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BROWN BROTHERS HARRIMAN & CO

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13F filer, CIK 14661, NEW YORK, NY

BROWN BROTHERS HARRIMAN & CO reported $18,647,911,623 across 1,800 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 34.36% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-060871

Period
2026-03-31
Reported value
$18.6B
Holdings
1,800
Top 10 weight
34.36%
New
99
Sold out
132

Part of the filer group BROWN BROTHERS HARRIMAN & CO

How groups are built

Stakes and trades reported after 2026-03-31

13D, 13G and Form 4 filings by this filer's group, dated after the 13F period, on securities the quarter does not hold as shares.

  • AMG BBH Asset-Backed Credit Fund, LLC: 13D/A 3,499,448 shares, 65.76% of the class, 13D/A filed 2026-10-06, 0000929638-26-003854
    Accepted , ingested

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+610,257$399M
USBadded+5,641,437$293M
QLTYadded+5,848,501$212M
EAGLadded+5,819,029$177M
ROKadded+424,203$152M

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
AKREreduced-3,731,314-$197M
ADPreduced-668,844-$136M
MAreduced-265,334-$133M
BKNGreduced-30,709-$129M
KLACreduced-83,989-$124M

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 0001104659-26-060871, largest first. % of portfolio is the value over $18,647,911,623, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,912 shares; 2024Q4: 6,136 shares; 2025Q1: 5,572 shares; 2025Q2: 12,012 shares; 2025Q3: 14,276 shares; 2025Q4: 13,514 shares; 2026Q1: 13,449 shares 13,449$728K<0.01%-65Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 386 shares; 2025Q1: 430 shares; 2025Q2: 553 shares; 2025Q3: 739 shares; 2025Q4: 585 shares; 2026Q1: 2,908 shares 2,908$722K<0.01%+2,323Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 440 shares; 2025Q1: 260 shares; 2025Q2: 761 shares; 2025Q3: 974 shares; 2025Q4: 2,474 shares; 2026Q1: 3,649 shares 3,649$722K<0.01%+1,175Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 401 shares; 2025Q1: 683 shares; 2025Q2: 632 shares; 2025Q3: 767 shares; 2025Q4: 1,727 shares; 2026Q1: 1,983 shares 1,983$720K<0.01%+256Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,661 shares; 2024Q4: 19,661 shares; 2025Q1: 19,831 shares; 2025Q2: 20,294 shares; 2025Q3: 22,320 shares; 2025Q4: 20,868 shares; 2026Q1: 20,868 shares 20,868$719K<0.01%0Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,791 shares; 2025Q1: 2,835 shares; 2025Q2: 2,795 shares; 2025Q3: 2,744 shares; 2025Q4: 129 shares; 2026Q1: 109 shares 109$718K<0.01%-20Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 903 shares; 2025Q1: 865 shares; 2025Q2: 1,382 shares; 2025Q3: 2,695 shares; 2025Q4: 2,310 shares; 2026Q1: 5,968 shares 5,968$713K<0.01%+3,658Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 6,330 shares; 2025Q1: 3,485 shares; 2025Q2: 5,416 shares; 2025Q3: 7,322 shares; 2025Q4: 9,414 shares; 2026Q1: 29,660 shares 29,660$706K<0.01%+20,246Timeline
BRBRBELLRING BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 4,463 shares; 2025Q4: 5,763 shares; 2026Q1: 43,865 shares 43,865$706K<0.01%+38,102Timeline
MATWMATTHEWS INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,259 shares; 2024Q4: 27,259 shares; 2025Q1: 27,259 shares; 2025Q2: 27,259 shares; 2025Q3: 27,259 shares; 2025Q4: 27,259 shares; 2026Q1: 27,259 shares 27,259$704K<0.01%0Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,538 shares; 2024Q4: 15,903 shares; 2025Q1: 14,748 shares; 2025Q2: 14,210 shares; 2025Q3: 14,217 shares; 2025Q4: 14,217 shares; 2026Q1: 14,246 shares 14,246$703K<0.01%+29Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 6,840 shares; 2025Q1: 6,910 shares; 2025Q2: 7,423 shares; 2025Q3: 7,420 shares; 2025Q4: 8,090 shares; 2026Q1: 5,910 shares 5,910$701K<0.01%-2,180Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 2,516 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares; 2026Q1: 12,297 shares 12,297$697K<0.01%+10,924Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 1,973 shares; 2025Q1: 4,188 shares; 2025Q2: 6,738 shares; 2025Q3: 6,125 shares; 2025Q4: 11,326 shares; 2026Q1: 11,326 shares 11,326$694K<0.01%0Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,509 shares; 2024Q4: 6,509 shares; 2025Q1: 6,409 shares; 2025Q2: 12,428 shares; 2025Q3: 6,397 shares; 2025Q4: 9,657 shares; 2026Q1: 8,397 shares 8,397$692K<0.01%-1,260Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 4,526 shares; 2025Q1: 4,128 shares; 2025Q2: 4,090 shares; 2025Q3: 4,279 shares; 2025Q4: 5,721 shares; 2026Q1: 9,724 shares 9,724$692K<0.01%+4,003Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 911 shares; 2025Q1: 944 shares; 2025Q2: 974 shares; 2025Q3: 1,110 shares; 2025Q4: 1,398 shares; 2026Q1: 2,453 shares 2,453$689K<0.01%+1,055Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,589 shares; 2024Q4: 317,046 shares; 2025Q1: 284,917 shares; 2025Q2: 282,827 shares; 2025Q3: 19,513 shares; 2025Q4: 26,707 shares; 2026Q1: 39,862 shares 39,862$687K<0.01%+13,155Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,458 shares; 2024Q4: 11,504 shares; 2025Q1: 11,534 shares; 2025Q2: 12,952 shares; 2025Q3: 14,210 shares; 2025Q4: 15,429 shares; 2026Q1: 13,403 shares 13,403$676K<0.01%-2,026Timeline
WDIVSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,740 shares; 2025Q4: 8,740 shares; 2026Q1: 8,740 shares 8,740$674K<0.01%0Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 2,093 shares; 2025Q3: 2,213 shares; 2025Q4: 2,593 shares; 2026Q1: 2,593 shares 2,593$667K<0.01%0Timeline
FXNCFIRST NATL CORP VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 37,437 shares; 2026Q1: 24,696 shares 24,696$665K<0.01%-12,741Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,694 shares 1,694$658K<0.01%newTimeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,737 shares; 2025Q1: 2,593 shares; 2025Q2: 2,538 shares; 2025Q3: 2,517 shares; 2025Q4: 2,517 shares; 2026Q1: 1,707 shares 1,707$654K<0.01%-810Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,042 shares; 2025Q1: 2,042 shares; 2025Q2: 2,042 shares; 2025Q3: 2,042 shares; 2025Q4: 3,542 shares; 2026Q1: 3,535 shares 3,535$651K<0.01%-7Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,573 shares; 2024Q4: 6,886 shares; 2025Q1: 7,439 shares; 2025Q2: 7,903 shares; 2025Q3: 7,810 shares; 2025Q4: 11,121 shares; 2026Q1: 9,718 shares 9,718$644K<0.01%-1,403Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 466 shares; 2025Q1: 333 shares; 2025Q2: 1,156 shares; 2025Q3: 1,802 shares; 2025Q4: 2,074 shares; 2026Q1: 3,773 shares 3,773$643K<0.01%+1,699Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 684 shares; 2025Q1: 714 shares; 2025Q2: 990 shares; 2025Q3: 3,241 shares; 2025Q4: 3,347 shares; 2026Q1: 5,523 shares 5,523$639K<0.01%+2,176Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,985 shares; 2025Q1: 1,985 shares; 2025Q2: 10,842 shares; 2025Q3: 12,741 shares; 2025Q4: 14,257 shares; 2026Q1: 16,583 shares 16,583$637K<0.01%+2,326Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,179 shares; 2024Q4: 36,159 shares; 2025Q1: 36,403 shares; 2025Q2: 31,679 shares; 2025Q3: 31,679 shares; 2025Q4: 31,679 shares; 2026Q1: 35,356 shares 35,356$637K<0.01%+3,677Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 138 shares; 2025Q2: 103 shares; 2025Q3: 200 shares; 2025Q4: 8,473 shares; 2026Q1: 7,884 shares 7,884$635K<0.01%-589Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 5,911 shares; 2025Q1: 6,714 shares; 2025Q2: 4,346 shares; 2025Q3: 10,986 shares; 2025Q4: 8,896 shares; 2026Q1: 31,652 shares 31,652$635K<0.01%+22,756Timeline
TNGYTORTOISE CAPITAL SERIES TRUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,118 shares; 2025Q4: 60,439 shares; 2026Q1: 60,439 shares 60,439$630K<0.01%0Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,928 shares; 2024Q4: 9,263 shares; 2025Q1: 9,293 shares; 2025Q2: 15,591 shares; 2025Q3: 27,782 shares; 2025Q4: 39,931 shares; 2026Q1: 54,492 shares 54,492$629K<0.01%+14,561Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 58 shares; 2025Q2: 100 shares; 2025Q3: 460 shares; 2025Q4: 904 shares; 2026Q1: 2,301 shares 2,301$623K<0.01%+1,397Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,972 shares; 2024Q4: 29,972 shares; 2025Q1: 29,667 shares; 2025Q2: 33,572 shares; 2025Q3: 33,471 shares; 2025Q4: 27,857 shares; 2026Q1: 27,857 shares 27,857$622K<0.01%0Timeline
ESGEISHARES 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: 11,962 shares; 2026Q1: 13,538 shares 13,538$616K<0.01%+1,576Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,445 shares; 2024Q4: 11,950 shares; 2025Q1: 12,146 shares; 2025Q2: 13,161 shares; 2025Q3: 13,178 shares; 2025Q4: 15,639 shares; 2026Q1: 26,029 shares 26,029$615K<0.01%+10,390Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,833 shares; 2024Q4: 11,833 shares; 2025Q1: 11,240 shares; 2025Q2: 10,640 shares; 2025Q3: 7,256 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$610K<0.01%0Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 107 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 6,080 shares; 2026Q1: 6,080 shares 6,080$607K<0.01%0Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 998 shares; 2025Q1: 1,042 shares; 2025Q2: 1,182 shares; 2025Q3: 1,422 shares; 2025Q4: 2,795 shares; 2026Q1: 3,285 shares 3,285$607K<0.01%+490Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 687 shares; 2025Q4: 1,426 shares; 2026Q1: 2,866 shares 2,866$606K<0.01%+1,440Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 581 shares; 2025Q3: 1,265 shares; 2025Q4: 1,959 shares; 2026Q1: 3,991 shares 3,991$599K<0.01%+2,032Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,308 shares; 2024Q4: 10,088 shares; 2025Q1: 9,901 shares; 2025Q2: 13,559 shares; 2025Q3: 14,597 shares; 2025Q4: 15,407 shares; 2026Q1: 18,683 shares 18,683$598K<0.01%+3,276Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,595 shares; 2025Q1: 2,773 shares; 2025Q2: 3,547 shares; 2025Q3: 6,779 shares; 2025Q4: 10,542 shares; 2026Q1: 13,692 shares 13,692$591K<0.01%+3,150Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 6,370 shares; 2025Q1: 7,715 shares; 2025Q2: 8,126 shares; 2025Q3: 9,651 shares; 2025Q4: 10,362 shares; 2026Q1: 12,630 shares 12,630$589K<0.01%+2,268Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,756 shares; 2025Q1: 1,781 shares; 2025Q2: 2,005 shares; 2025Q3: 1,875 shares; 2025Q4: 2,317 shares; 2026Q1: 2,986 shares 2,986$585K<0.01%+669Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 8,658 shares; 2025Q1: 8,288 shares; 2025Q2: 9,290 shares; 2025Q3: 8,793 shares; 2025Q4: 7,580 shares; 2026Q1: 10,461 shares 10,461$584K<0.01%+2,881Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,155 shares; 2025Q1: 1,160 shares; 2025Q2: 1,298 shares; 2025Q3: 1,743 shares; 2025Q4: 1,981 shares; 2026Q1: 3,978 shares 3,978$581K<0.01%+1,997Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,013 shares; 2024Q4: 1,302 shares; 2025Q1: 1,319 shares; 2025Q2: 789 shares; 2025Q3: 2,906 shares; 2025Q4: 3,122 shares; 2026Q1: 9,661 shares 9,661$579K<0.01%+6,539Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 1,733 shares; 2025Q1: 1,013 shares; 2025Q2: 3,328 shares; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares; 2026Q1: 3,328 shares 3,328$576K<0.01%0Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,062 shares; 2024Q4: 7,062 shares; 2025Q1: 6,283 shares; 2025Q2: 6,283 shares; 2025Q3: 6,283 shares; 2025Q4: 6,257 shares; 2026Q1: 6,257 shares 6,257$574K<0.01%0Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 653 shares; 2025Q1: 649 shares; 2025Q2: 829 shares; 2025Q3: 907 shares; 2025Q4: 924 shares; 2026Q1: 2,152 shares 2,152$574K<0.01%+1,228Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 459 shares; 2025Q1: 604 shares; 2025Q2: 992 shares; 2025Q3: 2,065 shares; 2025Q4: 3,770 shares; 2026Q1: 8,435 shares 8,435$574K<0.01%+4,665Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 291 shares; 2025Q2: 28,860 shares; 2025Q3: 25,016 shares; 2025Q4: 11,279 shares; 2026Q1: 11,279 shares 11,279$573K<0.01%0Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 322 shares; 2025Q2: 624 shares; 2025Q3: 829 shares; 2025Q4: 1,624 shares; 2026Q1: 4,018 shares 4,018$573K<0.01%+2,394Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,964 shares; 2024Q4: 5,964 shares; 2025Q1: 10,955 shares; 2025Q2: 10,955 shares; 2025Q3: 10,955 shares; 2025Q4: 10,955 shares; 2026Q1: 8,046 shares 8,046$572K<0.01%-2,909Timeline
SMMDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,491 shares; 2024Q4: 7,491 shares; 2025Q1: 7,491 shares; 2025Q2: 7,491 shares; 2025Q3: 7,491 shares; 2025Q4: 7,491 shares; 2026Q1: 7,491 shares 7,491$572K<0.01%0Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,421 shares; 2024Q4: 7,807 shares; 2025Q1: 636 shares; 2025Q2: 2,544 shares; 2025Q3: 3,422 shares; 2025Q4: 3,818 shares; 2026Q1: 8,484 shares 8,484$569K<0.01%+4,666Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 1,994 shares; 2025Q1: 2,047 shares; 2025Q2: 3,486 shares; 2025Q3: 3,365 shares; 2025Q4: 6,597 shares; 2026Q1: 7,526 shares 7,526$567K<0.01%+929Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,156 shares; 2024Q4: 8,564 shares; 2025Q1: 8,564 shares; 2025Q2: 8,679 shares; 2025Q3: 8,679 shares; 2025Q4: 9,753 shares; 2026Q1: 9,037 shares 9,037$566K<0.01%-716Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 174 shares; 2025Q1: 215 shares; 2025Q2: 234 shares; 2025Q3: 280 shares; 2025Q4: 695 shares; 2026Q1: 935 shares 935$566K<0.01%+240Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 1,455 shares; 2025Q1: 1,154 shares; 2025Q2: 1,774 shares; 2025Q3: 2,730 shares; 2025Q4: 3,313 shares; 2026Q1: 7,028 shares 7,028$563K<0.01%+3,715Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,933 shares; 2025Q1: 1,664 shares; 2025Q2: 2,623 shares; 2025Q3: 3,090 shares; 2025Q4: 4,457 shares; 2026Q1: 7,705 shares 7,705$560K<0.01%+3,248Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,771 shares; 2025Q1: 2,706 shares; 2025Q2: 2,706 shares; 2025Q3: 2,708 shares; 2025Q4: 2,708 shares; 2026Q1: 2,731 shares 2,731$558K<0.01%+23Timeline
MSGSMADISON SQUARE GRDN SPRT CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 1,734 shares; 2026Q1: 1,734 shares 1,734$557K<0.01%0Timeline
NRDSNERDWALLET 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: 53,674 shares; 2026Q1: 53,674 shares 53,674$557K<0.01%0Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,891 shares; 2025Q3: 5,019 shares; 2025Q4: 5,019 shares; 2026Q1: 5,019 shares 5,019$554K<0.01%0Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,440 shares; 2025Q1: 250 shares; 2025Q2: 87 shares; 2025Q3: 1,305 shares; 2025Q4: 3,406 shares; 2026Q1: 9,199 shares 9,199$554K<0.01%+5,793Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 6 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 231 shares; 2026Q1: 401 shares 401$553K<0.01%+170Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,522 shares; 2025Q1: 3,516 shares; 2025Q2: 3,679 shares; 2025Q3: 4,226 shares; 2025Q4: 5,169 shares; 2026Q1: 6,311 shares 6,311$553K<0.01%+1,142Timeline
BBCAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 1,898 shares; 2025Q1: 1,898 shares; 2025Q2: 5,688 shares; 2025Q3: 5,872 shares; 2025Q4: 5,872 shares; 2026Q1: 5,872 shares 5,872$552K<0.01%0Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,745 shares; 2025Q1: 1,778 shares; 2025Q2: 2,723 shares; 2025Q3: 3,108 shares; 2025Q4: 4,714 shares; 2026Q1: 7,316 shares 7,316$551K<0.01%+2,602Timeline
FTDRFRONTDOOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,683 shares; 2025Q2: 10,683 shares; 2025Q3: 21,071 shares; 2025Q4: 21,071 shares; 2026Q1: 10,388 shares 10,388$549K<0.01%-10,683Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,397 shares; 2024Q4: 6,464 shares; 2025Q1: 6,797 shares; 2025Q2: 7,379 shares; 2025Q3: 7,379 shares; 2025Q4: 7,379 shares; 2026Q1: 7,748 shares 7,748$544K<0.01%+369Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 726 shares; 2025Q1: 726 shares; 2025Q2: 1,707 shares; 2025Q3: 2,158 shares; 2025Q4: 3,448 shares; 2026Q1: 4,939 shares 4,939$543K<0.01%+1,491Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 3,851 shares; 2025Q1: 3,499 shares; 2025Q2: 1,629 shares; 2025Q3: 3,317 shares; 2025Q4: 8,623 shares; 2026Q1: 10,749 shares 10,749$541K<0.01%+2,126Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602,144 shares; 2024Q4: 829,763 shares; 2025Q1: 999,985 shares; 2025Q2: 1,047,082 shares; 2025Q3: 18,938 shares; 2025Q4: 14,956 shares; 2026Q1: 14,956 shares 14,956$540K<0.01%0Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 1,192 shares; 2025Q1: 215 shares; 2025Q2: 368 shares; 2025Q3: 937 shares; 2025Q4: 1,432 shares; 2026Q1: 3,825 shares 3,825$540K<0.01%+2,393Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 1,033 shares; 2025Q1: 1,035 shares; 2025Q2: 1,393 shares; 2025Q3: 2,478 shares; 2025Q4: 2,942 shares; 2026Q1: 4,725 shares 4,725$539K<0.01%+1,783Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 81 shares; 2025Q1: 86 shares; 2025Q2: 136 shares; 2025Q3: 314 shares; 2025Q4: 329 shares; 2026Q1: 739 shares 739$538K<0.01%+410Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 1,114 shares; 2025Q1: 1,109 shares; 2025Q2: 1,268 shares; 2025Q3: 2,121 shares; 2025Q4: 3,431 shares; 2026Q1: 6,159 shares 6,159$535K<0.01%+2,728Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,535 shares; 2024Q4: 5,557 shares; 2025Q1: 4,980 shares; 2025Q2: 5,495 shares; 2025Q3: 1,680 shares; 2025Q4: 2,094 shares; 2026Q1: 5,231 shares 5,231$534K<0.01%+3,137Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,836 shares; 2024Q4: 11,789 shares; 2025Q1: 10,976 shares; 2025Q2: 10,976 shares; 2025Q3: 10,976 shares; 2025Q4: 11,342 shares; 2026Q1: 11,342 shares 11,342$532K<0.01%0Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,212 shares; 2024Q4: 553 shares; 2025Q1: 666 shares; 2025Q2: 348 shares; 2025Q3: 453 shares; 2025Q4: 785 shares; 2026Q1: 4,629 shares 4,629$532K<0.01%+3,844Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,651 shares; 2025Q1: 3,705 shares; 2025Q2: 4,250 shares; 2025Q3: 4,678 shares; 2025Q4: 6,101 shares; 2026Q1: 7,015 shares 7,015$530K<0.01%+914Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 3,504 shares; 2025Q1: 3,504 shares; 2025Q2: 3,208 shares; 2025Q3: 3,205 shares; 2025Q4: 3,712 shares; 2026Q1: 3,712 shares 3,712$529K<0.01%0Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,343 shares 3,343$528K<0.01%newTimeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,983 shares; 2025Q2: 9,983 shares; 2025Q3: 9,983 shares; 2025Q4: 9,983 shares; 2026Q1: 9,945 shares 9,945$525K<0.01%-38Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 2,598 shares; 2025Q1: 3,037 shares; 2025Q2: 3,639 shares; 2025Q3: 4,825 shares; 2025Q4: 3,876 shares; 2026Q1: 4,039 shares 4,039$525K<0.01%+163Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,418 shares; 2025Q1: 1,476 shares; 2025Q2: 1,781 shares; 2025Q3: 2,200 shares; 2025Q4: 2,089 shares; 2026Q1: 5,784 shares 5,784$523K<0.01%+3,695Timeline
WORWORTHINGTON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,968 shares; 2024Q4: 9,968 shares; 2025Q1: 9,968 shares; 2025Q2: 9,968 shares; 2025Q3: 9,968 shares; 2025Q4: 10,022 shares; 2026Q1: 10,025 shares 10,025$523K<0.01%+3Timeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,451 shares; 2024Q4: 12,451 shares; 2025Q1: 11,851 shares; 2025Q2: 11,251 shares; 2025Q3: 7,501 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$519K<0.01%0Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 204 shares; 2025Q1: 236 shares; 2025Q2: 278 shares; 2025Q3: 525 shares; 2025Q4: 1,101 shares; 2026Q1: 2,874 shares 2,874$517K<0.01%+1,773Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,097 shares; 2024Q4: 7,097 shares; 2025Q1: 7,097 shares; 2025Q2: 7,097 shares; 2025Q3: 7,097 shares; 2025Q4: 7,097 shares; 2026Q1: 4,504 shares 4,504$517K<0.01%-2,593Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 290 shares; 2025Q1: 495 shares; 2025Q2: 656 shares; 2025Q3: 6,618 shares; 2025Q4: 9,454 shares; 2026Q1: 29,398 shares 29,398$517K<0.01%+19,944Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,941 shares; 2024Q4: 16,958 shares; 2025Q1: 16,991 shares; 2025Q2: 16,958 shares; 2025Q3: 18,788 shares; 2025Q4: 5,479 shares; 2026Q1: 22,430 shares 22,430$514K<0.01%+16,951Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,355 shares; 2025Q1: 230 shares; 2025Q2: 1,030 shares; 2025Q3: 1,497 shares; 2025Q4: 4,523 shares; 2026Q1: 6,457 shares 6,457$513K<0.01%+1,934Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,704 shares; 2024Q4: 7,820 shares; 2025Q1: 7,820 shares; 2025Q2: 7,820 shares; 2025Q3: 7,820 shares; 2025Q4: 7,820 shares; 2026Q1: 19,300 shares 19,300$512K<0.01%+11,480Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,444 shares; 2025Q3: 2,444 shares; 2025Q4: 5,432 shares; 2026Q1: 5,432 shares 5,432$509K<0.01%0Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 256 shares; 2025Q1: 264 shares; 2025Q2: 280 shares; 2025Q3: 332 shares; 2025Q4: 364 shares; 2026Q1: 474 shares 474$506K<0.01%+110Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,117 shares; 2025Q2: 2,117 shares; 2025Q3: 2,117 shares; 2025Q4: 2,117 shares; 2026Q1: 2,117 shares 2,117$500K<0.01%0Timeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 5,167 shares; 2025Q1: 2,766 shares; 2025Q2: 1,955 shares; 2025Q3: 2,006 shares; 2025Q4: 1,995 shares; 2026Q1: 1,669 shares 1,669$496K<0.01%-326Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,808 shares; 2025Q1: 1,848 shares; 2025Q2: 2,140 shares; 2025Q3: 2,513 shares; 2025Q4: 2,780 shares; 2026Q1: 3,895 shares 3,895$496K<0.01%+1,115Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,787 shares; 2025Q1: 1,787 shares; 2025Q2: 2,001 shares; 2025Q3: 2,297 shares; 2025Q4: 2,586 shares; 2026Q1: 2,883 shares 2,883$494K<0.01%+297Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 710 shares; 2025Q1: 633 shares; 2025Q2: 880 shares; 2025Q3: 1,000 shares; 2025Q4: 1,368 shares; 2026Q1: 2,368 shares 2,368$492K<0.01%+1,000Timeline
HOFTHOOKER FURNISHINGS CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,204 shares; 2024Q4: 38,204 shares; 2025Q1: 38,204 shares; 2025Q2: 38,204 shares; 2025Q3: 38,204 shares; 2025Q4: 38,204 shares; 2026Q1: 38,204 shares 38,204$492K<0.01%0Timeline
LINELINEAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000$491K<0.01%0Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 4,646 shares; 2025Q1: 4,508 shares; 2025Q2: 6,900 shares; 2025Q3: 11,650 shares; 2025Q4: 14,488 shares; 2026Q1: 31,303 shares 31,303$490K<0.01%+16,815Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,718 shares; 2025Q1: 1,733 shares; 2025Q2: 2,229 shares; 2025Q3: 2,324 shares; 2025Q4: 2,502 shares; 2026Q1: 2,846 shares 2,846$490K<0.01%+344Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 313 shares; 2025Q1: 305 shares; 2025Q2: 512 shares; 2025Q3: 1,550 shares; 2025Q4: 3,423 shares; 2026Q1: 5,988 shares 5,988$490K<0.01%+2,565Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110 shares; 2025Q4: 323 shares; 2026Q1: 663 shares 663$490K<0.01%+340Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,608 shares; 2024Q4: 3,568 shares; 2025Q1: 3,528 shares; 2025Q2: 4,353 shares; 2025Q3: 4,172 shares; 2025Q4: 3,867 shares; 2026Q1: 3,049 shares 3,049$489K<0.01%-818Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 1,103 shares; 2025Q1: 283 shares; 2025Q2: 556 shares; 2025Q3: 1,321 shares; 2025Q4: 1,723 shares; 2026Q1: 1,668 shares 1,668$488K<0.01%-55Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 77 shares; 2025Q3: 1,718 shares; 2025Q4: 2,145 shares; 2026Q1: 2,813 shares 2,813$488K<0.01%+668Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 3,109 shares; 2025Q1: 2,628 shares; 2025Q2: 2,765 shares; 2025Q3: 2,848 shares; 2025Q4: 2,923 shares; 2026Q1: 3,357 shares 3,357$488K<0.01%+434Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 120 shares; 2025Q1: 147 shares; 2025Q2: 689 shares; 2025Q3: 1,109 shares; 2025Q4: 1,437 shares; 2026Q1: 2,275 shares 2,275$482K<0.01%+838Timeline
GALSSGA 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: 9,706 shares; 2025Q3: 9,706 shares; 2025Q4: 9,706 shares; 2026Q1: 9,706 shares 9,706$480K<0.01%0Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,506 shares; 2025Q1: 1,512 shares; 2025Q2: 2,514 shares; 2025Q3: 3,073 shares; 2025Q4: 4,493 shares; 2026Q1: 4,847 shares 4,847$474K<0.01%+354Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 298 shares; 2025Q1: 296 shares; 2025Q2: 554 shares; 2025Q3: 527 shares; 2025Q4: 1,134 shares; 2026Q1: 2,047 shares 2,047$473K<0.01%+913Timeline
