares 368$216K0.01%+139Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 550 shares; 2025Q1: 847 shares; 2025Q2: 21,316 shares; 2025Q3: not reported; 2025Q4: 18,466 shares; 2026Q1: 8,857 shares 8,857$215K0.01%-9,609Timeline
BOHBANK OF HI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 72 shares; 2025Q1: 171 shares; 2025Q2: 95 shares; 2025Q3: 10,502 shares; 2025Q4: 3,131 shares; 2026Q1: 2,891 shares 2,891$215K0.01%-240Timeline
NACPTIDAL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,435 shares 4,435$214K0.01%newTimeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 110 shares; 2025Q2: 584 shares; 2025Q3: not reported; 2025Q4: 3,175 shares; 2026Q1: 2,308 shares 2,308$214K0.01%-867Timeline
NVCRNOVOCURE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 933 shares; 2025Q1: 1,973 shares; 2025Q2: 1,870 shares; 2025Q3: 34,746 shares; 2025Q4: 21,933 shares; 2026Q1: 19,607 shares 19,607$214K0.01%-2,326Timeline
ENOVENOVIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 996 shares; 2025Q2: 775 shares; 2025Q3: not reported; 2025Q4: 1,097 shares; 2026Q1: 9,393 shares 9,393$214K0.01%+8,296Timeline
DWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,057 shares 3,057$214K0.01%newTimeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: not reported; 2025Q4: 3,452 shares; 2026Q1: 3,452 shares 3,452$214K0.01%0Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 6,800 shares; 2025Q4: 4,315 shares; 2026Q1: 4,315 shares 4,315$214K0.01%0Timeline
WOMNTIDAL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,393 shares 5,393$213K0.01%newTimeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,498 shares; 2025Q1: 409 shares; 2025Q2: 7,339 shares; 2025Q3: not reported; 2025Q4: 8,154 shares; 2026Q1: 9,160 shares 9,160$213K0.01%+1,006Timeline
HUNHUNTSMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: not reported; 2025Q1: 1,876 shares; 2025Q2: 139 shares; 2025Q3: 329,262 shares; 2025Q4: 19,019 shares; 2026Q1: 15,960 shares 15,960$212K0.01%-3,059Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 443 shares; 2025Q1: 330 shares; 2025Q2: 218 shares; 2025Q3: 956 shares; 2025Q4: 1,061 shares; 2026Q1: 6,292 shares 6,292$212K0.01%+5,231Timeline
NEUNEWMARKET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 382 shares; 2025Q1: 367 shares; 2025Q2: 352 shares; 2025Q3: 2,856 shares; 2025Q4: 347 shares; 2026Q1: 331 shares 331$212K0.01%-16Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 1,992 shares; 2025Q1: 1,395 shares; 2025Q2: 2,608 shares; 2025Q3: 34,818 shares; 2025Q4: 2,463 shares; 2026Q1: 2,298 shares 2,298$212K0.01%-165Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,863 shares; 2024Q4: 7,834 shares; 2025Q1: 6,865 shares; 2025Q2: 5,198 shares; 2025Q3: 44,024 shares; 2025Q4: 19,687 shares; 2026Q1: 3,131 shares 3,131$211K0.01%-16,556Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 1,015 shares; 2025Q1: 407 shares; 2025Q2: 419 shares; 2025Q3: 963 shares; 2025Q4: 4,444 shares; 2026Q1: 9,574 shares 9,574$210K0.01%+5,130Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly 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: 17,167 shares 17,167$207K0.01%newTimeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 4,366 shares; 2025Q1: 4,848 shares; 2025Q2: 5,370 shares; 2025Q3: 8,699 shares; 2025Q4: 7,737 shares; 2026Q1: 5,210 shares 5,210$206K0.01%-2,527Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,952 shares; 2025Q2: 2,952 shares; 2025Q3: not reported; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares 2,855$206K0.01%0Timeline
LEGLEGGETT & PLATT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 3,102 shares; 2025Q1: not reported; 2025Q2: 1,832 shares; 2025Q3: 69,708 shares; 2025Q4: 20,721 shares; 2026Q1: 20,687 shares 20,687$204K0.01%-34Timeline
FBTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,931 shares; 2025Q1: 5,477 shares; 2025Q2: 5,537 shares; 2025Q3: not reported; 2025Q4: 1,591 shares; 2026Q1: 1,016 shares 1,016$204K0.01%-575Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,319 shares; 2025Q1: 517 shares; 2025Q2: 912 shares; 2025Q3: 296,310 shares; 2025Q4: 5,214 shares; 2026Q1: 5,111 shares 5,111$204K0.01%-103Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 510 shares; 2025Q1: 575 shares; 2025Q2: 976 shares; 2025Q3: not reported; 2025Q4: 2,610 shares; 2026Q1: 2,128 shares 2,128$204K0.01%-482Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 52 shares; 2025Q2: 44 shares; 2025Q3: 2,079 shares; 2025Q4: 1,727 shares; 2026Q1: 1,617 shares 1,617$204K0.01%-110Timeline
ERIEERIE INDTY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 1,194 shares; 2025Q4: 28 shares; 2026Q1: 811 shares 811$204K0.01%+783Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: not reported; 2025Q4: 591 shares; 2026Q1: 335 shares 335$203K0.01%-256Timeline
JMUBJ 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: not reported; 2025Q4: 26,754 shares; 2026Q1: 4,051 shares 4,051$202K0.01%-22,703Timeline
XMHQINVESCO 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: 18,311 shares; 2025Q2: 2,271 shares; 2025Q3: not reported; 2025Q4: 2,051 shares; 2026Q1: 1,951 shares 1,951$202K0.01%-100Timeline
ALGMALLEGRO MICROSYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 17 shares; 2025Q1: 97 shares; 2025Q2: 474 shares; 2025Q3: 1,841 shares; 2025Q4: 393 shares; 2026Q1: 6,373 shares 6,373$201K0.01%+5,980Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,928 shares; 2025Q1: 86 shares; 2025Q2: 508 shares; 2025Q3: 29,947 shares; 2025Q4: 4,769 shares; 2026Q1: 983 shares 983$200K0.01%-3,786Timeline
EWDISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,110 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,110 shares; 2026Q1: 4,110 shares 4,110$200K0.01%0Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 269 shares; 2025Q1: 12 shares; 2025Q2: 135 shares; 2025Q3: 664 shares; 2025Q4: 101 shares; 2026Q1: 615 shares 615$200K0.01%+514Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 1,117 shares; 2025Q1: 468 shares; 2025Q2: 615 shares; 2025Q3: 7,704 shares; 2025Q4: 2,382 shares; 2026Q1: 2,044 shares 2,044$200K0.01%-338Timeline
JBGSJBG SMITH PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 286 shares; 2025Q1: 1,325 shares; 2025Q2: 826 shares; 2025Q3: 1,892 shares; 2025Q4: 879 shares; 2026Q1: 13,567 shares 13,567$198K0.01%+12,688Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: not reported; 2025Q4: 3,655 shares; 2026Q1: 4,204 shares 4,204$197K0.01%+549Timeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 377 shares; 2025Q1: 1,009 shares; 2025Q2: 769 shares; 2025Q3: 8,796 shares; 2025Q4: 1,298 shares; 2026Q1: 1,070 shares 1,070$197K0.01%-228Timeline
PNNTPENNANTPARK INVTS 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: 43,935 shares 43,935$197K0.01%newTimeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 58 shares; 2025Q1: 359 shares; 2025Q2: 380 shares; 2025Q3: 1,022 shares; 2025Q4: 668 shares; 2026Q1: 561 shares 561$197K0.01%-107Timeline
UAAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,587 shares; 2024Q4: 3,103 shares; 2025Q1: 8 shares; 2025Q2: 1,137 shares; 2025Q3: 6,047 shares; 2025Q4: 108 shares; 2026Q1: 33,073 shares 33,073$195K0.01%+32,965Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,121 shares; 2025Q1: 802 shares; 2025Q2: 619 shares; 2025Q3: 20,150 shares; 2025Q4: 4,567 shares; 2026Q1: 2,693 shares 2,693$195K0.01%-1,874Timeline
IOVAIOVANCE 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: not reported; 2025Q3: 1,282 shares; 2025Q4: 61 shares; 2026Q1: 55,507 shares 55,507$195K0.01%+55,446Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,082 shares; 2025Q1: 760 shares; 2025Q2: 554 shares; 2025Q3: not reported; 2025Q4: 3,741 shares; 2026Q1: 3,228 shares 3,228$194K0.01%-513Timeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,099 shares; 2025Q2: 2,863 shares; 2025Q3: 4,684 shares; 2025Q4: 7,648 shares; 2026Q1: 8,116 shares 8,116$194K0.01%+468Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 1,196 shares; 2025Q1: 826 shares; 2025Q2: 1,018 shares; 2025Q3: 7,819 shares; 2025Q4: 1,886 shares; 2026Q1: 1,037 shares 1,037$193K0.01%-849Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 77 shares; 2025Q1: 34 shares; 2025Q2: 172 shares; 2025Q3: 1,777 shares; 2025Q4: 627 shares; 2026Q1: 579 shares 579$193K0.01%-48Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 328 shares; 2025Q1: 762 shares; 2025Q2: 676 shares; 2025Q3: 17,992 shares; 2025Q4: 1,960 shares; 2026Q1: 4,952 shares 4,952$193K0.01%+2,992Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 746 shares; 2025Q2: 3,743 shares; 2025Q3: 22,478 shares; 2025Q4: 18,789 shares; 2026Q1: 9,472 shares 9,472$193K0.01%-9,317Timeline
HUBGHUB GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 10,432 shares; 2025Q4: 6,035 shares; 2026Q1: 5,332 shares 5,332$192K0.01%-703Timeline
SPUUDIREXION SHARES 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: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares 1,161$192K0.01%0Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 422 shares; 2025Q1: 67 shares; 2025Q2: 49 shares; 2025Q3: 307 shares; 2025Q4: 26 shares; 2026Q1: 1,034 shares 1,034$192K0.01%+1,008Timeline
TRIPTRIPADVISOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,830 shares; 2025Q1: 150 shares; 2025Q2: 756 shares; 2025Q3: 36,336 shares; 2025Q4: 731 shares; 2026Q1: 17,975 shares 17,975$192K0.01%+17,244Timeline
MASIMASIMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 110 shares; 2025Q2: 163 shares; 2025Q3: not reported; 2025Q4: 78 shares; 2026Q1: 1,076 shares 1,076$191K0.01%+998Timeline
JXNJACKSON FINANCIAL 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: 1,940 shares; 2025Q3: 4,050 shares; 2025Q4: 118 shares; 2026Q1: 1,748 shares 1,748$191K0.01%+1,630Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,479 shares; 2025Q1: 947 shares; 2025Q2: 1,091 shares; 2025Q3: 15,960 shares; 2025Q4: 8,647 shares; 2026Q1: 3,117 shares 3,117$191K0.01%-5,530Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 487 shares; 2025Q2: 490 shares; 2025Q3: 493 shares; 2025Q4: 513 shares; 2026Q1: 6,320 shares 6,320$191K0.01%+5,807Timeline
XNEAXNUVEEN AMT FREE QLTY MUN 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: 2,155 shares; 2025Q4: 2,155 shares; 2026Q1: 16,940 shares 16,940$190K0.01%+14,785Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,799 shares; 2024Q4: 589 shares; 2025Q1: 745 shares; 2025Q2: 706 shares; 2025Q3: 8,337 shares; 2025Q4: 235 shares; 2026Q1: 21,692 shares 21,692$189K0.01%+21,457Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 534 shares; 2025Q1: 130 shares; 2025Q2: 125 shares; 2025Q3: 40,334 shares; 2025Q4: 381 shares; 2026Q1: 1,432 shares 1,432$189K0.01%+1,051Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,629 shares; 2025Q2: 3,038 shares; 2025Q3: not reported; 2025Q4: 1,267 shares; 2026Q1: 5,143 shares 5,143$189K0.01%+3,876Timeline
