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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
GCOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 577 shares; 2025Q1: 634 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 577 shares; 2026Q1: 500 shares 500$23.1K<0.01%-77Timeline
VIPSVIPSHOP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,423 shares; 2024Q4: 5,311 shares; 2025Q1: 5,386 shares; 2025Q2: 730 shares; 2025Q3: 550 shares; 2025Q4: 763 shares; 2026Q1: 1,463 shares 1,463$23K<0.01%+700Timeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: 61 shares; 2025Q4: 73 shares; 2026Q1: 236 shares 236$22.9K<0.01%+163Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,700 shares; 2024Q4: 18,605 shares; 2025Q1: 1,240 shares; 2025Q2: 326 shares; 2025Q3: 465 shares; 2025Q4: 214 shares; 2026Q1: 270 shares 270$22.9K<0.01%+56Timeline
DONWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 1,015 shares; 2025Q3: 204 shares; 2025Q4: 118 shares; 2026Q1: 433 shares 433$22.8K<0.01%+315Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 1,275 shares; 2025Q1: 1,422 shares; 2025Q2: 624 shares; 2025Q3: 783 shares; 2025Q4: 601 shares; 2026Q1: 939 shares 939$22.7K<0.01%+338Timeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 795 shares; 2025Q1: 1,319 shares; 2025Q2: 1,204 shares; 2025Q3: 1,002 shares; 2025Q4: 743,150 shares; 2026Q1: 2,468 shares 2,468$22.5K<0.01%-740,682Timeline
GLTRABRDN PRECIOUS METALS BASKETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103 shares 103$22.5K<0.01%newTimeline
OUSAALPS 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: 56 shares; 2025Q4: 51 shares; 2026Q1: 403 shares 403$22.4K<0.01%+352Timeline
FLGVFRANKLIN 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: 1,329 shares; 2026Q1: 1,096 shares 1,096$22.4K<0.01%-233Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,768 shares; 2024Q4: 76,587 shares; 2025Q1: 75,342 shares; 2025Q2: 77,837 shares; 2025Q3: 77,322 shares; 2025Q4: 2,315 shares; 2026Q1: 248 shares 248$22.3K<0.01%-2,067Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 139 shares; 2025Q3: 659 shares; 2025Q4: 726 shares; 2026Q1: 1,194 shares 1,194$22.3K<0.01%+468Timeline
SYLDCAMBRIA 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: 82 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296 shares 296$22.3K<0.01%newTimeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,576 shares; 2024Q4: 3,647 shares; 2025Q1: 4,236 shares; 2025Q2: 519 shares; 2025Q3: 695 shares; 2025Q4: 459 shares; 2026Q1: 606 shares 606$22.2K<0.01%+147Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 360 shares; 2025Q2: 407 shares; 2025Q3: 416 shares; 2025Q4: 485 shares; 2026Q1: 152 shares 152$22.1K<0.01%-333Timeline
BAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 450 shares 450$22K<0.01%+150Timeline
JOEST JOE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 352 shares; 2026Q1: 350 shares 350$22K<0.01%-2Timeline
CLMCORNERSTONE STRATEGIC INVESTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,984 shares; 2025Q1: 6,233 shares; 2025Q2: 1,971 shares; 2025Q3: 1,971 shares; 2025Q4: 7,960 shares; 2026Q1: 3,011 shares 3,011$21.9K<0.01%-4,949Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 607 shares; 2025Q1: 623 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares 203$21.8K<0.01%0Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 751 shares; 2025Q1: 719 shares; 2025Q2: 2,231 shares; 2025Q3: 2,364 shares; 2025Q4: 2,414 shares; 2026Q1: 527 shares 527$21.8K<0.01%-1,887Timeline
BOHBANK OF HI 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: 151 shares; 2025Q4: 293 shares; 2026Q1: 293 shares 293$21.8K<0.01%0Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 92 shares; 2025Q1: 183 shares; 2025Q2: 265 shares; 2025Q3: 262 shares; 2025Q4: 272 shares; 2026Q1: 236 shares 236$21.7K<0.01%-36Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 118 shares; 2025Q1: 298 shares; 2025Q2: 602 shares; 2025Q3: 661 shares; 2025Q4: 754 shares; 2026Q1: 208 shares 208$21.6K<0.01%-546Timeline
UTZUTZ BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 2,355 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares 2,720$21.5K<0.01%0Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 266 shares; 2025Q1: 216 shares; 2025Q2: 1,052 shares; 2025Q3: 583 shares; 2025Q4: 618 shares; 2026Q1: 244 shares 244$21.4K<0.01%-374Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 41 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 77 shares; 2026Q1: 181 shares 181$21.4K<0.01%+104Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 16 shares; 2025Q1: 216 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 681 shares; 2026Q1: 681 shares 681$21.3K<0.01%0Timeline
PBR-APETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236 shares; 2025Q3: 756 shares; 2025Q4: 1,303 shares; 2026Q1: 1,136 shares 1,136$21.3K<0.01%-167Timeline
BALTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 215 shares; 2025Q1: 140 shares; 2025Q2: not reported; 2025Q3: 459 shares; 2025Q4: not reported; 2026Q1: 631 shares 631$21.1K<0.01%newTimeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 98 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 229 shares 229$21.1K<0.01%+139Timeline
TRMKTRUSTMARK 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: 162 shares; 2025Q4: 213 shares; 2026Q1: 499 shares 499$21K<0.01%+286Timeline
DPGDUFF & PHELPS UTLITY AND INFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 1,453 shares; 2026Q1: 1,453 shares 1,453$21K<0.01%0Timeline
WBIYABSOLUTE SHS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 30 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615$20.9K<0.01%0Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 2,133 shares; 2025Q1: 129 shares; 2025Q2: 253 shares; 2025Q3: 126 shares; 2025Q4: 127 shares; 2026Q1: 182 shares 182$20.8K<0.01%+55Timeline
MOG-AMOOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 2 shares; 2025Q2: 22 shares; 2025Q3: 19 shares; 2025Q4: 32 shares; 2026Q1: 71 shares 71$20.8K<0.01%+39Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 4,464 shares; 2025Q1: 1,683 shares; 2025Q2: 1,201 shares; 2025Q3: 1,100 shares; 2025Q4: 1,191 shares; 2026Q1: 1,137 shares 1,137$20.8K<0.01%-54Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,839 shares; 2024Q4: 9,268 shares; 2025Q1: 11,045 shares; 2025Q2: 10,444 shares; 2025Q3: 7,664 shares; 2025Q4: 1,132 shares; 2026Q1: 290 shares 290$20.8K<0.01%-842Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 165 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 318 shares 318$20.7K<0.01%+81Timeline
FCBDADVISORS INNER CIRCLE FD 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: 814 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares 814$20.6K<0.01%0Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 540 shares; 2025Q1: 445 shares; 2025Q2: 809 shares; 2025Q3: 874 shares; 2025Q4: 916 shares; 2026Q1: 380 shares 380$20.6K<0.01%-536Timeline
KEXKIRBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 50 shares; 2025Q3: 40 shares; 2025Q4: 123 shares; 2026Q1: 155 shares 155$20.6K<0.01%+32Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 274 shares; 2025Q1: 296 shares; 2025Q2: 10 shares; 2025Q3: 209 shares; 2025Q4: 346 shares; 2026Q1: 202 shares 202$20.6K<0.01%-144Timeline
JUNMFIRST 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: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$20.6K<0.01%0Timeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 87 shares; 2026Q1: 221 shares 221$20.5K<0.01%+134Timeline
SFLSFL CORPORATION 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: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 1,890 shares 1,890$20.4K<0.01%+1,800Timeline
PLABPHOTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 183 shares; 2026Q1: 504 shares 504$20.4K<0.01%+321Timeline
BEPCBROOKFIELD RENEWABLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 47 shares; 2025Q2: 266 shares; 2025Q3: 271 shares; 2025Q4: 371 shares; 2026Q1: 511 shares 511$20.4K<0.01%+140Timeline
OMABGRUPO AEROPORTUARIO DEL CENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 50 shares; 2025Q3: 174 shares; 2025Q4: 184 shares; 2026Q1: 177 shares 177$20.3K<0.01%-7Timeline
THGHANOVER INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 17 shares; 2025Q1: 15 shares; 2025Q2: 47 shares; 2025Q3: 112 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116$20.1K<0.01%0Timeline
QGRWWISDOMTREE 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: 376 shares 376$20.1K<0.01%newTimeline
PALCPACER 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: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387$20.1K<0.01%0Timeline
SMOTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 569 shares 569$20K<0.01%0Timeline
GOAUETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 451 shares 451$20K<0.01%0Timeline
AVALGRUPO AVAL ACCIONES Y VALOREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234 shares; 2026Q1: 4,534 shares 4,534$19.9K<0.01%+4,300Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 195 shares; 2025Q1: 153 shares; 2025Q2: 264 shares; 2025Q3: 754 shares; 2025Q4: 871 shares; 2026Q1: 833 shares 833$19.9K<0.01%-38Timeline
CDNLCARDINAL INFRASTRUCTURE GROUQuarterly shares; oldest to 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: 501 shares 501$19.9K<0.01%newTimeline
SCJISHARES 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: 204 shares 204$19.8K<0.01%newTimeline
HEQTSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,175 shares; 2025Q1: 1,236 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 628 shares 628$19.8K<0.01%0Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,899 shares; 2025Q1: not reported; 2025Q2: 270 shares; 2025Q3: 540 shares; 2025Q4: 690 shares; 2026Q1: 540 shares 540$19.8K<0.01%-150Timeline
FXRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 242 shares; 2026Q1: 242 shares 242$19.8K<0.01%0Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,076 shares; 2024Q4: 18,057 shares; 2025Q1: 18,323 shares; 2025Q2: 17,556 shares; 2025Q3: 503 shares; 2025Q4: 503 shares; 2026Q1: 495 shares 495$19.7K<0.01%-8Timeline
IMOSCHIPMOS 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: 13 shares; 2025Q3: 584 shares; 2025Q4: 584 shares; 2026Q1: 550 shares 550$19.7K<0.01%-34Timeline
NEONEOGENOMICS 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: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares 2,650$19.7K<0.01%0Timeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 135 shares; 2025Q2: 128 shares; 2025Q3: 200 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110$19.6K<0.01%0Timeline
SGOLETFS GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 439 shares 439$19.6K<0.01%0Timeline
BCYCBICYCLE THERAPEUTICS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,260 shares; 2025Q1: 1,282 shares; 2025Q2: 2,073 shares; 2025Q3: 3,625 shares; 2025Q4: 3,628 shares; 2026Q1: 4,218 shares 4,218$19.6K<0.01%+590Timeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 198 shares; 2025Q1: 334 shares; 2025Q2: 275 shares; 2025Q3: 32 shares; 2025Q4: 39 shares; 2026Q1: 230 shares 230$19.5K<0.01%+191Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 221 shares; 2025Q1: 70 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 93 shares; 2026Q1: 841 shares 841$19.4K<0.01%+748Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 160 shares; 2025Q1: 142 shares; 2025Q2: 106 shares; 2025Q3: 109 shares; 2025Q4: 268 shares; 2026Q1: 205 shares 205$19.4K<0.01%-63Timeline
DNOWDNOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,505 shares; 2025Q1: 1,648 shares; 2025Q2: 1,981 shares; 2025Q3: 1,943 shares; 2025Q4: 1,519 shares; 2026Q1: 1,625 shares 1,625$19.4K<0.01%+106Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,861 shares; 2025Q1: 134 shares; 2025Q2: 120 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 238 shares 238$19.3K<0.01%+123Timeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 730 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 41 shares; 2025Q4: 321 shares; 2026Q1: 329 shares 329$19.2K<0.01%+8Timeline
FDRRFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 267 shares; 2025Q2: 315 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 325 shares 325$19.1K<0.01%+11Timeline
DGCBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 166 shares; 2025Q2: 155 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351$19K<0.01%0Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 507 shares; 2025Q2: 1,386 shares; 2025Q3: 1,786 shares; 2025Q4: 1,786 shares; 2026Q1: 1,286 shares 1,286$19K<0.01%-500Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 83 shares; 2025Q1: 102 shares; 2025Q2: 104 shares; 2025Q3: 202 shares; 2025Q4: 315 shares; 2026Q1: 317 shares 317$18.8K<0.01%+2Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,948 shares; 2025Q1: 6,995 shares; 2025Q2: 1,166 shares; 2025Q3: 1,332 shares; 2025Q4: 1,352 shares; 2026Q1: 345 shares 345$18.8K<0.01%-1,007Timeline
TQQQPROSHARES 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: 451 shares 451$18.8K<0.01%newTimeline
REGLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 499 shares; 2025Q3: 490 shares; 2025Q4: 191 shares; 2026Q1: 217 shares 217$18.7K<0.01%+26Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 338 shares; 2025Q1: 387 shares; 2025Q2: 657 shares; 2025Q3: 672 shares; 2025Q4: 503 shares; 2026Q1: 897 shares 897$18.6K<0.01%+394Timeline
THWABRDN WORLD HEALTHCARE 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: 515 shares; 2026Q1: 1,589 shares 1,589$18.5K<0.01%+1,074Timeline
CHATTIDAL 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: 299 shares; 2025Q4: 299 shares; 2026Q1: 299 shares 299$18.5K<0.01%0Timeline
MSLCMORGAN STANLEY PATHWAY FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 238 shares; 2025Q2: 141 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 357 shares 357$18.5K<0.01%newTimeline
JPUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140 shares 140$18.2K<0.01%newTimeline
SNDASONIDA SENIOR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 565 shares 565$18.2K<0.01%newTimeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 501 shares; 2025Q1: 340 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 494 shares; 2026Q1: 181 shares 181$18.1K<0.01%-313Timeline
CWSADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 372 shares; 2025Q3: 325 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280$18.1K<0.01%0Timeline
GVAGRANITE CONSTR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 80 shares; 2025Q3: 84 shares; 2025Q4: 87 shares; 2026Q1: 151 shares 151$18.1K<0.01%+64Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 45 shares; 2025Q1: 147 shares; 2025Q2: 104 shares; 2025Q3: 86 shares; 2025Q4: not reported; 2026Q1: 188 shares 188$18K<0.01%newTimeline
CAECAE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 692 shares; 2026Q1: 692 shares 692$18K<0.01%0Timeline
CRGYCRESCENT ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,334 shares; 2026Q1: 1,334 shares 1,334$18K<0.01%0Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 98 shares; 2025Q3: 93 shares; 2025Q4: 132 shares; 2026Q1: 185 shares 185$18K<0.01%+53Timeline
LQDWISHARES 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: 744 shares 744$18K<0.01%newTimeline
CVYINVESCO 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: 663 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 663 shares; 2026Q1: 663 shares 663$17.9K<0.01%0Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 759 shares; 2025Q1: 645 shares; 2025Q2: 1,980 shares; 2025Q3: 2,014 shares; 2025Q4: 1,917 shares; 2026Q1: 433 shares 433$17.9K<0.01%-1,484Timeline
JMTGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 270 shares; 2025Q3: 871 shares; 2025Q4: 1,178 shares; 2026Q1: 351 shares 351$17.9K<0.01%-827Timeline
PPIINVESTMENT MANAGERS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 857 shares 857$17.8K<0.01%newTimeline
FDDFIRST 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: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$17.8K<0.01%0Timeline
FBNCFIRST BANCORP N CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 316 shares 316$17.8K<0.01%+13Timeline
LMRILUMEXA IMAGING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,957 shares; 2026Q1: 2,058 shares 2,058$17.7K<0.01%+101Timeline
BOXXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 127 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 152 shares 152$17.7K<0.01%-50Timeline
WLDRTWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,547 shares; 2024Q4: 4,796 shares; 2025Q1: 7,895 shares; 2025Q2: 275 shares; 2025Q3: 272 shares; 2025Q4: 209 shares; 2026Q1: 474 shares 474$17.6K<0.01%+265Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 287 shares; 2025Q1: 587 shares; 2025Q2: 21 shares; 2025Q3: 1,039 shares; 2025Q4: 2,090 shares; 2026Q1: 1,755 shares 1,755$17.6K<0.01%-335Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,332 shares; 2025Q1: 1,478 shares; 2025Q2: 1,471 shares; 2025Q3: 245 shares; 2025Q4: 543 shares; 2026Q1: 375 shares 375$17.6K<0.01%-168Timeline
VSLUETF OPPORTUNITIES 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: 418 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares 418$17.5K<0.01%0Timeline
SSBSOUTHSTATE BK 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: 116 shares; 2025Q4: 129 shares; 2026Q1: 188 shares 188$17.4K<0.01%+59Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 565 shares; 2025Q3: 475 shares; 2025Q4: 284 shares; 2026Q1: 385 shares 385$17.4K<0.01%+101Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 143 shares; 2025Q1: 442 shares; 2025Q2: 775 shares; 2025Q3: 935 shares; 2025Q4: 1,053 shares; 2026Q1: 1,319 shares 1,319$17.3K<0.01%+266Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,873 shares; 2024Q4: 206,721 shares; 2025Q1: 689 shares; 2025Q2: 1,590 shares; 2025Q3: 1,473 shares; 2025Q4: 1,016 shares; 2026Q1: 323 shares 323$17.3K<0.01%-693Timeline
OXMOXFORD INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 445 shares 445$17.1K<0.01%0Timeline
FTXLFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116$17.1K<0.01%0Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 322 shares; 2025Q1: 217 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 264 shares 264$17.1K<0.01%-15Timeline
FRMEFIRST MERCHANTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: 3,479 shares; 2025Q1: 3,146 shares; 2025Q2: 3,106 shares; 2025Q3: 2,581 shares; 2025Q4: 111 shares; 2026Q1: 441 shares 441$17.1K<0.01%+330Timeline
UOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 394 shares; 2026Q1: 445 shares 445$17K<0.01%+51Timeline
BSTZBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 766 shares 766$17K<0.01%+593Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 187 shares; 2025Q1: 251 shares; 2025Q2: 218 shares; 2025Q3: 242 shares; 2025Q4: 171 shares; 2026Q1: 185 shares 185$17K<0.01%+14Timeline
QARPDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 287 shares 287$16.9K<0.01%newTimeline
KSSKOHLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 39 shares; 2026Q1: 1,312 shares 1,312$16.9K<0.01%+1,273Timeline
SCSCSCANSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 372 shares; 2025Q1: 550 shares; 2025Q2: 480 shares; 2025Q3: 483 shares; 2025Q4: 393 shares; 2026Q1: 466 shares 466$16.9K<0.01%+73Timeline
GPIGROUP 1 AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 90 shares; 2025Q1: 97 shares; 2025Q2: 122 shares; 2025Q3: 84 shares; 2025Q4: 118 shares; 2026Q1: 51 shares 51$16.9K<0.01%-67Timeline
ERIEERIE INDTY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 13 shares; 2025Q4: 20 shares; 2026Q1: 67 shares 67$16.8K<0.01%+47Timeline
PACGRUPO AEROPORTUNARIO DEL PACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 58 shares; 2025Q4: 61 shares; 2026Q1: 68 shares 68$16.8K<0.01%+7Timeline
UDECINNOVATOR 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: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 431 shares 431$16.7K<0.01%+51Timeline
MEOHMETHANEX 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: 281 shares; 2026Q1: 281 shares 281$16.7K<0.01%0Timeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 156 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 115 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92$16.7K<0.01%0Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 90 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 221 shares 221$16.6K<0.01%+149Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148 shares; 2025Q1: 46 shares; 2025Q2: 176 shares; 2025Q3: 295 shares; 2025Q4: 290 shares; 2026Q1: 280 shares 280$16.6K<0.01%-10Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 42 shares; 2025Q3: 82 shares; 2025Q4: 105 shares; 2026Q1: 211 shares 211$16.6K<0.01%+106Timeline
AFDMFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 170 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$16.4K<0.01%0Timeline
GIISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 24 shares; 2025Q3: 39 shares; 2025Q4: 189 shares; 2026Q1: 216 shares 216$16.4K<0.01%+27Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 30 shares; 2025Q1: 15 shares; 2025Q2: 33 shares; 2025Q3: 56 shares; 2025Q4: 77 shares; 2026Q1: 71 shares 71$16.3K<0.01%-6Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: 75 shares; 2026Q1: 276 shares 276$16.3K<0.01%+201Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 684 shares; 2025Q1: 669 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 462 shares; 2026Q1: 360 shares 360$16.3K<0.01%-102Timeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 395 shares 395$16.3K<0.01%+185Timeline
PHRPHREESIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,685 shares; 2025Q2: 1,698 shares; 2025Q3: 1,698 shares; 2025Q4: 1,935 shares; 2026Q1: 1,935 shares 1,935$16.2K<0.01%0Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 104 shares; 2025Q1: 21 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198$16.2K<0.01%0Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 114 shares; 2026Q1: 209 shares 209$16.2K<0.01%+95Timeline
ONEYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134$16.1K<0.01%0Timeline
KIESPDR 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: 290 shares; 2026Q1: 290 shares 290$15.9K<0.01%0Timeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 998 shares; 2025Q1: 1,345 shares; 2025Q2: 1,672 shares; 2025Q3: 3,847 shares; 2025Q4: 3,716 shares; 2026Q1: 579 shares 579$15.9K<0.01%-3,137Timeline
BARGRANITESHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217 shares; 2025Q4: 209 shares; 2026Q1: 344 shares 344$15.9K<0.01%+135Timeline
CEFSEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 703 shares 703$15.9K<0.01%0Timeline
PLMRPALOMAR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 15 shares; 2025Q2: 48 shares; 2025Q3: 39 shares; 2025Q4: 54 shares; 2026Q1: 132 shares 132$15.8K<0.01%+78Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 168 shares 168$15.7K<0.01%+164Timeline
SRPTSAREPTA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,025 shares; 2024Q4: 42,759 shares; 2025Q1: 12,453 shares; 2025Q2: 12,673 shares; 2025Q3: 808 shares; 2025Q4: 751 shares; 2026Q1: 721 shares 721$15.7K<0.01%-30Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 235 shares; 2025Q1: 90 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 710 shares 710$15.6K<0.01%+655Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 2,584 shares; 2025Q1: 2,521 shares; 2025Q2: 2,626 shares; 2025Q3: 3,153 shares; 2025Q4: 3,252 shares; 2026Q1: 377 shares 377$15.6K<0.01%-2,875Timeline
GJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 573 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381$15.5K<0.01%0Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178 shares; 2025Q1: not reported; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228$15.5K<0.01%0Timeline
PSOPEARSON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,784 shares; 2025Q1: 6,202 shares; 2025Q2: 10,432 shares; 2025Q3: 2,053 shares; 2025Q4: 2,096 shares; 2026Q1: 1,180 shares 1,180$15.5K<0.01%-916Timeline
UTFCOHEN & STEERS INFRASTRUCTURQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 247 shares; 2025Q4: 552 shares; 2026Q1: 595 shares 595$15.4K<0.01%+43Timeline
DMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: 339 shares 339$15.2K<0.01%-339Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,292 shares; 2024Q4: 39,425 shares; 2025Q1: 35 shares; 2025Q2: 23 shares; 2025Q3: 80 shares; 2025Q4: 135 shares; 2026Q1: 95 shares 95$15.2K<0.01%-40Timeline
ECHOECHOSTAR 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: 9 shares; 2025Q3: 36 shares; 2025Q4: 100 shares; 2026Q1: 130 shares 130$15.2K<0.01%+30Timeline
FSMDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 340 shares 340$15.2K<0.01%+331Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 45 shares; 2025Q1: 66 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 60 shares; 2026Q1: 151 shares 151$15.2K<0.01%+91Timeline
BBMCJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,706 shares; 2024Q4: 94,080 shares; 2025Q1: 19,848 shares; 2025Q2: 166 shares; 2025Q3: 152 shares; 2025Q4: 148 shares; 2026Q1: 140 shares 140$15.2K<0.01%-8Timeline
GLNGGOLAR LNG 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: 2 shares; 2025Q3: 2 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280$15.2K<0.01%0Timeline
SEIQSEI EXCHANGE TRADED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 275 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 416 shares 416$15.1K<0.01%-9Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 41 shares; 2025Q3: 91 shares; 2025Q4: 164 shares; 2026Q1: 120 shares 120$15.1K<0.01%-44Timeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 66 shares; 2025Q1: 20 shares; 2025Q2: 144 shares; 2025Q3: 240 shares; 2025Q4: 123 shares; 2026Q1: 245 shares 245$15.1K<0.01%+122Timeline
VCTRVICTORY CAP HLDGS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57 shares; 2025Q3: 73 shares; 2025Q4: 84 shares; 2026Q1: 230 shares 230$15.1K<0.01%+146Timeline
KNSLKINSALE CAP GROUP 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: 24 shares; 2025Q3: 31 shares; 2025Q4: 21 shares; 2026Q1: 44 shares 44$15K<0.01%+23Timeline
GSSCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 202 shares 202$15K<0.01%newTimeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 8 shares; 2025Q3: 76 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91$15K<0.01%0Timeline
NJRNEW JERSEY RES 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: 45 shares; 2025Q3: 45 shares; 2025Q4: 145 shares; 2026Q1: 273 shares 273$15K<0.01%+128Timeline
CHTCHUNGHWA TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 309 shares; 2025Q4: 329 shares; 2026Q1: 354 shares 354$15K<0.01%+25Timeline
AUBATLANTIC UN BANKSHARES 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: 129 shares; 2025Q3: 354 shares; 2025Q4: 394 shares; 2026Q1: 417 shares 417$14.9K<0.01%+23Timeline
KCKINGSOFT CLOUD HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares 1,110$14.8K<0.01%0Timeline
RQICOHEN & STEERS QUALITY INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 1,136 shares; 2025Q3: 1,948 shares; 2025Q4: 1,227 shares; 2026Q1: 1,227 shares 1,227$14.8K<0.01%0Timeline
TILTFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 85 shares; 2025Q3: 61 shares; 2025Q4: 66 shares; 2026Q1: 61 shares 61$14.7K<0.01%-5Timeline
BRCBRADY 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: 13 shares; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 181 shares 181$14.7K<0.01%+151Timeline
PTHINVESCO 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: 300 shares; 2025Q3: 300 shares; 2025Q4: 309 shares; 2026Q1: 299 shares 299$14.7K<0.01%-10Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 58 shares; 2025Q2: 162 shares; 2025Q3: 190 shares; 2025Q4: 445 shares; 2026Q1: 150 shares 150$14.6K<0.01%-295Timeline
FBPFIRST BANCORP CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 122 shares; 2025Q3: 202 shares; 2025Q4: 360 shares; 2026Q1: 682 shares 682$14.6K<0.01%+322Timeline
PSCPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99 shares; 2025Q1: 73 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234 shares; 2026Q1: 254 shares 254$14.6K<0.01%+20Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,106 shares; 2026Q1: 847 shares 847$14.5K<0.01%-259Timeline
GOFGUGGENHEIM STRATEGIC OPPORTUQuarterly shares; oldest to 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: 1,056 shares; 2026Q1: 1,318 shares 1,318$14.5K<0.01%+262Timeline
PBUSINVESCO 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: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares 222$14.5K<0.01%0Timeline
BSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300$14.4K<0.01%newTimeline
