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ASSETMARK, INC

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13F filer, CIK 1344551, CONCORD, CA

ASSETMARK, INC reported $49,039,977,671 across 3,443 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-06. Its ten largest share positions make up 27.7% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001344551-26-000005

Period
2026-03-31
Reported value
$49B
Holdings
3,443
Top 10 weight
27.7%
New
264
Sold out
191

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BILadded+4,246,874$389M
SPTMadded+2,687,718$212M
VOOadded+260,752$156M
EIXadded+1,469,860$108M
MUadded+296,850$100M

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
IVVreduced-460,450-$301M
SSOreduced-3,435,212-$178M
VSTreduced-858,940-$129M
EMBreduced-988,554-$92.9M
MTUMreduced-328,158-$78.8M

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001344551-26-000005, largest first. % of portfolio is the value over $49,039,977,671, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 128 shares; 2025Q1: 101 shares; 2025Q2: 225 shares; 2025Q3: 868 shares; 2025Q4: 947 shares; 2026Q1: 1,136 shares 1,136$113K<0.01%+189Timeline
NGVTINGEVITY 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: 1,445 shares; 2026Q1: 1,584 shares 1,584$113K<0.01%+139Timeline
LDURPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 740 shares; 2025Q1: 927 shares; 2025Q2: 1,027 shares; 2025Q3: 1,131 shares; 2025Q4: 1,154 shares; 2026Q1: 1,176 shares 1,176$113K<0.01%+22Timeline
XEXGXEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,081 shares; 2025Q1: 214 shares; 2025Q2: 91 shares; 2025Q3: 1,389 shares; 2025Q4: 2,246 shares; 2026Q1: 12,925 shares 12,925$112K<0.01%+10,679Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,316 shares; 2024Q4: 47,995 shares; 2025Q1: 1,966 shares; 2025Q2: 1,157 shares; 2025Q3: 1,254 shares; 2025Q4: 1,317 shares; 2026Q1: 1,325 shares 1,325$111K<0.01%+8Timeline
ADUSADDUS HOMECARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,051 shares; 2025Q1: 1,033 shares; 2025Q2: 1,286 shares; 2025Q3: 1,220 shares; 2025Q4: 1,229 shares; 2026Q1: 1,183 shares 1,183$111K<0.01%-46Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 159 shares; 2025Q2: 158 shares; 2025Q3: 376 shares; 2025Q4: 491 shares; 2026Q1: 598 shares 598$111K<0.01%+107Timeline
FTREFORTREA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,238 shares; 2024Q4: 41,395 shares; 2025Q1: 51,729 shares; 2025Q2: 102,364 shares; 2025Q3: 102,999 shares; 2025Q4: 36,019 shares; 2026Q1: 11,749 shares 11,749$111K<0.01%-24,270Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 256 shares; 2025Q1: 294 shares; 2025Q2: 256 shares; 2025Q3: 2,904 shares; 2025Q4: 2,746 shares; 2026Q1: 3,035 shares 3,035$110K<0.01%+289Timeline
IVVMBLACKROCK 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: 3,587 shares; 2025Q4: 3,587 shares; 2026Q1: 3,226 shares 3,226$110K<0.01%-361Timeline
JHMLJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: not reported; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 1,405 shares 1,405$110K<0.01%+761Timeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 685 shares; 2025Q1: 777 shares; 2025Q2: 925 shares; 2025Q3: 968 shares; 2025Q4: 1,195 shares; 2026Q1: 1,356 shares 1,356$110K<0.01%+161Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 475 shares; 2026Q1: 953 shares 953$110K<0.01%+478Timeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 776 shares; 2025Q1: 14,424 shares; 2025Q2: 13,610 shares; 2025Q3: 13,322 shares; 2025Q4: 1,895 shares; 2026Q1: 1,879 shares 1,879$109K<0.01%-16Timeline
DOLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600$109K<0.01%0Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,275 shares; 2024Q4: 18,019 shares; 2025Q1: 14,713 shares; 2025Q2: 8,169 shares; 2025Q3: 6,932 shares; 2025Q4: 8,579 shares; 2026Q1: 7,561 shares 7,561$109K<0.01%-1,018Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 350 shares; 2025Q1: 338 shares; 2025Q2: 1,133 shares; 2025Q3: 1,185 shares; 2025Q4: 986 shares; 2026Q1: 987 shares 987$108K<0.01%+1Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 451 shares; 2025Q1: 421 shares; 2025Q2: 418 shares; 2025Q3: 797 shares; 2025Q4: 1,082 shares; 2026Q1: 1,274 shares 1,274$108K<0.01%+192Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 224 shares; 2025Q1: 234 shares; 2025Q2: 383 shares; 2025Q3: 487 shares; 2025Q4: 498 shares; 2026Q1: 442 shares 442$107K<0.01%-56Timeline
GIBCGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,852 shares; 2024Q4: 2,812 shares; 2025Q1: 2,756 shares; 2025Q2: 2,349 shares; 2025Q3: 2,165 shares; 2025Q4: 1,449 shares; 2026Q1: 1,459 shares 1,459$107K<0.01%+10Timeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 159 shares; 2025Q2: 561 shares; 2025Q3: 559 shares; 2025Q4: 652 shares; 2026Q1: 671 shares 671$107K<0.01%+19Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 206 shares; 2025Q3: 220 shares; 2025Q4: 742 shares; 2026Q1: 1,111 shares 1,111$106K<0.01%+369Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 26,685 shares; 2025Q2: 1,082 shares; 2025Q3: 790 shares; 2025Q4: 753 shares; 2026Q1: 886 shares 886$106K<0.01%+133Timeline
MMITNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 2,149 shares; 2025Q1: 2,303 shares; 2025Q2: 4,185 shares; 2025Q3: 4,936 shares; 2025Q4: 4,881 shares; 2026Q1: 4,377 shares 4,377$106K<0.01%-504Timeline
FDNIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,638 shares; 2025Q3: 15,492 shares; 2025Q4: 14,811 shares; 2026Q1: 3,872 shares 3,872$105K<0.01%-10,939Timeline
JBSJBS N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: 6,314 shares; 2025Q4: 6,109 shares; 2026Q1: 5,853 shares 5,853$105K<0.01%-256Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,134 shares; 2025Q1: 3,716 shares; 2025Q2: 1,632 shares; 2025Q3: 1,108 shares; 2025Q4: 1,184 shares; 2026Q1: 791 shares 791$105K<0.01%-393Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 5,644 shares; 2025Q1: 5,146 shares; 2025Q2: 4,956 shares; 2025Q3: 4,616 shares; 2025Q4: 4,007 shares; 2026Q1: 4,848 shares 4,848$104K<0.01%+841Timeline
MINOPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,307 shares; 2026Q1: 2,298 shares 2,298$104K<0.01%-9Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 98 shares; 2025Q1: 91 shares; 2025Q2: 470 shares; 2025Q3: 525 shares; 2025Q4: 590 shares; 2026Q1: 822 shares 822$103K<0.01%+232Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 660 shares; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 644 shares 644$103K<0.01%-10Timeline
CQPCHENIERE ENERGY PARTNERS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,584 shares 1,584$102K<0.01%newTimeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 826 shares; 2025Q1: 598 shares; 2025Q2: 599 shares; 2025Q3: 2,103 shares; 2025Q4: 2,135 shares; 2026Q1: 924 shares 924$102K<0.01%-1,211Timeline
SDGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,474 shares; 2025Q1: 1,395 shares; 2025Q2: 1,313 shares; 2025Q3: 1,302 shares; 2025Q4: 1,262 shares; 2026Q1: 1,212 shares 1,212$102K<0.01%-50Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: 184 shares; 2025Q4: 4,613 shares; 2026Q1: 8,207 shares 8,207$101K<0.01%+3,594Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,721,374 shares; 2025Q1: 1,380,402 shares; 2025Q2: 2,623 shares; 2025Q3: 3,020 shares; 2025Q4: 3,012 shares; 2026Q1: 2,801 shares 2,801$101K<0.01%-211Timeline
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: 6 shares; 2025Q3: 12 shares; 2025Q4: 1,012 shares; 2026Q1: 1,029 shares 1,029$100K<0.01%+17Timeline
AIAISHARES 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: 763 shares; 2026Q1: 942 shares 942$100K<0.01%+179Timeline
DNLIDENALI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 3,679 shares; 2025Q1: 3,185 shares; 2025Q2: 3,620 shares; 2025Q3: 3,937 shares; 2025Q4: 5,187 shares; 2026Q1: 5,199 shares 5,199$99.8K<0.01%+12Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,772 shares; 2025Q1: 2,036 shares; 2025Q2: 1,822 shares; 2025Q3: 2,215 shares; 2025Q4: 2,126 shares; 2026Q1: 2,126 shares 2,126$99.4K<0.01%0Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 333 shares; 2025Q1: 61 shares; 2025Q2: 268 shares; 2025Q3: 309 shares; 2025Q4: 400 shares; 2026Q1: 697 shares 697$99.3K<0.01%+297Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: 252 shares; 2026Q1: 4,064 shares 4,064$99.2K<0.01%+3,812Timeline
IMNMIMMUNOME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,364 shares; 2025Q4: 3,093 shares; 2026Q1: 4,535 shares 4,535$99.2K<0.01%+1,442Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 211 shares; 2025Q3: 208 shares; 2025Q4: 3,981 shares; 2026Q1: 7,442 shares 7,442$99K<0.01%+3,461Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 282 shares; 2026Q1: 2,975 shares 2,975$98.8K<0.01%+2,693Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 166 shares; 2025Q1: 167 shares; 2025Q2: 500 shares; 2025Q3: 755 shares; 2025Q4: 929 shares; 2026Q1: 1,162 shares 1,162$98.8K<0.01%+233Timeline
ABVXABIVAX SAQuarterly 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: 626 shares; 2026Q1: 886 shares 886$98.7K<0.01%+260Timeline
PSETPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,459 shares; 2026Q1: 1,413 shares 1,413$98.3K<0.01%-46Timeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,489 shares; 2024Q4: 24,976 shares; 2025Q1: 26,274 shares; 2025Q2: 26,690 shares; 2025Q3: 3,969 shares; 2025Q4: 3,839 shares; 2026Q1: 3,644 shares 3,644$98.1K<0.01%-195Timeline
ITRNITURAN LOCATION AND CONTROLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 966 shares; 2025Q3: 1,710 shares; 2025Q4: 1,950 shares; 2026Q1: 1,991 shares 1,991$97.6K<0.01%+41Timeline
TPIFTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 338 shares; 2025Q2: 20 shares; 2025Q3: 406 shares; 2025Q4: 2,702 shares; 2026Q1: 2,702 shares 2,702$97.4K<0.01%0Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,992 shares; 2024Q4: 1,893 shares; 2025Q1: 836 shares; 2025Q2: 644 shares; 2025Q3: 1,043 shares; 2025Q4: 1,158 shares; 2026Q1: 3,293 shares 3,293$97.4K<0.01%+2,135Timeline
DFGPDIMENSIONAL 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: 1,796 shares 1,796$97K<0.01%newTimeline
MARTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,550 shares; 2026Q1: 2,526 shares 2,526$96.9K<0.01%-24Timeline
IRTCIRHYTHM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,645 shares; 2024Q4: 116 shares; 2025Q1: 104 shares; 2025Q2: 111 shares; 2025Q3: 415 shares; 2025Q4: 631 shares; 2026Q1: 821 shares 821$96.9K<0.01%+190Timeline
UTGREAVES UTIL INCOME 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: 645 shares; 2025Q3: 1,947 shares; 2025Q4: 2,166 shares; 2026Q1: 2,449 shares 2,449$96.2K<0.01%+283Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 111 shares; 2025Q1: 135 shares; 2025Q2: 200 shares; 2025Q3: 399 shares; 2025Q4: 436 shares; 2026Q1: 712 shares 712$95.9K<0.01%+276Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 39 shares; 2025Q2: 52 shares; 2025Q3: 42 shares; 2025Q4: 219 shares; 2026Q1: 202 shares 202$95.9K<0.01%-17Timeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,744 shares; 2024Q4: 2,731 shares; 2025Q1: 2,672 shares; 2025Q2: 2,510 shares; 2025Q3: 2,518 shares; 2025Q4: 2,208 shares; 2026Q1: 2,968 shares 2,968$95.6K<0.01%+760Timeline
CLOIVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,029 shares; 2024Q4: 200,162 shares; 2025Q1: 200,253 shares; 2025Q2: 2,923 shares; 2025Q3: 2,714 shares; 2025Q4: 2,680 shares; 2026Q1: 1,810 shares 1,810$95.4K<0.01%-870Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,667 shares; 2024Q4: 2,685 shares; 2025Q1: 2,692 shares; 2025Q2: 3,285 shares; 2025Q3: 2,491 shares; 2025Q4: 951 shares; 2026Q1: 1,254 shares 1,254$94.8K<0.01%+303Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 39 shares; 2025Q1: 161 shares; 2025Q2: 98 shares; 2025Q3: 263 shares; 2025Q4: 363 shares; 2026Q1: 435 shares 435$94.7K<0.01%+72Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,481 shares; 2025Q2: 84,294 shares; 2025Q3: 93,479 shares; 2025Q4: 91,643 shares; 2026Q1: 2,528 shares 2,528$94.7K<0.01%-89,115Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 3,283 shares; 2025Q1: 3,189 shares; 2025Q2: 32 shares; 2025Q3: 24 shares; 2025Q4: 633 shares; 2026Q1: 653 shares 653$94.4K<0.01%+20Timeline
LINDLINDBLAD EXPEDITIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 4,392 shares; 2025Q1: 4,275 shares; 2025Q2: 4,135 shares; 2025Q3: 4,441 shares; 2025Q4: 3,082 shares; 2026Q1: 5,455 shares 5,455$94.4K<0.01%+2,373Timeline
VNLAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,710 shares; 2025Q1: 2,090 shares; 2025Q2: 1,809 shares; 2025Q3: 1,775 shares; 2025Q4: 1,885 shares; 2026Q1: 1,919 shares 1,919$93.8K<0.01%+34Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 244 shares; 2025Q1: 565 shares; 2025Q2: 549 shares; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares; 2026Q1: 1,287 shares 1,287$92.8K<0.01%0Timeline
ONTONTERRIS 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: 3,397 shares; 2026Q1: 4,216 shares 4,216$92.3K<0.01%+819Timeline
ALMSALUMIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,188 shares 4,188$92.3K<0.01%newTimeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 119 shares; 2025Q1: 107 shares; 2025Q2: 156 shares; 2025Q3: 219 shares; 2025Q4: 311 shares; 2026Q1: 344 shares 344$91.4K<0.01%+33Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,663 shares; 2024Q4: 91,875 shares; 2025Q1: 122,313 shares; 2025Q2: 119,198 shares; 2025Q3: 69,264 shares; 2025Q4: 71,798 shares; 2026Q1: 5,182 shares 5,182$91K<0.01%-66,616Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 219 shares; 2025Q4: 223 shares; 2026Q1: 230 shares 230$90.8K<0.01%+7Timeline
PXFINVESCO 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: 1,229 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares; 2026Q1: 1,294 shares 1,294$90.5K<0.01%+43Timeline
LCIILCI INDSQuarterly 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 shares; 2025Q3: 75 shares; 2025Q4: not reported; 2026Q1: 735 shares 735$90.4K<0.01%newTimeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,692 shares; 2024Q4: 66,187 shares; 2025Q1: 1,053 shares; 2025Q2: 1,762 shares; 2025Q3: 3,139 shares; 2025Q4: 2,631 shares; 2026Q1: 2,399 shares 2,399$90.1K<0.01%-232Timeline
RHPRYMAN HOSPITALITY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 805 shares; 2025Q1: 900 shares; 2025Q2: 1,418 shares; 2025Q3: 1,570 shares; 2025Q4: 975 shares; 2026Q1: 974 shares 974$89.9K<0.01%-1Timeline
VSNTVERSANT MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,426 shares 2,426$89.8K<0.01%newTimeline
RNSTRENASANT 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: 2,472 shares 2,472$89.3K<0.01%newTimeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 1,239 shares; 2025Q1: 869 shares; 2025Q2: 2,200 shares; 2025Q3: 3,170 shares; 2025Q4: 3,974 shares; 2026Q1: 3,652 shares 3,652$89.2K<0.01%-322Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,709 shares; 2025Q1: 1,221 shares; 2025Q2: 2,411 shares; 2025Q3: 2,818 shares; 2025Q4: 3,398 shares; 2026Q1: 4,201 shares 4,201$88.9K<0.01%+803Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 628 shares; 2025Q2: 30 shares; 2025Q3: 403 shares; 2025Q4: 555 shares; 2026Q1: 1,010 shares 1,010$88.7K<0.01%+455Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,808 shares; 2024Q4: 18,948 shares; 2025Q1: 1,827 shares; 2025Q2: 1,197 shares; 2025Q3: 1,198 shares; 2025Q4: 1,198 shares; 2026Q1: 1,549 shares 1,549$88.6K<0.01%+351Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 6 shares; 2025Q1: 580 shares; 2025Q2: 2,204 shares; 2025Q3: 1,129 shares; 2025Q4: 1,161 shares; 2026Q1: 957 shares 957$88.3K<0.01%-204Timeline
IDLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,129 shares; 2025Q1: 2,168 shares; 2025Q2: 2,556 shares; 2025Q3: 2,586 shares; 2025Q4: 2,556 shares; 2026Q1: 2,556 shares 2,556$88.1K<0.01%0Timeline
ILCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 8,236 shares; 2025Q1: 75,390 shares; 2025Q2: 1,626 shares; 2025Q3: 944 shares; 2025Q4: 2,204 shares; 2026Q1: 944 shares 944$87.9K<0.01%-1,260Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 790 shares 790$87.8K<0.01%+211Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,014 shares; 2025Q2: 11,244 shares; 2025Q3: 20,709 shares; 2025Q4: 22,643 shares; 2026Q1: 1,828 shares 1,828$87.7K<0.01%-20,815Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,390 shares; 2025Q1: 1,377 shares; 2025Q2: 2,172 shares; 2025Q3: 2,300 shares; 2025Q4: 2,081 shares; 2026Q1: 2,185 shares 2,185$87.1K<0.01%+104Timeline
JPREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,306 shares; 2024Q4: 46,747 shares; 2025Q1: 46,652 shares; 2025Q2: 46,049 shares; 2025Q3: 1,834 shares; 2025Q4: 1,811 shares; 2026Q1: 1,811 shares 1,811$87.1K<0.01%0Timeline
IMOIMPERIAL OIL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 119 shares; 2025Q3: 211 shares; 2025Q4: 653 shares; 2026Q1: 665 shares 665$86.9K<0.01%+12Timeline
MPMP MATERIALS 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: 116 shares; 2025Q3: 115 shares; 2025Q4: 1,174 shares; 2026Q1: 1,798 shares 1,798$86.8K<0.01%+624Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 1,945 shares; 2025Q1: 383 shares; 2025Q2: 962 shares; 2025Q3: 1,012 shares; 2025Q4: 1,422 shares; 2026Q1: 2,549 shares 2,549$86.3K<0.01%+1,127Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357,731 shares; 2024Q4: 221,697 shares; 2025Q1: 119,682 shares; 2025Q2: 1,094 shares; 2025Q3: 1,244 shares; 2025Q4: 3,911 shares; 2026Q1: 2,103 shares 2,103$85.9K<0.01%-1,808Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 1,376 shares; 2025Q1: 1,270 shares; 2025Q2: 1,300 shares; 2025Q3: 1,227 shares; 2025Q4: 1,223 shares; 2026Q1: 1,100 shares 1,100$85.8K<0.01%-123Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 502 shares; 2025Q2: 572 shares; 2025Q3: 964 shares; 2025Q4: 964 shares; 2026Q1: 967 shares 967$85.5K<0.01%+3Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 34 shares; 2025Q1: 19,283 shares; 2025Q2: 160 shares; 2025Q3: 190 shares; 2025Q4: 220 shares; 2026Q1: 279 shares 279$84.9K<0.01%+59Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 631 shares; 2025Q1: 2,480 shares; 2025Q2: 574 shares; 2025Q3: 396 shares; 2025Q4: 3,431 shares; 2026Q1: 2,928 shares 2,928$84.1K<0.01%-503Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 517 shares; 2025Q2: 544 shares; 2025Q3: 559 shares; 2025Q4: 603 shares; 2026Q1: 635 shares 635$83.9K<0.01%+32Timeline
VCVISTEON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 947 shares; 2025Q4: 891 shares; 2026Q1: 920 shares 920$83.8K<0.01%+29Timeline
NGNOVAGOLD RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,303 shares 9,303$83.5K<0.01%newTimeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 2,189 shares; 2025Q1: 1,485 shares; 2025Q2: 938 shares; 2025Q3: 1,009 shares; 2025Q4: 1,013 shares; 2026Q1: 1,331 shares 1,331$83.4K<0.01%+318Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 876 shares; 2025Q1: 815 shares; 2025Q2: 869 shares; 2025Q3: 953 shares; 2025Q4: 584 shares; 2026Q1: 580 shares 580$83K<0.01%-4Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 614 shares; 2025Q1: 585 shares; 2025Q2: 448 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,181 shares 1,181$82.9K<0.01%+133Timeline
UHAL-BU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 20 shares; 2025Q2: 69 shares; 2025Q3: 188 shares; 2025Q4: 209 shares; 2026Q1: 1,852 shares 1,852$82.7K<0.01%+1,643Timeline
AHCOADAPTHEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,901 shares; 2025Q1: 2,948 shares; 2025Q2: 5,529 shares; 2025Q3: 5,434 shares; 2025Q4: 4,492 shares; 2026Q1: 6,952 shares 6,952$82.7K<0.01%+2,460Timeline
CYDCHINA YUCHAI INTL 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: 16 shares; 2025Q3: 16 shares; 2025Q4: 1,986 shares; 2026Q1: 2,148 shares 2,148$82.7K<0.01%+162Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,859 shares; 2024Q4: 11,652 shares; 2025Q1: 953 shares; 2025Q2: 947 shares; 2025Q3: 513 shares; 2025Q4: 535 shares; 2026Q1: 459 shares 459$82.2K<0.01%-76Timeline
EUSAISHARES 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: 2,152 shares; 2025Q3: 2,152 shares; 2025Q4: 2,128 shares; 2026Q1: 802 shares 802$81.6K<0.01%-1,326Timeline
BGIGETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,446 shares 2,446$81.4K<0.01%newTimeline
VITLVITAL FARMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 2,999 shares; 2025Q1: 2,652 shares; 2025Q2: 3,153 shares; 2025Q3: 4,910 shares; 2025Q4: 3,730 shares; 2026Q1: 5,732 shares 5,732$80.9K<0.01%+2,002Timeline
WTVWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,010 shares; 2025Q3: 564 shares; 2025Q4: 805 shares; 2026Q1: 854 shares 854$80.9K<0.01%+49Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 15 shares; 2025Q3: 154 shares; 2025Q4: 253 shares; 2026Q1: 2,787 shares 2,787$80.3K<0.01%+2,534Timeline
SFYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 254 shares; 2025Q1: 824 shares; 2025Q2: 2,517 shares; 2025Q3: 172 shares; 2025Q4: 666 shares; 2026Q1: 643 shares 643$80.3K<0.01%-23Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,144 shares; 2024Q4: 2,729 shares; 2025Q1: 2,726 shares; 2025Q2: 540 shares; 2025Q3: 221 shares; 2025Q4: 200 shares; 2026Q1: 506 shares 506$80.1K<0.01%+306Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 4,135 shares; 2025Q1: 4,596 shares; 2025Q2: 4,135 shares; 2025Q3: 4,218 shares; 2025Q4: 3,505 shares; 2026Q1: 2,394 shares 2,394$79.7K<0.01%-1,111Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 614 shares; 2025Q1: 527 shares; 2025Q2: 380 shares; 2025Q3: 705 shares; 2025Q4: 1,196 shares; 2026Q1: 1,282 shares 1,282$79.3K<0.01%+86Timeline
HYTBLACKROCK CORPOR HI YLD FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,707 shares; 2024Q4: 11,707 shares; 2025Q1: 11,707 shares; 2025Q2: 9,397 shares; 2025Q3: 9,290 shares; 2025Q4: 9,548 shares; 2026Q1: 9,290 shares 9,290$79.2K<0.01%-258Timeline
AGYSAGILYSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 870 shares; 2025Q1: 864 shares; 2025Q2: 835 shares; 2025Q3: 1,062 shares; 2025Q4: 1,147 shares; 2026Q1: 1,106 shares 1,106$78.7K<0.01%-41Timeline
NTSKNETSKOPE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,663 shares; 2025Q4: 5,879 shares; 2026Q1: 9,264 shares 9,264$78.7K<0.01%+3,385Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 164 shares; 2025Q1: 253 shares; 2025Q2: 1,089 shares; 2025Q3: 1,094 shares; 2025Q4: 1,487 shares; 2026Q1: 1,480 shares 1,480$78.6K<0.01%-7Timeline