BVBRIGHTVIEW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: not reported; 2025Q3: 26,197 shares; 2025Q4: 40,009 shares; 2026Q1: 40,009 shares 40,009$472K<0.01%0Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 33 shares; 2025Q4: 368 shares; 2026Q1: 1,497 shares 1,497$471K<0.01%+1,129Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 1,016 shares; 2025Q1: 1,020 shares; 2025Q2: 1,871 shares; 2025Q3: 2,242 shares; 2025Q4: 3,187 shares; 2026Q1: 5,036 shares 5,036$470K<0.01%+1,849Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 249 shares; 2025Q1: 2,245 shares; 2025Q2: 2,492 shares; 2025Q3: 3,424 shares; 2025Q4: 4,477 shares; 2026Q1: 5,718 shares 5,718$468K<0.01%+1,241Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 560 shares; 2025Q3: 782 shares; 2025Q4: 569 shares; 2026Q1: 643 shares 643$468K<0.01%+74Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 609 shares; 2025Q1: 606 shares; 2025Q2: 817 shares; 2025Q3: 1,436 shares; 2025Q4: 1,346 shares; 2026Q1: 3,564 shares 3,564$467K<0.01%+2,218Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,479 shares; 2025Q1: 6,712 shares; 2025Q2: 5,631 shares; 2025Q3: 4,722 shares; 2025Q4: 3,131 shares; 2026Q1: 2,810 shares 2,810$467K<0.01%-321Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 3,079 shares; 2025Q1: 3,079 shares; 2025Q2: 3,167 shares; 2025Q3: 3,167 shares; 2025Q4: 3,535 shares; 2026Q1: 3,447 shares 3,447$467K<0.01%-88Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,380 shares; 2025Q1: 1,580 shares; 2025Q2: 556 shares; 2025Q3: 56 shares; 2025Q4: 3,906 shares; 2026Q1: 3,906 shares 3,906$462K<0.01%0Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,382 shares 3,382$462K<0.01%newTimeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,416 shares; 2024Q4: 8,332 shares; 2025Q1: 7,893 shares; 2025Q2: 5,723 shares; 2025Q3: 10,559 shares; 2025Q4: 6,973 shares; 2026Q1: 23,954 shares 23,954$460K<0.01%+16,981Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 726 shares; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares 1,126$459K<0.01%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,994 shares; 2024Q4: 7,688 shares; 2025Q1: 7,688 shares; 2025Q2: 5,764 shares; 2025Q3: 6,376 shares; 2025Q4: 7,862 shares; 2026Q1: 7,985 shares 7,985$453K<0.01%+123Timeline
STBAS & T BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,868 shares; 2024Q4: 7,868 shares; 2025Q1: 7,868 shares; 2025Q2: 9,468 shares; 2025Q3: 7,868 shares; 2025Q4: 10,826 shares; 2026Q1: 10,826 shares 10,826$453K<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: 9,704 shares; 2025Q4: 4,906 shares; 2026Q1: 4,892 shares 4,892$453K<0.01%-14Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,957 shares; 2024Q4: 2,957 shares; 2025Q1: 2,957 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares 1,795$447K<0.01%0Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 440 shares; 2025Q1: 450 shares; 2025Q2: 696 shares; 2025Q3: 562 shares; 2025Q4: 1,749 shares; 2026Q1: 2,348 shares 2,348$445K<0.01%+599Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,670 shares; 2025Q1: 4,670 shares; 2025Q2: 4,670 shares; 2025Q3: 4,338 shares; 2025Q4: 5,214 shares; 2026Q1: 6,089 shares 6,089$445K<0.01%+875Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,743 shares; 2026Q1: 7,800 shares 7,800$444K<0.01%+1,057Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: 144 shares; 2025Q3: 207 shares; 2025Q4: 727 shares; 2026Q1: 1,287 shares 1,287$443K<0.01%+560Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 3,211 shares; 2025Q1: 3,211 shares; 2025Q2: 1,804 shares; 2025Q3: 2,344 shares; 2025Q4: 3,970 shares; 2026Q1: 7,047 shares 7,047$443K<0.01%+3,077Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,330 shares; 2025Q1: 2,503 shares; 2025Q2: 2,330 shares; 2025Q3: 2,745 shares; 2025Q4: 2,745 shares; 2026Q1: 2,847 shares 2,847$442K<0.01%+102Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,379 shares; 2025Q1: 1,330 shares; 2025Q2: 1,330 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,406 shares 1,406$441K<0.01%-32Timeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,901 shares; 2024Q4: 9,901 shares; 2025Q1: 9,901 shares; 2025Q2: 9,901 shares; 2025Q3: 9,901 shares; 2025Q4: 9,901 shares; 2026Q1: 9,901 shares 9,901$440K<0.01%0Timeline
VSNTVERSANT MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,882 shares 11,882$440K<0.01%newTimeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 648 shares; 2026Q1: 5,907 shares 5,907$439K<0.01%+5,259Timeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 199 shares 199$437K<0.01%+180Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 482 shares; 2025Q1: 626 shares; 2025Q2: 817 shares; 2025Q3: 1,331 shares; 2025Q4: 2,610 shares; 2026Q1: 2,999 shares 2,999$434K<0.01%+389Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,939 shares; 2024Q4: 5,994 shares; 2025Q1: 6,571 shares; 2025Q2: 7,004 shares; 2025Q3: 7,242 shares; 2025Q4: 8,599 shares; 2026Q1: 8,127 shares 8,127$434K<0.01%-472Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 524 shares; 2025Q3: 386 shares; 2025Q4: 1,693 shares; 2026Q1: 3,926 shares 3,926$430K<0.01%+2,233Timeline
KBESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 7,419 shares; 2025Q1: 7,209 shares; 2025Q2: 7,209 shares; 2025Q3: 7,209 shares; 2025Q4: 7,209 shares; 2026Q1: 7,209 shares 7,209$429K<0.01%0Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 222 shares; 2025Q1: 284 shares; 2025Q2: 389 shares; 2025Q3: 1,299 shares; 2025Q4: 3,322 shares; 2026Q1: 5,851 shares 5,851$428K<0.01%+2,529Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,951 shares; 2024Q4: 9,427 shares; 2025Q1: 9,427 shares; 2025Q2: 9,427 shares; 2025Q3: 9,427 shares; 2025Q4: 9,768 shares; 2026Q1: 9,522 shares 9,522$426K<0.01%-246Timeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 3,036 shares 3,036$424K<0.01%+3,023Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,457 shares; 2025Q1: 2,457 shares; 2025Q2: 2,457 shares; 2025Q3: 2,457 shares; 2025Q4: 2,457 shares; 2026Q1: 2,442 shares 2,442$418K<0.01%-15Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 220 shares; 2025Q1: 190 shares; 2025Q2: 349 shares; 2025Q3: 528 shares; 2025Q4: 1,374 shares; 2026Q1: 1,888 shares 1,888$417K<0.01%+514Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 5,861 shares; 2025Q2: 5,861 shares; 2025Q3: 5,861 shares; 2025Q4: 5,861 shares; 2026Q1: 5,682 shares 5,682$416K<0.01%-179Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 958 shares; 2025Q1: 968 shares; 2025Q2: 958 shares; 2025Q3: 1,073 shares; 2025Q4: 1,917 shares; 2026Q1: 1,912 shares 1,912$415K<0.01%-5Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,206 shares; 2025Q1: 1,182 shares; 2025Q2: 2,466 shares; 2025Q3: 3,193 shares; 2025Q4: 1,866 shares; 2026Q1: 4,118 shares 4,118$412K<0.01%+2,252Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 1,085 shares; 2025Q1: 1,131 shares; 2025Q2: 1,626 shares; 2025Q3: 2,393 shares; 2025Q4: 4,751 shares; 2026Q1: 5,948 shares 5,948$412K<0.01%+1,197Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 111 shares; 2025Q1: 134 shares; 2025Q2: 1,236 shares; 2025Q3: 1,992 shares; 2025Q4: 6,351 shares; 2026Q1: 10,785 shares 10,785$412K<0.01%+4,434Timeline
COHRCOHERENT 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: 67 shares; 2025Q3: 67 shares; 2025Q4: 82 shares; 2026Q1: 1,724 shares 1,724$411K<0.01%+1,642Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 22 shares; 2025Q2: 116 shares; 2025Q3: 203 shares; 2025Q4: 427 shares; 2026Q1: 965 shares 965$410K<0.01%+538Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 41 shares; 2025Q2: 265 shares; 2025Q3: 284 shares; 2025Q4: 1,230 shares; 2026Q1: 3,755 shares 3,755$410K<0.01%+2,525Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,613 shares; 2024Q4: 4,573 shares; 2025Q1: 4,573 shares; 2025Q2: 6,044 shares; 2025Q3: 6,225 shares; 2025Q4: 7,341 shares; 2026Q1: 6,983 shares 6,983$408K<0.01%-358Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 184 shares; 2025Q1: 155 shares; 2025Q2: 699 shares; 2025Q3: 1,463 shares; 2025Q4: 5,378 shares; 2026Q1: 6,642 shares 6,642$407K<0.01%+1,264Timeline
BKSYBLACKSKY TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,011 shares; 2024Q4: 16,011 shares; 2025Q1: 16,011 shares; 2025Q2: 16,011 shares; 2025Q3: 16,011 shares; 2025Q4: 16,011 shares; 2026Q1: 16,011 shares 16,011$403K<0.01%0Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,554 shares; 2025Q1: 2,505 shares; 2025Q2: 3,323 shares; 2025Q3: 3,136 shares; 2025Q4: 4,829 shares; 2026Q1: 7,278 shares 7,278$402K<0.01%+2,449Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 314 shares; 2025Q1: 320 shares; 2025Q2: 468 shares; 2025Q3: 731 shares; 2025Q4: 922 shares; 2026Q1: 1,792 shares 1,792$402K<0.01%+870Timeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 4,564 shares; 2025Q1: 4,564 shares; 2025Q2: 4,564 shares; 2025Q3: 4,564 shares; 2025Q4: 4,564 shares; 2026Q1: 4,330 shares 4,330$401K<0.01%-234Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 1,875 shares; 2025Q1: 344 shares; 2025Q2: 6,001 shares; 2025Q3: 11,624 shares; 2025Q4: 13,998 shares; 2026Q1: 29,552 shares 29,552$399K<0.01%+15,554Timeline
LITELUMENTUM 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: 119 shares; 2026Q1: 568 shares 568$399K<0.01%+449Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 3,130 shares; 2025Q1: 2,275 shares; 2025Q2: 3,220 shares; 2025Q3: 3,285 shares; 2025Q4: 3,000 shares; 2026Q1: 3,757 shares 3,757$397K<0.01%+757Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 118 shares; 2025Q1: 143 shares; 2025Q2: 335 shares; 2025Q3: 1,137 shares; 2025Q4: 1,299 shares; 2026Q1: 3,682 shares 3,682$394K<0.01%+2,383Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 390 shares; 2025Q1: 413 shares; 2025Q2: 553 shares; 2025Q3: 893 shares; 2025Q4: 1,091 shares; 2026Q1: 1,845 shares 1,845$392K<0.01%+754Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 569 shares; 2025Q1: 505 shares; 2025Q2: 442 shares; 2025Q3: 1,244 shares; 2025Q4: 2,288 shares; 2026Q1: 5,802 shares 5,802$390K<0.01%+3,514Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 3,646 shares; 2025Q1: 710 shares; 2025Q2: 1,090 shares; 2025Q3: 1,859 shares; 2025Q4: 2,992 shares; 2026Q1: 4,800 shares 4,800$390K<0.01%+1,808Timeline
BBAXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 1,659 shares; 2025Q1: 1,659 shares; 2025Q2: 6,330 shares; 2025Q3: 6,548 shares; 2025Q4: 6,548 shares; 2026Q1: 6,548 shares 6,548$389K<0.01%0Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 2,664 shares; 2025Q1: 717 shares; 2025Q2: 822 shares; 2025Q3: 2,402 shares; 2025Q4: 3,587 shares; 2026Q1: 4,976 shares 4,976$386K<0.01%+1,389Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,565 shares; 2024Q4: 22,565 shares; 2025Q1: 22,565 shares; 2025Q2: 22,565 shares; 2025Q3: 24,370 shares; 2025Q4: 24,370 shares; 2026Q1: 24,370 shares 24,370$386K<0.01%0Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 226 shares; 2025Q1: 73 shares; 2025Q2: 1,228 shares; 2025Q3: 552 shares; 2025Q4: 595 shares; 2026Q1: 4,780 shares 4,780$385K<0.01%+4,185Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 1,304 shares; 2025Q1: 1,649 shares; 2025Q2: 2,457 shares; 2025Q3: 5,783 shares; 2025Q4: 7,884 shares; 2026Q1: 17,111 shares 17,111$384K<0.01%+9,227Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 222 shares; 2025Q1: 234 shares; 2025Q2: 575 shares; 2025Q3: 1,435 shares; 2025Q4: 1,378 shares; 2026Q1: 2,624 shares 2,624$384K<0.01%+1,246Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 480 shares; 2025Q1: 380 shares; 2025Q2: 320 shares; 2025Q3: 545 shares; 2025Q4: 833 shares; 2026Q1: 1,430 shares 1,430$380K<0.01%+597Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 8,839 shares; 2025Q1: 7,822 shares; 2025Q2: 7,822 shares; 2025Q3: 12,300 shares; 2025Q4: 8,345 shares; 2026Q1: 8,514 shares 8,514$378K<0.01%+169Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 29 shares; 2025Q1: 9 shares; 2025Q2: 41 shares; 2025Q3: 342 shares; 2025Q4: 500 shares; 2026Q1: 991 shares 991$376K<0.01%+491Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 348 shares; 2025Q1: 806 shares; 2025Q2: 6,283 shares; 2025Q3: 6,448 shares; 2025Q4: 6,304 shares; 2026Q1: 6,304 shares 6,304$375K<0.01%0Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 4,995 shares; 2025Q1: 4,995 shares; 2025Q2: 4,995 shares; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares; 2026Q1: 4,995 shares 4,995$375K<0.01%0Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 437 shares; 2025Q1: 276 shares; 2025Q2: 2,892 shares; 2025Q3: 1,882 shares; 2025Q4: 12,130 shares; 2026Q1: 14,103 shares 14,103$371K<0.01%+1,973Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 328 shares; 2025Q2: 698 shares; 2025Q3: 943 shares; 2025Q4: 2,658 shares; 2026Q1: 9,265 shares 9,265$369K<0.01%+6,607Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 4,222 shares; 2025Q1: 4,269 shares; 2025Q2: 4,346 shares; 2025Q3: 3,745 shares; 2025Q4: 3,973 shares; 2026Q1: 5,637 shares 5,637$368K<0.01%+1,664Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 59 shares; 2025Q1: 79 shares; 2025Q2: 365 shares; 2025Q3: 576 shares; 2025Q4: 706 shares; 2026Q1: 1,876 shares 1,876$368K<0.01%+1,170Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,914 shares; 2024Q4: 9,934 shares; 2025Q1: 9,481 shares; 2025Q2: 5,425 shares; 2025Q3: 4,076 shares; 2025Q4: 3,725 shares; 2026Q1: 4,339 shares 4,339$366K<0.01%+614Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 637 shares; 2025Q1: 236 shares; 2025Q2: 1,793 shares; 2025Q3: 2,816 shares; 2025Q4: 3,711 shares; 2026Q1: 7,809 shares 7,809$366K<0.01%+4,098Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 395 shares; 2025Q1: 327 shares; 2025Q2: 915 shares; 2025Q3: 2,370 shares; 2025Q4: 2,952 shares; 2026Q1: 9,716 shares 9,716$365K<0.01%+6,764Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 546 shares; 2025Q1: 486 shares; 2025Q2: 646 shares; 2025Q3: 1,340 shares; 2025Q4: 1,797 shares; 2026Q1: 4,014 shares 4,014$362K<0.01%+2,217Timeline