THTARGET HOSPITALITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,998 shares; 2024Q4: 23,998 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 20,447 shares; 2025Q4: 20,884 shares; 2026Q1: 20,351 shares 20,351$189K0.01%-533Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 2,502 shares; 2025Q1: 5,004 shares; 2025Q2: 2,502 shares; 2025Q3: not reported; 2025Q4: 2,667 shares; 2026Q1: 2,502 shares 2,502$189K0.01%-165Timeline
RYROYAL BK CDAQuarterly 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: 5,867 shares; 2025Q4: not reported; 2026Q1: 1,164 shares 1,164$188K0.01%newTimeline
VIKVIKING HOLDINGS 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: 115 shares; 2025Q4: 68 shares; 2026Q1: 2,560 shares 2,560$188K0.01%+2,492Timeline
TDOCTELADOC HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 397 shares; 2025Q1: 459 shares; 2025Q2: 632 shares; 2025Q3: 26,813 shares; 2025Q4: 25,585 shares; 2026Q1: 34,495 shares 34,495$188K0.01%+8,910Timeline
ACIWACI WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: 22,344 shares; 2025Q4: 2,864 shares; 2026Q1: 4,582 shares 4,582$188K0.01%+1,718Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 433 shares; 2025Q1: 401 shares; 2025Q2: 1,773 shares; 2025Q3: not reported; 2025Q4: 1,773 shares; 2026Q1: 1,718 shares 1,718$188K0.01%-55Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 249 shares; 2025Q2: 307 shares; 2025Q3: 16,581 shares; 2025Q4: 5,471 shares; 2026Q1: 5,551 shares 5,551$188K0.01%+80Timeline
DKDELEK US HLDGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,382 shares; 2025Q2: 6,692 shares; 2025Q3: 3,521 shares; 2025Q4: 198 shares; 2026Q1: 4,003 shares 4,003$187K0.01%+3,805Timeline
HISFFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,497 shares; 2025Q1: 4,210 shares; 2025Q2: 4,210 shares; 2025Q3: not reported; 2025Q4: 4,210 shares; 2026Q1: 4,210 shares 4,210$187K0.01%0Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,153 shares; 2024Q4: 4,095 shares; 2025Q1: 3,587 shares; 2025Q2: 2,807 shares; 2025Q3: not reported; 2025Q4: 6,506 shares; 2026Q1: 2,042 shares 2,042$187K0.01%-4,464Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 4,055 shares; 2025Q1: 1,740 shares; 2025Q2: 2,033 shares; 2025Q3: 23,569 shares; 2025Q4: 5,522 shares; 2026Q1: 1,375 shares 1,375$187K0.01%-4,147Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 223 shares; 2025Q1: 660 shares; 2025Q2: 474 shares; 2025Q3: 19,727 shares; 2025Q4: 223 shares; 2026Q1: 1,566 shares 1,566$186K0.01%+1,343Timeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 274 shares; 2025Q1: 78 shares; 2025Q2: 32 shares; 2025Q3: 2,584 shares; 2025Q4: 681 shares; 2026Q1: 567 shares 567$186K0.01%-114Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,837 shares; 2025Q3: 113,915 shares; 2025Q4: 33,596 shares; 2026Q1: 10,945 shares 10,945$186K0.01%-22,651Timeline
SIMOSILICON MOTION TECHNOLOGY 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: 1,505 shares; 2025Q3: 139 shares; 2025Q4: 446 shares; 2026Q1: 791 shares 791$185K0.01%+345Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 1,852 shares; 2025Q1: 1,874 shares; 2025Q2: 1,902 shares; 2025Q3: not reported; 2025Q4: 2,341 shares; 2026Q1: 2,341 shares 2,341$184K0.01%0Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 365 shares; 2025Q1: 465 shares; 2025Q2: 425 shares; 2025Q3: not reported; 2025Q4: 4,007 shares; 2026Q1: 1,670 shares 1,670$184K0.01%-2,337Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 453 shares; 2025Q1: 483 shares; 2025Q2: 292 shares; 2025Q3: 891 shares; 2025Q4: 817 shares; 2026Q1: 1,198 shares 1,198$183K0.01%+381Timeline
ASXASE TECHNOLOGY HLDG CO 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: 4,637 shares; 2025Q3: 1,691 shares; 2025Q4: 15,493 shares; 2026Q1: 6,329 shares 6,329$183K0.01%-9,164Timeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,070 shares; 2025Q2: 1,020 shares; 2025Q3: not reported; 2025Q4: 3,052 shares; 2026Q1: 3,706 shares 3,706$183K0.01%+654Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,593 shares; 2024Q4: 9,153 shares; 2025Q1: 11,621 shares; 2025Q2: 11,393 shares; 2025Q3: 19,752 shares; 2025Q4: 13,679 shares; 2026Q1: 12,755 shares 12,755$183K0.01%-924Timeline
MZTIMARZETTI COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,159 shares; 2025Q1: 1,170 shares; 2025Q2: 1,225 shares; 2025Q3: 3,339 shares; 2025Q4: 1,123 shares; 2026Q1: 1,320 shares 1,320$183K0.01%+197Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 258 shares; 2025Q1: 1,284 shares; 2025Q2: 556 shares; 2025Q3: 5,131 shares; 2025Q4: 4,855 shares; 2026Q1: 1,667 shares 1,667$182K0.01%-3,188Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 6,637 shares; 2025Q1: 2,104 shares; 2025Q2: 2,228 shares; 2025Q3: 14,081 shares; 2025Q4: 6,985 shares; 2026Q1: 2,232 shares 2,232$181K0.01%-4,753Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 2,132 shares; 2025Q1: 1,653 shares; 2025Q2: 2,167 shares; 2025Q3: 6,164 shares; 2025Q4: 846 shares; 2026Q1: 3,374 shares 3,374$180K0.01%+2,528Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,302 shares; 2024Q4: 10,913 shares; 2025Q1: 8,800 shares; 2025Q2: 5,228 shares; 2025Q3: 31,903 shares; 2025Q4: 5,073 shares; 2026Q1: 1,527 shares 1,527$180K0.01%-3,546Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 106 shares; 2025Q1: 451 shares; 2025Q2: 570 shares; 2025Q3: 4,868 shares; 2025Q4: 766 shares; 2026Q1: 881 shares 881$180K0.01%+115Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 2,417 shares; 2025Q1: 221 shares; 2025Q2: 8,341 shares; 2025Q3: 197,023 shares; 2025Q4: 5,860 shares; 2026Q1: 8,307 shares 8,307$180K0.01%+2,447Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 496 shares; 2025Q1: 2,225 shares; 2025Q2: 2,061 shares; 2025Q3: 4,942 shares; 2025Q4: 4,599 shares; 2026Q1: 2,220 shares 2,220$178K0.01%-2,379Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 304 shares; 2025Q1: 182 shares; 2025Q2: 531 shares; 2025Q3: 26,090 shares; 2025Q4: 700 shares; 2026Q1: 2,404 shares 2,404$178K0.01%+1,704Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 6,237 shares; 2025Q1: 14,029 shares; 2025Q2: 9,282 shares; 2025Q3: 11,678 shares; 2025Q4: 6,834 shares; 2026Q1: 9,853 shares 9,853$178K0.01%+3,019Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 228 shares; 2025Q1: 241 shares; 2025Q2: 269 shares; 2025Q3: 5,413 shares; 2025Q4: 2,150 shares; 2026Q1: 875 shares 875$178K0.01%-1,275Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 1,679 shares; 2025Q4: 18,578 shares; 2026Q1: 11,200 shares 11,200$177K0.01%-7,378Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 114 shares; 2025Q1: 8,185 shares; 2025Q2: 7,361 shares; 2025Q3: not reported; 2025Q4: 2,249 shares; 2026Q1: 7,540 shares 7,540$177K<0.01%+5,291Timeline
RISNNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,154 shares; 2025Q2: 6,154 shares; 2025Q3: not reported; 2025Q4: 6,154 shares; 2026Q1: 6,154 shares 6,154$177K<0.01%0Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 234 shares; 2025Q1: 12 shares; 2025Q2: 192 shares; 2025Q3: 2,845 shares; 2025Q4: 1,802 shares; 2026Q1: 1,231 shares 1,231$176K<0.01%-571Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,900 shares; 2025Q4: 4,736 shares; 2026Q1: 4,736 shares 4,736$176K<0.01%0Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 374 shares; 2025Q1: 1,123 shares; 2025Q2: 7,715 shares; 2025Q3: 16,993 shares; 2025Q4: 2,813 shares; 2026Q1: 6,430 shares 6,430$176K<0.01%+3,617Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 776 shares; 2025Q1: 876 shares; 2025Q2: 778 shares; 2025Q3: not reported; 2025Q4: 2,190 shares; 2026Q1: 1,573 shares 1,573$175K<0.01%-617Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 381 shares; 2025Q1: 100 shares; 2025Q2: 80 shares; 2025Q3: 97,338 shares; 2025Q4: 538 shares; 2026Q1: 6,484 shares 6,484$175K<0.01%+5,946Timeline
QUIZZACKS 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: 6,528 shares; 2026Q1: 6,490 shares 6,490$175K<0.01%-38Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 3,072 shares; 2025Q4: 2,769 shares; 2026Q1: 6,589 shares 6,589$175K<0.01%+3,820Timeline
BMRNBIOMARIN PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 38 shares; 2025Q1: 114 shares; 2025Q2: 83 shares; 2025Q3: 103,334 shares; 2025Q4: 123 shares; 2026Q1: 3,104 shares 3,104$174K<0.01%+2,981Timeline
IUSINVESCO EXCH TRD SLF IDX 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: 2,995 shares; 2025Q3: 2,999 shares; 2025Q4: 3,004 shares; 2026Q1: 3,009 shares 3,009$174K<0.01%+5Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 493 shares; 2025Q1: 579 shares; 2025Q2: 134 shares; 2025Q3: 15,258 shares; 2025Q4: 4,170 shares; 2026Q1: 2,869 shares 2,869$173K<0.01%-1,301Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 2,778 shares; 2025Q4: 4,267 shares; 2026Q1: 20,964 shares 20,964$173K<0.01%+16,697Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 104 shares; 2025Q1: 503 shares; 2025Q2: 561 shares; 2025Q3: 25,811 shares; 2025Q4: 2,235 shares; 2026Q1: 1,461 shares 1,461$173K<0.01%-774Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 2,119 shares; 2025Q1: 2,582 shares; 2025Q2: 4,866 shares; 2025Q3: 60,792 shares; 2025Q4: 3,926 shares; 2026Q1: 10,932 shares 10,932$173K<0.01%+7,006Timeline
UNFUNIFIRST CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 790 shares; 2025Q1: 779 shares; 2025Q2: 978 shares; 2025Q3: 4,622 shares; 2025Q4: 777 shares; 2026Q1: 686 shares 686$173K<0.01%-91Timeline
GLTRABRDN PRECIOUS METALS BASKETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 423 shares; 2025Q4: 786 shares; 2026Q1: 786 shares 786$172K<0.01%0Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 574 shares; 2025Q1: 1,099 shares; 2025Q2: 1,100 shares; 2025Q3: not reported; 2025Q4: 2,950 shares; 2026Q1: 1,615 shares 1,615$171K<0.01%-1,335Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 165 shares; 2025Q1: 524 shares; 2025Q2: 368 shares; 2025Q3: 27,719 shares; 2025Q4: 2,524 shares; 2026Q1: 2,141 shares 2,141$169K<0.01%-383Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 891 shares; 2025Q1: 230 shares; 2025Q2: 886 shares; 2025Q3: 24,415 shares; 2025Q4: 3,740 shares; 2026Q1: 2,769 shares 2,769$168K<0.01%-971Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193 shares; 2025Q2: 683 shares; 2025Q3: not reported; 2025Q4: 1,575 shares; 2026Q1: 1,392 shares 1,392$168K<0.01%-183Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,688 shares; 2025Q1: 7,376 shares; 2025Q2: 3,688 shares; 2025Q3: 3,688 shares; 2025Q4: 3,688 shares; 2026Q1: 3,688 shares 3,688$168K<0.01%0Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 16,216 shares 16,216$167K<0.01%+14,696Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 3,421 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 2,975 shares; 2025Q4: 215 shares; 2026Q1: 1,252 shares 1,252$167K<0.01%+1,037Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 168 shares; 2025Q1: 521 shares; 2025Q2: 991 shares; 2025Q3: 940 shares; 2025Q4: 3,283 shares; 2026Q1: 4,131 shares 4,131$167K<0.01%+848Timeline
