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Cornerstone Planning Group LLC

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13F filer, CIK 1822587, FAIRFIELD, NJ

Cornerstone Planning Group LLC reported $749,242,129 across 1,818 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-06. Its ten largest share positions make up 52.8% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001822587-26-000002

Period
2026-03-31
Reported value
$749M
Holdings
1,818
Top 10 weight
52.8%
New
223
Sold out
114

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QQQMadded+30,808$8.65M
FENIadded+155,541$6.09M
IVVadded+6,417$4.67M
SCHGadded+129,159$4.29M
BIVadded+54,153$4.15M

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
SCHDreduced-143,501-$4.55M
OEFreduced-10,986-$3.93M
HEDJreduced-32,414-$1.77M
QQQreduced-2,118-$1.44M
BNDreduced-15,646-$1.15M

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 0001822587-26-000002, largest first. % of portfolio is the value over $749,242,129, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TDVGT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 731 shares 731$34.4K<0.01%newTimeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 116 shares; 2025Q1: 197 shares; 2025Q2: 179 shares; 2025Q3: 195 shares; 2025Q4: 199 shares; 2026Q1: 240 shares 240$34.2K<0.01%+41Timeline
QUIZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares; 2026Q1: 1,195 shares 1,195$34.1K<0.01%+171Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 225 shares; 2025Q2: 95 shares; 2025Q3: 367 shares; 2025Q4: 368 shares; 2026Q1: 367 shares 367$34K<0.01%-1Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 22 shares; 2025Q1: 61 shares; 2025Q2: 63 shares; 2025Q3: 467 shares; 2025Q4: 82 shares; 2026Q1: 174 shares 174$33.7K<0.01%+92Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 472 shares; 2025Q1: 499 shares; 2025Q2: 571 shares; 2025Q3: 27 shares; 2025Q4: 632 shares; 2026Q1: 2,099 shares 2,099$33.6K<0.01%+1,467Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 147 shares; 2025Q1: 160 shares; 2025Q2: 176 shares; 2025Q3: 200 shares; 2025Q4: 245 shares; 2026Q1: 318 shares 318$33.4K<0.01%+73Timeline
VGLTVANGUARD 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: not reported; 2025Q3: 220 shares; 2025Q4: 55 shares; 2026Q1: 611 shares 611$33.4K<0.01%+556Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 263 shares; 2025Q1: 291 shares; 2025Q2: 307 shares; 2025Q3: 322 shares; 2025Q4: 333 shares; 2026Q1: 402 shares 402$33.3K<0.01%+69Timeline
TLTDFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 127 shares; 2025Q1: 254 shares; 2025Q2: 258 shares; 2025Q3: 259 shares; 2025Q4: 336 shares; 2026Q1: 337 shares 337$33.3K<0.01%+1Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 548 shares; 2025Q1: 829 shares; 2025Q2: 474 shares; 2025Q3: 730 shares; 2025Q4: 813 shares; 2026Q1: 1,004 shares 1,004$33.3K<0.01%+191Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 80 shares; 2025Q1: 363 shares; 2025Q2: 102 shares; 2025Q3: 507 shares; 2025Q4: 591 shares; 2026Q1: 695 shares 695$33.3K<0.01%+104Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 4 shares; 2025Q1: 1,216 shares; 2025Q2: 1,216 shares; 2025Q3: 30 shares; 2025Q4: 1,216 shares; 2026Q1: 1,216 shares 1,216$33.2K<0.01%0Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 11 shares; 2025Q3: 173 shares; 2025Q4: 172 shares; 2026Q1: 188 shares 188$32.9K<0.01%+16Timeline
FGDLFRANKLIN TEMPLETON HOLDINGSQuarterly shares; oldest to 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: 22 shares; 2026Q1: 541 shares 541$32.8K<0.01%+519Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: 14,606 shares; 2025Q4: 63 shares; 2026Q1: 64 shares 64$32.7K<0.01%+1Timeline
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: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 272 shares 272$32.7K<0.01%+259Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 342 shares; 2025Q3: 4,124 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325$32.6K<0.01%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 356 shares; 2025Q3: 404 shares; 2025Q4: 341 shares; 2026Q1: 342 shares 342$32.6K<0.01%+1Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 5 shares; 2025Q3: 16 shares; 2025Q4: 18 shares; 2026Q1: 99 shares 99$32.5K<0.01%+81Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 318 shares; 2025Q3: 303 shares; 2025Q4: 636 shares; 2026Q1: 701 shares 701$32.5K<0.01%+65Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 605 shares; 2025Q1: 612 shares; 2025Q2: 619 shares; 2025Q3: 627 shares; 2025Q4: 633 shares; 2026Q1: 640 shares 640$32.3K<0.01%+7Timeline
SLFSUN LIFE FINANCIAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 384 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 244 shares; 2025Q4: 411 shares; 2026Q1: 441 shares 441$32.3K<0.01%+30Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 110 shares; 2025Q1: 103 shares; 2025Q2: 81 shares; 2025Q3: 57 shares; 2025Q4: 55 shares; 2026Q1: 105 shares 105$32.2K<0.01%+50Timeline
KLICKULICKE & SOFFA INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 107 shares; 2025Q2: 14 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 353 shares 353$32.2K<0.01%-100Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 105 shares; 2025Q1: 18 shares; 2025Q2: 56 shares; 2025Q3: 221 shares; 2025Q4: 138 shares; 2026Q1: 893 shares 893$32K<0.01%+755Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 86 shares; 2025Q1: 858 shares; 2025Q2: 89 shares; 2025Q3: 311 shares; 2025Q4: 235 shares; 2026Q1: 339 shares 339$32K<0.01%+104Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 89 shares; 2025Q1: 125 shares; 2025Q2: 112 shares; 2025Q3: 268 shares; 2025Q4: 294 shares; 2026Q1: 284 shares 284$31.9K<0.01%-10Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 2,940 shares; 2025Q4: 36 shares; 2026Q1: 1,229 shares 1,229$31.9K<0.01%+1,193Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 117 shares; 2025Q1: 146 shares; 2025Q2: 131 shares; 2025Q3: 50 shares; 2025Q4: 278 shares; 2026Q1: 317 shares 317$31.9K<0.01%+39Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 591 shares; 2025Q1: 580 shares; 2025Q2: 521 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 533 shares 533$31.8K<0.01%+8Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 554 shares; 2025Q1: 593 shares; 2025Q2: 602 shares; 2025Q3: 610 shares; 2025Q4: 616 shares; 2026Q1: 625 shares 625$31.5K<0.01%+9Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 568 shares; 2025Q1: 579 shares; 2025Q2: 571 shares; 2025Q3: 632 shares; 2025Q4: 199 shares; 2026Q1: 228 shares 228$31.4K<0.01%+29Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 16 shares; 2025Q1: 60 shares; 2025Q2: 51 shares; 2025Q3: 124 shares; 2025Q4: 59 shares; 2026Q1: 62 shares 62$31.2K<0.01%+3Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 17 shares; 2026Q1: 159 shares 159$31.1K<0.01%+142Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 980 shares; 2025Q1: 977 shares; 2025Q2: 906 shares; 2025Q3: 1,274 shares; 2025Q4: 1,615 shares; 2026Q1: 1,737 shares 1,737$30.9K<0.01%+122Timeline
FLRNSPDR 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: 1,000 shares; 2025Q3: 188 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$30.8K<0.01%0Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 117 shares; 2026Q1: 184 shares 184$30.6K<0.01%+67Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 72 shares; 2025Q1: 162 shares; 2025Q2: 103 shares; 2025Q3: 381 shares; 2025Q4: 275 shares; 2026Q1: 344 shares 344$30.6K<0.01%+69Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 198 shares; 2026Q1: 196 shares 196$30.6K<0.01%-2Timeline
IYTISHARES 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: 384 shares 384$30.3K<0.01%newTimeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 34 shares; 2025Q2: 42 shares; 2025Q3: 492 shares; 2025Q4: 95 shares; 2026Q1: 100 shares 100$30.1K<0.01%+5Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 46 shares; 2025Q1: 58 shares; 2025Q2: 99 shares; 2025Q3: 87 shares; 2025Q4: 89 shares; 2026Q1: 179 shares 179$30K<0.01%+90Timeline