ADMAADMA BIOLOGICS 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: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 39,973 shares 39,973$360K<0.01%+39,897Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 56 shares; 2025Q1: 22 shares; 2025Q2: 76 shares; 2025Q3: 103 shares; 2025Q4: 223 shares; 2026Q1: 1,047 shares 1,047$358K<0.01%+824Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 210 shares; 2025Q1: 273 shares; 2025Q2: 260 shares; 2025Q3: 266 shares; 2025Q4: 410 shares; 2026Q1: 765 shares 765$355K<0.01%+355Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 305 shares; 2025Q1: 416 shares; 2025Q2: 1,114 shares; 2025Q3: 936 shares; 2025Q4: 2,713 shares; 2026Q1: 5,723 shares 5,723$354K<0.01%+3,010Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 818 shares; 2025Q3: 938 shares; 2025Q4: 1,691 shares; 2026Q1: 6,724 shares 6,724$351K<0.01%+5,033Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: 579 shares; 2025Q2: 637 shares; 2025Q3: 1,906 shares; 2025Q4: 1,699 shares; 2026Q1: 2,249 shares 2,249$350K<0.01%+550Timeline
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: not reported; 2025Q4: 9,742 shares; 2026Q1: 6,206 shares 6,206$350K<0.01%-3,536Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 466 shares; 2025Q1: 440 shares; 2025Q2: 1,959 shares; 2025Q3: 951 shares; 2025Q4: 2,058 shares; 2026Q1: 3,374 shares 3,374$350K<0.01%+1,316Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 833 shares; 2025Q3: 1,062 shares; 2025Q4: 1,411 shares; 2026Q1: 5,953 shares 5,953$348K<0.01%+4,542Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 509 shares; 2025Q1: 440 shares; 2025Q2: 732 shares; 2025Q3: 1,972 shares; 2025Q4: 2,671 shares; 2026Q1: 6,843 shares 6,843$348K<0.01%+4,172Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,156 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,147 shares 1,147$347K<0.01%-3Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 106 shares; 2025Q1: 89 shares; 2025Q2: 145 shares; 2025Q3: 291 shares; 2025Q4: 480 shares; 2026Q1: 1,594 shares 1,594$344K<0.01%+1,114Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,493 shares; 2024Q4: 18,493 shares; 2025Q1: 3,564 shares; 2025Q2: 3,564 shares; 2025Q3: 3,564 shares; 2025Q4: 4,533 shares; 2026Q1: 4,533 shares 4,533$342K<0.01%0Timeline
DIVOAMPLIFY 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: 19,686 shares; 2025Q3: 19,362 shares; 2025Q4: 19,362 shares; 2026Q1: 7,604 shares 7,604$341K<0.01%-11,758Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154 shares; 2025Q3: 958 shares; 2025Q4: 1,942 shares; 2026Q1: 3,694 shares 3,694$340K<0.01%+1,752Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,513 shares; 2024Q4: 11,184 shares; 2025Q1: 12,048 shares; 2025Q2: 11,644 shares; 2025Q3: 10,325 shares; 2025Q4: 10,340 shares; 2026Q1: 4,613 shares 4,613$340K<0.01%-5,727Timeline
JMEEJ 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: 4,140 shares; 2025Q3: 5,083 shares; 2025Q4: 5,083 shares; 2026Q1: 5,083 shares 5,083$339K<0.01%0Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,091 shares; 2025Q1: 2,091 shares; 2025Q2: 2,091 shares; 2025Q3: 2,188 shares; 2025Q4: 4,527 shares; 2026Q1: 4,588 shares 4,588$339K<0.01%+61Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 342 shares; 2025Q1: 376 shares; 2025Q2: 502 shares; 2025Q3: 1,028 shares; 2025Q4: 585 shares; 2026Q1: 1,960 shares 1,960$336K<0.01%+1,375Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,350 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 1,065 shares; 2025Q3: 2,493 shares; 2025Q4: 4,419 shares; 2026Q1: 6,630 shares 6,630$336K<0.01%+2,211Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 2,440 shares; 2025Q1: 2,424 shares; 2025Q2: 2,471 shares; 2025Q3: 2,471 shares; 2025Q4: 3,271 shares; 2026Q1: 3,571 shares 3,571$333K<0.01%+300Timeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 198 shares; 2025Q2: 149 shares; 2025Q3: 549 shares; 2025Q4: 611 shares; 2026Q1: 1,151 shares 1,151$333K<0.01%+540Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 703 shares; 2025Q1: 233 shares; 2025Q2: 938 shares; 2025Q3: 2,040 shares; 2025Q4: 3,988 shares; 2026Q1: 6,175 shares 6,175$333K<0.01%+2,187Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 2,530 shares; 2025Q3: 5,159 shares; 2025Q4: 7,293 shares; 2026Q1: 12,836 shares 12,836$332K<0.01%+5,543Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 5,411 shares; 2025Q1: 5,691 shares; 2025Q2: 5,667 shares; 2025Q3: 4,274 shares; 2025Q4: 4,274 shares; 2026Q1: 2,991 shares 2,991$332K<0.01%-1,283Timeline
SMSM ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 229 shares; 2026Q1: 10,623 shares 10,623$331K<0.01%+10,394Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 5,770 shares; 2025Q1: 5,770 shares; 2025Q2: 5,992 shares; 2025Q3: 5,938 shares; 2025Q4: 5,938 shares; 2026Q1: 5,938 shares 5,938$325K<0.01%0Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 2,349 shares; 2025Q1: 2,349 shares; 2025Q2: 2,349 shares; 2025Q3: 2,349 shares; 2025Q4: 2,349 shares; 2026Q1: 2,349 shares 2,349$325K<0.01%0Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 1,833 shares; 2025Q1: 1,439 shares; 2025Q2: 711 shares; 2025Q3: 897 shares; 2025Q4: 1,727 shares; 2026Q1: 2,734 shares 2,734$325K<0.01%+1,007Timeline
LWLGLIGHTWAVE LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares; 2026Q1: 45,000 shares 45,000$316K<0.01%0Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193 shares; 2025Q3: 100 shares; 2025Q4: 869 shares; 2026Q1: 1,556 shares 1,556$314K<0.01%+687Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 236 shares; 2025Q1: 522 shares; 2025Q2: 1,188 shares; 2025Q3: 1,756 shares; 2025Q4: 11,105 shares; 2026Q1: 16,529 shares 16,529$311K<0.01%+5,424Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 891 shares; 2025Q1: 634 shares; 2025Q2: 846 shares; 2025Q3: 1,284 shares; 2025Q4: 1,936 shares; 2026Q1: 1,788 shares 1,788$309K<0.01%-148Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 152 shares; 2025Q1: 508 shares; 2025Q2: 815 shares; 2025Q3: 2,046 shares; 2025Q4: 3,186 shares; 2026Q1: 12,687 shares 12,687$308K<0.01%+9,501Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 478 shares; 2025Q3: 966 shares; 2025Q4: 2,474 shares; 2026Q1: 3,014 shares 3,014$304K<0.01%+540Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,941 shares; 2024Q4: 7,316 shares; 2025Q1: 7,316 shares; 2025Q2: 7,316 shares; 2025Q3: 7,316 shares; 2025Q4: 7,316 shares; 2026Q1: 7,316 shares 7,316$303K<0.01%0Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 813 shares; 2025Q1: 733 shares; 2025Q2: 963 shares; 2025Q3: 1,019 shares; 2025Q4: 774 shares; 2026Q1: 1,912 shares 1,912$303K<0.01%+1,138Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 1,371 shares; 2025Q1: 1,458 shares; 2025Q2: 1,303 shares; 2025Q3: 1,053 shares; 2025Q4: 1,984 shares; 2026Q1: 4,222 shares 4,222$302K<0.01%+2,238Timeline
AMCRAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,571 shares 7,571$301K<0.01%newTimeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 99 shares; 2025Q1: 377 shares; 2025Q2: 1,130 shares; 2025Q3: 1,814 shares; 2025Q4: 1,048 shares; 2026Q1: 7,438 shares 7,438$300K<0.01%+6,390Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 346 shares; 2025Q3: 491 shares; 2025Q4: 2,074 shares; 2026Q1: 2,731 shares 2,731$300K<0.01%+657Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 46 shares; 2025Q1: 158 shares; 2025Q2: 358 shares; 2025Q3: 689 shares; 2025Q4: 975 shares; 2026Q1: 1,834 shares 1,834$300K<0.01%+859Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,811 shares; 2025Q2: 4,811 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares; 2026Q1: 4,764 shares 4,764$298K<0.01%-47Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 3,948 shares; 2025Q3: 3,948 shares; 2025Q4: 3,948 shares; 2026Q1: 1,426 shares 1,426$297K<0.01%-2,522Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 160 shares; 2025Q1: 149 shares; 2025Q2: 277 shares; 2025Q3: 332 shares; 2025Q4: 448 shares; 2026Q1: 566 shares 566$296K<0.01%+118Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,844 shares; 2025Q1: 2,844 shares; 2025Q2: 2,844 shares; 2025Q3: 2,844 shares; 2025Q4: 2,844 shares; 2026Q1: 2,844 shares 2,844$286K<0.01%0Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,493 shares; 2024Q4: 12,960 shares; 2025Q1: 12,960 shares; 2025Q2: 12,993 shares; 2025Q3: 12,993 shares; 2025Q4: 12,304 shares; 2026Q1: 12,349 shares 12,349$285K<0.01%+45Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 2,276 shares; 2025Q1: 2,298 shares; 2025Q2: 2,508 shares; 2025Q3: 2,946 shares; 2025Q4: 993 shares; 2026Q1: 1,563 shares 1,563$281K<0.01%+570Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,337 shares; 2025Q3: 1,492 shares; 2025Q4: 2,904 shares; 2026Q1: 2,899 shares 2,899$280K<0.01%-5Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 858 shares; 2025Q1: 847 shares; 2025Q2: 911 shares; 2025Q3: 727 shares; 2025Q4: 1,339 shares; 2026Q1: 1,829 shares 1,829$280K<0.01%+490Timeline
TCBKTRICO BANCSHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,004 shares; 2024Q4: 7,819 shares; 2025Q1: 5,849 shares; 2025Q2: 5,849 shares; 2025Q3: 5,849 shares; 2025Q4: 5,849 shares; 2026Q1: 5,849 shares 5,849$278K<0.01%0Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 183 shares; 2025Q1: 235 shares; 2025Q2: 806 shares; 2025Q3: 885 shares; 2025Q4: 1,364 shares; 2026Q1: 4,330 shares 4,330$278K<0.01%+2,966Timeline
HSBCHSBC HLDGS 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: 79 shares; 2025Q3: 197 shares; 2025Q4: 1,625 shares; 2026Q1: 3,367 shares 3,367$278K<0.01%+1,742Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,777 shares; 2025Q1: 1,903 shares; 2025Q2: 1,811 shares; 2025Q3: 1,272 shares; 2025Q4: 2,544 shares; 2026Q1: 2,544 shares 2,544$277K<0.01%0Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,862 shares; 2024Q4: 21,931 shares; 2025Q1: 21,931 shares; 2025Q2: 21,931 shares; 2025Q3: 21,931 shares; 2025Q4: 22,340 shares; 2026Q1: 22,383 shares 22,383$275K<0.01%+43Timeline
EQXEQUINOX GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,979 shares; 2024Q4: 18,979 shares; 2025Q1: 18,979 shares; 2025Q2: 18,979 shares; 2025Q3: 18,979 shares; 2025Q4: 18,979 shares; 2026Q1: 18,979 shares 18,979$274K<0.01%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 3,259 shares; 2025Q4: 2,914 shares; 2026Q1: 3,081 shares 3,081$273K<0.01%+167Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,970 shares; 2024Q4: 5,363 shares; 2025Q1: 4,963 shares; 2025Q2: 5,364 shares; 2025Q3: 5,738 shares; 2025Q4: 6,549 shares; 2026Q1: 5,745 shares 5,745$270K<0.01%-804Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 5,596 shares; 2026Q1: 3,235 shares 3,235$267K<0.01%-2,361Timeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,753 shares; 2025Q4: 1,753 shares; 2026Q1: 7,220 shares 7,220$266K<0.01%+5,467Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133 shares; 2025Q1: 179 shares; 2025Q2: 3,722 shares; 2025Q3: 3,073 shares; 2025Q4: 5,690 shares; 2026Q1: 10,837 shares 10,837$265K<0.01%+5,147Timeline
AIRRFIRST 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: 2,373 shares; 2025Q3: 2,373 shares; 2025Q4: 2,373 shares; 2026Q1: 2,373 shares 2,373$263K<0.01%0Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 138 shares; 2025Q1: 104 shares; 2025Q2: 113 shares; 2025Q3: 219 shares; 2025Q4: 142 shares; 2026Q1: 137 shares 137$262K<0.01%-5Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 1,933 shares; 2025Q1: 1,933 shares; 2025Q2: 1,928 shares; 2025Q3: 1,948 shares; 2025Q4: 1,928 shares; 2026Q1: 1,928 shares 1,928$262K<0.01%0Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,575 shares; 2025Q1: 7,420 shares; 2025Q2: 7,294 shares; 2025Q3: 10,004 shares; 2025Q4: 3,155 shares; 2026Q1: 11,610 shares 11,610$261K<0.01%+8,455Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,281 shares; 2024Q4: 4,302 shares; 2025Q1: 3,518 shares; 2025Q2: 3,693 shares; 2025Q3: 5,809 shares; 2025Q4: 4,330 shares; 2026Q1: 3,763 shares 3,763$261K<0.01%-567Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 6,054 shares; 2025Q1: 6,054 shares; 2025Q2: 6,568 shares; 2025Q3: 4,524 shares; 2025Q4: 5,906 shares; 2026Q1: 4,703 shares 4,703$260K<0.01%-1,203Timeline
HIPOHIPPO HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,941 shares; 2026Q1: 9,941 shares 9,941$259K<0.01%0Timeline
WSWORTHINGTON STL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,529 shares; 2024Q4: 8,529 shares; 2025Q1: 8,529 shares; 2025Q2: 8,529 shares; 2025Q3: 8,529 shares; 2025Q4: 8,529 shares; 2026Q1: 8,529 shares 8,529$259K<0.01%0Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 389 shares; 2025Q1: 403 shares; 2025Q2: 296 shares; 2025Q3: 482 shares; 2025Q4: 653 shares; 2026Q1: 1,495 shares 1,495$258K<0.01%+842Timeline