GERNGERON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,394,080 shares; 2025Q4: 627,297 shares; 2026Q1: 111,428 shares 111,428$166K<0.01%-515,869Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,702 shares; 2025Q1: 2,703 shares; 2025Q2: 2,704 shares; 2025Q3: not reported; 2025Q4: 3,659 shares; 2026Q1: 3,659 shares 3,659$166K<0.01%0Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 2,559 shares; 2025Q1: 2,788 shares; 2025Q2: 7,087 shares; 2025Q3: 14,077 shares; 2025Q4: 8,983 shares; 2026Q1: 6,006 shares 6,006$165K<0.01%-2,977Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 132 shares; 2025Q1: 637 shares; 2025Q2: 726 shares; 2025Q3: not reported; 2025Q4: 756 shares; 2026Q1: 700 shares 700$164K<0.01%-56Timeline
NCANUVEEN CALIFORNIA MUNI VLU 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: 25,011 shares; 2025Q3: 25,011 shares; 2025Q4: 25,011 shares; 2026Q1: 17,459 shares 17,459$164K<0.01%-7,552Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 1,181 shares; 2025Q1: 623 shares; 2025Q2: 1,571 shares; 2025Q3: 234,797 shares; 2025Q4: 8,390 shares; 2026Q1: 6,226 shares 6,226$163K<0.01%-2,164Timeline
MLIMUELLER INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 75 shares; 2025Q1: 11 shares; 2025Q2: 18 shares; 2025Q3: 67,016 shares; 2025Q4: 221 shares; 2026Q1: 1,475 shares 1,475$163K<0.01%+1,254Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 1,781 shares; 2025Q1: 72 shares; 2025Q2: 252 shares; 2025Q3: 16,180 shares; 2025Q4: 312 shares; 2026Q1: 1,488 shares 1,488$163K<0.01%+1,176Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 115 shares; 2025Q2: 137 shares; 2025Q3: 2,070 shares; 2025Q4: 742 shares; 2026Q1: 590 shares 590$163K<0.01%-152Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 806 shares; 2025Q1: 3,288 shares; 2025Q2: 1,386 shares; 2025Q3: 4,637 shares; 2025Q4: 991 shares; 2026Q1: 1,354 shares 1,354$163K<0.01%+363Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,108 shares; 2025Q2: 1,125 shares; 2025Q3: 4,128 shares; 2025Q4: 2,787 shares; 2026Q1: 1,718 shares 1,718$163K<0.01%-1,069Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,252 shares; 2025Q2: 1,962 shares; 2025Q3: not reported; 2025Q4: 11,958 shares; 2026Q1: 6,414 shares 6,414$162K<0.01%-5,544Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 1,836 shares; 2025Q1: 1,610 shares; 2025Q2: 2,601 shares; 2025Q3: 3,681 shares; 2025Q4: 9,020 shares; 2026Q1: 4,447 shares 4,447$162K<0.01%-4,573Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,057 shares; 2025Q1: 1,160 shares; 2025Q2: 1,144 shares; 2025Q3: 7,341 shares; 2025Q4: 1,411 shares; 2026Q1: 1,842 shares 1,842$162K<0.01%+431Timeline
XGDVXGABELLI DIVID & INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,003 shares; 2024Q4: 4,003 shares; 2025Q1: 4,003 shares; 2025Q2: 4,003 shares; 2025Q3: 9,015 shares; 2025Q4: 5,013 shares; 2026Q1: 6,003 shares 6,003$162K<0.01%+990Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: not reported; 2025Q1: 487 shares; 2025Q2: 299 shares; 2025Q3: not reported; 2025Q4: 437 shares; 2026Q1: 5,484 shares 5,484$161K<0.01%+5,047Timeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,803 shares; 2025Q1: 1,810 shares; 2025Q2: 1,817 shares; 2025Q3: not reported; 2025Q4: 2,526 shares; 2026Q1: 2,490 shares 2,490$161K<0.01%-36Timeline
BKSYBLACKSKY TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 4,181 shares; 2025Q1: 4,181 shares; 2025Q2: 4,181 shares; 2025Q3: 5,194 shares; 2025Q4: 5,985 shares; 2026Q1: 6,373 shares 6,373$161K<0.01%+388Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 30 shares; 2025Q2: 134 shares; 2025Q3: 5,094 shares; 2025Q4: 1,500 shares; 2026Q1: 1,115 shares 1,115$159K<0.01%-385Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 57 shares; 2025Q2: 52 shares; 2025Q3: 78 shares; 2025Q4: 68 shares; 2026Q1: 291 shares 291$159K<0.01%+223Timeline
EWUISHARES 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: 3,497 shares 3,497$159K<0.01%newTimeline
EWCISHARES 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: 169 shares; 2025Q4: not reported; 2026Q1: 2,903 shares 2,903$159K<0.01%newTimeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,563 shares; 2025Q2: 2,776 shares; 2025Q3: not reported; 2025Q4: 3,394 shares; 2026Q1: 2,743 shares 2,743$159K<0.01%-651Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 140 shares; 2025Q1: 102 shares; 2025Q2: 521 shares; 2025Q3: 40,096 shares; 2025Q4: 2,417 shares; 2026Q1: 1,680 shares 1,680$158K<0.01%-737Timeline
BALIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,035 shares; 2026Q1: 5,122 shares 5,122$158K<0.01%-12,913Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: not reported; 2025Q1: 2,907 shares; 2025Q2: 5,113 shares; 2025Q3: 18,099 shares; 2025Q4: 16,528 shares; 2026Q1: 7,211 shares 7,211$157K<0.01%-9,317Timeline
CMRECOSTAMARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 364 shares; 2025Q2: 41 shares; 2025Q3: 134,597 shares; 2025Q4: 114,558 shares; 2026Q1: 9,269 shares 9,269$157K<0.01%-105,289Timeline
SVOLSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,254 shares; 2024Q4: 8,500 shares; 2025Q1: 8,853 shares; 2025Q2: 9,304 shares; 2025Q3: not reported; 2025Q4: 9,917 shares; 2026Q1: 10,158 shares 10,158$156K<0.01%+241Timeline
QQQINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,869 shares; 2026Q1: 3,103 shares 3,103$154K<0.01%+1,234Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,471 shares; 2025Q1: 4,307 shares; 2025Q2: 7,824 shares; 2025Q3: 12,071 shares; 2025Q4: 8,327 shares; 2026Q1: 5,616 shares 5,616$154K<0.01%-2,711Timeline
ETORETORO GROUP 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: not reported; 2026Q1: 5,119 shares 5,119$154K<0.01%newTimeline
UYGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,091 shares; 2025Q1: 2,091 shares; 2025Q2: 2,091 shares; 2025Q3: not reported; 2025Q4: 2,091 shares; 2026Q1: 2,091 shares 2,091$154K<0.01%0Timeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,286 shares; 2026Q1: 3,207 shares 3,207$153K<0.01%-11,079Timeline
ASTSAST SPACEMOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 3,482 shares; 2025Q1: 3,563 shares; 2025Q2: 3,809 shares; 2025Q3: 4,702 shares; 2025Q4: 3,223 shares; 2026Q1: 1,838 shares 1,838$152K<0.01%-1,385Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 131 shares; 2025Q3: 7,537 shares; 2025Q4: 3,548 shares; 2026Q1: 1,629 shares 1,629$152K<0.01%-1,919Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 74 shares; 2025Q1: 37 shares; 2025Q2: 704 shares; 2025Q3: not reported; 2025Q4: 2,292 shares; 2026Q1: 4,601 shares 4,601$152K<0.01%+2,309Timeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 858 shares; 2025Q1: 907 shares; 2025Q2: 922 shares; 2025Q3: not reported; 2025Q4: 1,107 shares; 2026Q1: 1,830 shares 1,830$152K<0.01%+723Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 619 shares; 2025Q1: 1,724 shares; 2025Q2: 1,596 shares; 2025Q3: 28,054 shares; 2025Q4: 1,678 shares; 2026Q1: 1,991 shares 1,991$151K<0.01%+313Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 67 shares; 2025Q1: 45 shares; 2025Q2: 20 shares; 2025Q3: 1,187 shares; 2025Q4: 253 shares; 2026Q1: 1,110 shares 1,110$150K<0.01%+857Timeline
NPKINPK INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,710 shares; 2024Q4: 11,095 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,495 shares; 2025Q4: 10,350 shares; 2026Q1: 10,350 shares 10,350$150K<0.01%0Timeline
PPIHPERMA-PIPE INTL 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: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$149K<0.01%0Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 59 shares; 2025Q1: 77 shares; 2025Q2: 199 shares; 2025Q3: not reported; 2025Q4: 307,959 shares; 2026Q1: 3,261 shares 3,261$149K<0.01%-304,698Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 441 shares; 2025Q1: 697 shares; 2025Q2: 26,009 shares; 2025Q3: 41,807 shares; 2025Q4: 26,090 shares; 2026Q1: 24,639 shares 24,639$148K<0.01%-1,451Timeline
DLSWISDOMTREE 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: 147 shares; 2025Q3: 146 shares; 2025Q4: 309 shares; 2026Q1: 1,816 shares 1,816$148K<0.01%+1,507Timeline
EPPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 2,780 shares 2,780$148K<0.01%+2,530Timeline
LWLAMB WESTON HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,827 shares; 2025Q1: 2,747 shares; 2025Q2: 2,706 shares; 2025Q3: 29,881 shares; 2025Q4: 13,213 shares; 2026Q1: 3,490 shares 3,490$147K<0.01%-9,723Timeline
CLOIVANECK 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: 2,793 shares 2,793$147K<0.01%newTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 67 shares; 2025Q1: 111 shares; 2025Q2: 129 shares; 2025Q3: 290 shares; 2025Q4: 131 shares; 2026Q1: 89 shares 89$147K<0.01%-42Timeline
IMAXIMAX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: 4,060 shares; 2025Q1: 4,060 shares; 2025Q2: 4,060 shares; 2025Q3: 2,780 shares; 2025Q4: 4,163 shares; 2026Q1: 3,879 shares 3,879$147K<0.01%-284Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 804 shares; 2025Q1: 1,492 shares; 2025Q2: 886 shares; 2025Q3: 14,765 shares; 2025Q4: 467 shares; 2026Q1: 680 shares 680$146K<0.01%+213Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 80 shares; 2025Q1: 87 shares; 2025Q2: 163 shares; 2025Q3: 2,253 shares; 2025Q4: 2,467 shares; 2026Q1: 710 shares 710$146K<0.01%-1,757Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 1,020 shares; 2025Q1: 623 shares; 2025Q2: 582 shares; 2025Q3: 24,227 shares; 2025Q4: 12,442 shares; 2026Q1: 1,418 shares 1,418$146K<0.01%-11,024Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,145 shares; 2024Q4: 7,215 shares; 2025Q1: 11,686 shares; 2025Q2: 8,074 shares; 2025Q3: 19,326 shares; 2025Q4: 7,759 shares; 2026Q1: 7,711 shares 7,711$145K<0.01%-48Timeline