FLSFLOWSERVE 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: 76 shares; 2025Q3: 60 shares; 2025Q4: 205 shares; 2026Q1: 196 shares 196$14.4K<0.01%-9Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,840 shares; 2025Q1: 15,075 shares; 2025Q2: 439 shares; 2025Q3: 438 shares; 2025Q4: 508 shares; 2026Q1: 487 shares 487$14.3K<0.01%-21Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,565 shares; 2024Q4: 214,449 shares; 2025Q1: 214,598 shares; 2025Q2: 180,570 shares; 2025Q3: 190,572 shares; 2025Q4: 2,973 shares; 2026Q1: 659 shares 659$14.2K<0.01%-2,314Timeline
UBNDVICTORY 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: 2,774 shares; 2025Q4: 2,774 shares; 2026Q1: 654 shares 654$14.2K<0.01%-2,120Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,220 shares; 2025Q1: 14 shares; 2025Q2: 233 shares; 2025Q3: 425 shares; 2025Q4: 631 shares; 2026Q1: 667 shares 667$14.2K<0.01%+36Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 1,413 shares; 2025Q1: 1,395 shares; 2025Q2: 1,252 shares; 2025Q3: 48 shares; 2025Q4: 54 shares; 2026Q1: 92 shares 92$14.1K<0.01%+38Timeline
PCNPIMCO CORPORATE & INCM STRGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,187 shares 1,187$14.1K<0.01%newTimeline
TDAYUSA TODAY CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$14.1K<0.01%0Timeline
WNEBWESTERN NEW ENG BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,090 shares 1,090$14.1K<0.01%newTimeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 126 shares; 2025Q1: 121 shares; 2025Q2: 1,847 shares; 2025Q3: 1,808 shares; 2025Q4: 1,996 shares; 2026Q1: 2,025 shares 2,025$14.1K<0.01%+29Timeline
JUSTGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 153 shares; 2026Q1: 152 shares 152$14.1K<0.01%-1Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 34 shares; 2025Q1: 26 shares; 2025Q2: 160 shares; 2025Q3: 338 shares; 2025Q4: 10,059 shares; 2026Q1: 306 shares 306$14K<0.01%-9,753Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,809 shares; 2024Q4: 5,232 shares; 2025Q1: 5,631 shares; 2025Q2: 643 shares; 2025Q3: 178 shares; 2025Q4: 82 shares; 2026Q1: 65 shares 65$14K<0.01%-17Timeline
BCOBRINKS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,813 shares; 2024Q4: 8,072 shares; 2025Q1: 7,738 shares; 2025Q2: 91 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 135 shares 135$14K<0.01%+41Timeline
CEFSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 843 shares; 2025Q4: 120 shares; 2026Q1: 293 shares 293$14K<0.01%+173Timeline
FDMOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,475 shares; 2025Q2: 67 shares; 2025Q3: 2 shares; 2025Q4: 2,533 shares; 2026Q1: 174 shares 174$13.9K<0.01%-2,359Timeline
BBAXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 9 shares; 2025Q3: 196 shares; 2025Q4: 192 shares; 2026Q1: 232 shares 232$13.8K<0.01%+40Timeline
GSGOGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 377 shares; 2026Q1: 377 shares 377$13.8K<0.01%0Timeline
BCHBANCO DE CHILEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 181 shares; 2025Q1: 178 shares; 2025Q2: 148 shares; 2025Q3: 332 shares; 2025Q4: 389 shares; 2026Q1: 372 shares 372$13.8K<0.01%-17Timeline
TMFERBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 529 shares; 2026Q1: 504 shares 504$13.7K<0.01%-25Timeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 40 shares; 2025Q2: 187 shares; 2025Q3: 833 shares; 2025Q4: 152 shares; 2026Q1: 152 shares 152$13.7K<0.01%0Timeline
MDPEDIATRIX MEDICAL 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: 170 shares; 2025Q4: 447 shares; 2026Q1: 638 shares 638$13.6K<0.01%+191Timeline
GSUSGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 151 shares 151$13.6K<0.01%+75Timeline
CLBCORE LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 2,887 shares; 2025Q2: 7,530 shares; 2025Q3: 1,231 shares; 2025Q4: 834 shares; 2026Q1: 808 shares 808$13.6K<0.01%-26Timeline
FIDFIRST 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 647 shares 647$13.6K<0.01%newTimeline
HWCHANCOCK WHITNEY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 72 shares; 2025Q3: 99 shares; 2025Q4: 194 shares; 2026Q1: 213 shares 213$13.5K<0.01%+19Timeline
XSSPXNUVEEN S&P 500 DYNAMIC OVERWQuarterly shares; oldest to 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: 840 shares 840$13.5K<0.01%newTimeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 126 shares; 2025Q1: 183 shares; 2025Q2: 36 shares; 2025Q3: 125 shares; 2025Q4: 135 shares; 2026Q1: 145 shares 145$13.5K<0.01%+10Timeline
BBEUJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 1,882 shares; 2025Q1: 3,423 shares; 2025Q2: 354 shares; 2025Q3: 106 shares; 2025Q4: 165 shares; 2026Q1: 186 shares 186$13.5K<0.01%+21Timeline
PAGPENSKE AUTOMOTIVE GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 7 shares; 2025Q1: 6 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 23 shares; 2026Q1: 90 shares 90$13.5K<0.01%+67Timeline
WSWORTHINGTON STL 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: 443 shares 443$13.4K<0.01%newTimeline
PVALPUTNAM 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: 79 shares; 2025Q4: 88 shares; 2026Q1: 288 shares 288$13.4K<0.01%+200Timeline
NJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$13.3K<0.01%0Timeline
GMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 320 shares 320$13.3K<0.01%newTimeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 97 shares; 2025Q1: 75 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 173 shares; 2026Q1: 172 shares 172$13.3K<0.01%-1Timeline
MMSIMERIT MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 5 shares; 2025Q2: 13 shares; 2025Q3: 26 shares; 2025Q4: 45 shares; 2026Q1: 193 shares 193$13.3K<0.01%+148Timeline
SFLRINNOVATOR 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: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 374 shares 374$13.2K<0.01%+199Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 247 shares; 2025Q3: 255 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265$13.1K<0.01%0Timeline
ARKWARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 108 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 109 shares 109$13.1K<0.01%+3Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99 shares; 2025Q1: 275 shares; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380$13.1K<0.01%0Timeline
FCALFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 401 shares; 2026Q1: 268 shares 268$13.1K<0.01%-133Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 147 shares; 2025Q1: 75 shares; 2025Q2: 77 shares; 2025Q3: 81 shares; 2025Q4: 79 shares; 2026Q1: 123 shares 123$13.1K<0.01%+44Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: 2,133 shares; 2026Q1: 1,266 shares 1,266$13K<0.01%-867Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 196 shares 196$12.9K<0.01%+193Timeline
BBDOBANCO BRADESCO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,313 shares; 2025Q4: 3,654 shares; 2026Q1: 3,929 shares 3,929$12.9K<0.01%+275Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly 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: 109 shares; 2025Q4: 259 shares; 2026Q1: 249 shares 249$12.9K<0.01%-10Timeline
MCRIMONARCH CASINO & RESORT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 75 shares; 2025Q3: 83 shares; 2025Q4: 106 shares; 2026Q1: 134 shares 134$12.8K<0.01%+28Timeline
NTBBANK OF N T BUTTERFIELD & SOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 244 shares; 2026Q1: 244 shares 244$12.8K<0.01%0Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 13 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 100 shares 100$12.8K<0.01%+77Timeline
TSMETHRIVENT 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: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305$12.7K<0.01%0Timeline
PXIINVESCO 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: 212 shares 212$12.6K<0.01%newTimeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 214 shares; 2025Q2: 67 shares; 2025Q3: 524 shares; 2025Q4: 566 shares; 2026Q1: 739 shares 739$12.6K<0.01%+173Timeline
VSGXVANGUARD 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: not reported; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 175 shares 175$12.6K<0.01%0Timeline
PCTYPAYLOCITY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 148 shares; 2025Q3: 136 shares; 2025Q4: 150 shares; 2026Q1: 116 shares 116$12.5K<0.01%-34Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 374 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216$12.5K<0.01%0Timeline
UFOXETF 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: 65 shares; 2025Q4: 183 shares; 2026Q1: 183 shares 183$12.5K<0.01%0Timeline
TILEINTERFACE 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: 420 shares; 2025Q4: 469 shares; 2026Q1: 500 shares 500$12.5K<0.01%+31Timeline
TDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 365 shares; 2025Q3: 400 shares; 2025Q4: 467 shares; 2026Q1: 147 shares 147$12.5K<0.01%-320Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 725 shares 725$12.4K<0.01%newTimeline
GDECFIRST 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: not reported; 2025Q4: 40 shares; 2026Q1: 335 shares 335$12.4K<0.01%+295Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190$12.3K<0.01%0Timeline
GTYGETTY RLTY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 388 shares 388$12.3K<0.01%+378Timeline
VSXYVICTORIAS SECRET AND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 224 shares; 2025Q3: 237 shares; 2025Q4: 232 shares; 2026Q1: 265 shares 265$12.3K<0.01%+33Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 370 shares; 2025Q3: 408 shares; 2025Q4: 433 shares; 2026Q1: 262 shares 262$12.2K<0.01%-171Timeline
CVSACOVISTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106$12.2K<0.01%0Timeline
MRSKNORTHERN LIGHTS FD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 362 shares; 2025Q1: 186 shares; 2025Q2: 103 shares; 2025Q3: 207 shares; 2025Q4: 344 shares; 2026Q1: 344 shares 344$12.2K<0.01%0Timeline
OMCLOMNICELL COMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 383 shares; 2025Q3: 458 shares; 2025Q4: 295 shares; 2026Q1: 363 shares 363$12.1K<0.01%+68Timeline
EPPISHARES 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: 227 shares 227$12.1K<0.01%newTimeline
LMATLEMAITRE VASCULAR 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: 42 shares; 2025Q3: 94 shares; 2025Q4: 103 shares; 2026Q1: 110 shares 110$12K<0.01%+7Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 3,187 shares; 2025Q1: 2,871 shares; 2025Q2: 2,796 shares; 2025Q3: 2,994 shares; 2025Q4: 197 shares; 2026Q1: 207 shares 207$12K<0.01%+10Timeline
BZKANZHUN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: 45 shares; 2025Q4: 15,533 shares; 2026Q1: 894 shares 894$12K<0.01%-14,639Timeline
VIVTELEFONICA BRASIL 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: 40 shares; 2025Q3: 72 shares; 2025Q4: 221 shares; 2026Q1: 752 shares 752$12K<0.01%+531Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 331 shares; 2025Q1: 289 shares; 2025Q2: 428 shares; 2025Q3: 349 shares; 2025Q4: 1,811 shares; 2026Q1: 277 shares 277$11.9K<0.01%-1,534Timeline
SIXJAIM 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: 16 shares; 2026Q1: 354 shares 354$11.9K<0.01%+338Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 639 shares; 2025Q2: 504 shares; 2025Q3: 827 shares; 2025Q4: 503 shares; 2026Q1: 503 shares 503$11.9K<0.01%0Timeline
IUSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 410 shares; 2025Q4: 395 shares; 2026Q1: 205 shares 205$11.9K<0.01%-190Timeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,518 shares; 2024Q4: 33,129 shares; 2025Q1: 9,144 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 515 shares 515$11.8K<0.01%newTimeline
ECECOPETROL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 1,115 shares; 2025Q4: 817 shares; 2026Q1: 784 shares 784$11.8K<0.01%-33Timeline
NENOBLE CORP 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: 28 shares; 2025Q4: 214 shares; 2026Q1: 238 shares 238$11.7K<0.01%+24Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: 108 shares; 2025Q3: 330 shares; 2025Q4: 346 shares; 2026Q1: 367 shares 367$11.7K<0.01%+21Timeline
XIGDXVOYA GLBL EQTY DIV & PREM OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 2,039 shares 2,039$11.6K<0.01%+1,950Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 1,494 shares; 2025Q4: 1,921 shares; 2026Q1: 1,373 shares 1,373$11.6K<0.01%-548Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 24 shares; 2025Q4: 28 shares; 2026Q1: 29 shares 29$11.6K<0.01%+1Timeline
LILI AUTO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 105 shares; 2025Q3: 238 shares; 2025Q4: 426 shares; 2026Q1: 645 shares 645$11.5K<0.01%+219Timeline
EMDMFIRST 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: not reported; 2025Q3: 180 shares; 2025Q4: 328 shares; 2026Q1: 328 shares 328$11.5K<0.01%0Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 25 shares; 2025Q1: 6,200 shares; 2025Q2: 25 shares; 2025Q3: 21 shares; 2025Q4: 148 shares; 2026Q1: 156 shares 156$11.5K<0.01%+8Timeline
BWZSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 3,007,707 shares; 2025Q3: 2,189 shares; 2025Q4: 1,287 shares; 2026Q1: 425 shares 425$11.4K<0.01%-862Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 5 shares; 2025Q1: 1 shares; 2025Q2: 22 shares; 2025Q3: 82 shares; 2025Q4: 237 shares; 2026Q1: 143 shares 143$11.4K<0.01%-94Timeline
NVRIENVIRI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 582 shares 582$11.4K<0.01%+556Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 1,154 shares; 2025Q4: 1,713 shares; 2026Q1: 1,513 shares 1,513$11.4K<0.01%-200Timeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 181 shares; 2026Q1: 177 shares 177$11.4K<0.01%-4Timeline
LEGRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 236 shares; 2025Q4: 256 shares; 2026Q1: 197 shares 197$11.4K<0.01%-59Timeline
NEXNNEXXEN INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,740 shares; 2025Q2: 3,284 shares; 2025Q3: 3,717 shares; 2025Q4: 1,919 shares; 2026Q1: 1,741 shares 1,741$11.4K<0.01%-178Timeline
CNACNA FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 266 shares; 2026Q1: 246 shares 246$11.3K<0.01%-20Timeline
PJFGPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116 shares 116$11.3K<0.01%newTimeline
UFPTUFP TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58$11.2K<0.01%0Timeline
HEEMISHARES 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: 303 shares; 2026Q1: 303 shares 303$11.2K<0.01%0Timeline
EXPEAGLE MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 67 shares; 2025Q1: 393 shares; 2025Q2: 372 shares; 2025Q3: 374 shares; 2025Q4: 102 shares; 2026Q1: 59 shares 59$11.2K<0.01%-43Timeline
PFFAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: 524 shares; 2025Q3: 1,286 shares; 2025Q4: 1,242 shares; 2026Q1: 545 shares 545$11.1K<0.01%-697Timeline
ATMUATMUS FILTRATION TECHNOLOGIEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 195 shares 195$11.1K<0.01%+84Timeline
SIXOAIM 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: 101 shares; 2026Q1: 327 shares 327$11K<0.01%+226Timeline
MACMACERICH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,404 shares; 2024Q4: 18,698 shares; 2025Q1: 19,537 shares; 2025Q2: 291 shares; 2025Q3: 341 shares; 2025Q4: 608 shares; 2026Q1: 584 shares 584$11K<0.01%-24Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 52 shares; 2025Q1: 42 shares; 2025Q2: 64 shares; 2025Q3: 82 shares; 2025Q4: 79 shares; 2026Q1: 130 shares 130$11K<0.01%+51Timeline
PRSUPURSUIT ATTRACTIONS AND HOSPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 292 shares; 2025Q4: 299 shares; 2026Q1: 299 shares 299$11K<0.01%0Timeline
EVTCEVERTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 94 shares; 2025Q2: 52 shares; 2025Q3: not reported; 2025Q4: 69 shares; 2026Q1: 387 shares 387$10.9K<0.01%+318Timeline
KYNKAYNE ANDERSON ENERGY INFRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 733 shares; 2025Q4: 733 shares; 2026Q1: 762 shares 762$10.9K<0.01%+29Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: 196 shares; 2025Q3: 695 shares; 2025Q4: 672 shares; 2026Q1: 1,317 shares 1,317$10.9K<0.01%+645Timeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 138 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 284 shares; 2026Q1: 296 shares 296$10.9K<0.01%+12Timeline
CNXCCONCENTRIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 48 shares; 2025Q3: 62 shares; 2025Q4: 348 shares; 2026Q1: 397 shares 397$10.9K<0.01%+49Timeline
PSLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$10.9K<0.01%0Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 165 shares; 2025Q2: 210 shares; 2025Q3: 249 shares; 2025Q4: 235 shares; 2026Q1: 262 shares 262$10.9K<0.01%+27Timeline
GNLGLOBAL NET LEASE 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: 52 shares; 2025Q4: 1,069 shares; 2026Q1: 1,158 shares 1,158$10.8K<0.01%+89Timeline
GDXJVANECK 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: 159 shares; 2025Q3: 614 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90$10.8K<0.01%0Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 16 shares; 2025Q3: 11 shares; 2025Q4: 96 shares; 2026Q1: 163 shares 163$10.6K<0.01%+67Timeline
LLYVKLIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156 shares; 2026Q1: 113 shares 113$10.6K<0.01%-43Timeline
IDEVOYA INFRASTRUCTURE INDLS &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: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 852 shares 852$10.6K<0.01%0Timeline
AUDCAUDIOCODES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 522 shares; 2025Q1: 728 shares; 2025Q2: 655 shares; 2025Q3: 1,572 shares; 2025Q4: 965 shares; 2026Q1: 1,258 shares 1,258$10.6K<0.01%+293Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,287 shares; 2025Q1: 2,113 shares; 2025Q2: 2,107 shares; 2025Q3: 1,638 shares; 2025Q4: 792 shares; 2026Q1: 922 shares 922$10.6K<0.01%+130Timeline
SKMSK TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 8,260 shares; 2025Q1: 19,198 shares; 2025Q2: 17,189 shares; 2025Q3: 2,474 shares; 2025Q4: 1,647 shares; 2026Q1: 359 shares 359$10.5K<0.01%-1,288Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 471 shares; 2025Q1: 503 shares; 2025Q2: 1,226 shares; 2025Q3: 1,201 shares; 2025Q4: 1,029 shares; 2026Q1: 201 shares 201$10.4K<0.01%-828Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 27 shares; 2025Q1: 53 shares; 2025Q2: 47 shares; 2025Q3: 49 shares; 2025Q4: 47 shares; 2026Q1: 65 shares 65$10.4K<0.01%+18Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 59 shares; 2025Q3: 70 shares; 2025Q4: 104 shares; 2026Q1: 102 shares 102$10.4K<0.01%-2Timeline
ASTLALGOMA STL 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: 2,500 shares 2,500$10.3K<0.01%newTimeline
BF-ABROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 169 shares; 2025Q1: 542 shares; 2025Q2: 443 shares; 2025Q3: 313 shares; 2025Q4: 478 shares; 2026Q1: 385 shares 385$10.3K<0.01%-93Timeline
BEKEKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 416 shares; 2025Q2: 503 shares; 2025Q3: 842 shares; 2025Q4: 991 shares; 2026Q1: 689 shares 689$10.3K<0.01%-302Timeline
SNPEDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,480 shares; 2025Q1: 346 shares; 2025Q2: 225 shares; 2025Q3: 231 shares; 2025Q4: 171 shares; 2026Q1: 173 shares 173$10.3K<0.01%+2Timeline