FFAFIRST TR ENHANCED EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,626 shares; 2025Q3: 12,626 shares; 2025Q4: 12,626 shares; 2026Q1: 12,626 shares 12,626$258K<0.01%0Timeline
PJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,505 shares; 2024Q4: 5,505 shares; 2025Q1: 5,505 shares; 2025Q2: 5,505 shares; 2025Q3: 5,505 shares; 2025Q4: 5,505 shares; 2026Q1: 5,505 shares 5,505$254K<0.01%0Timeline
TBLDTHORNBURG INCM BUILDER OPP 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: 12,023 shares; 2025Q3: 12,023 shares; 2025Q4: 12,023 shares; 2026Q1: 12,023 shares 12,023$254K<0.01%0Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares; 2025Q4: 2,712 shares; 2026Q1: 2,746 shares 2,746$251K<0.01%+34Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,176 shares; 2025Q1: 2,176 shares; 2025Q2: 2,176 shares; 2025Q3: 2,176 shares; 2025Q4: 2,176 shares; 2026Q1: 2,176 shares 2,176$250K<0.01%0Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,129 shares; 2025Q3: 877 shares; 2025Q4: 971 shares; 2026Q1: 1,007 shares 1,007$249K<0.01%+36Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 886 shares; 2025Q1: not reported; 2025Q2: 33,784 shares; 2025Q3: 4,664 shares; 2025Q4: 8,520 shares; 2026Q1: 8,520 shares 8,520$248K<0.01%0Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,945 shares; 2025Q1: 1,784 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares; 2025Q4: 2,030 shares; 2026Q1: 2,269 shares 2,269$246K<0.01%+239Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 75 shares; 2025Q2: 203 shares; 2025Q3: 1,848 shares; 2025Q4: 568 shares; 2026Q1: 5,291 shares 5,291$246K<0.01%+4,723Timeline
PDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,766 shares; 2024Q4: 5,766 shares; 2025Q1: 5,766 shares; 2025Q2: 5,766 shares; 2025Q3: 5,766 shares; 2025Q4: 5,766 shares; 2026Q1: 5,766 shares 5,766$245K<0.01%0Timeline
BF-ABROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,040 shares; 2024Q4: 8,040 shares; 2025Q1: 8,040 shares; 2025Q2: 8,040 shares; 2025Q3: 8,040 shares; 2025Q4: 8,040 shares; 2026Q1: 9,140 shares 9,140$245K<0.01%+1,100Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 498 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 2,539 shares; 2026Q1: 2,475 shares 2,475$242K<0.01%-64Timeline
TMFGRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,617 shares; 2024Q4: 8,564 shares; 2025Q1: 8,564 shares; 2025Q2: 8,564 shares; 2025Q3: 8,564 shares; 2025Q4: 8,564 shares; 2026Q1: 8,564 shares 8,564$242K<0.01%0Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,851 shares; 2024Q4: 3,999 shares; 2025Q1: 6,926 shares; 2025Q2: 7,260 shares; 2025Q3: 6,600 shares; 2025Q4: 6,360 shares; 2026Q1: 2,731 shares 2,731$241K<0.01%-3,629Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85 shares; 2025Q3: 134 shares; 2025Q4: 171 shares; 2026Q1: 734 shares 734$240K<0.01%+563Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 276 shares; 2025Q1: 320 shares; 2025Q2: 537 shares; 2025Q3: 850 shares; 2025Q4: 2,187 shares; 2026Q1: 3,340 shares 3,340$240K<0.01%+1,153Timeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,782 shares; 2024Q4: 6,816 shares; 2025Q1: 6,816 shares; 2025Q2: 5,816 shares; 2025Q3: 5,816 shares; 2025Q4: 5,816 shares; 2026Q1: 5,816 shares 5,816$239K<0.01%0Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181 shares; 2025Q1: 427 shares; 2025Q2: 1,603 shares; 2025Q3: 3,742 shares; 2025Q4: 6,548 shares; 2026Q1: 12,356 shares 12,356$237K<0.01%+5,808Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 108 shares; 2025Q1: 276 shares; 2025Q2: 1,237 shares; 2025Q3: 1,538 shares; 2025Q4: 1,893 shares; 2026Q1: 6,359 shares 6,359$235K<0.01%+4,466Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 1,270 shares; 2025Q1: 1,005 shares; 2025Q2: 1,155 shares; 2025Q3: 1,407 shares; 2025Q4: 1,460 shares; 2026Q1: 793 shares 793$231K<0.01%-667Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,858 shares; 2024Q4: 9,858 shares; 2025Q1: 9,728 shares; 2025Q2: 9,728 shares; 2025Q3: 9,728 shares; 2025Q4: 9,836 shares; 2026Q1: 9,728 shares 9,728$230K<0.01%-108Timeline
SCSCSCANSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares 6,300$229K<0.01%0Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 6 shares; 2025Q1: 83 shares; 2025Q2: 288 shares; 2025Q3: 1,099 shares; 2025Q4: 832 shares; 2026Q1: 3,186 shares 3,186$226K<0.01%+2,354Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,834 shares; 2024Q4: 3,834 shares; 2025Q1: 3,834 shares; 2025Q2: 3,932 shares; 2025Q3: 4,042 shares; 2025Q4: 3,980 shares; 2026Q1: 3,980 shares 3,980$225K<0.01%0Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,836 shares; 2025Q1: 2,600 shares; 2025Q2: 2,794 shares; 2025Q3: 5,039 shares; 2025Q4: 5,404 shares; 2026Q1: 13,540 shares 13,540$222K<0.01%+8,136Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400$222K<0.01%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 782 shares; 2025Q1: 790 shares; 2025Q2: 1,451 shares; 2025Q3: 3,238 shares; 2025Q4: 4,308 shares; 2026Q1: 6,767 shares 6,767$222K<0.01%+2,459Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 443 shares; 2025Q2: 1,511 shares; 2025Q3: 1,463 shares; 2025Q4: 6,492 shares; 2026Q1: 7,760 shares 7,760$221K<0.01%+1,268Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198 shares; 2025Q1: 35 shares; 2025Q2: 369 shares; 2025Q3: 568 shares; 2025Q4: 1,029 shares; 2026Q1: 3,178 shares 3,178$221K<0.01%+2,149Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: 1,024 shares; 2025Q4: 1,338 shares; 2026Q1: 1,338 shares 1,338$216K<0.01%0Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,324 shares; 2024Q4: 15,770 shares; 2025Q1: 15,380 shares; 2025Q2: 11,460 shares; 2025Q3: 7,135 shares; 2025Q4: 3,418 shares; 2026Q1: 12,849 shares 12,849$216K<0.01%+9,431Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 7,125 shares; 2025Q1: 6,950 shares; 2025Q2: 7,981 shares; 2025Q3: 10,576 shares; 2025Q4: 18,087 shares; 2026Q1: 10,372 shares 10,372$215K<0.01%-7,715Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: 60 shares; 2025Q3: 53 shares; 2025Q4: 154 shares; 2026Q1: 1,766 shares 1,766$215K<0.01%+1,612Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 515 shares; 2025Q1: 397 shares; 2025Q2: 385 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 463 shares 463$214K<0.01%+293Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,679 shares; 2025Q1: 1,635 shares; 2025Q2: 2,397 shares; 2025Q3: 4,106 shares; 2025Q4: 3,249 shares; 2026Q1: 3,244 shares 3,244$212K<0.01%-5Timeline
MGRCMCGRATH RENTCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares 1,925$212K<0.01%0Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 366 shares; 2025Q1: 495 shares; 2025Q2: 585 shares; 2025Q3: 722 shares; 2025Q4: 941 shares; 2026Q1: 1,322 shares 1,322$209K<0.01%+381Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,617 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares 1,307$209K<0.01%0Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,109 shares 1,109$208K<0.01%0Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 4,805 shares; 2025Q1: 4,805 shares; 2025Q2: 5,040 shares; 2025Q3: 5,040 shares; 2025Q4: 5,225 shares; 2026Q1: 5,225 shares 5,225$208K<0.01%0Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 3,345 shares 3,345$208K<0.01%+3,000Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,662 shares; 2025Q1: 74 shares; 2025Q2: 328 shares; 2025Q3: 560 shares; 2025Q4: 2,656 shares; 2026Q1: 3,870 shares 3,870$207K<0.01%+1,214Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 692 shares; 2025Q1: 192 shares; 2025Q2: 262 shares; 2025Q3: 491 shares; 2025Q4: 1,262 shares; 2026Q1: 1,943 shares 1,943$206K<0.01%+681Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 84 shares; 2025Q1: 300 shares; 2025Q2: 51 shares; 2025Q3: 35 shares; 2025Q4: 555 shares; 2026Q1: 977 shares 977$201K<0.01%+422Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 1,770 shares; 2025Q1: 1,753 shares; 2025Q2: 1,772 shares; 2025Q3: 2,154 shares; 2025Q4: 2,587 shares; 2026Q1: 2,559 shares 2,559$201K<0.01%-28Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155 shares; 2025Q1: 412 shares; 2025Q2: 538 shares; 2025Q3: 863 shares; 2025Q4: 3,477 shares; 2026Q1: 10,748 shares 10,748$201K<0.01%+7,271Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000$201K<0.01%newTimeline
TMFCRBB FD INCQuarterly 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: 2,950 shares; 2025Q3: 2,975 shares; 2025Q4: 3,025 shares; 2026Q1: 3,025 shares 3,025$200K<0.01%0Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,880 shares; 2024Q4: 10,792 shares; 2025Q1: 10,500 shares; 2025Q2: 11,359 shares; 2025Q3: 12,682 shares; 2025Q4: 15,040 shares; 2026Q1: 4,602 shares 4,602$198K<0.01%-10,438Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 68 shares; 2025Q1: 58 shares; 2025Q2: 157 shares; 2025Q3: 227 shares; 2025Q4: 168 shares; 2026Q1: 943 shares 943$198K<0.01%+775Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,563 shares; 2025Q1: 3,563 shares; 2025Q2: 3,563 shares; 2025Q3: 3,563 shares; 2025Q4: 3,563 shares; 2026Q1: 3,152 shares 3,152$197K<0.01%-411Timeline
NWSANEWS 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: 505 shares; 2025Q3: 1,285 shares; 2025Q4: 4,411 shares; 2026Q1: 7,917 shares 7,917$197K<0.01%+3,506Timeline
SAMBOSTON BEER 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: 850 shares 850$196K<0.01%newTimeline
CQPCHENIERE ENERGY PARTNERS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$194K<0.01%0Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 3,777 shares; 2025Q1: 3,000 shares; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares; 2025Q4: 2,567 shares; 2026Q1: 2,567 shares 2,567$194K<0.01%0Timeline
FDMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350$193K<0.01%0Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 837 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 799 shares; 2026Q1: 799 shares 799$192K<0.01%0Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,386 shares; 2024Q4: 260,145 shares; 2025Q1: 257,335 shares; 2025Q2: 5,056 shares; 2025Q3: 4,171 shares; 2025Q4: 2,088 shares; 2026Q1: 1,900 shares 1,900$190K<0.01%-188Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,592 shares; 2026Q1: 2,592 shares 2,592$190K<0.01%0Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 348 shares; 2025Q3: 732 shares; 2025Q4: 1,549 shares; 2026Q1: 2,947 shares 2,947$189K<0.01%+1,398Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 184 shares; 2025Q1: 206 shares; 2025Q2: 225 shares; 2025Q3: 22 shares; 2025Q4: 311 shares; 2026Q1: 870 shares 870$189K<0.01%+559Timeline
GLOBGLOBANT S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,135 shares; 2024Q4: 291,377 shares; 2025Q1: 325,142 shares; 2025Q2: 524,577 shares; 2025Q3: 7,966 shares; 2025Q4: 4,361 shares; 2026Q1: 4,029 shares 4,029$186K<0.01%-332Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 48 shares; 2025Q1: 58 shares; 2025Q2: 75 shares; 2025Q3: 151 shares; 2025Q4: 542 shares; 2026Q1: 1,361 shares 1,361$184K<0.01%+819Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 983 shares; 2025Q3: 1,235 shares; 2025Q4: 2,667 shares; 2026Q1: 3,088 shares 3,088$183K<0.01%+421Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 107 shares; 2025Q2: 570 shares; 2025Q3: 818 shares; 2025Q4: 1,147 shares; 2026Q1: 1,937 shares 1,937$182K<0.01%+790Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 1,176 shares; 2025Q1: 616 shares; 2025Q2: 859 shares; 2025Q3: 2,231 shares; 2025Q4: 2,675 shares; 2026Q1: 4,238 shares 4,238$180K<0.01%+1,563Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100$178K<0.01%0Timeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 4,547 shares; 2025Q1: 4,547 shares; 2025Q2: 3,932 shares; 2025Q3: 5,001 shares; 2025Q4: 5,886 shares; 2026Q1: 6,787 shares 6,787$177K<0.01%+901Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,410 shares; 2025Q1: 1,225 shares; 2025Q2: 1,525 shares; 2025Q3: 970 shares; 2025Q4: 902 shares; 2026Q1: 2,019 shares 2,019$176K<0.01%+1,117Timeline
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: 1,861 shares; 2026Q1: 1,861 shares 1,861$175K<0.01%0Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 19 shares; 2025Q1: 20 shares; 2025Q2: 33 shares; 2025Q3: 392 shares; 2025Q4: 547 shares; 2026Q1: 2,127 shares 2,127$175K<0.01%+1,580Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$173K<0.01%0