BEBLOOM 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: 150 shares; 2025Q3: 9,129 shares; 2025Q4: 615 shares; 2026Q1: 892 shares 892$145K<0.01%+277Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,142 shares; 2024Q4: 9,585 shares; 2025Q1: 4,039 shares; 2025Q2: 6,214 shares; 2025Q3: 23,334 shares; 2025Q4: 18,149 shares; 2026Q1: 13,155 shares 13,155$145K<0.01%-4,994Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: not reported; 2025Q4: 3,929 shares; 2026Q1: 4,295 shares 4,295$144K<0.01%+366Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 958 shares; 2025Q1: 910 shares; 2025Q2: 887 shares; 2025Q3: 23,367 shares; 2025Q4: 1,202 shares; 2026Q1: 1,096 shares 1,096$144K<0.01%-106Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 174 shares; 2025Q1: 380 shares; 2025Q2: 358 shares; 2025Q3: not reported; 2025Q4: 453 shares; 2026Q1: 1,387 shares 1,387$144K<0.01%+934Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1,283 shares; 2025Q1: 1,363 shares; 2025Q2: 914 shares; 2025Q3: not reported; 2025Q4: 3,903 shares; 2026Q1: 1,435 shares 1,435$143K<0.01%-2,468Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 194 shares; 2025Q1: 195 shares; 2025Q2: 57,185 shares; 2025Q3: not reported; 2025Q4: 1,766 shares; 2026Q1: 4,695 shares 4,695$143K<0.01%+2,929Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,185 shares; 2025Q1: 678 shares; 2025Q2: 1,151 shares; 2025Q3: 115,487 shares; 2025Q4: 2,663 shares; 2026Q1: 9,096 shares 9,096$143K<0.01%+6,433Timeline
NRGVENERGY VAULT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,295 shares; 2025Q3: 43,304 shares; 2025Q4: 43,296 shares; 2026Q1: 43,296 shares 43,296$143K<0.01%0Timeline
HYDVANECK 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: 2,840 shares 2,840$143K<0.01%newTimeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: not reported; 2025Q4: 1,320 shares; 2026Q1: 1,328 shares 1,328$143K<0.01%+8Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,602 shares; 2025Q1: 3,354 shares; 2025Q2: 2,799 shares; 2025Q3: 9,742 shares; 2025Q4: 3,711 shares; 2026Q1: 2,045 shares 2,045$141K<0.01%-1,666Timeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,985 shares; 2025Q1: 3,834 shares; 2025Q2: 7,162 shares; 2025Q3: 25,040 shares; 2025Q4: 10,744 shares; 2026Q1: 5,416 shares 5,416$141K<0.01%-5,328Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 724 shares; 2025Q2: 1,635 shares; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,496 shares 1,496$141K<0.01%+196Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 24 shares; 2025Q1: 440 shares; 2025Q2: 501 shares; 2025Q3: 3,124 shares; 2025Q4: 1,020 shares; 2026Q1: 733 shares 733$141K<0.01%-287Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 303 shares; 2025Q1: 134 shares; 2025Q2: 411 shares; 2025Q3: 14,137 shares; 2025Q4: 333 shares; 2026Q1: 689 shares 689$141K<0.01%+356Timeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,576 shares; 2026Q1: 2,841 shares 2,841$140K<0.01%+1,265Timeline
SMIZZACKS 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: 3,822 shares; 2026Q1: 3,782 shares 3,782$140K<0.01%-40Timeline
PTENPATTERSON-UTI ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,983 shares; 2024Q4: 21,515 shares; 2025Q1: 2,000 shares; 2025Q2: 3,894 shares; 2025Q3: 20,161 shares; 2025Q4: 13,101 shares; 2026Q1: 12,931 shares 12,931$140K<0.01%-170Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 624 shares; 2025Q1: 863 shares; 2025Q2: 978 shares; 2025Q3: 11,322 shares; 2025Q4: 4,546 shares; 2026Q1: 3,292 shares 3,292$140K<0.01%-1,254Timeline
HQIHIREQUEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,923 shares; 2024Q4: 13,923 shares; 2025Q1: 13,923 shares; 2025Q2: 13,923 shares; 2025Q3: 14,082 shares; 2025Q4: 13,923 shares; 2026Q1: 13,931 shares 13,931$139K<0.01%+8Timeline
BDJBLACKROCK ENHANCED EQUITY DIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 15,999 shares 15,999$138K<0.01%+15,816Timeline
FNXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,783 shares; 2025Q1: 3,793 shares; 2025Q2: 1,479 shares; 2025Q3: not reported; 2025Q4: 1,101 shares; 2026Q1: 1,071 shares 1,071$137K<0.01%-30Timeline
XEMDXWESTERN ASSET EMERGING MKTSQuarterly 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: 13,953 shares 13,953$137K<0.01%newTimeline
ESLTELBIT SYS 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: 120 shares; 2025Q4: 150 shares; 2026Q1: 162 shares 162$137K<0.01%+12Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 1,301 shares; 2025Q1: 1,407 shares; 2025Q2: 1,498 shares; 2025Q3: 3,429 shares; 2025Q4: 1,905 shares; 2026Q1: 643 shares 643$137K<0.01%-1,262Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 239 shares; 2025Q1: 4,872 shares; 2025Q2: 4,453 shares; 2025Q3: 118,392 shares; 2025Q4: 1,908 shares; 2026Q1: 1,766 shares 1,766$137K<0.01%-142Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 1,654 shares; 2025Q1: 230 shares; 2025Q2: 128 shares; 2025Q3: 5,465 shares; 2025Q4: 3,345 shares; 2026Q1: 1,663 shares 1,663$137K<0.01%-1,682Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 3,263 shares; 2025Q1: 3,020 shares; 2025Q2: 481 shares; 2025Q3: 28,752 shares; 2025Q4: 1,054 shares; 2026Q1: 807 shares 807$136K<0.01%-247Timeline
RZLVREZOLVE AI PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,570 shares; 2025Q3: 90,822 shares; 2025Q4: 54,170 shares; 2026Q1: 53,236 shares 53,236$136K<0.01%-934Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,253 shares; 2024Q4: 11,929 shares; 2025Q1: 10,857 shares; 2025Q2: 10,459 shares; 2025Q3: 46,027 shares; 2025Q4: 5,345 shares; 2026Q1: 1,540 shares 1,540$135K<0.01%-3,805Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 90 shares; 2025Q1: 214 shares; 2025Q2: 184 shares; 2025Q3: 10,810 shares; 2025Q4: 1,591 shares; 2026Q1: 730 shares 730$135K<0.01%-861Timeline
MFCMANULIFE 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: 970 shares; 2025Q3: 10,168 shares; 2025Q4: 13,245 shares; 2026Q1: 3,912 shares 3,912$135K<0.01%-9,333Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 154 shares; 2025Q1: 145 shares; 2025Q2: 372 shares; 2025Q3: 60,309 shares; 2025Q4: 1,886 shares; 2026Q1: 1,062 shares 1,062$134K<0.01%-824Timeline
PAASPAN AMERN SILVER 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: 2,000 shares; 2025Q3: 7,896 shares; 2025Q4: 2,441 shares; 2026Q1: 2,441 shares 2,441$133K<0.01%0Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,915 shares; 2025Q2: 5,183 shares; 2025Q3: 5,054 shares; 2025Q4: 4,713 shares; 2026Q1: 4,642 shares 4,642$133K<0.01%-71Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 516 shares; 2025Q1: 214 shares; 2025Q2: 36 shares; 2025Q3: 62,833 shares; 2025Q4: 7,831 shares; 2026Q1: 3,204 shares 3,204$133K<0.01%-4,627Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 2,814 shares; 2025Q1: 5,628 shares; 2025Q2: 10,154 shares; 2025Q3: not reported; 2025Q4: 2,955 shares; 2026Q1: 2,819 shares 2,819$133K<0.01%-136Timeline
MMDNYLIM MACKAY DEFINEDTERM MUNQuarterly 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: 15,160 shares; 2025Q4: 14,922 shares; 2026Q1: 8,922 shares 8,922$132K<0.01%-6,000Timeline
ONEQFIDELITY COMWLTH 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: 740 shares; 2025Q3: 22,280 shares; 2025Q4: 11,680 shares; 2026Q1: 1,560 shares 1,560$132K<0.01%-10,120Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: not reported; 2025Q4: 337 shares; 2026Q1: 1,437 shares 1,437$132K<0.01%+1,100Timeline
AROCARCHROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 5,642 shares; 2025Q1: 78 shares; 2025Q2: 113 shares; 2025Q3: 3,881 shares; 2025Q4: 3,592 shares; 2026Q1: 3,744 shares 3,744$131K<0.01%+152Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 1,608 shares; 2025Q1: 1,601 shares; 2025Q2: 1,110 shares; 2025Q3: not reported; 2025Q4: 1,070 shares; 2026Q1: 1,024 shares 1,024$130K<0.01%-46Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 4,423 shares; 2025Q1: 2,518 shares; 2025Q2: 2,493 shares; 2025Q3: not reported; 2025Q4: 2,156 shares; 2026Q1: 2,161 shares 2,161$130K<0.01%+5Timeline
BPOPPOPULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 61 shares; 2025Q2: 214 shares; 2025Q3: 84,702 shares; 2025Q4: 145 shares; 2026Q1: 967 shares 967$130K<0.01%+822Timeline
PGNYPROGYNY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 110 shares; 2025Q3: 5,138 shares; 2025Q4: 118 shares; 2026Q1: 5,800 shares 5,800$129K<0.01%+5,682Timeline
KBKB FINL 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: 322 shares; 2025Q3: 413 shares; 2025Q4: 2,920 shares; 2026Q1: 1,259 shares 1,259$129K<0.01%-1,661Timeline
NGLNGL ENERGY PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,914 shares; 2024Q4: 26,914 shares; 2025Q1: 26,914 shares; 2025Q2: 28,675 shares; 2025Q3: 39,510 shares; 2025Q4: 9,000 shares; 2026Q1: 10,470 shares 10,470$129K<0.01%+1,470Timeline
BMNRBITMINE IMMERSION TECHS 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: 11,640 shares; 2025Q4: 15,606 shares; 2026Q1: 6,526 shares 6,526$129K<0.01%-9,080Timeline
AMGAFFILIATED MANAGERS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 8 shares; 2025Q1: 131 shares; 2025Q2: 186 shares; 2025Q3: 102 shares; 2025Q4: 198 shares; 2026Q1: 435 shares 435$129K<0.01%+237Timeline
TDWTIDEWATER INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: not reported; 2025Q4: 1,087 shares; 2026Q1: 1,536 shares 1,536$128K<0.01%+449Timeline
INCEFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,862 shares; 2025Q1: 1,885 shares; 2025Q2: 1,911 shares; 2025Q3: 5,241 shares; 2025Q4: 1,959 shares; 2026Q1: 1,983 shares 1,983$128K<0.01%+24Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 3,345 shares; 2025Q1: 2,173 shares; 2025Q2: 1,779 shares; 2025Q3: not reported; 2025Q4: 2,898 shares; 2026Q1: 2,582 shares 2,582$128K<0.01%-316Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: 2,377 shares; 2025Q3: 112,813 shares; 2025Q4: 1,086 shares; 2026Q1: 6,447 shares 6,447$127K<0.01%+5,361Timeline
LEUCENTRUS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 696 shares; 2025Q3: 718 shares; 2025Q4: 698 shares; 2026Q1: 723 shares 723$127K<0.01%+25Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 3 shares; 2025Q1: 350 shares; 2025Q2: 682 shares; 2025Q3: 419 shares; 2025Q4: 469 shares; 2026Q1: 462 shares 462$127K<0.01%-7Timeline
EZAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,873 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,873 shares; 2026Q1: 1,873 shares 1,873$127K<0.01%0Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 1,991 shares; 2025Q1: 1,991 shares; 2025Q2: 2,011 shares; 2025Q3: not reported; 2025Q4: 1,748 shares; 2026Q1: 1,891 shares 1,891$126K<0.01%+143Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 923 shares; 2025Q4: 835 shares; 2026Q1: 511 shares 511$126K<0.01%-324Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 372 shares; 2025Q1: 349 shares; 2025Q2: 284 shares; 2025Q3: 3,687 shares; 2025Q4: 4,016 shares; 2026Q1: 1,727 shares 1,727$126K<0.01%-2,289Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,089 shares; 2025Q2: 302 shares; 2025Q3: not reported; 2025Q4: 24,365 shares; 2026Q1: 2,979 shares 2,979$126K<0.01%-21,386Timeline
IRENIREN LIMITEDQuarterly 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: 241 shares; 2025Q4: 979 shares; 2026Q1: 3,134 shares 3,134$126K<0.01%+2,155Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 573 shares; 2025Q1: 1,474 shares; 2025Q2: 2,163 shares; 2025Q3: not reported; 2025Q4: 693 shares; 2026Q1: 827 shares 827$126K<0.01%+134Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 35 shares; 2025Q1: 602 shares; 2025Q2: 637 shares; 2025Q3: 4,420 shares; 2025Q4: 9,507 shares; 2026Q1: 3,424 shares 3,424$125K<0.01%-6,083Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 564 shares; 2025Q1: 37 shares; 2025Q2: 181 shares; 2025Q3: 85,413 shares; 2025Q4: 3,126 shares; 2026Q1: 2,318 shares 2,318$125K<0.01%-808Timeline
ILCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,121 shares; 2025Q1: 1,127 shares; 2025Q2: 1,132 shares; 2025Q3: not reported; 2025Q4: 1,333 shares; 2026Q1: 1,338 shares 1,338$125K<0.01%+5Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 390 shares; 2025Q1: 394 shares; 2025Q2: 305 shares; 2025Q3: 5,430 shares; 2025Q4: 1,348 shares; 2026Q1: 721 shares 721$124K<0.01%-627Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: 149 shares; 2025Q2: 268 shares; 2025Q3: 16,890 shares; 2025Q4: 376 shares; 2026Q1: 472 shares 472$124K<0.01%+96Timeline
HYMBSPDR 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: 6,203 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 4,963 shares 4,963$124K<0.01%+3,953Timeline
SHGSHINHAN FINANCIAL GROUP CO LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 1,076 shares; 2025Q3: 1,971 shares; 2025Q4: 5,255 shares; 2026Q1: 2,014 shares 2,014$123K<0.01%-3,241Timeline
ASTEASTEC INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,830 shares; 2025Q3: 3,493 shares; 2025Q4: 33 shares; 2026Q1: 2,338 shares 2,338$123K<0.01%+2,305Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 135 shares; 2025Q1: 185 shares; 2025Q2: 164 shares; 2025Q3: 702 shares; 2025Q4: 358 shares; 2026Q1: 398 shares 398$123K<0.01%+40Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,788 shares; 2025Q1: 1,788 shares; 2025Q2: 1,788 shares; 2025Q3: 6,203 shares; 2025Q4: 2,933 shares; 2026Q1: 2,489 shares 2,489$123K<0.01%-444Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 2,150 shares; 2025Q1: 4,193 shares; 2025Q2: 14,312 shares; 2025Q3: 75,202 shares; 2025Q4: 12,540 shares; 2026Q1: 12,806 shares 12,806$122K<0.01%+266Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 75 shares; 2025Q1: 170 shares; 2025Q2: 266 shares; 2025Q3: 2,432 shares; 2025Q4: 757 shares; 2026Q1: 335 shares 335$122K<0.01%-422Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 91 shares; 2025Q3: 2,540 shares; 2025Q4: 229 shares; 2026Q1: 308 shares 308$121K<0.01%+79Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 1,851 shares; 2025Q1: 1,706 shares; 2025Q2: 3,583 shares; 2025Q3: 11,581 shares; 2025Q4: 2,401 shares; 2026Q1: 2,081 shares 2,081$121K<0.01%-320Timeline
UECURANIUM 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: 1,625 shares; 2025Q3: 45,446 shares; 2025Q4: 26,305 shares; 2026Q1: 8,970 shares 8,970$121K<0.01%-17,335Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: not reported; 2025Q4: 1,962 shares; 2026Q1: 1,763 shares 1,763$121K<0.01%-199Timeline
USEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: not reported; 2025Q4: 3,443 shares; 2026Q1: 3,121 shares 3,121$121K<0.01%-322Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 116 shares; 2025Q2: 272 shares; 2025Q3: 906 shares; 2025Q4: 471 shares; 2026Q1: 369 shares 369$121K<0.01%-102Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 204 shares; 2025Q1: 243 shares; 2025Q2: not reported; 2025Q3: 1,821 shares; 2025Q4: 217 shares; 2026Q1: 455 shares 455$120K<0.01%+238Timeline
XJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 2,640 shares; 2025Q1: 5,009 shares; 2025Q2: 2,640 shares; 2025Q3: not reported; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares 2,640$120K<0.01%0Timeline
LRNSTRIDE 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: 91 shares; 2025Q4: 17 shares; 2026Q1: 1,370 shares 1,370$120K<0.01%+1,353Timeline
BCEBCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 89 shares; 2025Q1: 6,031 shares; 2025Q2: 4,687 shares; 2025Q3: 2,068 shares; 2025Q4: 3,333 shares; 2026Q1: 4,834 shares 4,834$120K<0.01%+1,501Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 5,585 shares; 2025Q2: 5,185 shares; 2025Q3: not reported; 2025Q4: 8,665 shares; 2026Q1: 8,665 shares 8,665$119K<0.01%0Timeline
CNOCNO FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,271 shares; 2025Q1: not reported; 2025Q2: 3,309 shares; 2025Q3: 5,988 shares; 2025Q4: 645 shares; 2026Q1: 2,628 shares 2,628$119K<0.01%+1,983Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 1,175 shares 1,175$119K<0.01%+1,172Timeline
YORWYORK WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,901 shares; 2024Q4: 3,798 shares; 2025Q1: 3,787 shares; 2025Q2: 4,091 shares; 2025Q3: 9,038 shares; 2025Q4: 3,928 shares; 2026Q1: 3,895 shares 3,895$119K<0.01%-33Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 135 shares; 2025Q1: 307 shares; 2025Q2: 1,259 shares; 2025Q3: 2,084 shares; 2025Q4: 103 shares; 2026Q1: 304 shares 304$119K<0.01%+201Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: 209 shares; 2025Q3: 9,655 shares; 2025Q4: 519 shares; 2026Q1: 878 shares 878$118K<0.01%+359Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,364 shares; 2025Q1: 1,061 shares; 2025Q2: 1,250 shares; 2025Q3: 56,107 shares; 2025Q4: 291 shares; 2026Q1: 3,116 shares 3,116$118K<0.01%+2,825Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 651 shares; 2025Q1: 367 shares; 2025Q2: 168 shares; 2025Q3: 19,062 shares; 2025Q4: 187 shares; 2026Q1: 2,912 shares 2,912$118K<0.01%+2,725Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,882 shares 2,882$118K<0.01%newTimeline
FCALFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 2,400 shares 2,400$117K<0.01%+1,200Timeline
QQNITY ELECTRONICS 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: 2,108 shares; 2026Q1: 990 shares 990$117K<0.01%-1,118Timeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 1,389 shares; 2025Q1: 1,572 shares; 2025Q2: 1,656 shares; 2025Q3: 13,026 shares; 2025Q4: 4,859 shares; 2026Q1: 2,182 shares 2,182$117K<0.01%-2,677Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 825 shares; 2025Q1: 837 shares; 2025Q2: 824 shares; 2025Q3: 7,005 shares; 2025Q4: 4,626 shares; 2026Q1: 2,455 shares 2,455$116K<0.01%-2,171Timeline
VCVISTEON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: not reported; 2025Q1: 222 shares; 2025Q2: 712 shares; 2025Q3: 1,939 shares; 2025Q4: 165 shares; 2026Q1: 1,007 shares 1,007$116K<0.01%+842Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 116 shares; 2025Q3: not reported; 2025Q4: 792 shares; 2026Q1: 645 shares 645$116K<0.01%-147Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,559 shares; 2024Q4: 6,262 shares; 2025Q1: 4,418 shares; 2025Q2: 4,469 shares; 2025Q3: not reported; 2025Q4: 4,712 shares; 2026Q1: 2,002 shares 2,002$115K<0.01%-2,710Timeline
NMAXNEWSMAX 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: 20,537 shares; 2025Q3: 21,917 shares; 2025Q4: 21,897 shares; 2026Q1: 22,092 shares 22,092$115K<0.01%+195Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 313 shares; 2025Q1: 246 shares; 2025Q2: 457 shares; 2025Q3: 23,567 shares; 2025Q4: 11,014 shares; 2026Q1: 6,340 shares 6,340$115K<0.01%-4,674Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 163 shares; 2025Q1: 222 shares; 2025Q2: 204 shares; 2025Q3: 2,784 shares; 2025Q4: 2,534 shares; 2026Q1: 694 shares 694$115K<0.01%-1,840Timeline
CEFSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: not reported; 2025Q4: 2,467 shares; 2026Q1: 2,400 shares 2,400$115K<0.01%-67Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 705 shares; 2025Q1: 3,719 shares; 2025Q2: 1,891 shares; 2025Q3: 108,571 shares; 2025Q4: 889 shares; 2026Q1: 2,224 shares 2,224$114K<0.01%+1,335Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: 790 shares; 2025Q3: 1,774 shares; 2025Q4: 12,233 shares; 2026Q1: 4,621 shares 4,621$114K<0.01%-7,612Timeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 26 shares; 2025Q1: 145 shares; 2025Q2: 60 shares; 2025Q3: 1,979 shares; 2025Q4: 122 shares; 2026Q1: 743 shares 743$114K<0.01%+621Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 698 shares; 2025Q1: 971 shares; 2025Q2: 2,300 shares; 2025Q3: 40,651 shares; 2025Q4: 2,492 shares; 2026Q1: 5,959 shares 5,959$113K<0.01%+3,467Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: 948 shares; 2025Q2: 1,202 shares; 2025Q3: 47,678 shares; 2025Q4: 675 shares; 2026Q1: 1,690 shares 1,690$113K<0.01%+1,015Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,831 shares; 2025Q1: 2,734 shares; 2025Q2: 2,429 shares; 2025Q3: 68,583 shares; 2025Q4: 3,291 shares; 2026Q1: 8,580 shares 8,580$113K<0.01%+5,289Timeline
SPBSPECTRUM BRANDS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 254 shares; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 1,063 shares; 2025Q4: 1,155 shares; 2026Q1: 1,525 shares 1,525$113K<0.01%+370Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 3,595 shares; 2025Q4: 1,042 shares; 2026Q1: 332 shares 332$112K<0.01%-710Timeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 613 shares; 2025Q1: 616 shares; 2025Q2: 619 shares; 2025Q3: not reported; 2025Q4: 626 shares; 2026Q1: 629 shares 629$112K<0.01%+3Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 885 shares; 2025Q1: 730 shares; 2025Q2: 1,469 shares; 2025Q3: 92,092 shares; 2025Q4: 2,574 shares; 2026Q1: 2,282 shares 2,282$112K<0.01%-292Timeline
BLCRBLACKROCK 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: 383 shares; 2026Q1: 2,714 shares 2,714$111K<0.01%+2,331Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: not reported; 2025Q2: 2,495 shares; 2025Q3: 4,105 shares; 2025Q4: 1,758 shares; 2026Q1: 1,896 shares 1,896$110K<0.01%+138Timeline
DHSWISDOMTREE 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: 200 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares 1,004$110K<0.01%0Timeline
BSOLBITWISE SOLANA STAKING ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 214 shares; 2026Q1: 9,920 shares 9,920$110K<0.01%+9,706Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 31 shares; 2025Q1: 82 shares; 2025Q2: 712 shares; 2025Q3: 264,196 shares; 2025Q4: 950 shares; 2026Q1: 1,995 shares 1,995$109K<0.01%+1,045Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 566 shares; 2025Q1: 323 shares; 2025Q2: 171 shares; 2025Q3: 856 shares; 2025Q4: 930 shares; 2026Q1: 626 shares 626$109K<0.01%-304Timeline
CVRXCVRX 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: 156 shares; 2025Q4: 2 shares; 2026Q1: 11,476 shares 11,476$109K<0.01%+11,474Timeline
AUANGLOGOLD ASHANTI PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 794 shares; 2025Q4: 413 shares; 2026Q1: 1,036 shares 1,036$108K<0.01%+623Timeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 280 shares; 2026Q1: 3,807 shares 3,807$108K<0.01%+3,527Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,305 shares; 2025Q2: 1,517 shares; 2025Q3: not reported; 2025Q4: 1,174 shares; 2026Q1: 1,172 shares 1,172$108K<0.01%-2Timeline