JCAPJEFFERSON CAPITAL 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: 2,324 shares; 2025Q3: 2,501 shares; 2025Q4: 2,028 shares; 2026Q1: 4,072 shares 4,072$78.3K<0.01%+2,044Timeline
GGNGAMCO GLOBAL GOLD NAT RES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,900 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 14,556 shares 14,556$77.4K<0.01%+4,156Timeline
IYTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: 464 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 1,221 shares; 2026Q1: 1,030 shares 1,030$76.8K<0.01%-191Timeline
MAINMAIN STR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 167 shares; 2025Q3: 506 shares; 2025Q4: 754 shares; 2026Q1: 1,450 shares 1,450$76.8K<0.01%+696Timeline
CSGSCSG SYS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 684 shares; 2025Q1: 712 shares; 2025Q2: 905 shares; 2025Q3: 917 shares; 2025Q4: 844 shares; 2026Q1: 958 shares 958$76.6K<0.01%+114Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 50 shares; 2025Q3: 58 shares; 2025Q4: 44 shares; 2026Q1: 40 shares 40$76.6K<0.01%-4Timeline
GILTGILAT SATELLITE NETWORKS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,858 shares; 2025Q4: 5,180 shares; 2026Q1: 5,094 shares 5,094$76.5K<0.01%-86Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 238 shares; 2025Q1: 196 shares; 2025Q2: 846 shares; 2025Q3: 1,273 shares; 2025Q4: 2,044 shares; 2026Q1: 4,785 shares 4,785$76K<0.01%+2,741Timeline
BCATBLACKROCK CAP ALLOCATION TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 5,286 shares; 2025Q2: 5,286 shares; 2025Q3: 5,286 shares; 2025Q4: 5,366 shares; 2026Q1: 5,366 shares 5,366$75.8K<0.01%0Timeline
IDUISHARES 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: 390 shares; 2025Q3: 490 shares; 2025Q4: 390 shares; 2026Q1: 651 shares 651$75.6K<0.01%+261Timeline
KNCTINVESCO 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: 217 shares; 2026Q1: 544 shares 544$75.4K<0.01%+327Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 4,702 shares; 2025Q1: 5,886 shares; 2025Q2: 5,467 shares; 2025Q3: 5,539 shares; 2025Q4: 1,451 shares; 2026Q1: 901 shares 901$75.3K<0.01%-550Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: 27 shares; 2025Q3: 128 shares; 2025Q4: 229 shares; 2026Q1: 680 shares 680$74.6K<0.01%+451Timeline
SKYCHAMPION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 795 shares; 2025Q1: 736 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 856 shares; 2026Q1: 1,000 shares 1,000$74.4K<0.01%+144Timeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 199 shares; 2025Q3: 713 shares; 2025Q4: 619 shares; 2026Q1: 1,688 shares 1,688$74.2K<0.01%+1,069Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 2,130 shares; 2025Q1: 2,319 shares; 2025Q2: 4,249 shares; 2025Q3: 6,133 shares; 2025Q4: 3,357 shares; 2026Q1: 2,072 shares 2,072$74K<0.01%-1,285Timeline
IVOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,352 shares; 2025Q2: 491 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares 590$73.8K<0.01%0Timeline
CHGXEA 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: 4,953 shares; 2025Q4: 4,396 shares; 2026Q1: 2,743 shares 2,743$73.6K<0.01%-1,653Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 5,307 shares; 2025Q1: 5,301 shares; 2025Q2: 4,796 shares; 2025Q3: 5,417 shares; 2025Q4: 1,407 shares; 2026Q1: 1,424 shares 1,424$73.2K<0.01%+17Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,086 shares; 2025Q1: 1,086 shares; 2025Q2: 1,099 shares; 2025Q3: 1,139 shares; 2025Q4: 1,126 shares; 2026Q1: 1,146 shares 1,146$72.4K<0.01%+20Timeline
MGYMAGNOLIA OIL & GAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,527 shares; 2025Q1: 2,506 shares; 2025Q2: 2,008 shares; 2025Q3: 2,065 shares; 2025Q4: 2,107 shares; 2026Q1: 2,274 shares 2,274$71.8K<0.01%+167Timeline
LRGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 1,488 shares; 2025Q1: 4,807 shares; 2025Q2: 941 shares; 2025Q3: 1,127 shares; 2025Q4: 1,095 shares; 2026Q1: 1,087 shares 1,087$71.7K<0.01%-8Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,456 shares; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 1,456 shares; 2026Q1: 1,456 shares 1,456$71.7K<0.01%0Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 806 shares; 2025Q1: 823 shares; 2025Q2: 1,813 shares; 2025Q3: 1,946 shares; 2025Q4: 1,907 shares; 2026Q1: 1,911 shares 1,911$70.7K<0.01%+4Timeline
DJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,642 shares; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: 1,642 shares; 2025Q4: 1,642 shares; 2026Q1: 1,642 shares 1,642$69.8K<0.01%0Timeline
PTMCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 928 shares; 2025Q2: 1,806 shares; 2025Q3: 2,861 shares; 2025Q4: 1,765 shares; 2026Q1: 1,909 shares 1,909$69.8K<0.01%+144Timeline
TLKTELEKOMUNIKASI INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 252 shares; 2025Q1: 3,701 shares; 2025Q2: 310 shares; 2025Q3: 467 shares; 2025Q4: 2,979 shares; 2026Q1: 3,716 shares 3,716$69.4K<0.01%+737Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 1,601 shares; 2025Q3: 1,680 shares; 2025Q4: 1,738 shares; 2026Q1: 1,738 shares 1,738$69K<0.01%0Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,757 shares; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 1,535 shares; 2026Q1: 2,028 shares 2,028$68.9K<0.01%+493Timeline
BDVLBLACKROCK 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: 2,706 shares; 2025Q4: 2,382 shares; 2026Q1: 2,792 shares 2,792$68.8K<0.01%+410Timeline
GLRYNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 928 shares; 2025Q4: 1,861 shares; 2026Q1: 1,853 shares 1,853$68.8K<0.01%-8Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 1,025 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,039 shares 1,039$68.5K<0.01%+5Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188 shares; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 543 shares; 2025Q4: 606 shares; 2026Q1: 581 shares 581$68.4K<0.01%-25Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 385 shares; 2025Q3: 505 shares; 2025Q4: 629 shares; 2026Q1: 803 shares 803$68.2K<0.01%+174Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,241 shares; 2025Q1: not reported; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,008 shares 1,008$67.7K<0.01%0Timeline
SEIMSEI EXCHANGE TRADED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 411 shares; 2025Q2: 1,223 shares; 2025Q3: 1,507 shares; 2025Q4: 1,507 shares; 2026Q1: 1,487 shares 1,487$67.7K<0.01%-20Timeline
GSLGLOBAL SHIP LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,681 shares; 2025Q1: 2,030 shares; 2025Q2: 1,546 shares; 2025Q3: 1,661 shares; 2025Q4: 1,804 shares; 2026Q1: 1,810 shares 1,810$67.4K<0.01%+6Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 334 shares; 2025Q1: 363 shares; 2025Q2: 559 shares; 2025Q3: 688 shares; 2025Q4: 1,050 shares; 2026Q1: 527 shares 527$67.1K<0.01%-523Timeline
SOLSSOLSTICE ADVANCED MATLS 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: 2,342 shares; 2026Q1: 877 shares 877$66.8K<0.01%-1,465Timeline
XDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,651 shares; 2025Q1: 1,651 shares; 2025Q2: 2,636 shares; 2025Q3: 2,636 shares; 2025Q4: 2,636 shares; 2026Q1: 1,651 shares 1,651$66.6K<0.01%-985Timeline
BIBLNORTHERN 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: 161 shares; 2025Q2: 26 shares; 2025Q3: 285 shares; 2025Q4: 1,107 shares; 2026Q1: 1,410 shares 1,410$66.5K<0.01%+303Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,980 shares; 2024Q4: 5,014 shares; 2025Q1: 4,580 shares; 2025Q2: 5,090 shares; 2025Q3: 5,576 shares; 2025Q4: 5,969 shares; 2026Q1: 646 shares 646$66.4K<0.01%-5,323Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,988 shares; 2025Q3: 4,121 shares; 2025Q4: 4,897 shares; 2026Q1: 2,999 shares 2,999$65.8K<0.01%-1,898Timeline
KCESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 779,459 shares; 2024Q4: 2,340 shares; 2025Q1: 2,419 shares; 2025Q2: 769 shares; 2025Q3: 743 shares; 2025Q4: 675 shares; 2026Q1: 477 shares 477$65.6K<0.01%-198Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 573 shares; 2025Q1: 717 shares; 2025Q2: 1,197 shares; 2025Q3: 1,050 shares; 2025Q4: 350 shares; 2026Q1: 380 shares 380$65.4K<0.01%+30Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 396 shares; 2025Q1: 479 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410$65.1K<0.01%0Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,947 shares; 2025Q1: 19,387 shares; 2025Q2: 4,464 shares; 2025Q3: 4,710 shares; 2025Q4: 5,962 shares; 2026Q1: 6,492 shares 6,492$65K<0.01%+530Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 200 shares; 2025Q1: 80 shares; 2025Q2: 70 shares; 2025Q3: 345 shares; 2025Q4: 1,059 shares; 2026Q1: 992 shares 992$64.6K<0.01%-67Timeline
LTMLATAM AIRLINES GROUP SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 107 shares; 2025Q4: 166 shares; 2026Q1: 1,302 shares 1,302$64.4K<0.01%+1,136Timeline
MIRMIRION TECHNOLOGIES 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: 28 shares; 2025Q3: 41 shares; 2025Q4: 42 shares; 2026Q1: 3,454 shares 3,454$64.2K<0.01%+3,412Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 744 shares; 2025Q1: 4,827 shares; 2025Q2: 145 shares; 2025Q3: 421 shares; 2025Q4: 429 shares; 2026Q1: 441 shares 441$64K<0.01%+12Timeline
CATYCATHAY GEN BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 1,044 shares; 2025Q3: 1,041 shares; 2025Q4: 1,219 shares; 2026Q1: 1,282 shares 1,282$63.9K<0.01%+63Timeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 377 shares; 2025Q1: 347 shares; 2025Q2: 363 shares; 2025Q3: 367 shares; 2025Q4: 380 shares; 2026Q1: 377 shares 377$63.9K<0.01%-3Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 6,184 shares; 2025Q1: 6,191 shares; 2025Q2: 9,004 shares; 2025Q3: 385 shares; 2025Q4: 666 shares; 2026Q1: 520 shares 520$63.5K<0.01%-146Timeline
NOVTNOVANTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 421 shares; 2025Q1: 410 shares; 2025Q2: 427 shares; 2025Q3: 442 shares; 2025Q4: 541 shares; 2026Q1: 537 shares 537$63.4K<0.01%-4Timeline
RNRGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares; 2025Q4: 1,709 shares; 2026Q1: 1,709 shares 1,709$63.1K<0.01%0Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 52 shares; 2025Q2: 64 shares; 2025Q3: 110 shares; 2025Q4: 244 shares; 2026Q1: 247 shares 247$62.7K<0.01%+3Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 71 shares; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 1,320 shares; 2025Q4: 1,401 shares; 2026Q1: 1,396 shares 1,396$62.6K<0.01%-5Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 157 shares; 2025Q1: 197 shares; 2025Q2: 902 shares; 2025Q3: 1,045 shares; 2025Q4: 734 shares; 2026Q1: 880 shares 880$62.5K<0.01%+146Timeline
TPHTRI POINTE HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,827 shares; 2025Q1: 2,060 shares; 2025Q2: 1,959 shares; 2025Q3: 1,948 shares; 2025Q4: 1,788 shares; 2026Q1: 1,335 shares 1,335$62.4K<0.01%-453Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 2 shares; 2025Q2: 29 shares; 2025Q3: 51 shares; 2025Q4: 195 shares; 2026Q1: 245 shares 245$62.4K<0.01%+50Timeline
MDLNMEDLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,398 shares 1,398$62.2K<0.01%newTimeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 572 shares; 2025Q4: 572 shares; 2026Q1: 572 shares 572$61.8K<0.01%0Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 500 shares; 2025Q1: 600 shares; 2025Q2: 984 shares; 2025Q3: 1,574 shares; 2025Q4: 3,937 shares; 2026Q1: 1,223 shares 1,223$61.7K<0.01%-2,714Timeline