SXISTANDEX INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 48 shares; 2025Q2: 25 shares; 2025Q3: 47 shares; 2025Q4: 115 shares; 2026Q1: 116 shares 116$29.9K<0.01%+1Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 385 shares; 2025Q1: 548 shares; 2025Q2: 406 shares; 2025Q3: 370 shares; 2025Q4: 288 shares; 2026Q1: 355 shares 355$29.8K<0.01%+67Timeline
MLNVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,022 shares; 2025Q4: 1,674 shares; 2026Q1: 1,691 shares 1,691$29.7K<0.01%+17Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 135 shares; 2025Q4: 134 shares; 2026Q1: 142 shares 142$29.7K<0.01%+8Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 56 shares; 2025Q1: 131 shares; 2025Q2: 116 shares; 2025Q3: 118 shares; 2025Q4: 135 shares; 2026Q1: 168 shares 168$29.6K<0.01%+33Timeline
PHKPIMCO HIGH INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 6,279 shares; 2026Q1: 6,340 shares 6,340$29.6K<0.01%+61Timeline
DUOTDUOS TECHNOLOGIES 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: 3,259 shares 3,259$29.2K<0.01%newTimeline
BBAGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 633 shares 633$29K<0.01%newTimeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 284 shares; 2025Q1: 884 shares; 2025Q2: 675 shares; 2025Q3: 831 shares; 2025Q4: 777 shares; 2026Q1: 344 shares 344$28.9K<0.01%-433Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,842 shares; 2025Q4: 272 shares; 2026Q1: 101 shares 101$28.7K<0.01%-171Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 19 shares; 2025Q4: 10 shares; 2026Q1: 194 shares 194$28.6K<0.01%+184Timeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 67 shares; 2025Q2: 19 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 146 shares 146$28.6K<0.01%-2Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 52 shares; 2025Q3: 38 shares; 2025Q4: 66 shares; 2026Q1: 228 shares 228$28.6K<0.01%+162Timeline
SMIZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 671 shares; 2026Q1: 671 shares 671$28.5K<0.01%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 187 shares; 2025Q1: 222 shares; 2025Q2: 348 shares; 2025Q3: 1,242 shares; 2025Q4: 640 shares; 2026Q1: 661 shares 661$28.4K<0.01%+21Timeline
PMBSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 572 shares 572$28.2K<0.01%newTimeline
PENPENUMBRA 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: 904 shares; 2025Q4: 115 shares; 2026Q1: 87 shares 87$28.2K<0.01%-28Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 103 shares; 2025Q1: 120 shares; 2025Q2: 99 shares; 2025Q3: 103 shares; 2025Q4: 149 shares; 2026Q1: 157 shares 157$28.2K<0.01%+8Timeline
EVNEATON VANCE MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700$28.1K<0.01%0Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 18 shares; 2025Q1: 34 shares; 2025Q2: 52 shares; 2025Q3: 35 shares; 2025Q4: 123 shares; 2026Q1: 139 shares 139$28.1K<0.01%+16Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86 shares; 2025Q2: 54 shares; 2025Q3: 220 shares; 2025Q4: 205 shares; 2026Q1: 264 shares 264$28K<0.01%+59Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 502 shares; 2025Q4: 297 shares; 2026Q1: 297 shares 297$27.9K<0.01%0Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 104 shares; 2025Q1: 132 shares; 2025Q2: 206 shares; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 217 shares 217$27.9K<0.01%+72Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 42 shares; 2025Q1: 101 shares; 2025Q2: 98 shares; 2025Q3: 137 shares; 2025Q4: 116 shares; 2026Q1: 85 shares 85$27.7K<0.01%-31Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 46 shares; 2025Q1: 53 shares; 2025Q2: 40 shares; 2025Q3: 663 shares; 2025Q4: 22 shares; 2026Q1: 92 shares 92$27.7K<0.01%+70Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 835 shares; 2025Q1: 845 shares; 2025Q2: 636 shares; 2025Q3: 615 shares; 2025Q4: 132 shares; 2026Q1: 431 shares 431$27.7K<0.01%+299Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 199 shares; 2025Q1: 249 shares; 2025Q2: 316 shares; 2025Q3: 541 shares; 2025Q4: 371 shares; 2026Q1: 493 shares 493$27.6K<0.01%+122Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 212 shares; 2025Q4: 23 shares; 2026Q1: 148 shares 148$27.6K<0.01%+125Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 24 shares; 2025Q1: 38 shares; 2025Q2: 48 shares; 2025Q3: 50 shares; 2025Q4: 62 shares; 2026Q1: 89 shares 89$27.5K<0.01%+27Timeline
AGMFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 66 shares; 2025Q2: 47 shares; 2025Q3: 153 shares; 2025Q4: 156 shares; 2026Q1: 161 shares 161$27.5K<0.01%+5Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 82 shares; 2025Q1: 105 shares; 2025Q2: 115 shares; 2025Q3: 88 shares; 2025Q4: 192 shares; 2026Q1: 130 shares 130$26.9K<0.01%-62Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 119 shares; 2025Q1: 139 shares; 2025Q2: 95 shares; 2025Q3: 63 shares; 2025Q4: 80 shares; 2026Q1: 107 shares 107$26.9K<0.01%+27Timeline
NSSCNAPCO SEC TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: 571 shares; 2025Q4: 571 shares; 2026Q1: 643 shares 643$26.9K<0.01%+72Timeline
PSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 375 shares; 2025Q1: 376 shares; 2025Q2: 384 shares; 2025Q3: 389 shares; 2025Q4: 397 shares; 2026Q1: 435 shares 435$26.9K<0.01%+38Timeline
XEXGXEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,527 shares; 2025Q1: 2,588 shares; 2025Q2: 2,669 shares; 2025Q3: 2,708 shares; 2025Q4: 2,765 shares; 2026Q1: 2,845 shares 2,845$26.8K<0.01%+80Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 163 shares; 2025Q1: 693 shares; 2025Q2: 660 shares; 2025Q3: 27 shares; 2025Q4: 722 shares; 2026Q1: 739 shares 739$26.7K<0.01%+17Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 19 shares; 2025Q2: 26 shares; 2025Q3: 140 shares; 2025Q4: 132 shares; 2026Q1: 145 shares 145$26.7K<0.01%+13Timeline
LYGLLOYDS BANKING GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 683 shares; 2025Q1: 1,659 shares; 2025Q2: 1,256 shares; 2025Q3: 1,951 shares; 2025Q4: 2,222 shares; 2026Q1: 5,137 shares 5,137$26.7K<0.01%+2,915Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 70 shares; 2025Q3: 29 shares; 2025Q4: 1,609 shares; 2026Q1: 1,869 shares 1,869$26.6K<0.01%+260Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 177 shares; 2025Q1: 200 shares; 2025Q2: 66 shares; 2025Q3: 133 shares; 2025Q4: 78 shares; 2026Q1: 119 shares 119$26.5K<0.01%+41Timeline
BITQBITWISE FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares 1,009$26.4K<0.01%0Timeline
ILCGISHARES 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: 603 shares; 2025Q4: 494 shares; 2026Q1: 238 shares 238$26.4K<0.01%-256Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 87 shares; 2025Q1: 111 shares; 2025Q2: 156 shares; 2025Q3: 191 shares; 2025Q4: 162 shares; 2026Q1: 370 shares 370$26.4K<0.01%+208Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 6 shares; 2025Q1: 27 shares; 2025Q2: 22 shares; 2025Q3: 39 shares; 2025Q4: 53 shares; 2026Q1: 72 shares 72$26.3K<0.01%+19Timeline
DAKTDAKTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,331 shares 1,331$26.2K<0.01%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 59 shares; 2025Q1: 83 shares; 2025Q2: 94 shares; 2025Q3: 576 shares; 2025Q4: 232 shares; 2026Q1: 183 shares 183$25.9K<0.01%-49Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: 467 shares; 2025Q3: 805 shares; 2025Q4: 473 shares; 2026Q1: 474 shares 474$25.9K<0.01%+1Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 152 shares; 2025Q2: 71 shares; 2025Q3: 183 shares; 2025Q4: 161 shares; 2026Q1: 187 shares 187$25.8K<0.01%+26Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 497 shares 497$25.8K<0.01%newTimeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: not reported; 2025Q3: 372 shares; 2025Q4: 496 shares; 2026Q1: 523 shares 523$25.7K<0.01%+27Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 14 shares 14$25.6K<0.01%+5Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 146 shares; 2025Q4: 184 shares; 2026Q1: 184 shares 184$25.6K<0.01%0Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 52 shares; 2025Q2: 73 shares; 2025Q3: 87 shares; 2025Q4: 86 shares; 2026Q1: 106 shares 106$25.5K<0.01%+20Timeline