BTUPEABODY ENGR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,474 shares; 2025Q1: 1,138 shares; 2025Q2: 844 shares; 2025Q3: 32,380 shares; 2025Q4: 3,257 shares; 2026Q1: 3,280 shares 3,280$108K<0.01%+23Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: not reported; 2025Q2: 816 shares; 2025Q3: 477 shares; 2025Q4: 516 shares; 2026Q1: 1,395 shares 1,395$108K<0.01%+879Timeline
BITOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 8,234 shares; 2025Q3: not reported; 2025Q4: 11,693 shares; 2026Q1: 11,545 shares 11,545$107K<0.01%-148Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,106 shares; 2025Q1: 2,160 shares; 2025Q2: 2,156 shares; 2025Q3: 3,327 shares; 2025Q4: 3,248 shares; 2026Q1: 2,390 shares 2,390$107K<0.01%-858Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 4,794 shares; 2025Q4: 3,416 shares; 2026Q1: 1,808 shares 1,808$107K<0.01%-1,608Timeline
OMFSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 2,338 shares; 2025Q1: 6,470 shares; 2025Q2: 2,349 shares; 2025Q3: 12,976 shares; 2025Q4: 2,349 shares; 2026Q1: 2,356 shares 2,356$107K<0.01%+7Timeline
CRKCOMSTOCK RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 4,105 shares; 2025Q4: 5,502 shares; 2026Q1: 5,055 shares 5,055$107K<0.01%-447Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 1,344 shares; 2025Q3: 6,109 shares; 2025Q4: 2,048 shares; 2026Q1: 3,359 shares 3,359$106K<0.01%+1,311Timeline
RWLINVESCO 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: 970 shares; 2025Q3: 970 shares; 2025Q4: 926 shares; 2026Q1: 926 shares 926$106K<0.01%0Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 14 shares; 2025Q2: 641 shares; 2025Q3: 17,231 shares; 2025Q4: 30 shares; 2026Q1: 1,438 shares 1,438$106K<0.01%+1,408Timeline
TDVGT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 448 shares; 2025Q2: 2,490 shares; 2025Q3: not reported; 2025Q4: 2,353 shares; 2026Q1: 2,353 shares 2,353$105K<0.01%0Timeline
IYJISHARES 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: 460 shares; 2025Q3: 4,127 shares; 2025Q4: 2,300 shares; 2026Q1: 710 shares 710$105K<0.01%-1,590Timeline
PKBINVESCO 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,073 shares 1,073$105K<0.01%newTimeline
VFMVVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 766 shares; 2025Q1: 769 shares; 2025Q2: 773 shares; 2025Q3: 14,649 shares; 2025Q4: 782 shares; 2026Q1: 785 shares 785$105K<0.01%+3Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,380 shares; 2025Q3: 2,436 shares; 2025Q4: 2,354 shares; 2026Q1: 1,879 shares 1,879$105K<0.01%-475Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 44 shares; 2025Q1: 23 shares; 2025Q2: 48 shares; 2025Q3: 10,029 shares; 2025Q4: 258 shares; 2026Q1: 427 shares 427$104K<0.01%+169Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 198 shares; 2025Q2: 207 shares; 2025Q3: 2,040 shares; 2025Q4: 1,634 shares; 2026Q1: 850 shares 850$104K<0.01%-784Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,756 shares; 2025Q1: 6,744 shares; 2025Q2: 5,489 shares; 2025Q3: 6,873 shares; 2025Q4: 4,354 shares; 2026Q1: 3,453 shares 3,453$104K<0.01%-901Timeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 69 shares; 2025Q1: not reported; 2025Q2: 88 shares; 2025Q3: 4,782 shares; 2025Q4: 1,572 shares; 2026Q1: 722 shares 722$104K<0.01%-850Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: not reported; 2025Q4: 1,729 shares; 2026Q1: 1,479 shares 1,479$104K<0.01%-250Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,489 shares; 2025Q2: 2,398 shares; 2025Q3: not reported; 2025Q4: 6,886 shares; 2026Q1: 2,271 shares 2,271$104K<0.01%-4,615Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,593 shares; 2025Q3: 14,722 shares; 2025Q4: 14,722 shares; 2026Q1: 13,722 shares 13,722$103K<0.01%-1,000Timeline
BLVVANGUARD BD INDEX 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: 331,472 shares; 2025Q4: 282 shares; 2026Q1: 1,502 shares 1,502$103K<0.01%+1,220Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: not reported; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares 1,030$103K<0.01%0Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 664 shares; 2025Q2: 709 shares; 2025Q3: 2,032 shares; 2025Q4: 2,812 shares; 2026Q1: 3,222 shares 3,222$103K<0.01%+410Timeline
OISOIL STS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,216 shares; 2024Q4: 17,947 shares; 2025Q1: 1,479 shares; 2025Q2: not reported; 2025Q3: 89,034 shares; 2025Q4: 7,598 shares; 2026Q1: 8,854 shares 8,854$103K<0.01%+1,256Timeline
WFWOORI FINL 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: 681 shares; 2025Q3: 3,688 shares; 2025Q4: 4,993 shares; 2026Q1: 1,544 shares 1,544$103K<0.01%-3,449Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 237 shares; 2025Q1: 206 shares; 2025Q2: 247 shares; 2025Q3: 24,886 shares; 2025Q4: 496 shares; 2026Q1: 1,251 shares 1,251$103K<0.01%+755Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: not reported; 2025Q4: 847 shares; 2026Q1: 504 shares 504$103K<0.01%-343Timeline
PAGSPAGSEGURO DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 208 shares; 2025Q2: 281 shares; 2025Q3: 666 shares; 2025Q4: 97 shares; 2026Q1: 10,187 shares 10,187$102K<0.01%+10,090Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 317 shares; 2025Q1: 423 shares; 2025Q2: 446 shares; 2025Q3: 1,479 shares; 2025Q4: 953 shares; 2026Q1: 854 shares 854$101K<0.01%-99Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 212 shares; 2025Q1: 1,113 shares; 2025Q2: 1,222 shares; 2025Q3: 21,531 shares; 2025Q4: 170 shares; 2026Q1: 795 shares 795$101K<0.01%+625Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 178 shares; 2025Q3: 35,765 shares; 2025Q4: 19,321 shares; 2026Q1: 1,948 shares 1,948$101K<0.01%-17,373Timeline
EEFTEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,258 shares; 2025Q1: 984 shares; 2025Q2: 927 shares; 2025Q3: 4,805 shares; 2025Q4: 1,941 shares; 2026Q1: 1,518 shares 1,518$101K<0.01%-423Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 891 shares; 2025Q1: 1,064 shares; 2025Q2: 3,871 shares; 2025Q3: 219,008 shares; 2025Q4: 953 shares; 2026Q1: 8,172 shares 8,172$100K<0.01%+7,219Timeline
VTWVVANGUARD SCOTTSDALE 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: 254 shares; 2025Q3: 254 shares; 2025Q4: not reported; 2026Q1: 600 shares 600$100K<0.01%newTimeline
CGCPCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 5,392 shares; 2025Q3: not reported; 2025Q4: 4,558 shares; 2026Q1: 4,464 shares 4,464$99.7K<0.01%-94Timeline
WTAIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 1,900 shares; 2025Q3: not reported; 2025Q4: 4,181 shares; 2026Q1: 3,529 shares 3,529$99.6K<0.01%-652Timeline
DBOINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 5,054 shares 5,054$99.4K<0.01%+2,750Timeline
AEOAMERICAN EAGLE OUTFITTERS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: not reported; 2025Q1: 1,924 shares; 2025Q2: not reported; 2025Q3: 9,507 shares; 2025Q4: 102 shares; 2026Q1: 6,363 shares 6,363$99.3K<0.01%+6,261Timeline
LVHDLEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,231 shares; 2025Q1: 2,254 shares; 2025Q2: 2,269 shares; 2025Q3: 4,791 shares; 2025Q4: 2,307 shares; 2026Q1: 2,332 shares 2,332$99.2K<0.01%+25Timeline
SASEABRIDGE GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 5,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500$99.2K<0.01%0Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,184 shares; 2025Q1: 885 shares; 2025Q2: 1,582 shares; 2025Q3: 77,992 shares; 2025Q4: 3,142 shares; 2026Q1: 1,075 shares 1,075$99.1K<0.01%-2,067Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 173 shares; 2025Q1: 139 shares; 2025Q2: 146 shares; 2025Q3: 5,490 shares; 2025Q4: 192 shares; 2026Q1: 796 shares 796$99.1K<0.01%+604Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 130 shares; 2025Q3: 691 shares; 2025Q4: 212 shares; 2026Q1: 840 shares 840$98.8K<0.01%+628Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 324 shares; 2025Q2: 330 shares; 2025Q3: 3,227 shares; 2025Q4: 4,129 shares; 2026Q1: 1,730 shares 1,730$98.7K<0.01%-2,399Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 7,067 shares; 2025Q1: 7,702 shares; 2025Q2: 5,570 shares; 2025Q3: 67,283 shares; 2025Q4: 27,935 shares; 2026Q1: 5,103 shares 5,103$98.5K<0.01%-22,832Timeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 675 shares; 2025Q1: 813 shares; 2025Q2: 775 shares; 2025Q3: 12,097 shares; 2025Q4: 671 shares; 2026Q1: 3,418 shares 3,418$98.4K<0.01%+2,747Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 822 shares; 2025Q1: 1,199 shares; 2025Q2: 3,159 shares; 2025Q3: 3,014 shares; 2025Q4: 814 shares; 2026Q1: 1,075 shares 1,075$98.3K<0.01%+261Timeline
EDENISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 939 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 939 shares; 2026Q1: 939 shares 939$98.3K<0.01%0Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 51 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 459 shares; 2025Q4: 724 shares; 2026Q1: 1,424 shares 1,424$98.2K<0.01%+700Timeline
BIPCBROOKFIELD INFRASTRUCTURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 3,768 shares; 2025Q2: 2,598 shares; 2025Q3: 2,224 shares; 2025Q4: 1,412 shares; 2026Q1: 2,484 shares 2,484$98.1K<0.01%+1,072Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 333 shares; 2025Q3: 21,381 shares; 2025Q4: 255 shares; 2026Q1: 515 shares 515$98K<0.01%+260Timeline
LRGELEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300$97.8K<0.01%0Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 199 shares; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 4,074 shares; 2025Q4: 1,287 shares; 2026Q1: 521 shares 521$97.6K<0.01%-766Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,345 shares; 2025Q4: 383 shares; 2026Q1: 3,203 shares 3,203$97.5K<0.01%+2,820Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115 shares; 2025Q4: 302 shares; 2026Q1: 3,098 shares 3,098$96.7K<0.01%+2,796Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 255 shares; 2025Q2: 252 shares; 2025Q3: 7,467 shares; 2025Q4: 9,860 shares; 2026Q1: 1,739 shares 1,739$96.5K<0.01%-8,121Timeline
XMLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,437 shares; 2025Q1: 2,424 shares; 2025Q2: 2,439 shares; 2025Q3: 79,441 shares; 2025Q4: 2,444 shares; 2026Q1: 1,531 shares 1,531$96.4K<0.01%-913Timeline
SIFYSIFY TECHNOLOGIES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,832 shares; 2025Q1: 5,532 shares; 2025Q2: 5,532 shares; 2025Q3: 7,698 shares; 2025Q4: 7,532 shares; 2026Q1: 7,532 shares 7,532$96.3K<0.01%0Timeline
IMPERIAL PETE INC COM NEWIMPERIAL PETE INC COM NEWQuarterly 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: 22,468 shares; 2025Q4: 22,469 shares; 2026Q1: 22,469 shares 22,469$96.2K<0.01%0