RVTROYCE SMALL CAP TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: 822 shares; 2025Q2: 1,319 shares; 2025Q3: 1,339 shares; 2025Q4: 1,339 shares; 2026Q1: 3,701 shares 3,701$61.4K<0.01%+2,362Timeline
ADPTADAPTIVE BIOTECHNOLOGIES CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 201 shares; 2025Q3: 312 shares; 2025Q4: 3,020 shares; 2026Q1: 4,421 shares 4,421$61.4K<0.01%+1,401Timeline
IMCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,270 shares; 2025Q1: 401 shares; 2025Q2: 482 shares; 2025Q3: 692 shares; 2025Q4: 711 shares; 2026Q1: 722 shares 722$61.2K<0.01%+11Timeline
QQQEDIREXION 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: not reported; 2025Q4: 620 shares; 2026Q1: 620 shares 620$61.1K<0.01%0Timeline
DCODUCOMMUN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$61K<0.01%0Timeline
LFSTLIFESTANCE HEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,340 shares; 2024Q4: 11,247 shares; 2025Q1: 11,109 shares; 2025Q2: 10,114 shares; 2025Q3: 9,474 shares; 2025Q4: 8,052 shares; 2026Q1: 9,419 shares 9,419$60K<0.01%+1,367Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 43 shares; 2025Q2: 223 shares; 2025Q3: 274 shares; 2025Q4: 258 shares; 2026Q1: 283 shares 283$60K<0.01%+25Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 244 shares; 2025Q1: 115 shares; 2025Q2: 1,401 shares; 2025Q3: 1,536 shares; 2025Q4: 1,539 shares; 2026Q1: 1,140 shares 1,140$59.6K<0.01%-399Timeline
SBCFSEACOAST BKG CORP FLAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,949 shares; 2026Q1: 1,963 shares 1,963$59.5K<0.01%+14Timeline
TDSTELEPHONE & DATA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 827 shares; 2025Q1: 847 shares; 2025Q2: 1,297 shares; 2025Q3: 1,281 shares; 2025Q4: 1,296 shares; 2026Q1: 1,412 shares 1,412$59.4K<0.01%+116Timeline
ZIMZIM INTEGRATED SHIPPING SERVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: not reported; 2026Q1: 2,252 shares 2,252$59.3K<0.01%newTimeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 9 shares; 2025Q4: 12 shares; 2026Q1: 9 shares 9$59.3K<0.01%-3Timeline
ROUSLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$59K<0.01%0Timeline
CSWCSW INDUSTRIALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 1,827 shares; 2025Q2: 1,778 shares; 2025Q3: 132 shares; 2025Q4: 287 shares; 2026Q1: 226 shares 226$58.9K<0.01%-61Timeline
COWGPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 1,562 shares; 2025Q4: 1,695 shares; 2026Q1: 1,736 shares 1,736$58.6K<0.01%+41Timeline
BGSIBOYD GROUP SERVICES 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: 370 shares; 2026Q1: 457 shares 457$58.4K<0.01%+87Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 719 shares; 2025Q1: 809 shares; 2025Q2: 786 shares; 2025Q3: 752 shares; 2025Q4: 718 shares; 2026Q1: 676 shares 676$58.2K<0.01%-42Timeline
NTSTNETSTREIT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 950 shares; 2025Q1: 2,150 shares; 2025Q2: 2,219 shares; 2025Q3: 2,526 shares; 2025Q4: 2,772 shares; 2026Q1: 3,087 shares 3,087$58.1K<0.01%+315Timeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,214 shares; 2025Q4: 1,148 shares; 2026Q1: 892 shares 892$58.1K<0.01%-256Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112 shares; 2025Q1: 100 shares; 2025Q2: 104 shares; 2025Q3: 154 shares; 2025Q4: 178 shares; 2026Q1: 178 shares 178$58K<0.01%0Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: 7 shares; 2025Q2: 32 shares; 2025Q3: 167 shares; 2025Q4: 210 shares; 2026Q1: 283 shares 283$57.9K<0.01%+73Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,449 shares; 2024Q4: 10,021 shares; 2025Q1: 827 shares; 2025Q2: 1,010 shares; 2025Q3: 288 shares; 2025Q4: 588 shares; 2026Q1: 435 shares 435$57.9K<0.01%-153Timeline
DTDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 1,664 shares; 2025Q2: 13,622 shares; 2025Q3: 698 shares; 2025Q4: 669 shares; 2026Q1: 669 shares 669$57.8K<0.01%0Timeline
FULCFULCRUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,611 shares; 2025Q4: 8,184 shares; 2026Q1: 7,525 shares 7,525$57.7K<0.01%-659Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 675 shares; 2025Q1: 660 shares; 2025Q2: 931 shares; 2025Q3: 1,068 shares; 2025Q4: 981 shares; 2026Q1: 626 shares 626$57.7K<0.01%-355Timeline
QCRHQCR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 675 shares 675$57.7K<0.01%+225Timeline
CDRECADRE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares; 2026Q1: 1,878 shares 1,878$57.6K<0.01%+483Timeline
QQHNORTHERN LTS FD TR IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 824 shares 824$57.5K<0.01%+1Timeline
CENTACENTRAL GARDEN & PET COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,767 shares; 2025Q1: 1,767 shares; 2025Q2: 1,767 shares; 2025Q3: 1,767 shares; 2025Q4: 1,767 shares; 2026Q1: 1,772 shares 1,772$57.4K<0.01%+5Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 283 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 437 shares 437$57.4K<0.01%-51Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 75 shares; 2025Q3: 73 shares; 2025Q4: 124 shares; 2026Q1: 526 shares 526$56.9K<0.01%+402Timeline
PFMINVESCO 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: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 1,111 shares 1,111$56.8K<0.01%+1,000Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 173 shares; 2025Q1: 216 shares; 2025Q2: 232 shares; 2025Q3: 214 shares; 2025Q4: 170 shares; 2026Q1: 118 shares 118$56.7K<0.01%-52Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 14 shares; 2025Q1: 10 shares; 2025Q2: 587 shares; 2025Q3: 527 shares; 2025Q4: 397 shares; 2026Q1: 719 shares 719$56.6K<0.01%+322Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,021 shares; 2025Q1: 964 shares; 2025Q2: 740 shares; 2025Q3: 794 shares; 2025Q4: 1,138 shares; 2026Q1: 1,058 shares 1,058$56.4K<0.01%-80Timeline
SMMDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 18 shares; 2026Q1: 736 shares 736$56.2K<0.01%+718Timeline
RCIROGERS COMMUNICATIONS 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: 27,930 shares; 2026Q1: 1,430 shares 1,430$55K<0.01%-26,500Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 1,711 shares; 2025Q1: 1,541 shares; 2025Q2: 2,777 shares; 2025Q3: 2,227 shares; 2025Q4: 2,347 shares; 2026Q1: 2,325 shares 2,325$54.9K<0.01%-22Timeline
XETYXEATON VANCE TAX-MANAGED DIVEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,591 shares; 2025Q1: 1,976 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares; 2026Q1: 3,983 shares 3,983$54.9K<0.01%+658Timeline
FELVFIDELITY 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: 42 shares; 2025Q3: 532 shares; 2025Q4: 1,482 shares; 2026Q1: 1,572 shares 1,572$54.9K<0.01%+90Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 384 shares; 2025Q2: 673 shares; 2025Q3: 741 shares; 2025Q4: 842 shares; 2026Q1: 946 shares 946$54.5K<0.01%+104Timeline
VIAVIA TRANSN 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: 750 shares; 2025Q4: 1,922 shares; 2026Q1: 3,632 shares 3,632$54.5K<0.01%+1,710Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125,426 shares; 2025Q1: 2,961 shares; 2025Q2: 887 shares; 2025Q3: 751 shares; 2025Q4: 2,071 shares; 2026Q1: 1,715 shares 1,715$54.3K<0.01%-356Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 44 shares; 2025Q1: 54 shares; 2025Q2: 105 shares; 2025Q3: 137 shares; 2025Q4: 406 shares; 2026Q1: 250 shares 250$54.2K<0.01%-156Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 2,017 shares; 2025Q1: 2,012 shares; 2025Q2: 2,203 shares; 2025Q3: 2,225 shares; 2025Q4: 2,096 shares; 2026Q1: 3,630 shares 3,630$54.1K<0.01%+1,534Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,449 shares; 2025Q1: 1,520 shares; 2025Q2: 1,913 shares; 2025Q3: 893 shares; 2025Q4: 419 shares; 2026Q1: 373 shares 373$53.9K<0.01%-46Timeline
VFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 312 shares; 2025Q3: 1,202 shares; 2025Q4: 749 shares; 2026Q1: 1,351 shares 1,351$53.3K<0.01%+602Timeline
DGRSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares 1,002$53K<0.01%0Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 1,124 shares; 2025Q4: 964 shares; 2026Q1: 966 shares 966$52.8K<0.01%+2Timeline
ULSUL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 570 shares; 2025Q4: 614 shares; 2026Q1: 612 shares 612$52.5K<0.01%-2Timeline
TYTRI CONTL 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: 1,639 shares; 2026Q1: 1,639 shares 1,639$51.8K<0.01%0Timeline
INCMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,257 shares; 2026Q1: 1,797 shares 1,797$51.7K<0.01%+540Timeline
SMASMARTSTOP SELF STORAG REIT IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,014 shares; 2026Q1: 1,704 shares 1,704$51.6K<0.01%+690Timeline
NPCTNUVEEN CORE PLUS IMPACT FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 5,058 shares 5,058$51.5K<0.01%+5,000Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 288 shares; 2025Q4: 276 shares; 2026Q1: 707 shares 707$51.4K<0.01%+431Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 2,982 shares; 2025Q1: 13,592 shares; 2025Q2: 21,340 shares; 2025Q3: 21,351 shares; 2025Q4: 19,447 shares; 2026Q1: 620 shares 620$51.3K<0.01%-18,827Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 2,499 shares; 2025Q1: 2,255 shares; 2025Q2: 2,206 shares; 2025Q3: 2,351 shares; 2025Q4: 2,640 shares; 2026Q1: 739 shares 739$51.3K<0.01%-1,901Timeline
TAXFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 934 shares; 2025Q1: 994 shares; 2025Q2: 981 shares; 2025Q3: 871 shares; 2025Q4: 975 shares; 2026Q1: 1,023 shares 1,023$51.2K<0.01%+48Timeline
XNTKSPDR 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: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$51.1K<0.01%0Timeline
MCHBMECHANICS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares; 2025Q4: 3,460 shares; 2026Q1: 3,460 shares 3,460$51K<0.01%0Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 239 shares; 2025Q1: 198 shares; 2025Q2: 299 shares; 2025Q3: 356 shares; 2025Q4: 857 shares; 2026Q1: 470 shares 470$50.9K<0.01%-387Timeline
COCOVITA COCO CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,073 shares; 2025Q1: 1,279 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares 1,061$50.8K<0.01%0Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 111 shares; 2025Q1: 79 shares; 2025Q2: 49 shares; 2025Q3: 93 shares; 2025Q4: 78 shares; 2026Q1: 260 shares 260$50.8K<0.01%+182Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 21 shares; 2025Q1: 6 shares; 2025Q2: 97 shares; 2025Q3: 402 shares; 2025Q4: 431 shares; 2026Q1: 494 shares 494$50.5K<0.01%+63Timeline
EPACENERPAC TOOL GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 695 shares; 2025Q1: 980 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 1,164 shares; 2026Q1: 1,379 shares 1,379$50.3K<0.01%+215Timeline
XNCMXNUVEEN CALIF AMT FREE MUNI IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,218 shares 4,218$50.2K<0.01%newTimeline
EESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 179 shares; 2025Q1: 146 shares; 2025Q2: 777 shares; 2025Q3: 751 shares; 2025Q4: 751 shares; 2026Q1: 864 shares 864$50.2K<0.01%+113Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 718 shares; 2025Q1: 718 shares; 2025Q2: 893 shares; 2025Q3: 632 shares; 2025Q4: 776 shares; 2026Q1: 777 shares 777$49.7K<0.01%+1Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,272 shares; 2025Q2: 2,285 shares; 2025Q3: 3,673 shares; 2025Q4: 1,752 shares; 2026Q1: 1,389 shares 1,389$49.2K<0.01%-363Timeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 574 shares; 2025Q1: 632 shares; 2025Q2: 1,014 shares; 2025Q3: 998 shares; 2025Q4: 855 shares; 2026Q1: 838 shares 838$49.2K<0.01%-17Timeline
JHMDJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares 1,160$49.1K<0.01%0Timeline
GLINVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,148 shares; 2025Q1: 20,123 shares; 2025Q2: 26,300 shares; 2025Q3: 71,195 shares; 2025Q4: 44,244 shares; 2026Q1: 1,211 shares 1,211$49.1K<0.01%-43,033Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 72 shares; 2025Q2: 256 shares; 2025Q3: 268 shares; 2025Q4: 414 shares; 2026Q1: 447 shares 447$49.1K<0.01%+33Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 93 shares; 2025Q1: 161 shares; 2025Q2: 42,936 shares; 2025Q3: 46,043 shares; 2025Q4: 513 shares; 2026Q1: 485 shares 485$48.2K<0.01%-28Timeline
WTSWATTS WATER TECHNOLOGIES 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: 6 shares; 2025Q3: 28 shares; 2025Q4: 53 shares; 2026Q1: 165 shares 165$47.9K<0.01%+112Timeline
BRBRBELLRING BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,582 shares; 2025Q1: 1,475 shares; 2025Q2: 1,489 shares; 2025Q3: 1,280 shares; 2025Q4: 3,257 shares; 2026Q1: 2,976 shares 2,976$47.9K<0.01%-281Timeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 218 shares; 2025Q1: 581 shares; 2025Q2: 526 shares; 2025Q3: 545 shares; 2025Q4: 538 shares; 2026Q1: 774 shares 774$47.9K<0.01%+236Timeline
GFLWVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,817 shares; 2026Q1: 1,817 shares 1,817$47.8K<0.01%0Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 184 shares; 2025Q1: 159 shares; 2025Q2: 474 shares; 2025Q3: 337 shares; 2025Q4: 444 shares; 2026Q1: 416 shares 416$47.8K<0.01%-28Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 293 shares; 2025Q1: 280 shares; 2025Q2: 3,670 shares; 2025Q3: 3,657 shares; 2025Q4: 2,837 shares; 2026Q1: 2,053 shares 2,053$47.7K<0.01%-784Timeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 433 shares; 2025Q1: 406 shares; 2025Q2: 899 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 866 shares 866$47.5K<0.01%-5Timeline
CNSCOHEN & STEERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 531 shares; 2025Q1: 477 shares; 2025Q2: 514 shares; 2025Q3: 558 shares; 2025Q4: 676 shares; 2026Q1: 758 shares 758$47.4K<0.01%+82Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 179 shares; 2025Q1: 202 shares; 2025Q2: 166 shares; 2025Q3: 161 shares; 2025Q4: 155 shares; 2026Q1: 158 shares 158$47.2K<0.01%+3Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 961 shares; 2026Q1: 961 shares 961$47K<0.01%0Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 195 shares; 2025Q1: 111 shares; 2025Q2: 324 shares; 2025Q3: 493 shares; 2025Q4: 498 shares; 2026Q1: 535 shares 535$46.8K<0.01%+37Timeline
IMTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 987 shares; 2025Q1: 1,641 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 1,131 shares; 2026Q1: 973 shares 973$46.7K<0.01%-158Timeline
ASRGRUPO AEROPORTUARIO DEL SUREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 20 shares; 2025Q1: 19 shares; 2025Q2: 113 shares; 2025Q3: 116 shares; 2025Q4: 127 shares; 2026Q1: 139 shares 139$46.7K<0.01%+12Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,772 shares; 2025Q3: 2,448 shares; 2025Q4: 2,418 shares; 2026Q1: 2,065 shares 2,065$46.7K<0.01%-353Timeline
STNESTONECO 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: 413 shares; 2025Q3: 3,608 shares; 2025Q4: 3,909 shares; 2026Q1: 3,291 shares 3,291$46.5K<0.01%-618Timeline
FEBMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares 1,529$46.4K<0.01%0Timeline
HEGDLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,951 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,901 shares; 2026Q1: 1,875 shares 1,875$46.3K<0.01%-26Timeline
HIMXHIMAX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 2,992 shares; 2025Q1: 4,060 shares; 2025Q2: 4,360 shares; 2025Q3: 5,084 shares; 2025Q4: 6,080 shares; 2026Q1: 5,807 shares 5,807$45.7K<0.01%-273Timeline
PPLTABRDN PLATINUM 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: 55 shares; 2025Q3: 279 shares; 2025Q4: 41 shares; 2026Q1: 255 shares 255$45.4K<0.01%+214Timeline
BCRXBIOCRYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 3,623 shares; 2025Q4: 4,768 shares; 2026Q1: 4,768 shares 4,768$45.4K<0.01%0Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 926 shares; 2025Q1: 704 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 357 shares 357$45.3K<0.01%-100Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 9 shares; 2025Q1: 25 shares; 2025Q2: 133 shares; 2025Q3: 119 shares; 2025Q4: 201 shares; 2026Q1: 126 shares 126$45.2K<0.01%-75Timeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 995 shares; 2025Q1: 2,283 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 14,873 shares; 2026Q1: 1,160 shares 1,160$45.2K<0.01%-13,713Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 309 shares; 2025Q1: 291 shares; 2025Q2: 396 shares; 2025Q3: 467 shares; 2025Q4: 1,958 shares; 2026Q1: 529 shares 529$45K<0.01%-1,429Timeline
PREFPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,390 shares; 2026Q1: 2,390 shares 2,390$45K<0.01%0Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,910 shares; 2024Q4: 24 shares; 2025Q1: 605 shares; 2025Q2: 213 shares; 2025Q3: 886 shares; 2025Q4: 2,275 shares; 2026Q1: 2,992 shares 2,992$44.9K<0.01%+717Timeline
HMNHORACE MANN EDUCATORS CORP NQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,047 shares; 2026Q1: 1,047 shares 1,047$44.7K<0.01%0Timeline
ADXADAMS DIVERSIFIED EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 436 shares; 2025Q1: 1,003 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 2,040 shares 2,040$44.7K<0.01%+1,604Timeline
AGIOAGIOS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 555 shares; 2025Q1: 805 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 1,317 shares; 2026Q1: 1,317 shares 1,317$44.6K<0.01%0Timeline
SOBOSOUTH BOW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,383 shares; 2025Q1: 1,353 shares; 2025Q2: 1,288 shares; 2025Q3: 1,237 shares; 2025Q4: 1,259 shares; 2026Q1: 1,332 shares 1,332$44.4K<0.01%+73Timeline
EHCENCOMPASS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 159 shares; 2025Q3: 299 shares; 2025Q4: 240 shares; 2026Q1: 455 shares 455$44K<0.01%+215Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 219 shares; 2025Q3: 611 shares; 2025Q4: 1,061 shares; 2026Q1: 1,084 shares 1,084$43.9K<0.01%+23Timeline
THRTHERMON GROUP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 869 shares 869$43.8K<0.01%-661Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 30 shares; 2025Q1: 2,306 shares; 2025Q2: 389 shares; 2025Q3: 614 shares; 2025Q4: 450 shares; 2026Q1: 1,036 shares 1,036$43.7K<0.01%+586Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 370 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 709 shares; 2026Q1: 709 shares 709$43.7K<0.01%0Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619,579 shares; 2024Q4: 397,231 shares; 2025Q1: 376,720 shares; 2025Q2: 240,924 shares; 2025Q3: 56,468 shares; 2025Q4: 1,429 shares; 2026Q1: 1,419 shares 1,419$43.7K<0.01%-10Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 197 shares; 2025Q1: 132 shares; 2025Q2: 258 shares; 2025Q3: 307 shares; 2025Q4: 436 shares; 2026Q1: 627 shares 627$43.4K<0.01%+191Timeline
SEIVSEI EXCHANGE TRADED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 560 shares; 2025Q2: 687 shares; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares; 2026Q1: 1,043 shares 1,043$43.3K<0.01%+34Timeline
VNOMVIPER ENERGY 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: 1,086 shares; 2025Q4: 1,074 shares; 2026Q1: 921 shares 921$43.3K<0.01%-153Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 12 shares; 2025Q2: 19 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 876 shares 876$43.3K<0.01%+693Timeline
FHIFEDERATED HERMES 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: 2,970 shares; 2025Q3: 797 shares; 2025Q4: 699 shares; 2026Q1: 763 shares 763$43.3K<0.01%+64Timeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 675 shares; 2025Q1: 747 shares; 2025Q2: 804 shares; 2025Q3: 319 shares; 2025Q4: 324 shares; 2026Q1: 342 shares 342$43.2K<0.01%+18Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 444 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 451 shares 451$42.8K<0.01%+18Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,691 shares; 2024Q4: 41,915 shares; 2025Q1: 47,398 shares; 2025Q2: 47,443 shares; 2025Q3: 48,922 shares; 2025Q4: 29,073 shares; 2026Q1: 922 shares 922$42.8K<0.01%-28,151Timeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 420 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570$42.7K<0.01%0Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 38 shares; 2025Q1: 28 shares; 2025Q2: 119 shares; 2025Q3: 341 shares; 2025Q4: 461 shares; 2026Q1: 723 shares 723$42.7K<0.01%+262Timeline
ATRCATRICURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares; 2026Q1: 1,495 shares 1,495$42.7K<0.01%-76Timeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 42 shares; 2025Q4: 266 shares; 2026Q1: 587 shares 587$42.6K<0.01%+321Timeline
AORTARTIVION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,411 shares; 2025Q3: 1,411 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares 1,160$42.5K<0.01%0Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 566 shares; 2025Q1: 2,241 shares; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 972 shares; 2026Q1: 972 shares 972$42.4K<0.01%0Timeline
FLTRVANECK 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: 747 shares; 2025Q3: 747 shares; 2025Q4: 732 shares; 2026Q1: 1,659 shares 1,659$42.3K<0.01%+927Timeline
LADRLADDER CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,257 shares; 2024Q4: 6,130 shares; 2025Q1: 5,130 shares; 2025Q2: 5,585 shares; 2025Q3: 5,917 shares; 2025Q4: 4,842 shares; 2026Q1: 4,315 shares 4,315$42.2K<0.01%-527Timeline
PJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 64 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 860 shares; 2026Q1: 911 shares 911$42K<0.01%+51Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 64 shares; 2025Q1: 27 shares; 2025Q2: 237 shares; 2025Q3: 280 shares; 2025Q4: 309 shares; 2026Q1: 300 shares 300$41.8K<0.01%-9Timeline
SKWDSKYWARD SPECIALTY INS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 747 shares; 2025Q4: 942 shares; 2026Q1: 942 shares 942$41.1K<0.01%0Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 1,027 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 78 shares; 2026Q1: 1,277 shares 1,277$41.1K<0.01%+1,199Timeline
ABGASBURY AUTOMOTIVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 272 shares; 2025Q4: 200 shares; 2026Q1: 210 shares 210$41K<0.01%+10Timeline
MTXMINERALS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 577 shares; 2026Q1: 577 shares 577$40.9K<0.01%0Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 218 shares; 2025Q1: 227 shares; 2025Q2: 641 shares; 2025Q3: 1,173 shares; 2025Q4: 900 shares; 2026Q1: 424 shares 424$40.9K<0.01%-476Timeline