EEMAISHARES 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: 590 shares; 2025Q3: 752 shares; 2025Q4: 692 shares; 2026Q1: 227 shares 227$25.5K<0.01%-465Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 750 shares; 2025Q1: 636 shares; 2025Q2: 699 shares; 2025Q3: 849 shares; 2025Q4: 446 shares; 2026Q1: 1,897 shares 1,897$25.4K<0.01%+1,451Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 41 shares; 2025Q1: 140 shares; 2025Q2: 225 shares; 2025Q3: 141 shares; 2025Q4: 268 shares; 2026Q1: 330 shares 330$25.4K<0.01%+62Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 33 shares; 2025Q2: 20 shares; 2025Q3: 144 shares; 2025Q4: 142 shares; 2026Q1: 181 shares 181$25.3K<0.01%+39Timeline
VONGVANGUARD 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: not reported; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 204 shares 204$25.3K<0.01%+182Timeline
GSGISHARES S&P GSCI COMMODITY-Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 739 shares; 2026Q1: 739 shares 739$25.3K<0.01%0Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 3,192 shares; 2025Q1: 3,092 shares; 2025Q2: 3,092 shares; 2025Q3: 20 shares; 2025Q4: 3,092 shares; 2026Q1: 1,581 shares 1,581$25.2K<0.01%-1,511Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: 64 shares; 2026Q1: 85 shares 85$25.1K<0.01%+21Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 29 shares; 2025Q1: 128 shares; 2025Q2: 30 shares; 2025Q3: 169 shares; 2025Q4: 136 shares; 2026Q1: 174 shares 174$25.1K<0.01%+38Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 573 shares; 2025Q2: 581 shares; 2025Q3: 708 shares; 2025Q4: 724 shares; 2026Q1: 732 shares 732$24.9K<0.01%+8Timeline
TRNOTERRENO RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 142 shares; 2025Q2: 21 shares; 2025Q3: 36 shares; 2025Q4: 376 shares; 2026Q1: 380 shares 380$24.7K<0.01%+4Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 85 shares; 2025Q2: 88 shares; 2025Q3: 175 shares; 2025Q4: 91 shares; 2026Q1: 95 shares 95$24.6K<0.01%+4Timeline
PSKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,083 shares; 2025Q1: 990 shares; 2025Q2: 1,007 shares; 2025Q3: 70 shares; 2025Q4: 771 shares; 2026Q1: 785 shares 785$24.6K<0.01%+14Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 146 shares; 2025Q1: 171 shares; 2025Q2: 135 shares; 2025Q3: 185 shares; 2025Q4: 232 shares; 2026Q1: 310 shares 310$24.6K<0.01%+78Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 9 shares; 2025Q1: 42 shares; 2025Q2: 51 shares; 2025Q3: 53 shares; 2025Q4: 59 shares; 2026Q1: 96 shares 96$24.5K<0.01%+37Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 11 shares; 2025Q1: 36 shares; 2025Q2: 18 shares; 2025Q3: 69 shares; 2025Q4: 60 shares; 2026Q1: 78 shares 78$24.5K<0.01%+18Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 74 shares; 2025Q2: 65 shares; 2025Q3: 42 shares; 2025Q4: 63 shares; 2026Q1: 68 shares 68$24.5K<0.01%+5Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: not reported; 2025Q3: 416 shares; 2025Q4: 416 shares; 2026Q1: 417 shares 417$24.5K<0.01%+1Timeline
POWIPOWER INTEGRATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 79 shares; 2025Q2: 19 shares; 2025Q3: 28 shares; 2025Q4: 325 shares; 2026Q1: 317 shares 317$24.4K<0.01%-8Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 63 shares; 2025Q3: 65 shares; 2025Q4: 62 shares; 2026Q1: 70 shares 70$24.3K<0.01%+8Timeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 448 shares 448$24.3K<0.01%0Timeline
IWRISHARES 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: 573 shares; 2025Q4: 124 shares; 2026Q1: 228 shares 228$24K<0.01%+104Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 25 shares; 2025Q2: 48 shares; 2025Q3: 86 shares; 2025Q4: 83 shares; 2026Q1: 182 shares 182$23.9K<0.01%+99Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 6 shares; 2025Q1: 10 shares; 2025Q2: 14 shares; 2025Q3: 148 shares; 2025Q4: 22 shares; 2026Q1: 35 shares 35$23.9K<0.01%+13Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 139 shares; 2025Q2: 21 shares; 2025Q3: 294 shares; 2025Q4: 342 shares; 2026Q1: 304 shares 304$23.8K<0.01%-38Timeline
FVALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310 shares 310$23.7K<0.01%newTimeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 598 shares; 2025Q1: 1,220 shares; 2025Q2: 164 shares; 2025Q3: 443 shares; 2025Q4: 334 shares; 2026Q1: 275 shares 275$23.4K<0.01%-59Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 482 shares; 2025Q1: 522 shares; 2025Q2: 433 shares; 2025Q3: 67 shares; 2025Q4: 421 shares; 2026Q1: 434 shares 434$23.4K<0.01%+13Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 71 shares; 2025Q2: not reported; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 373 shares 373$23.4K<0.01%+18Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 82 shares; 2025Q2: 540 shares; 2025Q3: 541 shares; 2025Q4: 92 shares; 2026Q1: 109 shares 109$23.3K<0.01%+17Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 42 shares; 2025Q2: 552 shares; 2025Q3: 1 shares; 2025Q4: 565 shares; 2026Q1: 620 shares 620$23.1K<0.01%+55Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 5 shares; 2025Q1: 28 shares; 2025Q2: 29 shares; 2025Q3: 28 shares; 2025Q4: 29 shares; 2026Q1: 40 shares 40$22.8K<0.01%+11Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 18 shares; 2025Q1: 116 shares; 2025Q2: 249 shares; 2025Q3: 283 shares; 2025Q4: 335 shares; 2026Q1: 546 shares 546$22.8K<0.01%+211Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 313 shares; 2025Q2: 236 shares; 2025Q3: 378 shares; 2025Q4: 396 shares; 2026Q1: 445 shares 445$22.7K<0.01%+49Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 54 shares; 2025Q1: 175 shares; 2025Q2: 122 shares; 2025Q3: 18 shares; 2025Q4: 96 shares; 2026Q1: 106 shares 106$22.6K<0.01%+10Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,118 shares; 2025Q1: 1,654 shares; 2025Q2: 1,145 shares; 2025Q3: 1,072 shares; 2025Q4: 1,023 shares; 2026Q1: 1,375 shares 1,375$22.6K<0.01%+352Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 13 shares; 2025Q1: 21 shares; 2025Q2: 51 shares; 2025Q3: 38 shares; 2025Q4: 96 shares; 2026Q1: 242 shares 242$22.5K<0.01%+146Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 186,154 shares; 2025Q4: 33 shares; 2026Q1: 34 shares 34$22.3K<0.01%+1Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 255 shares; 2026Q1: 273 shares 273$22.3K<0.01%+18Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,805 shares; 2025Q4: 76 shares; 2026Q1: 77 shares 77$22K<0.01%+1Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 103 shares; 2025Q1: 236 shares; 2025Q2: 115 shares; 2025Q3: 240 shares; 2025Q4: 246 shares; 2026Q1: 340 shares 340$21.8K<0.01%+94Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 441 shares; 2025Q1: 472 shares; 2025Q2: 617 shares; 2025Q3: 659 shares; 2025Q4: 683 shares; 2026Q1: 846 shares 846$21.8K<0.01%+163Timeline
RPVINVESCO 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: 195 shares; 2026Q1: 196 shares 196$21.7K<0.01%+1Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 275 shares; 2025Q2: 193 shares; 2025Q3: 1,554 shares; 2025Q4: 1,436 shares; 2026Q1: 1,238 shares 1,238$21.5K<0.01%-198Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 558 shares 558$21.5K<0.01%newTimeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,322 shares; 2025Q4: 229 shares; 2026Q1: 230 shares 230$21.5K<0.01%+1Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 238 shares 238$21.4K<0.01%+235Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 177 shares; 2025Q2: 105 shares; 2025Q3: 335 shares; 2025Q4: 462 shares; 2026Q1: 543 shares 543$21.4K<0.01%+81Timeline
JGLOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305 shares 305$21.3K<0.01%newTimeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 194 shares; 2025Q1: 290 shares; 2025Q2: 250 shares; 2025Q3: 169 shares; 2025Q4: 389 shares; 2026Q1: 313 shares 313$21.3K<0.01%-76Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 103 shares; 2025Q1: 132 shares; 2025Q2: 116 shares; 2025Q3: 139 shares; 2025Q4: 166 shares; 2026Q1: 124 shares 124$21.2K<0.01%-42Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 5 shares; 2025Q1: 27 shares; 2025Q2: 34 shares; 2025Q3: 9 shares; 2025Q4: 90 shares; 2026Q1: 95 shares 95$21.2K<0.01%+5Timeline
CTRECARETRUST REIT 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: 550 shares; 2025Q4: 536 shares; 2026Q1: 539 shares 539$21.2K<0.01%+3Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 12 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 28 shares; 2025Q4: 63 shares; 2026Q1: 109 shares 109$21.2K<0.01%+46Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83 shares 83$21.2K<0.01%newTimeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 39 shares; 2025Q1: 133 shares; 2025Q2: 150 shares; 2025Q3: 241 shares; 2025Q4: 182 shares; 2026Q1: 235 shares 235$21.1K<0.01%+53Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 11 shares; 2025Q1: 29 shares; 2025Q2: 50 shares; 2025Q3: 55 shares; 2025Q4: 53 shares; 2026Q1: 82 shares 82$21.1K<0.01%+29Timeline
ASTSAST SPACEMOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 329 shares 329$21K<0.01%+327Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 8 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26$21K<0.01%0Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 654 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 24 shares; 2025Q4: 669 shares; 2026Q1: 692 shares 692$20.9K<0.01%+23Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 6 shares; 2025Q1: 14 shares; 2025Q2: 16 shares; 2025Q3: 109 shares; 2025Q4: 59 shares; 2026Q1: 63 shares 63$20.9K<0.01%+4Timeline
HOMBHOME BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 226 shares; 2025Q2: not reported; 2025Q3: 774 shares; 2025Q4: 774 shares; 2026Q1: 775 shares 775$20.7K<0.01%+1Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 79 shares; 2025Q2: 74 shares; 2025Q3: 26 shares; 2025Q4: 115 shares; 2026Q1: 97 shares 97$20.7K<0.01%-18Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 78 shares; 2025Q1: 142 shares; 2025Q2: 152 shares; 2025Q3: 4,925 shares; 2025Q4: 271 shares; 2026Q1: 293 shares 293$20.4K<0.01%+22Timeline
EEEXCELERATE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: 462 shares; 2026Q1: 571 shares 571$20.3K<0.01%+109Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 523 shares; 2025Q1: 1,145 shares; 2025Q2: 813 shares; 2025Q3: 848 shares; 2025Q4: 889 shares; 2026Q1: 1,732 shares 1,732$20.2K<0.01%+843Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 100 shares; 2025Q2: 125 shares; 2025Q3: 531 shares; 2025Q4: 296 shares; 2026Q1: 402 shares 402$20.2K<0.01%+106Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 109 shares; 2026Q1: 134 shares 134$20.2K<0.01%+25Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 94 shares; 2025Q1: 126 shares; 2025Q2: 148 shares; 2025Q3: 282 shares; 2025Q4: 197 shares; 2026Q1: 266 shares 266$20.2K<0.01%+69Timeline
KFRCKFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: not reported; 2025Q3: 157 shares; 2025Q4: 205 shares; 2026Q1: 460 shares 460$20.2K<0.01%+255Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 43 shares; 2025Q1: 53 shares; 2025Q2: 62 shares; 2025Q3: 100 shares; 2025Q4: 54 shares; 2026Q1: 80 shares 80$20.1K<0.01%+26Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 163 shares; 2025Q1: 169 shares; 2025Q2: 188 shares; 2025Q3: 199 shares; 2025Q4: 209 shares; 2026Q1: 207 shares 207$20.1K<0.01%-2Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 31 shares; 2025Q2: 21 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 111 shares 111$19.8K<0.01%+12Timeline
CSRECOHEN & STEERS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 692 shares; 2025Q4: 692 shares; 2026Q1: 695 shares 695$19.8K<0.01%+3Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: 252 shares; 2025Q3: 2,010 shares; 2025Q4: 253 shares; 2026Q1: 254 shares 254$19.7K<0.01%+1Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 160 shares; 2025Q3: 236 shares; 2025Q4: 241 shares; 2026Q1: 204 shares 204$19.7K<0.01%-37Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 750 shares; 2025Q4: 442 shares; 2026Q1: 442 shares 442$19.7K<0.01%0Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 111 shares; 2025Q1: 199 shares; 2025Q2: 163 shares; 2025Q3: 10 shares; 2025Q4: 129 shares; 2026Q1: 175 shares 175$19.7K<0.01%+46Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 14 shares; 2025Q2: 26 shares; 2025Q3: 210 shares; 2025Q4: 118 shares; 2026Q1: 147 shares 147$19.7K<0.01%+29Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 11 shares; 2025Q3: 16 shares; 2025Q4: 318 shares; 2026Q1: 312 shares 312$19.6K<0.01%-6Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 52 shares; 2025Q1: 86 shares; 2025Q2: 95 shares; 2025Q3: 107 shares; 2025Q4: 126 shares; 2026Q1: 117 shares 117$19.6K<0.01%-9Timeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 50 shares; 2025Q2: 12 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 156 shares 156$19.6K<0.01%+6Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 59 shares; 2025Q1: 730 shares; 2025Q2: 116 shares; 2025Q3: 137 shares; 2025Q4: 138 shares; 2026Q1: 160 shares 160$19.6K<0.01%+22Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 107 shares; 2025Q2: 48 shares; 2025Q3: 2 shares; 2025Q4: 124 shares; 2026Q1: 124 shares 124$19.6K<0.01%0Timeline
KXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 283 shares; 2026Q1: 284 shares 284$19.4K<0.01%+1Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 25 shares; 2025Q1: 28 shares; 2025Q2: 36 shares; 2025Q3: 38 shares; 2025Q4: 45 shares; 2026Q1: 51 shares 51$19.3K<0.01%+6Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 12 shares; 2025Q2: 5 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 46 shares 46$19.3K<0.01%-1Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 106 shares; 2025Q2: 86 shares; 2025Q3: 2 shares; 2025Q4: 107 shares; 2026Q1: 95 shares 95$19.2K<0.01%-12Timeline
BALIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 579 shares 579$19.1K<0.01%newTimeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 16 shares; 2025Q1: 97 shares; 2025Q2: 83 shares; 2025Q3: 151 shares; 2025Q4: 131 shares; 2026Q1: 146 shares 146$19K<0.01%+15Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 113 shares; 2025Q2: 165 shares; 2025Q3: 185 shares; 2025Q4: 177 shares; 2026Q1: 280 shares 280$18.9K<0.01%+103Timeline
SFBSSERVISFIRST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 26 shares; 2025Q3: 40 shares; 2025Q4: 56 shares; 2026Q1: 238 shares 238$18.9K<0.01%+182Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 21 shares; 2025Q2: 8 shares; 2025Q3: 288 shares; 2025Q4: 287 shares; 2026Q1: 287 shares 287$18.9K<0.01%0Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 5 shares; 2026Q1: 269 shares 269$18.9K<0.01%+264Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 313 shares; 2025Q2: 288 shares; 2025Q3: 297 shares; 2025Q4: 288 shares; 2026Q1: 288 shares 288$18.8K<0.01%0Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 41 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 50 shares; 2026Q1: 62 shares 62$18.8K<0.01%+12Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 87 shares; 2025Q2: 56 shares; 2025Q3: 115 shares; 2025Q4: 63 shares; 2026Q1: 85 shares 85$18.8K<0.01%+22Timeline
FLDBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 373 shares 373$18.7K<0.01%+1Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,232 shares; 2025Q1: 897 shares; 2025Q2: 907 shares; 2025Q3: 916 shares; 2025Q4: 739 shares; 2026Q1: 747 shares 747$18.6K<0.01%+8Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 118 shares; 2025Q2: 122 shares; 2025Q3: 128 shares; 2025Q4: 129 shares; 2026Q1: 137 shares 137$18.6K<0.01%+8Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 28 shares 28$18.5K<0.01%+3Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,336 shares; 2025Q1: 1,954 shares; 2025Q2: 1,520 shares; 2025Q3: 1,629 shares; 2025Q4: 1,947 shares; 2026Q1: 2,162 shares 2,162$18.4K<0.01%+215Timeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 9 shares; 2025Q3: 1,137 shares; 2025Q4: 251 shares; 2026Q1: 257 shares 257$18.4K<0.01%+6Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 44 shares; 2025Q3: 197 shares; 2025Q4: 198 shares; 2026Q1: 199 shares 199$18.4K<0.01%+1Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 19 shares; 2025Q1: 61 shares; 2025Q2: 57 shares; 2025Q3: 2 shares; 2025Q4: 80 shares; 2026Q1: 56 shares 56$18.4K<0.01%-24Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 98 shares; 2025Q1: 99 shares; 2025Q2: 107 shares; 2025Q3: 127 shares; 2025Q4: 121 shares; 2026Q1: 157 shares 157$18.3K<0.01%+36Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 129 shares; 2025Q1: 173 shares; 2025Q2: 193 shares; 2025Q3: 245 shares; 2025Q4: 84 shares; 2026Q1: 116 shares 116$18.2K<0.01%+32Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 40 shares; 2025Q1: 60 shares; 2025Q2: 49 shares; 2025Q3: 13 shares; 2025Q4: 46 shares; 2026Q1: 84 shares 84$18.1K<0.01%+38Timeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 381 shares 381$18.1K<0.01%newTimeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 23 shares; 2025Q1: 14 shares; 2025Q2: 52 shares; 2025Q3: 2 shares; 2025Q4: 41 shares; 2026Q1: 95 shares 95$18K<0.01%+54Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 151 shares; 2025Q2: 68 shares; 2025Q3: 5 shares; 2025Q4: 113 shares; 2026Q1: 152 shares 152$17.9K<0.01%+39Timeline
CNSCOHEN & STEERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: not reported; 2025Q3: 255 shares; 2025Q4: 291 shares; 2026Q1: 258 shares 258$17.9K<0.01%-33Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 23 shares; 2025Q1: 30 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 66 shares; 2026Q1: 67 shares 67$17.9K<0.01%+1Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 163 shares; 2025Q1: 248 shares; 2025Q2: 95 shares; 2025Q3: 324 shares; 2025Q4: 280 shares; 2026Q1: 337 shares 337$17.9K<0.01%+57Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 36 shares; 2025Q1: 75 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 60 shares; 2026Q1: 70 shares 70$17.8K<0.01%+10Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 189 shares; 2025Q1: 206 shares; 2025Q2: 203 shares; 2025Q3: 215 shares; 2025Q4: 252 shares; 2026Q1: 320 shares 320$17.6K<0.01%+68Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 22 shares; 2025Q1: 72 shares; 2025Q2: 116 shares; 2025Q3: 5 shares; 2025Q4: 207 shares; 2026Q1: 277 shares 277$17.5K<0.01%+70Timeline
CRCLCIRCLE INTERNET 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: 153 shares; 2026Q1: 153 shares 153$17.5K<0.01%0Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 44 shares; 2025Q2: 59 shares; 2025Q3: 8 shares; 2025Q4: 75 shares; 2026Q1: 118 shares 118$17.4K<0.01%+43Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 12 shares; 2025Q1: 16 shares; 2025Q2: 18 shares; 2025Q3: 160 shares; 2025Q4: 38 shares; 2026Q1: 75 shares 75$17.4K<0.01%+37Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 118 shares; 2025Q2: 133 shares; 2025Q3: 147 shares; 2025Q4: 133 shares; 2026Q1: 196 shares 196$17.4K<0.01%+63Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 195 shares; 2026Q1: 226 shares 226$17.3K<0.01%+31Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 5 shares; 2025Q1: 95 shares; 2025Q2: 92 shares; 2025Q3: 434 shares; 2025Q4: 138 shares; 2026Q1: 138 shares 138$17.3K<0.01%0Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 58 shares; 2025Q1: 92 shares; 2025Q2: 79 shares; 2025Q3: 2 shares; 2025Q4: 74 shares; 2026Q1: 88 shares 88$17.1K<0.01%+14Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 22 shares; 2025Q2: 8 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 57 shares 57$17.1K<0.01%+7Timeline
QSQUANTUMSCAPE 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: 600 shares; 2026Q1: 2,350 shares 2,350$17.1K<0.01%+1,750Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 4 shares; 2025Q1: 52 shares; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 177 shares; 2026Q1: 189 shares 189$16.9K<0.01%+12Timeline
PEGAPEGASYSTEMS 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: 455 shares 455$16.8K<0.01%newTimeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 9 shares; 2025Q1: 20 shares; 2025Q2: 29 shares; 2025Q3: 81 shares; 2025Q4: 84 shares; 2026Q1: 120 shares 120$16.8K<0.01%+36Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 61 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 130 shares; 2026Q1: 151 shares 151$16.6K<0.01%+21Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 86 shares; 2025Q2: 44 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 110 shares 110$16.6K<0.01%+39Timeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 58 shares; 2025Q3: 42,406 shares; 2025Q4: 105 shares; 2026Q1: 111 shares 111$16.6K<0.01%+6Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 30 shares; 2025Q2: 2 shares; 2025Q3: 31 shares; 2025Q4: 120 shares; 2026Q1: 168 shares 168$16.5K<0.01%+48Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 58 shares; 2025Q1: 747 shares; 2025Q2: 60 shares; 2025Q3: 4,800 shares; 2025Q4: 1,554 shares; 2026Q1: 200 shares 200$16.5K<0.01%-1,354Timeline
FMHIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 447 shares; 2025Q1: 328 shares; 2025Q2: 332 shares; 2025Q3: 335 shares; 2025Q4: 338 shares; 2026Q1: 344 shares 344$16.5K<0.01%+6Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 2 shares; 2025Q1: 65 shares; 2025Q2: 48 shares; 2025Q3: 141 shares; 2025Q4: 81 shares; 2026Q1: 110 shares 110$16.5K<0.01%+29Timeline
JDJD.COM 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: 450 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550$16.3K<0.01%0Timeline
STNSTANTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 29 shares; 2025Q1: 197 shares; 2025Q2: 208 shares; 2025Q3: 106 shares; 2025Q4: 197 shares; 2026Q1: 177 shares 177$16.3K<0.01%-20Timeline
VGSHVANGUARD 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: 750 shares; 2025Q3: 52 shares; 2025Q4: 323 shares; 2026Q1: 279 shares 279$16.2K<0.01%-44Timeline
PRDOPERDOCEO ED 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: 578 shares; 2025Q4: 407 shares; 2026Q1: 468 shares 468$16.2K<0.01%+61Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 322 shares; 2025Q1: 333 shares; 2025Q2: 350 shares; 2025Q3: 347 shares; 2025Q4: 36 shares; 2026Q1: 83 shares 83$16.2K<0.01%+47Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 124 shares; 2025Q2: 129 shares; 2025Q3: 128 shares; 2025Q4: 115 shares; 2026Q1: 161 shares 161$16.1K<0.01%+46Timeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 138 shares; 2025Q1: 334 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 525 shares; 2026Q1: 568 shares 568$16.1K<0.01%+43Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 40 shares; 2025Q2: 45 shares; 2025Q3: 4 shares; 2025Q4: 67 shares; 2026Q1: 85 shares 85$16.1K<0.01%+18Timeline
KBRKBR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 268 shares; 2025Q4: 377 shares; 2026Q1: 439 shares 439$16.1K<0.01%+62Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 682 shares; 2025Q1: 861 shares; 2025Q2: 224 shares; 2025Q3: 215 shares; 2025Q4: 208 shares; 2026Q1: 172 shares 172$16K<0.01%-36Timeline