SQMSOCIEDAD QUIMICA Y MINERA DEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51 shares; 2025Q3: 63 shares; 2025Q4: 58 shares; 2026Q1: 127 shares 127$10.3K<0.01%+69Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 68 shares 68$10.2K<0.01%+6Timeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,546 shares; 2025Q1: 1,316 shares; 2025Q2: 189 shares; 2025Q3: 150 shares; 2025Q4: 142 shares; 2026Q1: 99 shares 99$10.2K<0.01%-43Timeline
FOPCADVISORS INNER CIRCLE FD 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: 401 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401$10.2K<0.01%0Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 19 shares; 2025Q3: 20 shares; 2025Q4: 58 shares; 2026Q1: 115 shares 115$10.1K<0.01%+57Timeline
BSTPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,299 shares; 2025Q4: not reported; 2026Q1: 280 shares 280$10.1K<0.01%newTimeline
VOTETCW 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: 132 shares; 2026Q1: 132 shares 132$10.1K<0.01%0Timeline
ANDEANDERSONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 140 shares 140$10K<0.01%+105Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,019 shares; 2025Q1: 3,589 shares; 2025Q2: 1,889 shares; 2025Q3: 169 shares; 2025Q4: 184 shares; 2026Q1: 190 shares 190$10K<0.01%+6Timeline
TMATNORTHERN 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: 177 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 432 shares 432$10K<0.01%+229Timeline
MODLVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224$10K<0.01%0Timeline
VEGAADVISORSHARES 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: 207 shares 207$9.99K<0.01%newTimeline
UGPULTRAPAR PARTICIPACOES SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,165 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 938 shares; 2025Q4: 639 shares; 2026Q1: 1,804 shares 1,804$9.94K<0.01%+1,165Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119 shares; 2025Q2: 84 shares; 2025Q3: 606 shares; 2025Q4: 1,044 shares; 2026Q1: 1,647 shares 1,647$9.93K<0.01%+603Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 64 shares; 2025Q3: 107 shares; 2025Q4: 644 shares; 2026Q1: 978 shares 978$9.79K<0.01%+334Timeline
PKXPOSCO 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: 32 shares; 2025Q3: 95 shares; 2025Q4: 153 shares; 2026Q1: 167 shares 167$9.77K<0.01%+14Timeline
TNKTEEKAY TANKERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,523 shares; 2025Q1: 2,432 shares; 2025Q2: 2,383 shares; 2025Q3: 2,109 shares; 2025Q4: 138 shares; 2026Q1: 133 shares 133$9.75K<0.01%-5Timeline
WSRWHITESTONE REITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,525 shares; 2024Q4: 22,260 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 600 shares 600$9.69K<0.01%+569Timeline
FTHYFIRST TR HIGH YIELD OPPRT 20Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 18 shares; 2025Q3: 906 shares; 2025Q4: 1,698 shares; 2026Q1: 714 shares 714$9.66K<0.01%-984Timeline
GNTXGENTEX 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: 178 shares; 2025Q3: 288 shares; 2025Q4: 283 shares; 2026Q1: 442 shares 442$9.66K<0.01%+159Timeline
FTSFORTIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 173 shares 173$9.65K<0.01%+59Timeline
JPLDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182 shares; 2026Q1: 182 shares 182$9.5K<0.01%0Timeline
CGIECAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 116 shares; 2026Q1: 278 shares 278$9.4K<0.01%+162Timeline
SPGMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 129 shares; 2026Q1: 124 shares 124$9.39K<0.01%-5Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 127 shares; 2025Q3: 138 shares; 2025Q4: 405 shares; 2026Q1: 264 shares 264$9.36K<0.01%-141Timeline
DRDDRDGOLD LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 318 shares 318$9.34K<0.01%+202Timeline
NBTBNBT BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 627 shares; 2025Q1: 775 shares; 2025Q2: 786 shares; 2025Q3: 775 shares; 2025Q4: 717 shares; 2026Q1: 219 shares 219$9.32K<0.01%-498Timeline
HOMBHOME BANCSHARES 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: 183 shares; 2025Q3: 413 shares; 2025Q4: 344 shares; 2026Q1: 345 shares 345$9.29K<0.01%+1Timeline
HEDJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 393 shares; 2025Q4: 393 shares; 2026Q1: 177 shares 177$9.26K<0.01%-216Timeline
RLYSSGA 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: 53 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256$9.25K<0.01%0Timeline
BUYWNORTHERN 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: 123 shares; 2025Q2: 186 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 657 shares 657$9.25K<0.01%+613Timeline
UVEUNIVERSAL INS 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: 15 shares; 2026Q1: 270 shares 270$9.22K<0.01%+255Timeline
CXCEMEX SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128 shares; 2025Q3: 424 shares; 2025Q4: 704 shares; 2026Q1: 806 shares 806$9.22K<0.01%+102Timeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 868 shares; 2025Q1: 1,427 shares; 2025Q2: 719 shares; 2025Q3: 32 shares; 2025Q4: 42 shares; 2026Q1: 32 shares 32$9.2K<0.01%-10Timeline
INSWINTERNATIONAL SEAWAYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 126 shares 126$9.18K<0.01%+120Timeline
TPGTPG 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: 33 shares; 2025Q3: 58 shares; 2025Q4: 129 shares; 2026Q1: 226 shares 226$9.15K<0.01%+97Timeline
XAODXABRDN TOTAL DYNAMIC DIVIDENDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 1,058 shares; 2026Q1: 992 shares 992$9.14K<0.01%-66Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 32 shares; 2025Q1: 43 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 69 shares; 2026Q1: 144 shares 144$9.12K<0.01%+75Timeline
WWJDNORTHERN 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: 158 shares; 2025Q4: 158 shares; 2026Q1: 243 shares 243$9.09K<0.01%+85Timeline
KAIKADANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31 shares; 2026Q1: 31 shares 31$9.06K<0.01%0Timeline
UCBUNITED CMNTY BKS BLAIRSVLE GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 33 shares; 2025Q3: 29 shares; 2025Q4: 69 shares; 2026Q1: 287 shares 287$9.04K<0.01%+218Timeline
ELCVSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 311 shares 311$9.02K<0.01%0Timeline
RWJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 177 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176$8.88K<0.01%0Timeline
ZECPZACKS 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: 262 shares 262$8.86K<0.01%newTimeline
GAINGLADSTONE INVT 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: 845 shares; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 622 shares 622$8.83K<0.01%0Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 1,380 shares; 2025Q3: 1,593 shares; 2025Q4: 1,574 shares; 2026Q1: 240 shares 240$8.83K<0.01%-1,334Timeline
GRINVICTORY 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: 319 shares; 2025Q4: 319 shares; 2026Q1: 319 shares 319$8.81K<0.01%0Timeline
PFLPIMCO INCOME STRATEGY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100$8.8K<0.01%0Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 70 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 213 shares 213$8.79K<0.01%+108Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51 shares 51$8.75K<0.01%newTimeline
FIVNFIVE9 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 577 shares 577$8.75K<0.01%+532Timeline
QDFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110$8.7K<0.01%0Timeline
UBFOUNITED SEC BANCSHARES CALIFQuarterly shares; oldest to 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: 827 shares; 2026Q1: 827 shares 827$8.69K<0.01%0Timeline
EWPISHARES 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: 160 shares 160$8.69K<0.01%newTimeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 80 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 57 shares; 2025Q4: 54 shares; 2026Q1: 62 shares 62$8.66K<0.01%+8Timeline
BIPCBROOKFIELD INFRASTRUCTURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 144 shares; 2025Q4: 205 shares; 2026Q1: 219 shares 219$8.65K<0.01%+14Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106$8.64K<0.01%0Timeline
REZIRESIDEO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 460 shares; 2025Q1: 588 shares; 2025Q2: 630 shares; 2025Q3: 716 shares; 2025Q4: 187 shares; 2026Q1: 256 shares 256$8.63K<0.01%+69Timeline
KATADVISORS SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161$8.63K<0.01%0Timeline
JMOMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 127 shares; 2026Q1: 127 shares 127$8.63K<0.01%0Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 75 shares; 2026Q1: 92 shares 92$8.61K<0.01%+17Timeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,658 shares; 2026Q1: 575 shares 575$8.6K<0.01%-10,083Timeline
QLTYGMO 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: 360 shares; 2025Q3: 215 shares; 2025Q4: 277 shares; 2026Q1: 237 shares 237$8.57K<0.01%-40Timeline
AEGAEGON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 846 shares; 2025Q3: 1,023 shares; 2025Q4: 1,107 shares; 2026Q1: 1,181 shares 1,181$8.57K<0.01%+74Timeline
NJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120$8.57K<0.01%0Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 156 shares 156$8.57K<0.01%+138Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 728 shares; 2025Q1: 409 shares; 2025Q2: 2,999 shares; 2025Q3: 11,114 shares; 2025Q4: 12,277 shares; 2026Q1: 545 shares 545$8.56K<0.01%-11,732Timeline