BIPBROOKFIELD INFRASTRUCTURE PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 1,256 shares; 2026Q1: 1,128 shares 1,128$40.7K<0.01%-128Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 367 shares; 2025Q1: 546 shares; 2025Q2: 1,298 shares; 2025Q3: 1,124 shares; 2025Q4: 593 shares; 2026Q1: 801 shares 801$40.7K<0.01%+208Timeline
EPRTESSENTIAL PPTYS RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 58 shares; 2025Q3: 814 shares; 2025Q4: 906 shares; 2026Q1: 1,339 shares 1,339$40.7K<0.01%+433Timeline
PHOINVESCO 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: 384 shares; 2025Q2: 405 shares; 2025Q3: 589 shares; 2025Q4: 608 shares; 2026Q1: 608 shares 608$40.7K<0.01%0Timeline
INDBINDEPENDENT BK CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540$40.6K<0.01%0Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 11,193 shares; 2025Q1: 184,813 shares; 2025Q2: 12,546 shares; 2025Q3: 14,087 shares; 2025Q4: 13,556 shares; 2026Q1: 2,275 shares 2,275$40.4K<0.01%-11,281Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 306 shares; 2025Q3: 153 shares; 2025Q4: 465 shares; 2026Q1: 465 shares 465$40.3K<0.01%0Timeline
AXSAXIS CAP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 787 shares; 2025Q1: 855 shares; 2025Q2: 895 shares; 2025Q3: 858 shares; 2025Q4: 219 shares; 2026Q1: 396 shares 396$40.2K<0.01%+177Timeline
PNFPPINNACLE FINL PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 461 shares 461$39.7K<0.01%newTimeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 15 shares; 2025Q1: 278 shares; 2025Q2: 163 shares; 2025Q3: 203 shares; 2025Q4: 301 shares; 2026Q1: 560 shares 560$39.7K<0.01%+259Timeline
EBCEASTERN BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 1,971 shares; 2025Q3: 1,971 shares; 2025Q4: 1,959 shares; 2026Q1: 2,024 shares 2,024$39.6K<0.01%+65Timeline
PGHYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 3,676 shares; 2025Q1: 6,972 shares; 2025Q2: 2,675 shares; 2025Q3: 2,472 shares; 2025Q4: 2,395 shares; 2026Q1: 2,031 shares 2,031$39.4K<0.01%-364Timeline
FRDMEA 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: 217 shares; 2026Q1: 719 shares 719$39.3K<0.01%+502Timeline
CUBICUSTOMERS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 404 shares; 2025Q1: 449 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 489 shares; 2026Q1: 566 shares 566$39.3K<0.01%+77Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 400 shares; 2025Q1: 585 shares; 2025Q2: 941 shares; 2025Q3: 1,390 shares; 2025Q4: 1,877 shares; 2026Q1: 1,642 shares 1,642$39.2K<0.01%-235Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 606 shares; 2025Q1: 400 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 463 shares; 2026Q1: 463 shares 463$39.1K<0.01%0Timeline
IMCBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 2,832 shares; 2025Q1: 10,149 shares; 2025Q2: 2,383 shares; 2025Q3: 566 shares; 2025Q4: 452 shares; 2026Q1: 467 shares 467$39K<0.01%+15Timeline
UFPIUFP INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 565 shares; 2025Q1: 561 shares; 2025Q2: 562 shares; 2025Q3: 584 shares; 2025Q4: 403 shares; 2026Q1: 419 shares 419$38.6K<0.01%+16Timeline
BGRBLACKROCK ENERGY & RES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,999 shares; 2026Q1: 2,224 shares 2,224$38.5K<0.01%+225Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 33 shares; 2025Q2: 200 shares; 2025Q3: 820 shares; 2025Q4: 668 shares; 2026Q1: 904 shares 904$38.4K<0.01%+236Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 29 shares; 2025Q1: 80 shares; 2025Q2: 70 shares; 2025Q3: 466 shares; 2025Q4: 526 shares; 2026Q1: 576 shares 576$38.2K<0.01%+50Timeline
MMINNYLIM ACTIVE 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: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares 1,608$38.1K<0.01%0Timeline
OMEROMEROS 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: 3,600 shares 3,600$38K<0.01%newTimeline
ORICORIC PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,089 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$38K<0.01%0Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,064 shares; 2024Q4: 5,246 shares; 2025Q1: 4,541 shares; 2025Q2: 4,620 shares; 2025Q3: 4,373 shares; 2025Q4: 551 shares; 2026Q1: 843 shares 843$37.8K<0.01%+292Timeline
FFINFIRST FINL BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 923 shares; 2025Q1: 1,629 shares; 2025Q2: 970 shares; 2025Q3: 1,044 shares; 2025Q4: 1,225 shares; 2026Q1: 1,279 shares 1,279$37.7K<0.01%+54Timeline
DIVIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 945 shares; 2026Q1: 945 shares 945$37.6K<0.01%0Timeline
FIGSFIGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,208 shares; 2025Q4: 2,604 shares; 2026Q1: 2,540 shares 2,540$37.5K<0.01%-64Timeline
FWRGFIRST WATCH RESTAURANT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 2,455 shares; 2025Q1: 2,455 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares; 2025Q4: 3,545 shares; 2026Q1: 3,545 shares 3,545$37.2K<0.01%0Timeline
DWASINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: not reported; 2025Q1: 204 shares; 2025Q2: 221 shares; 2025Q3: 352 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375$36.9K<0.01%0Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 194 shares; 2025Q3: 21,129 shares; 2025Q4: 102,825 shares; 2026Q1: 515 shares 515$36.9K<0.01%-102,310Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 9 shares; 2025Q1: 17 shares; 2025Q2: 112 shares; 2025Q3: 152 shares; 2025Q4: 113 shares; 2026Q1: 149 shares 149$36.8K<0.01%+36Timeline
ICUIICU MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 283 shares 283$36.5K<0.01%-3Timeline
OCFCOCEANFIRST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 2,024 shares; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 2,024 shares; 2026Q1: 2,024 shares 2,024$36.5K<0.01%0Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 63 shares; 2025Q4: 91 shares; 2026Q1: 194 shares 194$36.5K<0.01%+103Timeline
CRBNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 165 shares; 2026Q1: 163 shares 163$36.3K<0.01%-2Timeline
GBCIGLACIER BANCORP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 607 shares; 2025Q3: 757 shares; 2025Q4: 607 shares; 2026Q1: 813 shares 813$36.3K<0.01%+206Timeline
VRTSVIRTUS INVT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 269 shares 269$36.1K<0.01%newTimeline
INTAINTAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,652 shares; 2025Q1: 1,327 shares; 2025Q2: 1,325 shares; 2025Q3: 1,765 shares; 2025Q4: 1,415 shares; 2026Q1: 1,400 shares 1,400$36K<0.01%-15Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,694 shares; 2024Q4: 189,997 shares; 2025Q1: 167,925 shares; 2025Q2: 174,437 shares; 2025Q3: 166,230 shares; 2025Q4: 11,988 shares; 2026Q1: 1,293 shares 1,293$35.8K<0.01%-10,695Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,808 shares; 2025Q2: 3,300 shares; 2025Q3: 3,319 shares; 2025Q4: 3,852 shares; 2026Q1: 3,328 shares 3,328$35.7K<0.01%-524Timeline
ARQTARCUTIS BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,517 shares; 2026Q1: 1,517 shares 1,517$35.7K<0.01%0Timeline
XGDVXGABELLI DIVID & INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 973 shares; 2025Q1: 1,198 shares; 2025Q2: 553 shares; 2025Q3: 554 shares; 2025Q4: 546 shares; 2026Q1: 1,323 shares 1,323$35.6K<0.01%+777Timeline
FIWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,206 shares; 2024Q4: 686 shares; 2025Q1: 87 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 183 shares; 2026Q1: 344 shares 344$35.5K<0.01%+161Timeline
SSUSSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372 shares; 2025Q1: 377 shares; 2025Q2: 823 shares; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: 759 shares 759$35.4K<0.01%0Timeline
PWPPERELLA WEINBERG PARTNERSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares; 2026Q1: 1,951 shares 1,951$35.4K<0.01%+510Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 11 shares; 2025Q1: 24 shares; 2025Q2: 99 shares; 2025Q3: 176 shares; 2025Q4: 190 shares; 2026Q1: 181 shares 181$35.2K<0.01%-9Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 245,376 shares; 2025Q1: 366 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 132 shares; 2026Q1: 194 shares 194$35.1K<0.01%+62Timeline
SMSM ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 120 shares; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 45 shares; 2025Q4: not reported; 2026Q1: 1,126 shares 1,126$35.1K<0.01%newTimeline
BUFQFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 992 shares 992$35K<0.01%0Timeline
HLMNHILLMAN SOLUTIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,640 shares; 2025Q1: 4,205 shares; 2025Q2: 4,205 shares; 2025Q3: 4,236 shares; 2025Q4: 4,225 shares; 2026Q1: 4,205 shares 4,205$35K<0.01%-20Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 731 shares; 2025Q1: 371 shares; 2025Q2: 226 shares; 2025Q3: 1,264 shares; 2025Q4: 794 shares; 2026Q1: 721 shares 721$34.9K<0.01%-73Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 22 shares; 2025Q1: 20 shares; 2025Q2: 114 shares; 2025Q3: 180 shares; 2025Q4: 201 shares; 2026Q1: 202 shares 202$34.5K<0.01%+1Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 765 shares; 2025Q1: 298 shares; 2025Q2: 868 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 724 shares 724$34.3K<0.01%0Timeline
FBKFB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 532 shares; 2026Q1: 655 shares 655$34K<0.01%+123Timeline
PRAYFIS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,057 shares 1,057$34K<0.01%newTimeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 15 shares; 2025Q1: 5 shares; 2025Q2: 34 shares; 2025Q3: 118 shares; 2025Q4: 185 shares; 2026Q1: 231 shares 231$34K<0.01%+46Timeline
FROFRONTLINE 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: 257 shares; 2026Q1: 973 shares 973$33.9K<0.01%+716Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,265 shares; 2025Q2: 1,028 shares; 2025Q3: 963 shares; 2025Q4: 958 shares; 2026Q1: 1,208 shares 1,208$33.8K<0.01%+250Timeline
BCMLBAYCOM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,135 shares 1,135$33.7K<0.01%newTimeline
TNDMTANDEM DIABETES CARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 1,225 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750$33.5K<0.01%0Timeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 86 shares; 2025Q2: 64 shares; 2025Q3: 124 shares; 2025Q4: 156 shares; 2026Q1: 183 shares 183$33.5K<0.01%+27Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 186 shares 186$33.5K<0.01%newTimeline
GATXGATX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 208 shares; 2025Q3: 202 shares; 2025Q4: 130 shares; 2026Q1: 196 shares 196$33.5K<0.01%+66Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 600 shares 600$33.4K<0.01%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 941 shares; 2025Q1: 410 shares; 2025Q2: 350,257 shares; 2025Q3: 839 shares; 2025Q4: 378 shares; 2026Q1: 570 shares 570$33.4K<0.01%+192Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102 shares; 2025Q1: 132 shares; 2025Q2: 391 shares; 2025Q3: 447 shares; 2025Q4: 462 shares; 2026Q1: 427 shares 427$33.3K<0.01%-35Timeline
JEMAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 232 shares; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: 654 shares; 2025Q4: 640 shares; 2026Q1: 640 shares 640$33.3K<0.01%0Timeline
CETCENTRAL SECS 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: 699 shares; 2026Q1: 666 shares 666$33.1K<0.01%-33Timeline
SMLVSPDR 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: 165 shares; 2025Q3: 165 shares; 2025Q4: 239 shares; 2026Q1: 239 shares 239$32.8K<0.01%0Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 180 shares; 2025Q1: 2,735 shares; 2025Q2: 3,314 shares; 2025Q3: 3,735 shares; 2025Q4: 4,147 shares; 2026Q1: 219 shares 219$32.8K<0.01%-3,928Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 169 shares; 2025Q3: 498 shares; 2025Q4: 952 shares; 2026Q1: 1,371 shares 1,371$32.7K<0.01%+419Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 418 shares 418$32.7K<0.01%+200Timeline
RXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 221 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175$32.6K<0.01%0Timeline
SEMSELECT MED HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 1,265 shares; 2025Q1: 1,762 shares; 2025Q2: 2,085 shares; 2025Q3: 2,068 shares; 2025Q4: 1,735 shares; 2026Q1: 2,002 shares 2,002$32.6K<0.01%+267Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares 1,080$32.6K<0.01%0Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 1 shares; 2025Q2: 113 shares; 2025Q3: 66 shares; 2025Q4: 368 shares; 2026Q1: 367 shares 367$32.5K<0.01%-1Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 520 shares; 2025Q1: 10,386 shares; 2025Q2: 1,830 shares; 2025Q3: 2,030 shares; 2025Q4: 3,049 shares; 2026Q1: 360 shares 360$32.4K<0.01%-2,689Timeline
IYKISHARES 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: 462 shares 462$32.4K<0.01%newTimeline
CEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,113 shares; 2025Q2: 33,253 shares; 2025Q3: 31,566 shares; 2025Q4: 791 shares; 2026Q1: 713 shares 713$32.3K<0.01%-78Timeline
AMZAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 889 shares; 2025Q3: 889 shares; 2025Q4: 890 shares; 2026Q1: 700 shares 700$32.3K<0.01%-190Timeline
QGROAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 274 shares; 2025Q2: 409 shares; 2025Q3: 331 shares; 2025Q4: 1,147 shares; 2026Q1: 307 shares 307$32.2K<0.01%-840Timeline
IBCPINDEPENDENT BK CORP MICHQuarterly 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: 955 shares; 2026Q1: 966 shares 966$32.2K<0.01%+11Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 239 shares; 2025Q1: 332 shares; 2025Q2: 1,156 shares; 2025Q3: 761 shares; 2025Q4: 1,152 shares; 2026Q1: 978 shares 978$32K<0.01%-174Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 191 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 308 shares; 2026Q1: 559 shares 559$31.9K<0.01%+251Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 1,070 shares; 2025Q3: 1,010 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares 1,314$31.9K<0.01%0Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 412 shares; 2025Q3: 807 shares; 2025Q4: 683 shares; 2026Q1: 714 shares 714$31.7K<0.01%+31Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 213 shares; 2025Q1: 268 shares; 2025Q2: 1,803 shares; 2025Q3: 1,912 shares; 2025Q4: 1,231 shares; 2026Q1: 1,112 shares 1,112$31.7K<0.01%-119Timeline
IGPTINVESCO 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: 546 shares 546$31.7K<0.01%newTimeline
JHEMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 874 shares; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 923 shares 923$31.6K<0.01%0Timeline
RZGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555$31.6K<0.01%0Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 105 shares; 2025Q3: 327 shares; 2025Q4: 512 shares; 2026Q1: 422 shares 422$31.2K<0.01%-90Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 994 shares; 2025Q1: 540 shares; 2025Q2: 598 shares; 2025Q3: 548 shares; 2025Q4: 564 shares; 2026Q1: 561 shares 561$31.2K<0.01%-3Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 1,148 shares; 2025Q1: 1,248 shares; 2025Q2: 1,507 shares; 2025Q3: 2,832 shares; 2025Q4: 586 shares; 2026Q1: 677 shares 677$31.1K<0.01%+91Timeline
CECELANESE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 162 shares; 2025Q1: 169 shares; 2025Q2: 1,530 shares; 2025Q3: 1,254 shares; 2025Q4: 489 shares; 2026Q1: 471 shares 471$31K<0.01%-18Timeline
ULSTSSGA ACTIVE 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: 758 shares; 2025Q4: 758 shares; 2026Q1: 758 shares 758$30.7K<0.01%0Timeline
SHYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 1,047 shares; 2025Q1: 1,109 shares; 2025Q2: 1,094 shares; 2025Q3: 2,822 shares; 2025Q4: 1,290 shares; 2026Q1: 1,352 shares 1,352$30.6K<0.01%+62Timeline
APRTAIM ETF PRODUCTS 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: 720 shares; 2026Q1: 720 shares 720$30.6K<0.01%0Timeline
DGIIDIGI INTL 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: 602 shares; 2025Q4: 567 shares; 2026Q1: 632 shares 632$30.5K<0.01%+65Timeline
IBDRISHARES 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: 876 shares; 2025Q3: 876 shares; 2025Q4: 952 shares; 2026Q1: 1,256 shares 1,256$30.4K<0.01%+304Timeline
RAREULTRAGENYX PHARMACEUTICAL INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 60 shares; 2025Q3: 1,084 shares; 2025Q4: 1,076 shares; 2026Q1: 1,447 shares 1,447$30.3K<0.01%+371Timeline
ICOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 514 shares; 2025Q4: 714 shares; 2026Q1: 714 shares 714$30.3K<0.01%0Timeline
HTDHANCOCK JOHN TAX-ADVANTAGEDQuarterly 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: 280 shares; 2025Q4: 1,526 shares; 2026Q1: 1,222 shares 1,222$30.3K<0.01%-304Timeline
MFEMPIMCO EQUITY SERQuarterly 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: 1,206 shares; 2026Q1: 1,206 shares 1,206$30.2K<0.01%0Timeline
DISVDIMENSIONAL 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: 323 shares; 2025Q4: not reported; 2026Q1: 763 shares 763$30.1K<0.01%newTimeline
ESGVVANGUARD WORLD 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: 0 shares; 2025Q3: not reported; 2025Q4: 1,989 shares; 2026Q1: 268 shares 268$30.1K<0.01%-1,721Timeline
VUSEETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 478 shares 478$30K<0.01%newTimeline
JSMDJANUS DETROIT STR 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: 66 shares; 2025Q3: 343 shares; 2025Q4: 370 shares; 2026Q1: 378 shares 378$30K<0.01%+8Timeline
LRGELEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 790 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395$29.7K<0.01%0Timeline
OFGOFG BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 471 shares; 2025Q1: 560 shares; 2025Q2: 636 shares; 2025Q3: 634 shares; 2025Q4: 618 shares; 2026Q1: 730 shares 730$29.5K<0.01%+112Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 449 shares; 2025Q3: 189 shares; 2025Q4: 129 shares; 2026Q1: 171 shares 171$29.3K<0.01%+42Timeline
WAFDWAFD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 930 shares 930$29.2K<0.01%+905Timeline
ALKTALKAMI TECHNOLOGY 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: 1,444 shares; 2025Q3: 1,440 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850$29K<0.01%0Timeline
GNRSPDR INDEX SHS 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: 214 shares; 2025Q3: 214 shares; 2025Q4: 367 shares; 2026Q1: 387 shares 387$28.9K<0.01%+20Timeline
NRIMNORTHRIM BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 457 shares; 2025Q3: 1,780 shares; 2025Q4: 1,860 shares; 2026Q1: 1,261 shares 1,261$28.9K<0.01%-599Timeline
CSQCALAMOS STRATEGIC TOTAL RETUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 176 shares; 2025Q1: 175 shares; 2025Q2: 991 shares; 2025Q3: 1,021 shares; 2025Q4: 642 shares; 2026Q1: 1,683 shares 1,683$28.8K<0.01%+1,041Timeline
IXGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 210 shares; 2025Q3: 186 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252$28.7K<0.01%0Timeline
DNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 598 shares 598$28.6K<0.01%0Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 512 shares; 2025Q4: 512 shares; 2026Q1: 262 shares 262$28.6K<0.01%-250Timeline
NHCNATIONAL HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 185 shares; 2025Q1: 268 shares; 2025Q2: 217 shares; 2025Q3: 216 shares; 2025Q4: 154 shares; 2026Q1: 179 shares 179$28.6K<0.01%+25Timeline
SWPMANAGER DIRECTED PORTFOLIOSQuarterly 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: 1,072 shares 1,072$28.5K<0.01%newTimeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 497 shares; 2025Q1: 430 shares; 2025Q2: 1,787 shares; 2025Q3: 1,893 shares; 2025Q4: 2,022 shares; 2026Q1: 1,887 shares 1,887$28.4K<0.01%-135Timeline
ITUBITAU UNIBANCO HLDG 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: 600 shares; 2025Q3: 1,824 shares; 2025Q4: 2,407 shares; 2026Q1: 3,389 shares 3,389$28.4K<0.01%+982Timeline
STNGSCORPIO TANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 380 shares 380$28.4K<0.01%newTimeline
DFVXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 378 shares 378$28.1K<0.01%+319Timeline
PNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 900 shares; 2025Q4: 744 shares; 2026Q1: 685 shares 685$28K<0.01%-59Timeline
HAFCHANMI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 1,054 shares 1,054$27.8K<0.01%+1,051Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,626 shares; 2025Q1: 1,762 shares; 2025Q2: 1,876 shares; 2025Q3: 1,206 shares; 2025Q4: 98 shares; 2026Q1: 234 shares 234$27.7K<0.01%+136Timeline
VIDIETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 763 shares 763$27.6K<0.01%newTimeline
JSTCTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410$27.5K<0.01%0Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 65 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 677 shares; 2026Q1: 587 shares 587$27.4K<0.01%-90Timeline
CTBICOMMUNITY TR BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474 shares; 2026Q1: 450 shares 450$27.3K<0.01%-24Timeline
PBEINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 345 shares 345$27.3K<0.01%+20Timeline
EIPIFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 1,645 shares; 2025Q4: 1,218 shares; 2026Q1: 1,208 shares 1,208$27.2K<0.01%-10Timeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 244 shares; 2025Q4: 326 shares; 2026Q1: 347 shares 347$27K<0.01%+21Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 474 shares; 2025Q4: 552 shares; 2026Q1: 478 shares 478$26.9K<0.01%-74Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,868 shares; 2024Q4: 14,785 shares; 2025Q1: 15,626 shares; 2025Q2: 133 shares; 2025Q3: 141 shares; 2025Q4: 125 shares; 2026Q1: 156 shares 156$26.8K<0.01%+31Timeline
FESMFIDELITY 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: 702 shares; 2025Q3: 702 shares; 2025Q4: 702 shares; 2026Q1: 702 shares 702$26.7K<0.01%0Timeline
ALKSALKERMES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 80 shares; 2025Q3: 827 shares; 2025Q4: 649 shares; 2026Q1: 754 shares 754$26.7K<0.01%+105Timeline
CPACOPA HOLDINGS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 73 shares; 2025Q3: 139 shares; 2025Q4: 184 shares; 2026Q1: 234 shares 234$26.6K<0.01%+50Timeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 541 shares; 2025Q1: 721 shares; 2025Q2: 86 shares; 2025Q3: 157 shares; 2025Q4: 310 shares; 2026Q1: 778 shares 778$26.6K<0.01%+468Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 426 shares 426$26.4K<0.01%+294Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: 367 shares; 2025Q3: 353 shares; 2025Q4: 961 shares; 2026Q1: 2,150 shares 2,150$26.4K<0.01%+1,189Timeline
PHINPHINIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 10 shares; 2025Q2: 352 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 385 shares 385$26.3K<0.01%+35Timeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 38 shares; 2025Q3: 75 shares; 2025Q4: 119 shares; 2026Q1: 2,428 shares 2,428$26.3K<0.01%+2,309Timeline
SCMBSCHWAB 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: 738 shares; 2025Q3: 738 shares; 2025Q4: 738 shares; 2026Q1: 1,031 shares 1,031$26.3K<0.01%+293Timeline
QDPLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 654 shares 654$26.3K<0.01%newTimeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,185 shares; 2025Q1: 2,001 shares; 2025Q2: 1,880 shares; 2025Q3: 599 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126$26.1K<0.01%0Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 4,522 shares; 2025Q1: 4,318 shares; 2025Q2: 1,293 shares; 2025Q3: 1,373 shares; 2025Q4: 1,233 shares; 2026Q1: 405 shares 405$26K<0.01%-828Timeline
TEXTEREX CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,141 shares; 2025Q1: 1,266 shares; 2025Q2: 468 shares; 2025Q3: 467 shares; 2025Q4: 383 shares; 2026Q1: 440 shares 440$26K<0.01%+57Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 262 shares 262$25.9K<0.01%0Timeline
VUSBVANGUARD BD INDEX FDSQuarterly 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: 154 shares; 2025Q4: 518 shares; 2026Q1: 518 shares 518$25.8K<0.01%0Timeline
GDSGDS HLDGS 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: 56 shares; 2025Q3: 685 shares; 2025Q4: 674 shares; 2026Q1: 640 shares 640$25.8K<0.01%-34Timeline
ACAARCOSA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 29 shares; 2025Q1: 58 shares; 2025Q2: 117 shares; 2025Q3: 123 shares; 2025Q4: 218 shares; 2026Q1: 241 shares 241$25.6K<0.01%+23Timeline
KAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700$25.4K<0.01%newTimeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 505 shares; 2025Q1: 508 shares; 2025Q2: 1,512 shares; 2025Q3: 2,181 shares; 2025Q4: 4,294 shares; 2026Q1: 750 shares 750$25.3K<0.01%-3,544Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,808 shares; 2024Q4: 1,276 shares; 2025Q1: 670 shares; 2025Q2: 861 shares; 2025Q3: 336 shares; 2025Q4: 1,193 shares; 2026Q1: 320 shares 320$25.2K<0.01%-873Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,723 shares; 2024Q4: 12,114 shares; 2025Q1: 4,998 shares; 2025Q2: 209 shares; 2025Q3: 195 shares; 2025Q4: 192 shares; 2026Q1: 145 shares 145$25.1K<0.01%-47Timeline
COLMCOLUMBIA SPORTSWEAR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 399 shares; 2025Q3: 463 shares; 2025Q4: 477 shares; 2026Q1: 455 shares 455$24.9K<0.01%-22Timeline
KTBKONTOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 392 shares; 2025Q4: 383 shares; 2026Q1: 355 shares 355$24.9K<0.01%-28Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 151 shares; 2025Q1: 169 shares; 2025Q2: 234 shares; 2025Q3: 597 shares; 2025Q4: 725 shares; 2026Q1: 381 shares 381$24.9K<0.01%-344Timeline
GSGISHARES S&P GSCI COMMODITY-Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,637 shares; 2024Q4: 30,758 shares; 2025Q1: 9,582 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 785 shares; 2026Q1: 772 shares 772$24.9K<0.01%-13Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 124 shares; 2025Q2: 379 shares; 2025Q3: 573 shares; 2025Q4: 551 shares; 2026Q1: 553 shares 553$24.8K<0.01%+2Timeline
FGF&G ANNUITIES & LIFE 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: 6,193 shares; 2026Q1: 976 shares 976$24.7K<0.01%-5,217Timeline
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: 11 shares; 2025Q3: 75 shares; 2025Q4: 60 shares; 2026Q1: 77 shares 77$24.6K<0.01%+17Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 16 shares; 2025Q1: 36 shares; 2025Q2: 174 shares; 2025Q3: 271 shares; 2025Q4: 159 shares; 2026Q1: 194 shares 194$24.4K<0.01%+35Timeline
AZTAAZENTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 545 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 832 shares; 2026Q1: 1,156 shares 1,156$24.4K<0.01%+324Timeline
CBZCBIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 905 shares; 2025Q2: 938 shares; 2025Q3: 931 shares; 2025Q4: 909 shares; 2026Q1: 905 shares 905$24.3K<0.01%-4Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,420 shares; 2025Q1: 1,217 shares; 2025Q2: 1,199 shares; 2025Q3: 1,178 shares; 2025Q4: 678 shares; 2026Q1: 129 shares 129$24.2K<0.01%-549Timeline
BFSSAUL CTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 1,336 shares; 2025Q1: 105 shares; 2025Q2: 382 shares; 2025Q3: 279 shares; 2025Q4: 748 shares; 2026Q1: 740 shares 740$24.1K<0.01%-8Timeline
LZBLA Z BOY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 725 shares; 2026Q1: 749 shares 749$24.1K<0.01%+24Timeline
ULVMVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$23.9K<0.01%0Timeline
FVCFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: 678 shares 678$23.6K<0.01%0Timeline
CHWCALAMOS GBL DYN INCOME FUNDQuarterly 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: 3,250 shares; 2026Q1: 3,250 shares 3,250$23.6K<0.01%0Timeline
FIGRFIGURE TECHNOLOGY SOLUTIOQuarterly 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: 118,232 shares; 2026Q1: 694 shares 694$23.6K<0.01%-117,538Timeline
SHOSUNSTONE HOTEL INVS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,021 shares; 2024Q4: 18,714 shares; 2025Q1: 1,171 shares; 2025Q2: 3,635 shares; 2025Q3: 2,610 shares; 2025Q4: 2,610 shares; 2026Q1: 2,610 shares 2,610$23.5K<0.01%0Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 17 shares; 2025Q4: 124 shares; 2026Q1: 227 shares 227$23.5K<0.01%+103Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,123 shares; 2025Q1: 2,651 shares; 2025Q2: 4,559 shares; 2025Q3: 4,528 shares; 2025Q4: 2,827 shares; 2026Q1: 1,028 shares 1,028$23.4K<0.01%-1,799Timeline
LEGLEGGETT & PLATT 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: 63 shares; 2026Q1: 2,367 shares 2,367$23.4K<0.01%+2,304Timeline
SOPHSOPHIA GENETICS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 1,940 shares; 2025Q1: 1,771 shares; 2025Q2: 1,814 shares; 2025Q3: 4,121 shares; 2025Q4: 4,687 shares; 2026Q1: 4,711 shares 4,711$23.3K<0.01%+24Timeline
LGHNORTHERN LTS FD TR IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 804 shares; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 571 shares; 2026Q1: 408 shares 408$23.2K<0.01%-163Timeline
CORPPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240$23.2K<0.01%0Timeline
RVLVREVOLVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,247 shares; 2024Q4: 11,543 shares; 2025Q1: 1,636 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares; 2026Q1: 1,026 shares 1,026$23.2K<0.01%0Timeline

Sold out in Q1 2026

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

The largest 100 of 191. All 191

SecurityShares beforeValue beforeType
AZNASTRAZENECA PLC-SPONS ADR335,387$30.8Mshares
TGNATEGNA INC221,714$4.3Mshares
AMCOR PLCAMCOR PLC281,797$2.35Mshares
FUBOTV INCFUBOTV INC15,000$1.49Mshares
PIPRPIPER SANDLER COS2,643$898Kshares
RNAMAVIDITY BIOSCIENCES INC5,967$430Kshares
KMPRKEMPER CORP5,586$226Kshares
EXASEXACT SCIENCES CORP1,676$170Kshares
CFLTCONFLUENT INC-CLASS A4,830$146Kshares
PNFPPINNACLE FINANCIAL PARTNERS1,408$134Kshares
NSPINSPERITY INC2,852$110Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL244$109Kshares
IGOVISHARES TR2,257$94Kshares
JJSFJ & J SNACK FOODS CORP989$89.4Kshares
DGINVANECK ETF TRUST2,047$83.8Kshares
VERXVERTEX INC4,180$83.5Kshares
FELGFIDELITY COVINGTON TRUST1,741$72.6Kshares
RDIVINVESCO EXCH TRADED FD TR II1,048$54.5Kshares
GARPISHARES TR618$42.1Kshares
FBRTFRANKLIN BSP RLTY TR INC4,028$40.4Kshares
OROR ROYALTIES INC.1,022$36.2Kshares
DAYDAYFORCE INC461$31.9Kshares
PARPAR TECHNOLOGY CORP785$28.5Kshares
INCEFRANKLIN TEMPLETON ETF TR435$26.6Kshares
PDOPIMCO DYNAMIC INCOME OPRNTS1,896$26.2Kshares
CMACOMERICA INC267$23.2Kshares
CIVICIVITAS RESOURCES INC835$22.6Kshares
BTZBLACKROCK CR ALLOCATION1,645$17.8Kshares
CADECADENCE BANK389$16.7Kshares
BPREBLUEROCK PVT REAL ESTATE FD1,026$15.4Kshares
SCMSTELLUS CAP INVT CORP1,200$15.2Kshares
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR944$14.4Kshares
FHYSFEDERATED HERMES ETF TRUST600$14Kshares
BILLBILL HOLDINGS INC252$13.7Kshares
LRNDNYLIM ETF TR317$12.9Kshares
SNVSYNOVUS FINANCIAL CORP250$12.5Kshares
IGHGPROSHARES TR137$10.7Kshares
TIDAL TRUST ITIDAL TRUST I625$10.2Kshares
EBEVENTBRITE INC-CLASS A2,263$10.1Kshares
SPSCSPS COMM INC101$9Kshares
HFROHIGHLAND OPPS & INCOME FD1,500$8.97Kshares
INCOCOLUMBIA ETF TR II133$8.62Kshares
SMINISHARES TR122$8.53Kshares
VGMINVESCO TR INVT GRADE MUNS809$8.39Kshares
MIYBLACKROCK MUNIYIELD MICH QU700$8.22Kshares
MTBASIMPLIFY EXCHANGE TRADED FUN160$8.07Kshares
DMADESTRA MULTI-ALTERNATIVE FD852$7.64Kshares
FLOFLOWERS FOODS INC685$7.45Kshares
MGICMAGIC SOFTWARE ENTERPRISES284$7.31Kshares
GPIXGOLDMAN SACHS ETF TR138$7.29Kshares
SAILSAILPOINT INC349$7.06Kshares
SHOESHOE STA GROUP INC410$6.92Kshares
BKAGBNY MELLON ETF TRUST158$6.7Kshares
JSCPJ P MORGAN EXCHANGE TRADED F137$6.51Kshares
PCRBPUTNAM ETF TRUST129$6.36Kshares
PDNINVESCO EXCH TRADED FD TR II149$6.29Kshares
IBNDSPDR SERIES TRUST195$6.26Kshares
HFNDTIDAL TRUST I263$5.93Kshares
SILJAMPLIFY ETF TR200$5.53Kshares
PBDCPUTNAM ETF TRUST176$5.39Kshares
LNWOLIGHT & WONDER INC50$5.16Kshares
HPIHANCOCK JOHN PFD INCOME FD315$5.1Kshares
EVLNMORGAN STANLEY ETF TRUST102$5.05Kshares
CAPEDOUBLELINE ETF TRUST145$4.67Kshares
CCCCCC INTELLIGENT SOLUTIONS HL571$4.54Kshares
BCTKBARON ETF TR175$4.4Kshares
URNMSPROTT FDS TR77$4.23Kshares
NVGNUVEEN AMT FREE MUN CR INC F328$4.15Kshares
GRNBVANECK ETF TRUST164$3.99Kshares
BCHPPRINCIPAL EXCHANGE TRADED FD104$3.9Kshares
EFAXSPDR INDEX SHS FDS76$3.83Kshares
SMPLSIMPLY GOOD FOODS CO188$3.77Kshares
CNMDCONMED CORP81$3.29Kshares
FXEDTIDAL TRUST I183$3.28Kshares
ABNDAMERICAN CENTY ETF TR66$2.92Kshares
GBDCGOLUB CAP BDC INC207$2.81Kshares
LBRDALIBERTY BROADBAND CORP57$2.75Kshares
TDSCEXCHANGE LISTED FDS TR108$2.72Kshares
STXGEA SERIES TRUST51$2.6Kshares
EEFTEURONET WORLDWIDE INC34$2.59Kshares
OBDCBLUE OWL CAPITAL CORPORATION200$2.49Kshares
COTYCOTY INC801$2.47Kshares
SGHCSUPER GROUP SGHC LIMITED200$2.39Kshares
BLBLACKLINE INC43$2.38Kshares
JETSETF SER SOLUTIONS83$2.33Kshares
PCHPOTLATCHDELTIC CORP58$2.31Kshares
CACCCREDIT ACCEP CORP MICH5$2.22Kshares
POWIPOWER INTEGRATIONS INC62$2.2Kshares
XDHYXCREDIT SUISSE HIGH YIELD CRE1,075$2.15Kshares
PNQIINVESCO EXCHANGE TRADED FD T39$2.1Kshares
BITBLACKROCK MULTI SECTOR INC T161$2.1Kshares
FYBRFRONTIER COMMUNICATIONS PARE53$2.02Kshares
DDSDILLARDS INC3$1.82Kshares
ANNXANNEXON INC333$1.67Kshares
PRGSPROGRESS SOFTWARE CORP36$1.55Kshares
GTMZOOMINFO TECHNOLOGIES INC140$1.42Kshares
FSKFS KKR CAP CORP96$1.42Kshares
BITOPROSHARES TR116$1.41Kshares
TTMITTM TECHNOLOGIES INC20$1.38Kshares
TSITCW STRATEGIC INCOME FD INC273$1.35Kshares

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 0001344551-26-000005 base2026-05-06acceptance time not in the bulk data set