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 4,732 shares; 2025Q4: 7,181 shares; 2026Q1: 2,463 shares 2,463$95.9K<0.01%-4,718Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 430 shares; 2025Q1: 402 shares; 2025Q2: 1,756 shares; 2025Q3: 2,157 shares; 2025Q4: 2,018 shares; 2026Q1: 1,427 shares 1,427$95.7K<0.01%-591Timeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 454 shares; 2025Q1: 212 shares; 2025Q2: 962 shares; 2025Q3: 125,978 shares; 2025Q4: 4,384 shares; 2026Q1: 2,248 shares 2,248$95.7K<0.01%-2,136Timeline
CRCRANE COMPANYQuarterly 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: 14,350 shares; 2025Q4: 139 shares; 2026Q1: 558 shares 558$95.4K<0.01%+419Timeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly 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: 1,579 shares; 2026Q1: 1,803 shares 1,803$95.3K<0.01%+224Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 186 shares; 2025Q3: 801,537 shares; 2025Q4: 986 shares; 2026Q1: 986 shares 986$95.2K<0.01%0Timeline
DLODLOCAL 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: not reported; 2026Q1: 7,342 shares 7,342$95.2K<0.01%newTimeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 1,599 shares; 2025Q1: 1,080 shares; 2025Q2: 1,008 shares; 2025Q3: 800 shares; 2025Q4: 3,253 shares; 2026Q1: 2,558 shares 2,558$94.6K<0.01%-695Timeline
SFBSSERVISFIRST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 103 shares; 2025Q1: 218 shares; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: 141 shares; 2026Q1: 1,254 shares 1,254$94.3K<0.01%+1,113Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,881 shares; 2025Q2: 1,835 shares; 2025Q3: not reported; 2025Q4: 1,786 shares; 2026Q1: 1,787 shares 1,787$94.3K<0.01%+1Timeline
ISMDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,656 shares; 2025Q1: 5,656 shares; 2025Q2: 5,665 shares; 2025Q3: not reported; 2025Q4: 2,357 shares; 2026Q1: 2,357 shares 2,357$94.2K<0.01%0Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 444 shares; 2025Q1: 2,375 shares; 2025Q2: 2,899 shares; 2025Q3: 17,470 shares; 2025Q4: 978 shares; 2026Q1: 1,987 shares 1,987$94.1K<0.01%+1,009Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 668 shares; 2025Q2: 694 shares; 2025Q3: 4,997 shares; 2025Q4: 2,391 shares; 2026Q1: 2,114 shares 2,114$93.9K<0.01%-277Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 774 shares; 2025Q1: 567 shares; 2025Q2: 904 shares; 2025Q3: 28,137 shares; 2025Q4: 5,659 shares; 2026Q1: 1,555 shares 1,555$93.9K<0.01%-4,104Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 1,750 shares; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 101,434 shares; 2025Q4: 2,670 shares; 2026Q1: 3,688 shares 3,688$93.7K<0.01%+1,018Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 1,097 shares; 2025Q1: 986 shares; 2025Q2: 1,026 shares; 2025Q3: 5,064 shares; 2025Q4: 1,632 shares; 2026Q1: 1,100 shares 1,100$93.6K<0.01%-532Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 5,453 shares; 2025Q1: 4,455 shares; 2025Q2: 4,196 shares; 2025Q3: 19,319 shares; 2025Q4: 2,887 shares; 2026Q1: 2,619 shares 2,619$93.5K<0.01%-268Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 1,312 shares; 2025Q1: 2,171 shares; 2025Q2: 3,103 shares; 2025Q3: 95,133 shares; 2025Q4: 2,013 shares; 2026Q1: 1,577 shares 1,577$93.5K<0.01%-436Timeline
EQHEQUITABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,477 shares; 2025Q1: 790 shares; 2025Q2: 300 shares; 2025Q3: 4,849 shares; 2025Q4: 1,906 shares; 2026Q1: 2,505 shares 2,505$93.5K<0.01%+599Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: 621 shares; 2025Q2: 601 shares; 2025Q3: 16,684 shares; 2025Q4: 424 shares; 2026Q1: 756 shares 756$93.3K<0.01%+332Timeline
CPERUNITED STS COMMODITY INDEX 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: 2,710 shares 2,710$93.3K<0.01%newTimeline
FGDLFRANKLIN TEMPLETON HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$93.3K<0.01%0Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 405 shares; 2025Q1: 317 shares; 2025Q2: 5,318 shares; 2025Q3: 447,862 shares; 2025Q4: 3,811 shares; 2026Q1: 6,881 shares 6,881$93.2K<0.01%+3,070Timeline
KTKT 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: 1,474 shares; 2025Q3: 1,782 shares; 2025Q4: 10,918 shares; 2026Q1: 4,359 shares 4,359$93.1K<0.01%-6,559Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 659 shares; 2025Q1: 1,634 shares; 2025Q2: 255 shares; 2025Q3: 122,449 shares; 2025Q4: 2,038 shares; 2026Q1: 4,970 shares 4,970$92.8K<0.01%+2,932Timeline
JCPBJ 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: 56 shares; 2025Q2: 56 shares; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 1,968 shares 1,968$92.3K<0.01%+1,912Timeline
TSLXSIXTH STREET SPECIALTY LENDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$91.9K<0.01%0Timeline
FRMEFIRST MERCHANTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 19,753 shares; 2025Q4: 2,196 shares; 2026Q1: 2,370 shares 2,370$91.8K<0.01%+174Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 930 shares; 2025Q1: 2,361 shares; 2025Q2: 2,704 shares; 2025Q3: 18,943 shares; 2025Q4: 7,049 shares; 2026Q1: 3,774 shares 3,774$91.8K<0.01%-3,275Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 163 shares; 2025Q1: 1,451 shares; 2025Q2: 1,715 shares; 2025Q3: 2,808 shares; 2025Q4: 3,029 shares; 2026Q1: 1,466 shares 1,466$91.7K<0.01%-1,563Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,622 shares; 2025Q2: 1,926 shares; 2025Q3: not reported; 2025Q4: 1,278 shares; 2026Q1: 2,751 shares 2,751$91.6K<0.01%+1,473Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 15 shares; 2026Q1: 197 shares 197$91.1K<0.01%+182Timeline
NZFNUVEEN MUN CR INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 6,829 shares; 2025Q1: 6,915 shares; 2025Q2: 7,053 shares; 2025Q3: 9,280 shares; 2025Q4: 9,463 shares; 2026Q1: 7,471 shares 7,471$91K<0.01%-1,992Timeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 180 shares; 2025Q3: not reported; 2025Q4: 191 shares; 2026Q1: 6,428 shares 6,428$90.8K<0.01%+6,237Timeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 2,687 shares; 2025Q4: 83 shares; 2026Q1: 307 shares 307$90.7K<0.01%+224Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,434 shares; 2025Q4: 7,141 shares; 2026Q1: 3,729 shares 3,729$90.5K<0.01%-3,412Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 6,525 shares; 2025Q3: 8,104 shares; 2025Q4: 7,574 shares; 2026Q1: 6,416 shares 6,416$90.1K<0.01%-1,158Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 34 shares; 2025Q1: 156 shares; 2025Q2: 213 shares; 2025Q3: 2,290 shares; 2025Q4: 209 shares; 2026Q1: 342 shares 342$89.8K<0.01%+133Timeline
JUCYETF 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: 4,050 shares; 2025Q4: 4,050 shares; 2026Q1: 4,050 shares 4,050$89.7K<0.01%0Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 256 shares; 2025Q1: 241 shares; 2025Q2: 211 shares; 2025Q3: 874 shares; 2025Q4: 502 shares; 2026Q1: 246 shares 246$89.5K<0.01%-256Timeline
AZZAZZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 7 shares; 2025Q2: 15 shares; 2025Q3: 447 shares; 2025Q4: 490 shares; 2026Q1: 665 shares 665$89.5K<0.01%+175Timeline
BXMTBLACKSTONE MORTGAGE TRUST 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: 5,566 shares; 2025Q3: 7,061 shares; 2025Q4: 4,766 shares; 2026Q1: 4,662 shares 4,662$89.3K<0.01%-104Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 227 shares; 2025Q1: 135 shares; 2025Q2: 700 shares; 2025Q3: 37,773 shares; 2025Q4: 4,998 shares; 2026Q1: 573 shares 573$89.1K<0.01%-4,425Timeline
GSBDGOLDMAN SACHS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 52,127 shares; 2026Q1: 10,000 shares 10,000$88.8K<0.01%-42,127Timeline
CNSCOHEN & STEERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 605 shares; 2025Q1: 1,709 shares; 2025Q2: 1,009 shares; 2025Q3: 626 shares; 2025Q4: 548 shares; 2026Q1: 1,326 shares 1,326$88.7K<0.01%+778Timeline
BBAIBIGBEAR AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,526 shares; 2025Q2: 25 shares; 2025Q3: 2,399 shares; 2025Q4: 22,264 shares; 2026Q1: 25,193 shares 25,193$88.7K<0.01%+2,929Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 47 shares; 2025Q1: 54 shares; 2025Q2: 101 shares; 2025Q3: 554 shares; 2025Q4: 339 shares; 2026Q1: 282 shares 282$88.7K<0.01%-57Timeline
STLNSTARLING ONCOLOGY 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: 14 shares; 2025Q4: not reported; 2026Q1: 28,706 shares 28,706$88.1K<0.01%newTimeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 1,579 shares; 2025Q1: 3,546 shares; 2025Q2: 2,174 shares; 2025Q3: 27,944 shares; 2025Q4: 988 shares; 2026Q1: 1,354 shares 1,354$87.9K<0.01%+366Timeline
EHABENHABIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 19,894 shares; 2025Q4: 6,103 shares; 2026Q1: 6,226 shares 6,226$87.7K<0.01%+123Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,797 shares; 2025Q2: 4,798 shares; 2025Q3: not reported; 2025Q4: 4,724 shares; 2026Q1: 3,909 shares 3,909$87.5K<0.01%-815Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 382 shares; 2025Q1: 396 shares; 2025Q2: 1,383 shares; 2025Q3: 44,642 shares; 2025Q4: 4,199 shares; 2026Q1: 1,199 shares 1,199$87.3K<0.01%-3,000Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,702 shares; 2025Q1: 1,119 shares; 2025Q2: 1,103 shares; 2025Q3: 50,445 shares; 2025Q4: 1,552 shares; 2026Q1: 1,089 shares 1,089$87K<0.01%-463Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,545 shares; 2025Q4: 51 shares; 2026Q1: 1,092 shares 1,092$86.9K<0.01%+1,041Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: not reported; 2025Q2: 126 shares; 2025Q3: 11,028 shares; 2025Q4: 2,025 shares; 2026Q1: 964 shares 964$86.7K<0.01%-1,061Timeline
SMSM ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 45 shares; 2025Q1: 173 shares; 2025Q2: 335 shares; 2025Q3: 752 shares; 2025Q4: 400 shares; 2026Q1: 2,782 shares 2,782$86.3K<0.01%+2,382Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 1,218 shares; 2025Q1: 1,373 shares; 2025Q2: 314 shares; 2025Q3: not reported; 2025Q4: 10,075 shares; 2026Q1: 1,080 shares 1,080$85.9K<0.01%-8,995Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,542 shares; 2024Q4: 6,056 shares; 2025Q1: 544 shares; 2025Q2: 985 shares; 2025Q3: 42,245 shares; 2025Q4: 3,577 shares; 2026Q1: 2,444 shares 2,444$85.9K<0.01%-1,133Timeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 185 shares; 2025Q1: 515 shares; 2025Q2: 371 shares; 2025Q3: 1,093 shares; 2025Q4: 806 shares; 2026Q1: 628 shares 628$85.6K<0.01%-178Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 65 shares; 2025Q1: 149 shares; 2025Q2: 139 shares; 2025Q3: 1,727 shares; 2025Q4: 96 shares; 2026Q1: 149 shares 149$85.1K<0.01%+53Timeline
ASBASSOCIATED BANC-CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 227 shares; 2025Q3: 49,302 shares; 2025Q4: 177 shares; 2026Q1: 3,073 shares 3,073$84.7K<0.01%+2,896Timeline