ESMLISHARES 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: 306 shares 306$16K<0.01%newTimeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 10 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 95 shares 95$15.9K<0.01%+15Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 3 shares; 2025Q4: 11 shares; 2026Q1: 18 shares 18$15.9K<0.01%+7Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 13 shares; 2025Q1: 20 shares; 2025Q2: 23 shares; 2025Q3: 32 shares; 2025Q4: 33 shares; 2026Q1: 38 shares 38$15.9K<0.01%+5Timeline
NNINELNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 150 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 112 shares 112$15.8K<0.01%+2Timeline
LKFNLAKELAND FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86 shares; 2025Q2: not reported; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 254 shares 254$15.8K<0.01%+3Timeline
BIPCBROOKFIELD INFRASTRUCTURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: not reported; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares 414$15.7K<0.01%0Timeline
CRSPCRISPR THERAPEUTICS AGQuarterly shares; oldest to 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: 100 shares; 2026Q1: 300 shares 300$15.7K<0.01%+200Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 354 shares; 2025Q3: 80 shares; 2025Q4: 69 shares; 2026Q1: 88 shares 88$15.7K<0.01%+19Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 225 shares; 2025Q1: 270 shares; 2025Q2: 258 shares; 2025Q3: 307 shares; 2025Q4: 259 shares; 2026Q1: 311 shares 311$15.7K<0.01%+52Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 18 shares; 2025Q1: 24 shares; 2025Q2: 30 shares; 2025Q3: 14 shares; 2025Q4: 25 shares; 2026Q1: 29 shares 29$15.7K<0.01%+4Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 45 shares; 2025Q1: 48 shares; 2025Q2: 40 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36$15.5K<0.01%0Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 100 shares; 2025Q2: 177 shares; 2025Q3: 234 shares; 2025Q4: 269 shares; 2026Q1: 515 shares 515$15.4K<0.01%+246Timeline
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: 147 shares; 2026Q1: 165 shares 165$15.4K<0.01%+18Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 115 shares; 2025Q1: 104 shares; 2025Q2: 184 shares; 2025Q3: 8 shares; 2025Q4: 209 shares; 2026Q1: 309 shares 309$15.4K<0.01%+100Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 63 shares; 2025Q1: 95 shares; 2025Q2: 88 shares; 2025Q3: 70 shares; 2025Q4: 47 shares; 2026Q1: 110 shares 110$15.4K<0.01%+63Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 30 shares; 2025Q1: 26 shares; 2025Q2: 49 shares; 2025Q3: 58 shares; 2025Q4: 105 shares; 2026Q1: 140 shares 140$15.4K<0.01%+35Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 11 shares; 2025Q1: 9 shares; 2025Q2: 20 shares; 2025Q3: 3,353 shares; 2025Q4: 28 shares; 2026Q1: 59 shares 59$15.3K<0.01%+31Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 97 shares; 2026Q1: 124 shares 124$15.3K<0.01%+27Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 7 shares; 2026Q1: 28 shares 28$15.3K<0.01%+21Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 62 shares; 2025Q3: 59 shares; 2025Q4: 19 shares; 2026Q1: 268 shares 268$15.3K<0.01%+249Timeline
TLTEFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 75 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 195 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$15.2K<0.01%0Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 62 shares; 2025Q1: 70 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 64 shares; 2026Q1: 67 shares 67$15.2K<0.01%+3Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 30 shares; 2025Q1: 78 shares; 2025Q2: 47 shares; 2025Q3: 64 shares; 2025Q4: 86 shares; 2026Q1: 49 shares 49$15.1K<0.01%-37Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 19 shares; 2025Q1: 55 shares; 2025Q2: 92 shares; 2025Q3: 77 shares; 2025Q4: 137 shares; 2026Q1: 154 shares 154$15.1K<0.01%+17Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 192 shares; 2025Q1: 291 shares; 2025Q2: 142 shares; 2025Q3: 152 shares; 2025Q4: 141 shares; 2026Q1: 214 shares 214$15.1K<0.01%+73Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 306 shares; 2025Q1: 449 shares; 2025Q2: 106 shares; 2025Q3: 65 shares; 2025Q4: 234 shares; 2026Q1: 369 shares 369$15K<0.01%+135Timeline
AZZAZZ 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: 63 shares; 2025Q4: 104 shares; 2026Q1: 105 shares 105$15K<0.01%+1Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 37 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 148 shares; 2025Q4: 159 shares; 2026Q1: 171 shares 171$15K<0.01%+12Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 272 shares; 2025Q1: 321 shares; 2025Q2: 336 shares; 2025Q3: 345 shares; 2025Q4: 326 shares; 2026Q1: 396 shares 396$15K<0.01%+70Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 28 shares; 2025Q1: 52 shares; 2025Q2: 60 shares; 2025Q3: 1,644 shares; 2025Q4: 60 shares; 2026Q1: 96 shares 96$15K<0.01%+36Timeline
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: 3 shares; 2026Q1: 15 shares 15$14.9K<0.01%+12Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 10 shares; 2025Q1: 18 shares; 2025Q2: 140 shares; 2025Q3: 141 shares; 2025Q4: 156 shares; 2026Q1: 197 shares 197$14.9K<0.01%+41Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 52 shares; 2025Q1: 83 shares; 2025Q2: 56 shares; 2025Q3: 264 shares; 2025Q4: 52 shares; 2026Q1: 67 shares 67$14.8K<0.01%+15Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 47 shares; 2025Q1: 60 shares; 2025Q2: 67 shares; 2025Q3: 69 shares; 2025Q4: 66 shares; 2026Q1: 59 shares 59$14.7K<0.01%-7Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 88 shares; 2025Q2: 160 shares; 2025Q3: 239 shares; 2025Q4: 294 shares; 2026Q1: 319 shares 319$14.6K<0.01%+25Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 158 shares; 2025Q1: 292 shares; 2025Q2: 125 shares; 2025Q3: 91 shares; 2025Q4: 192 shares; 2026Q1: 200 shares 200$14.6K<0.01%+8Timeline
DNAGINKGO BIOWORKS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500$14.6K<0.01%newTimeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 8 shares; 2025Q4: 43 shares; 2026Q1: 74 shares 74$14.5K<0.01%+31Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 23 shares; 2025Q1: 58 shares; 2025Q2: 69 shares; 2025Q3: 4 shares; 2025Q4: 91 shares; 2026Q1: 87 shares 87$14.5K<0.01%-4Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 152 shares; 2025Q2: 123 shares; 2025Q3: 16 shares; 2025Q4: 129 shares; 2026Q1: 135 shares 135$14.4K<0.01%+6Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 276 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 257 shares; 2026Q1: 240 shares 240$14.3K<0.01%-17Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 8 shares; 2025Q1: 13 shares; 2025Q2: 12 shares; 2025Q3: 24 shares; 2025Q4: 11 shares; 2026Q1: 62 shares 62$14.3K<0.01%+51Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 71 shares; 2025Q1: 125 shares; 2025Q2: 85 shares; 2025Q3: 241 shares; 2025Q4: 80 shares; 2026Q1: 111 shares 111$14.3K<0.01%+31Timeline
IGEBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 319 shares 319$14.3K<0.01%+316Timeline
LMNDLEMONADE 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: 50 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250$14.3K<0.01%newTimeline
HSTMHEALTHSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: 369 shares; 2025Q4: 323 shares; 2026Q1: 586 shares 586$14.3K<0.01%+263Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 30 shares; 2025Q4: 108 shares; 2026Q1: 96 shares 96$14.3K<0.01%-12Timeline
KWRQUAKER HOUGHTONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 733 shares; 2025Q4: 107 shares; 2026Q1: 101 shares 101$14.1K<0.01%-6Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 49 shares; 2025Q1: 133 shares; 2025Q2: 153 shares; 2025Q3: 15 shares; 2025Q4: 163 shares; 2026Q1: 237 shares 237$14K<0.01%+74Timeline