UEURBAN EDGE PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,523 shares; 2024Q4: 41,855 shares; 2025Q1: 9,820 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 127 shares; 2026Q1: 426 shares 426$8.51K<0.01%+299Timeline
PLXSPLEXUS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 15 shares; 2025Q4: 24 shares; 2026Q1: 42 shares 42$8.51K<0.01%+18Timeline
XNQPXNUVEEN PA INVT QUALITY MUN FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares 712$8.49K<0.01%0Timeline
EVNEATON VANCE MUN INCOME 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: 814 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares 814$8.47K<0.01%0Timeline
CDECOEUR MNG 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: 23 shares; 2025Q4: 55 shares; 2026Q1: 451 shares 451$8.46K<0.01%+396Timeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 156 shares 156$8.44K<0.01%0Timeline
IQDGWISDOMTREE 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: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208$8.35K<0.01%0Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 81 shares; 2025Q3: 184 shares; 2025Q4: 173 shares; 2026Q1: 158 shares 158$8.34K<0.01%-15Timeline
ORRFORRSTOWN FINL SVCS 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: 231 shares 231$8.33K<0.01%newTimeline
RNGRINGCENTRAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: 60 shares; 2026Q1: 224 shares 224$8.33K<0.01%+164Timeline
DFENDIREXION 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: 147 shares; 2026Q1: 132 shares 132$8.33K<0.01%-15Timeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 130 shares 130$8.31K<0.01%0Timeline
NBHCNATIONAL BK HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,647 shares; 2025Q1: 1,458 shares; 2025Q2: 1,579 shares; 2025Q3: 1,480 shares; 2025Q4: 1,413 shares; 2026Q1: 211 shares 211$8.26K<0.01%-1,202Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,980 shares; 2024Q4: 9,042 shares; 2025Q1: 9,522 shares; 2025Q2: 7,861 shares; 2025Q3: 7,139 shares; 2025Q4: 6,440 shares; 2026Q1: 53 shares 53$8.21K<0.01%-6,387Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 82 shares; 2025Q1: 78 shares; 2025Q2: 172 shares; 2025Q3: 279 shares; 2025Q4: 234 shares; 2026Q1: 216 shares 216$8.21K<0.01%-18Timeline
QCLNFIRST 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: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 176 shares 176$8.18K<0.01%+76Timeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 29 shares; 2025Q1: 25 shares; 2025Q2: 12 shares; 2025Q3: 7 shares; 2025Q4: 10 shares; 2026Q1: 46 shares 46$8.13K<0.01%+36Timeline
CMRECOSTAMARE 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: 481 shares; 2026Q1: 481 shares 481$8.13K<0.01%0Timeline
BSMBLACK STONE MINERALS 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: 389 shares; 2025Q4: 560 shares; 2026Q1: 537 shares 537$8.12K<0.01%-23Timeline
ROADCONSTRUCTION PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 65 shares; 2025Q3: 71 shares; 2025Q4: 65 shares; 2026Q1: 73 shares 73$8.11K<0.01%+8Timeline
ASTSAST SPACEMOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 50 shares; 2025Q4: 77 shares; 2026Q1: 97 shares 97$8.04K<0.01%+20Timeline
MLRGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 23,178 shares; 2025Q1: 18,085 shares; 2025Q2: 1,703 shares; 2025Q3: 38 shares; 2025Q4: 2,299 shares; 2026Q1: 89 shares 89$8K<0.01%-2,210Timeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339 shares; 2025Q3: 105 shares; 2025Q4: 128 shares; 2026Q1: 162 shares 162$8K<0.01%+34Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 407 shares 407$7.99K<0.01%newTimeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,029 shares; 2024Q4: 80,296 shares; 2025Q1: 80,225 shares; 2025Q2: 231 shares; 2025Q3: 147 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161$7.95K<0.01%0Timeline
FGSMADVISORS INNER CIRCLE FD 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: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255$7.95K<0.01%0Timeline
FMETFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 253 shares 253$7.94K<0.01%-2Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 52 shares; 2025Q3: 98 shares; 2025Q4: 132 shares; 2026Q1: 161 shares 161$7.92K<0.01%+29Timeline
QFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 237 shares 237$7.89K<0.01%0Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208 shares; 2025Q3: 463 shares; 2025Q4: 613 shares; 2026Q1: 949 shares 949$7.88K<0.01%+336Timeline
PMLPIMCO MUN INCOME FD 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: 1,038 shares; 2026Q1: 1,038 shares 1,038$7.86K<0.01%0Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: 12 shares; 2025Q3: 20 shares; 2025Q4: 47 shares; 2026Q1: 61 shares 61$7.83K<0.01%+14Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,773 shares; 2024Q4: 40,882 shares; 2025Q1: 12 shares; 2025Q2: 21 shares; 2025Q3: 18 shares; 2025Q4: 46 shares; 2026Q1: 38 shares 38$7.79K<0.01%-8Timeline
QMOMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114 shares 114$7.79K<0.01%newTimeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 18 shares; 2025Q3: 39 shares; 2025Q4: 117 shares; 2026Q1: 164 shares 164$7.76K<0.01%+47Timeline
VLUSPDR 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: 54 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36$7.74K<0.01%0Timeline
ETGEATON VANCE TX ADV GLBL DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 659 shares; 2026Q1: 384 shares 384$7.73K<0.01%-275Timeline
PFBCPREFERRED BK LOS ANGELES CAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 85 shares 85$7.71K<0.01%+80Timeline
CLOZSERIES PORTFOLIOS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 1,165 shares; 2025Q1: 721 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$7.7K<0.01%0Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 597 shares; 2025Q2: 1,903 shares; 2025Q3: 212 shares; 2025Q4: 199 shares; 2026Q1: 141 shares 141$7.68K<0.01%-58Timeline
AXIA/PCENTRAIS ELET BRAS 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: 353 shares; 2026Q1: 603 shares 603$7.56K<0.01%+250Timeline
AFGAMERICAN FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 31 shares; 2025Q1: 27 shares; 2025Q2: 120 shares; 2025Q3: 99 shares; 2025Q4: 156 shares; 2026Q1: 59 shares 59$7.54K<0.01%-97Timeline
FLJPFRANKLIN 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: 80 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208$7.53K<0.01%0Timeline
MRBKMERIDIAN 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: 395 shares 395$7.49K<0.01%newTimeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 90 shares; 2025Q1: 123 shares; 2025Q2: 124 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 146 shares 146$7.42K<0.01%+45Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 3,305 shares; 2025Q1: 3,166 shares; 2025Q2: 3,183 shares; 2025Q3: 2,913 shares; 2025Q4: 147 shares; 2026Q1: 76 shares 76$7.41K<0.01%-71Timeline
APEIAMERICAN PUB ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 130 shares; 2025Q1: 103 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130$7.39K<0.01%0Timeline
HFXINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220$7.39K<0.01%0Timeline
BULPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136$7.35K<0.01%0Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 254 shares; 2025Q1: not reported; 2025Q2: 542 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 1,107 shares 1,107$7.34K<0.01%+614Timeline
CRUXCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 244 shares 244$7.33K<0.01%newTimeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 340 shares; 2025Q1: 376 shares; 2025Q2: 580 shares; 2025Q3: 546 shares; 2025Q4: 388 shares; 2026Q1: 87 shares 87$7.32K<0.01%-301Timeline
SMLFISHARES 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: 95 shares; 2025Q3: 105 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96$7.25K<0.01%0Timeline
SELVSEI EXCHANGE TRADED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 131 shares; 2025Q2: 224 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 224 shares 224$7.24K<0.01%+18Timeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: 127 shares; 2025Q4: 348 shares; 2026Q1: 58 shares 58$7.24K<0.01%-290Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 1,216 shares; 2025Q1: 994 shares; 2025Q2: 1,676 shares; 2025Q3: 624 shares; 2025Q4: 379 shares; 2026Q1: 1,571 shares 1,571$7.22K<0.01%+1,192Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 634 shares; 2025Q1: 2,919 shares; 2025Q2: 1,319 shares; 2025Q3: 1,426 shares; 2025Q4: 98 shares; 2026Q1: 598 shares 598$7.21K<0.01%+500Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 22 shares; 2025Q1: 27 shares; 2025Q2: 203 shares; 2025Q3: 205 shares; 2025Q4: 160 shares; 2026Q1: 59 shares 59$7.17K<0.01%-101Timeline
FMBHFIRST MID BANCSHARES 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: 174 shares 174$7.17K<0.01%newTimeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 80 shares; 2025Q1: 39 shares; 2025Q2: 199 shares; 2025Q3: 74 shares; 2025Q4: 117 shares; 2026Q1: 132 shares 132$7.14K<0.01%+15Timeline
TXNMTXNM ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 46 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 122 shares 122$7.13K<0.01%+84Timeline
AEOAMERICAN EAGLE OUTFITTERS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 5,489 shares; 2025Q1: 4,698 shares; 2025Q2: 4,787 shares; 2025Q3: 5,084 shares; 2025Q4: 2,282 shares; 2026Q1: 426 shares 426$7.11K<0.01%-1,856Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 19 shares; 2025Q1: 49 shares; 2025Q2: 92 shares; 2025Q3: 230 shares; 2025Q4: 122 shares; 2026Q1: 117 shares 117$7.05K<0.01%-5Timeline
RDNRADIAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 194 shares; 2025Q3: 373 shares; 2025Q4: 252 shares; 2026Q1: 213 shares 213$7.05K<0.01%-39Timeline
LWLGLIGHTWAVE LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$7.03K<0.01%0Timeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 31 shares; 2025Q3: 28 shares; 2025Q4: 46 shares; 2026Q1: 123 shares 123$7.01K<0.01%+77Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 331 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 156 shares 156$7K<0.01%0Timeline
XMTRXOMETRY 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: 172 shares; 2025Q4: 45 shares; 2026Q1: 171 shares 171$6.98K<0.01%+126Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104 shares; 2025Q3: 197 shares; 2025Q4: 91 shares; 2026Q1: 173 shares 173$6.94K<0.01%+82Timeline
SPBSPECTRUM BRANDS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 53 shares; 2025Q1: 131 shares; 2025Q2: 92 shares; 2025Q3: 86 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94$6.93K<0.01%0Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 200 shares; 2025Q3: 205 shares; 2025Q4: 196 shares; 2026Q1: 356 shares 356$6.91K<0.01%+160Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 8 shares; 2025Q2: 23 shares; 2025Q3: 79 shares; 2025Q4: 140 shares; 2026Q1: 121 shares 121$6.9K<0.01%-19Timeline
TICTIC 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: not reported; 2025Q4: 2,208 shares; 2026Q1: 1,046 shares 1,046$6.88K<0.01%-1,162Timeline
NXTGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49 shares; 2025Q1: 78 shares; 2025Q2: 61 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 61 shares 61$6.83K<0.01%-26Timeline
DBXDROPBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 267 shares; 2025Q2: 395 shares; 2025Q3: 388 shares; 2025Q4: 474 shares; 2026Q1: 299 shares 299$6.79K<0.01%-175Timeline
FLQLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 500 shares; 2026Q1: 100 shares 100$6.76K<0.01%-400Timeline
BBDBANCO BRADESCO 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: 755 shares; 2025Q3: 1,173 shares; 2025Q4: 1,730 shares; 2026Q1: 1,852 shares 1,852$6.76K<0.01%+122Timeline
ERCALLSPRING MULTI SECTOR INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750$6.76K<0.01%newTimeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121 shares; 2025Q3: 43 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53$6.74K<0.01%0Timeline
DFEVDIMENSIONAL 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: 188 shares 188$6.73K<0.01%newTimeline
BBAGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145$6.69K<0.01%0Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 18 shares; 2025Q1: 35 shares; 2025Q2: 85 shares; 2025Q3: 107 shares; 2025Q4: 122 shares; 2026Q1: 188 shares 188$6.67K<0.01%+66Timeline
UFCSUNITED FIRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 180 shares 180$6.67K<0.01%+69Timeline
TPHDTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 161 shares 161$6.66K<0.01%+45Timeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 147 shares; 2025Q1: 1,302 shares; 2025Q2: 1,462 shares; 2025Q3: 1,302 shares; 2025Q4: 1,511 shares; 2026Q1: 955 shares 955$6.64K<0.01%-556Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 56 shares; 2025Q3: 2,167 shares; 2025Q4: 3,092 shares; 2026Q1: 182 shares 182$6.63K<0.01%-2,910Timeline
XBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132 shares 132$6.6K<0.01%newTimeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 19 shares; 2025Q4: 59 shares; 2026Q1: 95 shares 95$6.58K<0.01%+36Timeline
PTINPACER 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: 978 shares; 2025Q4: not reported; 2026Q1: 202 shares 202$6.57K<0.01%newTimeline
TDVGT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: 984 shares; 2025Q3: 984 shares; 2025Q4: 147 shares; 2026Q1: 147 shares 147$6.56K<0.01%0Timeline
XPEVXPENG 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: 66 shares; 2025Q3: 217 shares; 2025Q4: 346 shares; 2026Q1: 382 shares 382$6.54K<0.01%+36Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 6 shares; 2025Q1: 5 shares; 2025Q2: 30 shares; 2025Q3: 85 shares; 2025Q4: 75 shares; 2026Q1: 69 shares 69$6.53K<0.01%-6Timeline
TOUST ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189 shares 189$6.53K<0.01%newTimeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 16 shares; 2025Q3: 36 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49$6.52K<0.01%0Timeline
RSPNINVESCO 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: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113$6.51K<0.01%0Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to 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: 139 shares 139$6.49K<0.01%newTimeline
PBIPITNEY BOWES 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: 21 shares; 2025Q3: 21 shares; 2025Q4: 587 shares; 2026Q1: 587 shares 587$6.49K<0.01%0Timeline
FANFIRST 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: not reported; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 261 shares 261$6.46K<0.01%0Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 22 shares; 2025Q1: 43 shares; 2025Q2: 162 shares; 2025Q3: 136 shares; 2025Q4: 154 shares; 2026Q1: 152 shares 152$6.45K<0.01%-2Timeline
FIDIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 233 shares 233$6.43K<0.01%+232Timeline
BILIBILIBILI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,814 shares; 2024Q4: 6,535 shares; 2025Q1: 4,478 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 318 shares; 2026Q1: 284 shares 284$6.41K<0.01%-34Timeline
MSAMSA SAFETY 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: 18 shares; 2025Q3: 74 shares; 2025Q4: 40 shares; 2026Q1: 39 shares 39$6.39K<0.01%-1Timeline
DSPVIANT 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: not reported; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570$6.38K<0.01%0Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 729 shares; 2025Q1: 816 shares; 2025Q2: 1,071 shares; 2025Q3: 805 shares; 2025Q4: 345 shares; 2026Q1: 201 shares 201$6.38K<0.01%-144Timeline
FSZFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 80 shares 80$6.35K<0.01%+68Timeline
CNOBCONNECTONE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 237 shares 237$6.34K<0.01%newTimeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 20 shares; 2025Q1: 36 shares; 2025Q2: 14 shares; 2025Q3: 12 shares; 2025Q4: 26 shares; 2026Q1: 41 shares 41$6.28K<0.01%+15Timeline
AGOXSTARBOARD INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 455 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235$6.26K<0.01%0Timeline
BCVBANCROFT FD LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290 shares 290$6.25K<0.01%newTimeline
STUBSTUBHUB 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: 5,708 shares; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$6.24K<0.01%newTimeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 9 shares; 2025Q2: 20 shares; 2025Q3: 29 shares; 2025Q4: 24 shares; 2026Q1: 19 shares 19$6.24K<0.01%-5Timeline
FARXADVISORS INNER CIRCLE FD 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: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220$6.24K<0.01%0Timeline
KXIISHARES 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: 93 shares 93$6.23K<0.01%newTimeline
USALIBERTY ALL STAR EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,122 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: 1,122 shares 1,122$6.23K<0.01%0Timeline
WITWIPRO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 956 shares; 2025Q2: 1,062 shares; 2025Q3: 3,124 shares; 2025Q4: 3,433 shares; 2026Q1: 2,888 shares 2,888$6.12K<0.01%-545Timeline
XSWSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 186 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43$6.12K<0.01%0Timeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 740 shares; 2025Q1: not reported; 2025Q2: 146 shares; 2025Q3: 358 shares; 2025Q4: 290 shares; 2026Q1: 227 shares 227$6.11K<0.01%-63Timeline
SLGNSILGAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,237 shares; 2025Q3: 1,245 shares; 2025Q4: 880 shares; 2026Q1: 157 shares 157$6.09K<0.01%-723Timeline
RUSHARUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 18 shares; 2025Q2: 43 shares; 2025Q3: 26 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92$6.08K<0.01%0Timeline
GEMGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 141 shares 141$6.07K<0.01%+73Timeline
SAROSTANDARDAERO 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: 8 shares; 2025Q3: 4 shares; 2025Q4: 37 shares; 2026Q1: 235 shares 235$6.07K<0.01%+198Timeline
QABAFIRST 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: not reported; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104$6.06K<0.01%0Timeline
TDWTIDEWATER INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 38 shares; 2025Q4: 54 shares; 2026Q1: 72 shares 72$6.02K<0.01%+18Timeline
VOYAVOYA FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 11 shares; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 9 shares; 2025Q4: 77 shares; 2026Q1: 88 shares 88$6.01K<0.01%+11Timeline
MCYMERCURY GENL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 7 shares; 2025Q3: 11 shares; 2025Q4: 27 shares; 2026Q1: 68 shares 68$5.99K<0.01%+41Timeline
CBANCOLONY BANKCORP 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: 300 shares 300$5.99K<0.01%newTimeline
KIMCO REALTY CORPKIMCO REALTY 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: 100 shares 100$5.97K<0.01%new

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