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,260 shares; 2025Q1: 3,260 shares; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 3,468 shares 3,468$171K<0.01%+208Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,171 shares; 2025Q1: 1,474 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares; 2026Q1: 1,672 shares 1,672$171K<0.01%+501Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,749 shares; 2025Q3: 4,737 shares; 2025Q4: 4,784 shares; 2026Q1: 7,863 shares 7,863$170K<0.01%+3,079Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 78 shares; 2025Q2: 103 shares; 2025Q3: 253 shares; 2025Q4: 345 shares; 2026Q1: 2,059 shares 2,059$170K<0.01%+1,714Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,159 shares; 2024Q4: 12,966 shares; 2025Q1: 5,842 shares; 2025Q2: 3,685 shares; 2025Q3: 4,547 shares; 2025Q4: 3,567 shares; 2026Q1: 6,290 shares 6,290$166K<0.01%+2,723Timeline
FXFINVESCO CURRENCYSHARES SWISSQuarterly shares; oldest to 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: 1,500 shares 1,500$166K<0.01%newTimeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 987 shares; 2025Q1: 987 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,020 shares; 2026Q1: 2,904 shares 2,904$166K<0.01%+1,884Timeline
TTETOTALENERGIES SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,227 shares; 2026Q1: 1,808 shares 1,808$164K<0.01%-2,419Timeline
CEFSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 3,390 shares; 2025Q1: 3,390 shares; 2025Q2: 3,390 shares; 2025Q3: 3,390 shares; 2025Q4: 3,390 shares; 2026Q1: 3,390 shares 3,390$162K<0.01%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 317 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 928 shares; 2025Q4: 22,209 shares; 2026Q1: 2,194 shares 2,194$162K<0.01%-20,015Timeline
TRNTRINITY 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000$161K<0.01%newTimeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$159K<0.01%0Timeline
HASHASBRO 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: 142 shares; 2025Q3: 1,215 shares; 2025Q4: 1,703 shares; 2026Q1: 1,697 shares 1,697$159K<0.01%-6Timeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000$159K<0.01%newTimeline
NAVINAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares 19,000$155K<0.01%0Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,574 shares; 2025Q2: 4,574 shares; 2025Q3: 4,574 shares; 2025Q4: 4,574 shares; 2026Q1: 4,574 shares 4,574$155K<0.01%0Timeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,277 shares; 2024Q4: 33,277 shares; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 5,970 shares; 2026Q1: 13,673 shares 13,673$154K<0.01%+7,703Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,653 shares; 2024Q4: 7,569 shares; 2025Q1: 7,569 shares; 2025Q2: 9,208 shares; 2025Q3: 12,785 shares; 2025Q4: 7,987 shares; 2026Q1: 15,232 shares 15,232$152K<0.01%+7,245Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,634 shares; 2025Q1: 924 shares; 2025Q2: 1,111 shares; 2025Q3: 658 shares; 2025Q4: 912 shares; 2026Q1: 1,244 shares 1,244$151K<0.01%+332Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,518 shares; 2025Q1: 1,526 shares; 2025Q2: 1,518 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares 1,340$150K<0.01%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 835 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 549 shares 549$150K<0.01%-9Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 22 shares; 2025Q1: 55 shares; 2025Q2: 109 shares; 2025Q3: 1,351 shares; 2025Q4: 577 shares; 2026Q1: 1,460 shares 1,460$148K<0.01%+883Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 307 shares; 2025Q2: 397 shares; 2025Q3: 219 shares; 2025Q4: 481 shares; 2026Q1: 604 shares 604$146K<0.01%+123Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 537 shares; 2025Q3: 627 shares; 2025Q4: 870 shares; 2026Q1: 1,723 shares 1,723$146K<0.01%+853Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,569 shares; 2026Q1: 1,912 shares 1,912$146K<0.01%-657Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 309 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 1,022 shares; 2025Q4: 504 shares; 2026Q1: 504 shares 504$145K<0.01%0Timeline
TCRXTSCAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,051 shares; 2024Q4: 143,051 shares; 2025Q1: 143,051 shares; 2025Q2: 143,051 shares; 2025Q3: 143,051 shares; 2025Q4: 143,051 shares; 2026Q1: 143,051 shares 143,051$144K<0.01%0Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,599 shares; 2024Q4: 215,381 shares; 2025Q1: 265,151 shares; 2025Q2: 364,821 shares; 2025Q3: 368,643 shares; 2025Q4: 289,433 shares; 2026Q1: 1,303 shares 1,303$144K<0.01%-288,130Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares 450$144K<0.01%newTimeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,113 shares; 2025Q2: 5,153 shares; 2025Q3: 5,250 shares; 2025Q4: 5,247 shares; 2026Q1: 5,126 shares 5,126$143K<0.01%-121Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186 shares; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 697 shares; 2026Q1: 1,807 shares 1,807$142K<0.01%+1,110Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 4,010 shares; 2025Q1: 2,760 shares; 2025Q2: 2,736 shares; 2025Q3: 2,757 shares; 2025Q4: 2,758 shares; 2026Q1: 1,411 shares 1,411$140K<0.01%-1,347Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72 shares; 2025Q1: 378 shares; 2025Q2: 718 shares; 2025Q3: 390 shares; 2025Q4: 3,303 shares; 2026Q1: 4,138 shares 4,138$140K<0.01%+835Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,506 shares; 2026Q1: 3,006 shares 3,006$139K<0.01%-6,500Timeline
MUJBLACKROCK MUNIHLDGS NJ QLTYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,937 shares; 2024Q4: 11,937 shares; 2025Q1: 11,937 shares; 2025Q2: 11,937 shares; 2025Q3: 11,937 shares; 2025Q4: 11,937 shares; 2026Q1: 11,937 shares 11,937$138K<0.01%0Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 67 shares; 2025Q1: 25 shares; 2025Q2: 115 shares; 2025Q3: 62 shares; 2025Q4: 250 shares; 2026Q1: 383 shares 383$137K<0.01%+133Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares; 2025Q4: 2,065 shares; 2026Q1: 2,065 shares 2,065$137K<0.01%0Timeline
BITWBITWISE 10 CRYPTO INDEX ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,030 shares; 2026Q1: 3,030 shares 3,030$135K<0.01%0Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,866 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares; 2026Q1: 1,251 shares 1,251$135K<0.01%0Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 129 shares; 2025Q1: 225 shares; 2025Q2: 249 shares; 2025Q3: 406 shares; 2025Q4: 910 shares; 2026Q1: 1,777 shares 1,777$134K<0.01%+867Timeline
XPOXPO 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: 315 shares; 2026Q1: 686 shares 686$133K<0.01%+371Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,875 shares; 2025Q2: 2,878 shares; 2025Q3: 2,875 shares; 2025Q4: 2,985 shares; 2026Q1: 2,985 shares 2,985$133K<0.01%0Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 4,180 shares; 2025Q1: 4,180 shares; 2025Q2: 4,180 shares; 2025Q3: 4,180 shares; 2025Q4: 4,180 shares; 2026Q1: 4,180 shares 4,180$133K<0.01%0Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 2,473 shares; 2025Q4: 2,473 shares; 2026Q1: 2,473 shares 2,473$132K<0.01%0Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,598 shares; 2025Q1: 1,554 shares; 2025Q2: 2,482 shares; 2025Q3: 2,444 shares; 2025Q4: 4,048 shares; 2026Q1: 4,048 shares 4,048$131K<0.01%0Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 6,429 shares; 2025Q3: 10,015 shares; 2025Q4: 5,959 shares; 2026Q1: 5,951 shares 5,951$129K<0.01%-8Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 14 shares; 2025Q1: 38 shares; 2025Q2: 71 shares; 2025Q3: 405 shares; 2025Q4: 650 shares; 2026Q1: 651 shares 651$128K<0.01%+1Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 2,492 shares; 2025Q1: 2,469 shares; 2025Q2: 2,469 shares; 2025Q3: 2,469 shares; 2025Q4: 2,592 shares; 2026Q1: 2,592 shares 2,592$128K<0.01%0Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 655 shares; 2025Q1: 563 shares; 2025Q2: 804 shares; 2025Q3: 1,308 shares; 2025Q4: 816 shares; 2026Q1: 885 shares 885$127K<0.01%+69Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 132 shares; 2025Q2: 650 shares; 2025Q3: 2,087 shares; 2025Q4: 1,293 shares; 2026Q1: 5,550 shares 5,550$126K<0.01%+4,257Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,350 shares; 2024Q4: 9,350 shares; 2025Q1: 9,350 shares; 2025Q2: 10,020 shares; 2025Q3: 10,280 shares; 2025Q4: 9,398 shares; 2026Q1: 9,350 shares 9,350$126K<0.01%-48Timeline
TAKTAKEDA PHARMACEUTICAL 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: 313 shares; 2025Q3: 27 shares; 2025Q4: 912 shares; 2026Q1: 6,812 shares 6,812$126K<0.01%+5,900Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 563 shares; 2025Q1: 521 shares; 2025Q2: 586 shares; 2025Q3: 588 shares; 2025Q4: 524 shares; 2026Q1: 513 shares 513$125K<0.01%-11Timeline
GATXGATX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 315 shares; 2025Q4: 300 shares; 2026Q1: 731 shares 731$125K<0.01%+431Timeline
BBEUJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares 1,720$125K<0.01%0Timeline
UTGREAVES UTIL INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 4,225 shares; 2025Q1: 4,225 shares; 2025Q2: 4,225 shares; 2025Q3: 3,166 shares; 2025Q4: 3,166 shares; 2026Q1: 3,166 shares 3,166$124K<0.01%0Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 2,808 shares; 2025Q3: 2,808 shares; 2025Q4: 2,069 shares; 2026Q1: 1,973 shares 1,973$124K<0.01%-96Timeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 373 shares 373$122K<0.01%newTimeline
CASHPATHWARD FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,372 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares; 2026Q1: 1,372 shares 1,372$122K<0.01%0Timeline
OUSAALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,173 shares; 2025Q1: 2,173 shares; 2025Q2: 2,173 shares; 2025Q3: 2,173 shares; 2025Q4: 2,173 shares; 2026Q1: 2,173 shares 2,173$121K<0.01%0Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: not reported; 2025Q2: 2,307 shares; 2025Q3: 2,296 shares; 2025Q4: 2,570 shares; 2026Q1: 2,570 shares 2,570$120K<0.01%0Timeline
TFISPDR 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: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 6,029 shares; 2026Q1: 2,600 shares 2,600$118K<0.01%-3,429Timeline
TOWNTOWNEBANK PORTSMOUTH VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares 3,500$118K<0.01%newTimeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 84 shares; 2025Q3: 163 shares; 2025Q4: 381 shares; 2026Q1: 654 shares 654$117K<0.01%+273Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 3,773 shares; 2025Q3: 4,626 shares; 2025Q4: 3,773 shares; 2026Q1: 3,877 shares 3,877$117K<0.01%+104Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$117K<0.01%0Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares; 2026Q1: 1,093 shares 1,093$116K<0.01%0Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 2,092 shares; 2025Q1: 842 shares; 2025Q2: 1,492 shares; 2025Q3: 1,433 shares; 2025Q4: 1,239 shares; 2026Q1: 1,239 shares 1,239$116K<0.01%0Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 545 shares; 2025Q1: 574 shares; 2025Q2: 251 shares; 2025Q3: 674 shares; 2025Q4: 312 shares; 2026Q1: 587 shares 587$115K<0.01%+275Timeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 1,966 shares 1,966$114K<0.01%+1,841Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 3,335 shares; 2025Q1: 3,620 shares; 2025Q2: 3,770 shares; 2025Q3: 3,333 shares; 2025Q4: 3,857 shares; 2026Q1: 3,857 shares 3,857$114K<0.01%0Timeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 2,443 shares; 2025Q1: 2,443 shares; 2025Q2: 2,631 shares; 2025Q3: 2,088 shares; 2025Q4: 4,210 shares; 2026Q1: 860 shares 860$114K<0.01%-3,350Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239 shares; 2025Q3: 328 shares; 2025Q4: 2,601 shares; 2026Q1: 5,750 shares 5,750$114K<0.01%+3,149Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,859 shares; 2024Q4: 251,125 shares; 2025Q1: 300,204 shares; 2025Q2: 319,201 shares; 2025Q3: 4,229 shares; 2025Q4: 2,813 shares; 2026Q1: 1,381 shares 1,381$113K<0.01%-1,432Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 52 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 938 shares 938$113K<0.01%+738Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 664 shares; 2025Q1: 548 shares; 2025Q2: 510 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 497 shares 497$112K<0.01%0Timeline
BATRAATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 2,628 shares; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares; 2025Q3: 2,365 shares; 2025Q4: 2,360 shares; 2026Q1: 2,360 shares 2,360$111K<0.01%0Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 381 shares; 2025Q4: 397 shares; 2026Q1: 397 shares 397$111K<0.01%0Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 28 shares; 2025Q2: 215 shares; 2025Q3: 232 shares; 2025Q4: 477 shares; 2026Q1: 795 shares 795$111K<0.01%+318Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 8,361 shares; 2025Q3: 7,956 shares; 2025Q4: 7,956 shares; 2026Q1: 1,620 shares 1,620$110K<0.01%-6,336Timeline