IMOIMPERIAL OIL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 232 shares; 2025Q3: 897 shares; 2025Q4: 1,560 shares; 2026Q1: 647 shares 647$84.6K<0.01%-913Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,175 shares; 2025Q1: 920 shares; 2025Q2: 680 shares; 2025Q3: 1,331 shares; 2025Q4: 2,377 shares; 2026Q1: 2,069 shares 2,069$84.4K<0.01%-308Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 4,176 shares; 2025Q4: 87 shares; 2026Q1: 386 shares 386$84.4K<0.01%+299Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 247 shares; 2025Q1: 434 shares; 2025Q2: 472 shares; 2025Q3: 1,815 shares; 2025Q4: 1,128 shares; 2026Q1: 859 shares 859$83.6K<0.01%-269Timeline
BRSLBRIGHTSTAR LOTTERY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,579 shares; 2024Q4: 8,551 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,813 shares; 2025Q4: 6,707 shares; 2026Q1: 6,563 shares 6,563$83.6K<0.01%-144Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 161 shares; 2025Q1: 453 shares; 2025Q2: 466 shares; 2025Q3: 989 shares; 2025Q4: 384 shares; 2026Q1: 998 shares 998$83.6K<0.01%+614Timeline
AIAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: not reported; 2025Q4: 787 shares; 2026Q1: 787 shares 787$83.5K<0.01%0Timeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 2,383 shares; 2025Q1: 1,277 shares; 2025Q2: 821 shares; 2025Q3: 13,385 shares; 2025Q4: 1,955 shares; 2026Q1: 1,074 shares 1,074$83.5K<0.01%-881Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 725 shares; 2025Q1: 739 shares; 2025Q2: 1,020 shares; 2025Q3: 191,521 shares; 2025Q4: 2,631 shares; 2026Q1: 3,609 shares 3,609$83.3K<0.01%+978Timeline
COPXGLOBAL 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: 663 shares; 2025Q3: 663 shares; 2025Q4: 663 shares; 2026Q1: 1,042 shares 1,042$83.1K<0.01%+379Timeline
ATOMATOMERA 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: 34 shares; 2025Q4: 15 shares; 2026Q1: 21,797 shares 21,797$83K<0.01%+21,782Timeline
PBR-APETROLEO BRASILEIRO 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: 3,115 shares; 2025Q3: 460 shares; 2025Q4: 2,515 shares; 2026Q1: 4,402 shares 4,402$82.9K<0.01%+1,887Timeline
TRNOTERRENO RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 513 shares; 2025Q1: 2,001 shares; 2025Q2: 1,236 shares; 2025Q3: 942 shares; 2025Q4: 848 shares; 2026Q1: 1,300 shares 1,300$82.8K<0.01%+452Timeline
AIRSAIRSCULPT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: not reported; 2026Q1: 29,107 shares 29,107$82.4K<0.01%newTimeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 35 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: not reported; 2025Q4: 12,789 shares; 2026Q1: 347 shares 347$82K<0.01%-12,442Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 159 shares; 2025Q1: 110 shares; 2025Q2: 178 shares; 2025Q3: 2,001 shares; 2025Q4: 576 shares; 2026Q1: 454 shares 454$81.8K<0.01%-122Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 366 shares; 2025Q2: 6,396 shares; 2025Q3: 8,917 shares; 2025Q4: 7,591 shares; 2026Q1: 5,660 shares 5,660$81.7K<0.01%-1,931Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 1,573 shares; 2025Q1: 2,326 shares; 2025Q2: 2,926 shares; 2025Q3: 4,243 shares; 2025Q4: 2,664 shares; 2026Q1: 2,260 shares 2,260$81.6K<0.01%-404Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 2,509 shares; 2025Q1: 1,731 shares; 2025Q2: 1,139 shares; 2025Q3: 3,829 shares; 2025Q4: 13,310 shares; 2026Q1: 1,315 shares 1,315$80.9K<0.01%-11,995Timeline
NUVNUVEEN MUN VALUE 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: not reported; 2025Q3: 24,391 shares; 2025Q4: 24,391 shares; 2026Q1: 9,000 shares 9,000$80.9K<0.01%-15,391Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 118 shares; 2025Q1: 881 shares; 2025Q2: 928 shares; 2025Q3: 701 shares; 2025Q4: 1,451 shares; 2026Q1: 1,073 shares 1,073$80.9K<0.01%-378Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 343 shares; 2025Q3: 5,035 shares; 2025Q4: 2,366 shares; 2026Q1: 1,259 shares 1,259$80.8K<0.01%-1,107Timeline
HIGHSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,295 shares; 2024Q4: 24,510 shares; 2025Q1: 12,721 shares; 2025Q2: 3,688 shares; 2025Q3: 27,893 shares; 2025Q4: 3,755 shares; 2026Q1: 3,781 shares 3,781$80.7K<0.01%+26Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: not reported; 2025Q1: 234 shares; 2025Q2: 773 shares; 2025Q3: 61,174 shares; 2025Q4: 7,178 shares; 2026Q1: 4,343 shares 4,343$80.4K<0.01%-2,835Timeline
FMATFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195 shares; 2025Q3: not reported; 2025Q4: 2,295 shares; 2026Q1: 1,395 shares 1,395$80.4K<0.01%-900Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 729 shares; 2025Q1: 3,461 shares; 2025Q2: 2,095 shares; 2025Q3: 650 shares; 2025Q4: 2,521 shares; 2026Q1: 1,898 shares 1,898$80.3K<0.01%-623Timeline
DFATDIMENSIONAL 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: 1,264 shares; 2025Q3: 977 shares; 2025Q4: 977 shares; 2026Q1: 1,264 shares 1,264$80.1K<0.01%+287Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 186 shares; 2025Q1: 129 shares; 2025Q2: 159 shares; 2025Q3: 1,681 shares; 2025Q4: 420 shares; 2026Q1: 380 shares 380$79.7K<0.01%-40Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 93 shares; 2025Q3: not reported; 2025Q4: 1,170 shares; 2026Q1: 671 shares 671$79.5K<0.01%-499Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 1,640 shares; 2025Q1: 1,806 shares; 2025Q2: 4,311 shares; 2025Q3: 32,166 shares; 2025Q4: 3,109 shares; 2026Q1: 1,138 shares 1,138$78.9K<0.01%-1,971Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 522 shares; 2025Q1: 211 shares; 2025Q2: 716 shares; 2025Q3: not reported; 2025Q4: 429 shares; 2026Q1: 296 shares 296$78.6K<0.01%-133Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 215 shares; 2025Q1: 264 shares; 2025Q2: 74 shares; 2025Q3: 49,625 shares; 2025Q4: 512 shares; 2026Q1: 1,571 shares 1,571$78.5K<0.01%+1,059Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 17 shares; 2025Q1: 57 shares; 2025Q2: 173 shares; 2025Q3: 6,240 shares; 2025Q4: 152 shares; 2026Q1: 464 shares 464$78.4K<0.01%+312Timeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly 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: 188 shares; 2025Q4: 1,350 shares; 2026Q1: 1,900 shares 1,900$78.2K<0.01%+550Timeline
FEMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,835 shares; 2025Q2: 3,836 shares; 2025Q3: not reported; 2025Q4: 3,673 shares; 2026Q1: 2,710 shares 2,710$77.9K<0.01%-963Timeline

Sold out in Q1 2026

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

The largest 100 of 716. All 716

SecurityShares beforeValue beforeType
AZNASTRAZENECA PLC-SPONS ADR15,176$1.4Mshares
WTWWILLIS TOWERS WATSON PLC LTD2,269$746Kshares
SEESEALED AIR CORP NEW16,108$667Kshares
BBDCBARINGS BDC INC47,644$437Kshares
CMACOMERICA INC4,762$414Kshares
NMFCNEW MTN FIN CORP44,643$411Kshares
OCSLOAKTREE SPECIALTY LENDING32,026$408Kshares
CGCARLYLE GROUP INC6,568$388Kshares
GENGEN DIGITAL INC14,048$382Kshares
ILCGISHARES TR3,075$320Kshares
ALKALASKA AIR GROUP INC6,311$317Kshares
HLTHILTON WORLDWIDE HLDGS INC938$269Kshares
PNFPPINNACLE FINANCIAL PARTNERS2,349$224Kshares
COINCOINBASE GLOBAL INC928$210Kshares
LADLITHIA MTRS INC577$192Kshares
BROBROWN & BROWN INC2,357$188Kshares
WYNNWYNN RESORTS LTD1,496$180Kshares
ZSZSCALER INC770$173Kshares
NBXGNEUBERGER NEXT GENERATION10,436$151Kshares
MTBM & T BK CORP720$145Kshares
AMRALPHA METALLURGICAL RESOUR I656$131Kshares
PMLPIMCO MUN INCOME FD II17,333$131Kshares
FDMOFIDELITY COVINGTON TRUST1,328$111Kshares
SIXZAIM ETF PRODUCTS TRUST3,521$104Kshares
HLHECLA MINING COMPANY5,224$100Kshares
ISDPGIM HIGH YIELD BOND FUND IN6,807$98.5Kshares
CFCF INDUSTRIES HOLD1,225$94.7Kshares
OMEROMEROS CORP5,255$90.3Kshares
MPMP MATERIALS CORP1,721$87Kshares
NDMONUVEEN DYNAMIC MUN OPPORTUNI8,485$85.5Kshares
BLDTOPBUILD COR203$84.7Kshares
FOURSHIFT4 PMTS INC1,131$71.2Kshares
BCCBOISE CASCADE CO DEL964$71Kshares
AOSSMITH A O CORP1,056$70.6Kshares
MUNIPIMCO ETF TR1,322$69.3Kshares
VUZIVUZIX CORP18,028$68.1Kshares
XRNPXCOHEN & STEERS REIT & PFD &3,385$67.2Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL149$66.5Kshares
EAGGISHARES TR1,381$66.1Kshares
PUIINVESCO EXCHANGE TRADED FD T1,500$65.4Kshares
KOMPSPDR SERIES TRUST1,079$64.4Kshares
GVIISHARES TR598$64.2Kshares
LYVLIVE NATION ENTERTAINMENT IN448$63.8Kshares
IONSIONIS PHARMACEUTICALS INC774$61.2Kshares
LCTUBLACKROCK ETF TRUST787$58.3Kshares
AVLCAMERICAN CENTY ETF TR736$57.8Kshares
BKCHGLOBAL X FDS899$57.4Kshares
BHKBLACKROCK CORE BD TR5,973$57.3Kshares
UFOXETF SER SOLUTIONS890$56.8Kshares
APPFAPPFOLIO INC236$54.9Kshares
JAMFJAMF HOLDING CORP4,032$52.5Kshares
CLFCLEVELAND-CLIFFS INC NEW3,915$52Kshares
PIPRPIPER SANDLER COS152$51.7Kshares
XDIVROUNDHILL ETF TRUST1,844$51.2Kshares
SMMDISHARES TR677$50.7Kshares
IYYISHARES TR284$47.1Kshares
WINGWINGSTOP INC184$43.8Kshares
NGDNEW GOLD INC4,870$42.4Kshares
BUYZFRANKLIN TEMPLETON ETF TR1,055$42.3Kshares
BBUCBROOKFIELD BUSINESS HOLDINGS1,177$42.2Kshares
SBRASABRA HEALTH CARE REIT INC2,228$42.2Kshares
SSPYEXCHANGE LISTED FDS TR482$41.9Kshares
ALABASTERA LABS INC249$41.4Kshares
IIFMORGAN STANLEY INDIA INVT FD1,641$41Kshares
RSPHINVESCO EXCHANGE TRADED FD T1,277$40.7Kshares
CDECOEUR MNG INC2,280$40.7Kshares
ENHAA PARADISE ACQUISITION CORP3,900$39.2Kshares
EDVVANGUARD WORLD FD588$38.2Kshares
IGIWESTERN ASSET INVT GRADE OPP2,302$38Kshares
XEVVXEATON VANCE LIMITED DURATION3,830$38Kshares
EXASEXACT SCIENCES CORP367$37.3Kshares
HIXWESTERN ASSET HIGH INCOM FD8,927$37.1Kshares
OCTWAIM ETF PRODUCTS TRUST947$36.9Kshares
HPIHANCOCK JOHN PFD INCOME FD2,265$36.7Kshares
HIHILLENBRAND INC1,122$35.6Kshares
THTATIDAL TRUST I2,316$35.2Kshares
FBCGFIDELITY COVINGTON TRUST638$35Kshares
REYNREYNOLDS CONSUMER PRODS INC1,521$34.9Kshares
IRINGERSOLL RAND INC437$34.7Kshares
PLNTPLANET FITNESS MASTER ISSUER319$34.6Kshares
SPRXLISTED FDS TR890$34.3Kshares
AXGNAXOGEN INC1,045$34.2Kshares
BXMXNUVEEN S&P 500 BUY-WRITE INCOM2,250$33.1Kshares
FICOFAIR ISAAC CORP19$32.1Kshares
SNVSYNOVUS FINANCIAL CORP635$31.8Kshares
CALL (NVDA) NVIDIA CORPORAT…CALL (NVDA) NVIDIA CORPORATION MA…46$31.5Kshares
CLMCORNERSTONE STRATEGIC INVEST3,731$31.2Kshares
SNDRSCHNEIDER NATIONAL INC1,173$31.1Kshares
PRKSUNITED PARKS & RESORTS INC856$31.1Kshares
DXCDXC TECHNOLOGY CO2,113$31Kshares
VEMYVIRTUS ETF TR II1,105$30.8Kshares
IBLCISHARES TR750$30.7Kshares
DORMDORMAN PRODS INC249$30.7Kshares
IBPINSTALLED BLDG PRODS INC118$30.6Kshares
ADUSADDUS HOMECARE CORP280$30.1Kshares
JIREJ P MORGAN EXCHANGE TRADED F390$29.2Kshares
KOYNCSLM DIGITA ASSET ACQ CORP I2,900$28.9Kshares
CDXSIMPLIFY EXCHANGE TRADED FUN1,260$28.1Kshares
CARSCARS COM INC2,291$27.9Kshares
CSWCSW INDUSTRIALS INC95$27.9Kshares

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 0001586767-26-000003 base2026-05-13acceptance time not in the bulk data set