FNKOFUNKO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000$110K<0.01%0Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 16 shares; 2025Q1: 28 shares; 2025Q2: 87 shares; 2025Q3: 124 shares; 2025Q4: 371 shares; 2026Q1: 497 shares 497$108K<0.01%+126Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 74 shares; 2025Q3: 305 shares; 2025Q4: 109 shares; 2026Q1: 223 shares 223$108K<0.01%+114Timeline
ROADCONSTRUCTION PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 756 shares; 2025Q3: 1,939 shares; 2025Q4: 948 shares; 2026Q1: 957 shares 957$106K<0.01%+9Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 599 shares; 2025Q3: 595 shares; 2025Q4: 2,680 shares; 2026Q1: 3,077 shares 3,077$106K<0.01%+397Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81 shares; 2025Q1: 71 shares; 2025Q2: 2,024 shares; 2025Q3: 3,198 shares; 2025Q4: 4,220 shares; 2026Q1: 3,435 shares 3,435$105K<0.01%-785Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 1,372 shares; 2025Q1: 2,228 shares; 2025Q2: 2,452 shares; 2025Q3: 2,425 shares; 2025Q4: 2,338 shares; 2026Q1: 2,350 shares 2,350$105K<0.01%+12Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,949 shares; 2024Q4: 16,481 shares; 2025Q1: 14,760 shares; 2025Q2: 12,273 shares; 2025Q3: 8,659 shares; 2025Q4: 875 shares; 2026Q1: 1,775 shares 1,775$105K<0.01%+900Timeline
JPMEJ 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: 915 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 915 shares 915$105K<0.01%0Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 615 shares; 2025Q1: 208 shares; 2025Q2: 627 shares; 2025Q3: 2,722 shares; 2025Q4: 3,842 shares; 2026Q1: 6,604 shares 6,604$104K<0.01%+2,762Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 1,522 shares; 2025Q3: 1,448 shares; 2025Q4: 2,410 shares; 2026Q1: 3,099 shares 3,099$103K<0.01%+689Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 146 shares; 2025Q1: 411 shares; 2025Q2: 443 shares; 2025Q3: 936 shares; 2025Q4: 1,020 shares; 2026Q1: 1,224 shares 1,224$101K<0.01%+204Timeline
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85$101K<0.01%0
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 2,455 shares; 2025Q1: 2,455 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,492 shares; 2026Q1: 2,492 shares 2,492$101K<0.01%0Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 2,077 shares; 2025Q1: 347 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 836 shares 836$101K<0.01%+546Timeline
TMCTMC THE METALS COMPANY 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: 21,500 shares 21,500$100K<0.01%newTimeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,147 shares; 2024Q4: 4,147 shares; 2025Q1: 4,401 shares; 2025Q2: 4,653 shares; 2025Q3: 4,653 shares; 2025Q4: 4,401 shares; 2026Q1: 4,401 shares 4,401$100K<0.01%0Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares 545$98.9K<0.01%0Timeline
QQQMINVESCO 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: 808 shares; 2025Q3: 415 shares; 2025Q4: 413 shares; 2026Q1: 413 shares 413$98.1K<0.01%0Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 443 shares; 2026Q1: 322 shares 322$98K<0.01%-121Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,763 shares; 2025Q3: 869 shares; 2025Q4: 1,119 shares; 2026Q1: 1,197 shares 1,197$96.9K<0.01%+78Timeline
TYTRI CONTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 3,057 shares; 2025Q1: 3,057 shares; 2025Q2: 3,057 shares; 2025Q3: 3,057 shares; 2025Q4: 3,057 shares; 2026Q1: 3,057 shares 3,057$96.6K<0.01%0Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 65 shares; 2025Q3: 22 shares; 2025Q4: 59 shares; 2026Q1: 628 shares 628$96.5K<0.01%+569Timeline
URNMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,520 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 1,520 shares 1,520$96K<0.01%0Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 1,116 shares; 2025Q1: 921 shares; 2025Q2: 1,173 shares; 2025Q3: 1,591 shares; 2025Q4: 2,322 shares; 2026Q1: 4,226 shares 4,226$95.9K<0.01%+1,904Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 1,397 shares; 2025Q3: 1,397 shares; 2025Q4: 1,397 shares; 2026Q1: 1,397 shares 1,397$95.7K<0.01%0Timeline
SRPTSAREPTA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,394 shares; 2024Q4: 4,394 shares; 2025Q1: 4,370 shares; 2025Q2: 4,370 shares; 2025Q3: 5,654 shares; 2025Q4: 4,373 shares; 2026Q1: 4,370 shares 4,370$95.1K<0.01%-3Timeline
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: not reported; 2025Q3: not reported; 2025Q4: 1,751 shares; 2026Q1: 1,751 shares 1,751$94.7K<0.01%0Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 210 shares; 2025Q3: 104 shares; 2025Q4: 267 shares; 2026Q1: 743 shares 743$94.5K<0.01%+476Timeline
MFGMIZUHO FINANCIAL 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: 667 shares; 2025Q3: 1,002 shares; 2025Q4: 4,524 shares; 2026Q1: 11,813 shares 11,813$93.8K<0.01%+7,289Timeline
FDUSFIDUS INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,337 shares; 2024Q4: 5,337 shares; 2025Q1: 5,337 shares; 2025Q2: 5,337 shares; 2025Q3: 5,337 shares; 2025Q4: 5,337 shares; 2026Q1: 5,337 shares 5,337$93K<0.01%0Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425$93K<0.01%0Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 1,935 shares; 2025Q3: 1,935 shares; 2025Q4: 1,935 shares; 2026Q1: 1,935 shares 1,935$92K<0.01%0Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 368 shares; 2025Q3: 973 shares; 2025Q4: 509 shares; 2026Q1: 557 shares 557$91.8K<0.01%+48Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: 860 shares; 2025Q3: 1,015 shares; 2025Q4: 901 shares; 2026Q1: 1,005 shares 1,005$91.1K<0.01%+104Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 480 shares; 2025Q4: 262 shares; 2026Q1: 1,547 shares 1,547$90.6K<0.01%+1,285Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,066 shares; 2025Q2: 1,018 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$90.5K<0.01%0Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,544 shares; 2025Q1: 1,544 shares; 2025Q2: 1,544 shares; 2025Q3: not reported; 2025Q4: 1,824 shares; 2026Q1: 1,824 shares 1,824$90.1K<0.01%0Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 705 shares; 2025Q4: 811 shares; 2026Q1: 1,216 shares 1,216$89.9K<0.01%+405Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 225 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209$88.5K<0.01%0Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,031 shares; 2025Q1: 2,031 shares; 2025Q2: 2,591 shares; 2025Q3: 4,267 shares; 2025Q4: 3,698 shares; 2026Q1: 5,900 shares 5,900$87.9K<0.01%+2,202Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,607 shares; 2025Q1: 1,607 shares; 2025Q2: 1,607 shares; 2025Q3: 1,607 shares; 2025Q4: 1,607 shares; 2026Q1: 1,607 shares 1,607$87.8K<0.01%0Timeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 3,975 shares; 2025Q1: 3,962 shares; 2025Q2: 3,786 shares; 2025Q3: 1,894 shares; 2025Q4: 1,608 shares; 2026Q1: 1,719 shares 1,719$86.5K<0.01%+111Timeline
AFGAMERICAN FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 677 shares 677$86.5K<0.01%0Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,179 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares 1,139$85.9K<0.01%0Timeline
HIWHIGHWOODS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,257 shares; 2025Q4: 3,652 shares; 2026Q1: 3,935 shares 3,935$84.2K<0.01%+283Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 531 shares; 2025Q1: 555 shares; 2025Q2: 451 shares; 2025Q3: 522 shares; 2025Q4: 185 shares; 2026Q1: 416 shares 416$84.2K<0.01%+231Timeline
URNJSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares; 2026Q1: 2,860 shares 2,860$83.8K<0.01%0Timeline
ERIEERIE INDTY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 26 shares; 2025Q3: 23 shares; 2025Q4: 36 shares; 2026Q1: 332 shares 332$83.4K<0.01%+296Timeline
MYRGMYR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 285 shares; 2026Q1: 295 shares 295$83.3K<0.01%+10Timeline
BCSBARCLAYS 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: 33 shares; 2025Q3: 33 shares; 2025Q4: 2,215 shares; 2026Q1: 3,931 shares 3,931$83.2K<0.01%+1,716Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 2,638 shares; 2025Q1: 2,453 shares; 2025Q2: 2,494 shares; 2025Q3: 2,494 shares; 2025Q4: 2,494 shares; 2026Q1: 2,453 shares 2,453$82.8K<0.01%-41Timeline
LYGLLOYDS BANKING GROUP 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: 1,613 shares; 2025Q3: 3,816 shares; 2025Q4: 9,523 shares; 2026Q1: 16,411 shares 16,411$82.5K<0.01%+6,888Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 227 shares; 2025Q4: 2,238 shares; 2026Q1: 1,690 shares 1,690$82.4K<0.01%-548Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 1,296 shares; 2025Q3: 1,292 shares; 2025Q4: 3,870 shares; 2026Q1: 2,740 shares 2,740$81.6K<0.01%-1,130Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 6,737 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares; 2026Q1: 1,547 shares 1,547$81.4K<0.01%0Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 432 shares; 2025Q4: 13,179 shares; 2026Q1: 4,795 shares 4,795$81.4K<0.01%-8,384Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 1,069 shares; 2025Q1: 1,040 shares; 2025Q2: 1,088 shares; 2025Q3: 1,193 shares; 2025Q4: 1,137 shares; 2026Q1: 1,241 shares 1,241$80.6K<0.01%+104Timeline
LBTYKLIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 7,479 shares; 2025Q1: 7,279 shares; 2025Q2: 7,279 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares 6,750$79.2K<0.01%0Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,735 shares; 2025Q1: 1,300 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,907 shares; 2026Q1: 1,602 shares 1,602$78.1K<0.01%-305Timeline
HDSNHUDSON TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,263 shares; 2024Q4: 13,263 shares; 2025Q1: 13,263 shares; 2025Q2: 13,263 shares; 2025Q3: 13,263 shares; 2025Q4: 13,263 shares; 2026Q1: 13,263 shares 13,263$78K<0.01%0Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares 1,645$77.9K<0.01%0Timeline
BCATBLACKROCK CAP ALLOCATION TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500$77.7K<0.01%0Timeline
IJJISHARES 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: 585 shares 585$77.5K<0.01%newTimeline
RSPGINVESCO 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: 695 shares; 2026Q1: 695 shares 695$76.1K<0.01%0Timeline
TTRXTURN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,688 shares; 2026Q1: 23,688 shares 23,688$75.8K<0.01%0Timeline
BGRBLACKROCK ENERGY & RES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,335 shares; 2024Q4: 4,335 shares; 2025Q1: 4,335 shares; 2025Q2: 35,390 shares; 2025Q3: 45,927 shares; 2025Q4: 4,335 shares; 2026Q1: 4,335 shares 4,335$75K<0.01%0Timeline
POCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares; 2026Q1: 1,735 shares 1,735$74.8K<0.01%0Timeline
ORAORMAT 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: 667 shares; 2025Q3: 667 shares; 2025Q4: 667 shares; 2026Q1: 667 shares 667$74.7K<0.01%0Timeline
FPEFIRST 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: 2,126 shares; 2026Q1: 4,195 shares 4,195$74.5K<0.01%+2,069Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 24 shares; 2025Q2: 134 shares; 2025Q3: 391 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137$74.4K<0.01%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: not reported; 2025Q1: 258 shares; 2025Q2: 69 shares; 2025Q3: 1,166 shares; 2025Q4: not reported; 2026Q1: 937 shares 937$74.3K<0.01%newTimeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 1,315 shares; 2025Q3: 841 shares; 2025Q4: 529 shares; 2026Q1: 759 shares 759$73.2K<0.01%+230Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares 510$72.1K<0.01%0Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 783 shares; 2026Q1: 783 shares 783$71.8K<0.01%0Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,753 shares; 2025Q1: 1,839 shares; 2025Q2: 2,264 shares; 2025Q3: 2,573 shares; 2025Q4: 1,992 shares; 2026Q1: 1,718 shares 1,718$71.4K<0.01%-274Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 3,260 shares; 2026Q1: 4,893 shares 4,893$70.3K<0.01%+1,633Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 395 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 408 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342$69.8K<0.01%0Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 883 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,289 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares 1,146$69.7K<0.01%0Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 791 shares; 2025Q1: 694 shares; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 1,746 shares; 2026Q1: 700 shares 700$69.6K<0.01%-1,046Timeline
IRDMIRIDIUM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,569 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500$69.3K<0.01%0Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270$68.6K<0.01%0Timeline

Sold out in Q1 2026

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

The largest 100 of 132. All 132

SecurityShares beforeValue beforeType
XMYDXBLACKROCK MUNIYIELD FUND230,344$2.42Mshares
DFICDIMENSIONAL ETF TRUST41,300$1.42Mshares
AZNASTRAZENECA PLC-SPONS ADR11,960$1.1Mshares
UDNINVESCO DB US DLR INDEX TR54,495$994Kshares
CLVTCLARIVATE PLC182,955$611Kshares
NBOSNEUBERGER BERMAN ETF TRUST21,066$574Kshares
AVTRAVANTOR INC50,000$573Kshares
XBOEXBLACKROCK ENHANCED GLOBAL37,955$444Kshares
ENRENERGIZER HLDGS INC22,200$442Kshares
BSCQINVESCO EXCH TRD SLF IDX FD20,000$392Kshares
NEOGNEOGEN CORP55,000$384Kshares
IGVISHARES TR3,595$380Kshares
NVSTENVISTA HOLDINGS CORPORATION16,800$365Kshares
WLYWILEY JOHN & SONS INC11,900$364Kshares
JETSETF SER SOLUTIONS9,367$263Kshares
IJTISHARES TR1,411$199Kshares
CIVICIVITAS RESOURCES INC7,119$193Kshares
FDISFIDELITY COVINGTON TRUST1,839$188Kshares
FSTAFIDELITY COVINGTON TRUST3,445$169Kshares
GELGENESIS ENERGY L P10,000$156Kshares
CECELANESE CORP DEL3,686$156Kshares
VRPINVESCO EXCH TRADED FD TR II6,038$147Kshares
DAYDAYFORCE INC1,747$121Kshares
MORNMORNINGSTAR INC508$110Kshares
TFXTELEFLEX INCORPORATED838$102Kshares
AMCOR PLCAMCOR PLC11,895$99.2Kshares
RDVYFIRST TR EXCHANGE TRADED FD1,362$94.6Kshares
ELSEQUITY LIFESTYLE PROPERTIES1,287$78Kshares
REETISHARES TR2,780$69.4Kshares
SBSISOUTHSIDE BANCSHARES INC2,205$67Kshares
SEICSEI INVTS CO790$64.8Kshares
OUNZVANECK MERK GOLD ETF1,415$58.7Kshares
QIAGEN N.V.QIAGEN N.V.879$39.5Kshares
RDNTRADNET INC550$39.2Kshares
BCIABRDN ETFS1,900$37.1Kshares
HIHILLENBRAND INC1,100$34.9Kshares
VCELVERICEL CORP910$32.8Kshares
FBINFORTUNE BRANDS INNOVATIONS I605$30.3Kshares
EELVINVESCO EXCH TRADED FD TR II1,098$30.1Kshares
SHMSPDR SERIES TRUST591$28.4Kshares
CMACOMERICA INC268$23.3Kshares
CVLTCOMMVAULT SYS INC169$21.2Kshares
QUSSPDR SERIES TRUST114$19.9Kshares
MGICMAGIC SOFTWARE ENTERPRISES750$19.3Kshares
PNFPPINNACLE FINANCIAL PARTNERS175$16.7Kshares
IEIISHARES TR130$15.5Kshares
COLDAMERICOLD REALTY TRUST INC1,099$14.1Kshares
TGNATEGNA INC700$13.6Kshares
FAFIRST ADVANTAGE CORP NEW855$12.4Kshares
SNVSYNOVUS FINANCIAL CORP216$10.8Kshares
PRGSPROGRESS SOFTWARE CORP232$9.97Kshares
GPORGULFPORT ENERGY CORP41$8.53Kshares
TELFYTELEFONICA SA-SPON ADR2,098$8.5Kshares
IGPTINVESCO EXCHANGE TRADED FD T139$8.27Kshares
VIVOVIVOPOWER PLC3,400$7.7Kshares
SLGSL GREEN RLTY CORP167$7.66Kshares
EFOREVERFORTH INC159$7.66Kshares
NEUNEWMARKET CORP11$7.56Kshares
BPREBLUEROCK PVT REAL ESTATE FD491$7.37Kshares
QTWOQ2 HLDGS INC98$7.07Kshares
WITWIPRO LTD2,436$6.92Kshares
MMSIMERIT MED SYS INC71$6.26Kshares
PBHPRESTIGE CONSMR HEALTHCARE I94$5.8Kshares
WKWORKIVA INC67$5.78Kshares
PIIMPINJ INC33$5.74Kshares
FRFIRST INDL RLTY TR INC99$5.67Kshares
HAEHAEMONETICS CORP MASS70$5.61Kshares
SPYVSPDR SERIES TRUST95$5.4Kshares
HLMNHILLMAN SOLUTIONS CORP596$5.16Kshares
MHDBLACKROCK MUNIHOLDINGS FD IN437$5.13Kshares
ABMABM INDS INC120$5.08Kshares
SKYYFIRST TR EXCHANGE-TRADED FD39$5.07Kshares
VRNSVARONIS SYS INC152$4.99Kshares
KTBKONTOOR BRANDS INC78$4.76Kshares
HIMSHIMS & HERS HEALTH INC137$4.45Kshares
CHEFCHEFS WHSE INC67$4.18Kshares
TGLSTECNOGLASS INC81$4.08Kshares
WIXWIX COM LTD39$4.05Kshares
LTHLIFE TIME GROUP HOLDINGS INC151$4.01Kshares
TGTXTG THERAPEUTICS INC132$3.94Kshares
AGIOAGIOS PHARMACEUTICALS INC144$3.92Kshares
NEONEOGENOMICS INC308$3.62Kshares
TDOCTELADOC HEALTH INC506$3.54Kshares
NXQUANEX BLDG PRODS CORP224$3.44Kshares
SPSCSPS COMM INC37$3.3Kshares
KVHIKVH INDS INC470$3.28Kshares
HQYHEALTHEQUITY INC35$3.21Kshares
JJSFJ & J SNACK FOODS CORP35$3.16Kshares
DOOBRP INC44$3.11Kshares
ALGALAMO GROUP INC17$2.85Kshares
CPNGCOUPANG INC118$2.78Kshares
PGNYPROGYNY INC105$2.7Kshares
PRGOPERRIGO CO PLC186$2.59Kshares
HRIHERC HLDGS INC17$2.52Kshares
AMWDAMERICAN WOODMARK CORP45$2.43Kshares
HELEHELEN OF TROY LTD110$2.34Kshares
NOGNORTHERN OIL & GAS INC108$2.32Kshares
WERNWERNER ENTERPRISES INC77$2.31Kshares
INMDINMODE LTD150$2.2Kshares
DTECALPS ETF TR41$1.99Kshares

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 0001104659-26-060871 base2026-05-14acceptance time not in the bulk data set