KRMNKARMAN 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: 159 shares; 2026Q1: 223 shares 223$14K<0.01%+64Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 94 shares; 2025Q1: 99 shares; 2025Q2: 116 shares; 2025Q3: 15 shares; 2025Q4: 138 shares; 2026Q1: 160 shares 160$14K<0.01%+22Timeline
OLPONE LIBERTY 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: not reported; 2025Q4: 654 shares; 2026Q1: 615 shares 615$14K<0.01%-39Timeline
ESQESQUIRE FINL 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: 96 shares; 2025Q4: 106 shares; 2026Q1: 130 shares 130$14K<0.01%+24Timeline
FMNBFARMERS NATIONAL BANC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 926 shares; 2025Q1: 938 shares; 2025Q2: 950 shares; 2025Q3: 961 shares; 2025Q4: 973 shares; 2026Q1: 987 shares 987$14K<0.01%+14Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 372 shares; 2025Q3: 483 shares; 2025Q4: 585 shares; 2026Q1: 610 shares 610$13.9K<0.01%+25Timeline
VIOOVANGUARD ADMIRAL FDS 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: 109 shares; 2026Q1: 109 shares 109$13.9K<0.01%0Timeline
EMGFISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 717 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198 shares 198$13.9K<0.01%newTimeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 73 shares; 2025Q1: 98 shares; 2025Q2: 42 shares; 2025Q3: 2 shares; 2025Q4: 54 shares; 2026Q1: 72 shares 72$13.8K<0.01%+18Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 36 shares; 2025Q1: 58 shares; 2025Q2: 77 shares; 2025Q3: 662 shares; 2025Q4: 84 shares; 2026Q1: 87 shares 87$13.8K<0.01%+3Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 218 shares; 2025Q1: 184 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 217 shares; 2026Q1: 237 shares 237$13.8K<0.01%+20Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 218 shares; 2025Q1: 232 shares; 2025Q2: 241 shares; 2025Q3: 8 shares; 2025Q4: 47 shares; 2026Q1: 64 shares 64$13.8K<0.01%+17Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 60 shares; 2025Q1: 47 shares; 2025Q2: 29 shares; 2025Q3: 45 shares; 2025Q4: 31 shares; 2026Q1: 51 shares 51$13.7K<0.01%+20Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: 245 shares; 2025Q2: 85 shares; 2025Q3: 22 shares; 2025Q4: 683 shares; 2026Q1: 683 shares 683$13.7K<0.01%0Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 86 shares; 2025Q1: 151 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 74 shares; 2026Q1: 92 shares 92$13.7K<0.01%+18Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 85 shares; 2025Q2: 100 shares; 2025Q3: 75 shares; 2025Q4: 102 shares; 2026Q1: 121 shares 121$13.7K<0.01%+19Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 75 shares; 2025Q2: 105 shares; 2025Q3: 143 shares; 2025Q4: 155 shares; 2026Q1: 119 shares 119$13.6K<0.01%-36Timeline
STPZPIMCO 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: 423 shares; 2025Q4: 421 shares; 2026Q1: 251 shares 251$13.5K<0.01%-170Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 29 shares; 2025Q3: 53 shares; 2025Q4: 65 shares; 2026Q1: 162 shares 162$13.5K<0.01%+97Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 6 shares; 2025Q1: 19 shares; 2025Q2: 29 shares; 2025Q3: 14 shares; 2025Q4: 39 shares; 2026Q1: 59 shares 59$13.5K<0.01%+20Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 35 shares; 2025Q2: 27 shares; 2025Q3: 32 shares; 2025Q4: 36 shares; 2026Q1: 42 shares 42$13.5K<0.01%+6Timeline
IAIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 144 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76$13.5K<0.01%0Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,536 shares; 2025Q1: 3,959 shares; 2025Q2: 3,026 shares; 2025Q3: 3,026 shares; 2025Q4: not reported; 2026Q1: 234 shares 234$13.4K<0.01%newTimeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 654 shares; 2025Q1: 712 shares; 2025Q2: 765 shares; 2025Q3: 1,705 shares; 2025Q4: 1,506 shares; 2026Q1: 1,453 shares 1,453$13.3K<0.01%-53Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 51 shares; 2025Q1: 43 shares; 2025Q2: 101 shares; 2025Q3: 105 shares; 2025Q4: 183 shares; 2026Q1: 285 shares 285$13.2K<0.01%+102Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 174 shares; 2025Q1: 211 shares; 2025Q2: 373 shares; 2025Q3: 77 shares; 2025Q4: 442 shares; 2026Q1: 563 shares 563$13.2K<0.01%+121Timeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 45 shares; 2025Q2: 30 shares; 2025Q3: 125 shares; 2025Q4: 109 shares; 2026Q1: 105 shares 105$13.2K<0.01%-4Timeline
IRMDIRADIMED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: not reported; 2025Q3: 138 shares; 2025Q4: 153 shares; 2026Q1: 154 shares 154$13.1K<0.01%+1Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 65 shares; 2025Q2: 91 shares; 2025Q3: 115 shares; 2025Q4: 105 shares; 2026Q1: 196 shares 196$13.1K<0.01%+91Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,830 shares; 2025Q4: 220 shares; 2026Q1: 437 shares 437$13.1K<0.01%+217Timeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,170 shares; 2025Q1: 1,199 shares; 2025Q2: 730 shares; 2025Q3: 68 shares; 2025Q4: 696 shares; 2026Q1: 714 shares 714$13K<0.01%+18Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 58 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11$13K<0.01%0
WSCWILLSCOT HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84 shares; 2025Q4: 570 shares; 2026Q1: 571 shares 571$13K<0.01%+1Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 30 shares; 2025Q1: 65 shares; 2025Q2: 42 shares; 2025Q3: 22 shares; 2025Q4: 59 shares; 2026Q1: 115 shares 115$12.9K<0.01%+56Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 33 shares; 2025Q2: 127 shares; 2025Q3: 125 shares; 2025Q4: 124 shares; 2026Q1: 220 shares 220$12.9K<0.01%+96Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 27 shares; 2025Q2: 20 shares; 2025Q3: 62 shares; 2025Q4: 31 shares; 2026Q1: 86 shares 86$12.9K<0.01%+55Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 445 shares; 2025Q2: 451 shares; 2025Q3: 486 shares; 2025Q4: 485 shares; 2026Q1: 650 shares 650$12.8K<0.01%+165Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 149 shares; 2025Q1: 134 shares; 2025Q2: 126 shares; 2025Q3: 12,924 shares; 2025Q4: 202 shares; 2026Q1: 171 shares 171$12.7K<0.01%-31Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 58 shares; 2026Q1: 492 shares 492$12.5K<0.01%+434Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 236 shares; 2025Q1: 237 shares; 2025Q2: 240 shares; 2025Q3: 243 shares; 2025Q4: 246 shares; 2026Q1: 250 shares 250$12.4K<0.01%+4Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 509 shares; 2025Q1: 536 shares; 2025Q2: 531 shares; 2025Q3: 476 shares; 2025Q4: 14 shares; 2026Q1: 125 shares 125$12.4K<0.01%+111Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 687 shares; 2025Q1: 738 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 838 shares; 2026Q1: 827 shares 827$12.3K<0.01%-11Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 6 shares; 2025Q3: 105 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84$12.2K<0.01%0Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 24 shares; 2025Q1: 83 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 100 shares 100$12.1K<0.01%+92Timeline
AFGAMERICAN FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83 shares; 2025Q2: 88 shares; 2025Q3: 89 shares; 2025Q4: 90 shares; 2026Q1: 92 shares 92$12.1K<0.01%+2Timeline
BBCAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 119 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 121 shares; 2025Q4: 122 shares; 2026Q1: 123 shares 123$12.1K<0.01%+1Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 15 shares; 2025Q4: 11 shares; 2026Q1: 34 shares 34$12.1K<0.01%+23Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185 shares; 2025Q2: 138 shares; 2025Q3: 9,666 shares; 2025Q4: 9,995 shares; 2026Q1: 248 shares 248$12K<0.01%-9,747Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 149 shares; 2025Q2: 102 shares; 2025Q3: 18 shares; 2025Q4: 157 shares; 2026Q1: 250 shares 250$12K<0.01%+93Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 13 shares; 2025Q2: 16 shares; 2025Q3: 217 shares; 2025Q4: 101 shares; 2026Q1: 121 shares 121$12K<0.01%+20Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 27 shares; 2025Q2: 28 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 219 shares 219$12K<0.01%+146Timeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 438 shares; 2025Q3: 47 shares; 2025Q4: 438 shares; 2026Q1: 424 shares 424$12K<0.01%-14Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 444 shares; 2025Q1: 447 shares; 2025Q2: 449 shares; 2025Q3: 455 shares; 2025Q4: 454 shares; 2026Q1: 457 shares 457$12K<0.01%+3Timeline
UFPIUFP INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 45 shares; 2025Q2: 10 shares; 2025Q3: 18 shares; 2025Q4: 145 shares; 2026Q1: 146 shares 146$12K<0.01%+1Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 21 shares; 2025Q1: 27 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15$11.9K<0.01%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 383 shares; 2025Q4: 4 shares; 2026Q1: 10 shares 10$11.9K<0.01%+6Timeline
UTZUTZ BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 378 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,373 shares; 2026Q1: 1,548 shares 1,548$11.9K<0.01%+175Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 106 shares; 2025Q1: 141 shares; 2025Q2: 117 shares; 2025Q3: 733 shares; 2025Q4: 135 shares; 2026Q1: 164 shares 164$11.9K<0.01%+29Timeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 571 shares; 2025Q1: 496 shares; 2025Q2: 849 shares; 2025Q3: 24 shares; 2025Q4: 1,205 shares; 2026Q1: 1,505 shares 1,505$11.9K<0.01%+300Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 133 shares; 2025Q3: 134 shares; 2025Q4: 135 shares; 2026Q1: 136 shares 136$11.9K<0.01%+1Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 121 shares; 2025Q1: 133 shares; 2025Q2: 88 shares; 2025Q3: 80 shares; 2025Q4: 99 shares; 2026Q1: 137 shares 137$11.8K<0.01%+38Timeline
TILEINTERFACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 430 shares 430$11.7K<0.01%newTimeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 138 shares; 2025Q1: 210 shares; 2025Q2: 294 shares; 2025Q3: 11 shares; 2025Q4: 375 shares; 2026Q1: 387 shares 387$11.7K<0.01%+12Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: not reported; 2025Q3: 449 shares; 2025Q4: 141 shares; 2026Q1: 145 shares 145$11.6K<0.01%+4Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 34 shares 34$11.4K<0.01%+27Timeline
ALGALAMO 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: 47 shares; 2026Q1: 68 shares 68$11.2K<0.01%+21Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 223 shares; 2025Q4: 34 shares; 2026Q1: 105 shares 105$11.1K<0.01%+71Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 34 shares; 2025Q2: 21 shares; 2025Q3: 504 shares; 2025Q4: 35 shares; 2026Q1: 62 shares 62$11K<0.01%+27Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 253 shares; 2025Q1: 111 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 115 shares; 2026Q1: 116 shares 116$11K<0.01%+1Timeline
CHPSDBX 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: 141 shares; 2025Q3: 13,801 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141$11K<0.01%0Timeline
DXYZDESTINY TECH100 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: 278 shares; 2026Q1: 286 shares 286$11K<0.01%+8Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 88 shares; 2025Q3: 582 shares; 2025Q4: 540 shares; 2026Q1: 283 shares 283$10.9K<0.01%-257Timeline
EUHYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204 shares 204$10.8K<0.01%newTimeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385 shares; 2026Q1: 299 shares 299$10.8K<0.01%-86Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 65 shares; 2025Q1: 108 shares; 2025Q2: 72 shares; 2025Q3: 201 shares; 2025Q4: 202 shares; 2026Q1: 72 shares 72$10.8K<0.01%-130Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 33 shares; 2025Q2: 44 shares; 2025Q3: 46 shares; 2025Q4: 52 shares; 2026Q1: 102 shares 102$10.7K<0.01%+50Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 10 shares; 2025Q1: 16 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 18 shares; 2026Q1: 63 shares 63$10.7K<0.01%+45Timeline
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: 234 shares; 2026Q1: 183 shares 183$10.7K<0.01%-51Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 180 shares; 2025Q1: 272 shares; 2025Q2: 344 shares; 2025Q3: 10 shares; 2025Q4: 608 shares; 2026Q1: 677 shares 677$10.7K<0.01%+69Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 7 shares; 2025Q1: 34 shares; 2025Q2: 61 shares; 2025Q3: 21 shares; 2025Q4: 170 shares; 2026Q1: 103 shares 103$10.6K<0.01%-67Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 1 shares; 2025Q1: 17 shares; 2025Q2: 15 shares; 2025Q3: 334 shares; 2025Q4: 111 shares; 2026Q1: 137 shares 137$10.6K<0.01%+26Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 152 shares; 2025Q3: 154 shares; 2025Q4: 159 shares; 2026Q1: 172 shares 172$10.6K<0.01%+13Timeline
AUPHAURINIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 658 shares 658$10.6K<0.01%-122Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 24 shares; 2025Q3: 25 shares; 2025Q4: 54 shares; 2026Q1: 102 shares 102$10.5K<0.01%+48Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 8 shares; 2025Q1: 13 shares; 2025Q2: 16 shares; 2025Q3: 4,167 shares; 2025Q4: 11 shares; 2026Q1: 38 shares 38$10.5K<0.01%+27Timeline
SETMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290$10.5K<0.01%0Timeline
SHOESHOE STA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: not reported; 2025Q3: 122 shares; 2025Q4: 589 shares; 2026Q1: 595 shares 595$10.5K<0.01%+6Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 23 shares; 2025Q1: 50 shares; 2025Q2: 68 shares; 2025Q3: 104 shares; 2025Q4: 67 shares; 2026Q1: 134 shares 134$10.4K<0.01%+67Timeline
WGSGENEDX HOLDINGS 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: 25 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300$10.4K<0.01%newTimeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 567 shares; 2025Q1: 495 shares; 2025Q2: 499 shares; 2025Q3: 39 shares; 2025Q4: 404 shares; 2026Q1: 268 shares 268$10.3K<0.01%-136Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 72 shares; 2025Q1: 70 shares; 2025Q2: 74 shares; 2025Q3: 178 shares; 2025Q4: 147 shares; 2026Q1: 169 shares 169$10.3K<0.01%+22Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 199 shares; 2025Q1: 205 shares; 2025Q2: 109 shares; 2025Q3: 373 shares; 2025Q4: 213 shares; 2026Q1: 236 shares 236$10.2K<0.01%+23Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 90 shares; 2025Q1: 145 shares; 2025Q2: 60 shares; 2025Q3: 74 shares; 2025Q4: 87 shares; 2026Q1: 148 shares 148$10.2K<0.01%+61Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 46 shares; 2025Q1: 70 shares; 2025Q2: 66 shares; 2025Q3: 9 shares; 2025Q4: 84 shares; 2026Q1: 126 shares 126$10.2K<0.01%+42Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 368 shares; 2025Q1: 462 shares; 2025Q2: 602 shares; 2025Q3: 281 shares; 2025Q4: 457 shares; 2026Q1: 615 shares 615$10.2K<0.01%+158Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 47 shares; 2025Q2: 39 shares; 2025Q3: 786 shares; 2025Q4: 364 shares; 2026Q1: 448 shares 448$10.1K<0.01%+84Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 14 shares; 2025Q1: 20 shares; 2025Q2: 33 shares; 2025Q3: 32 shares; 2025Q4: 24 shares; 2026Q1: 82 shares 82$10.1K<0.01%+58Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 99 shares; 2025Q1: 190 shares; 2025Q2: 117 shares; 2025Q3: 178 shares; 2025Q4: 138 shares; 2026Q1: 172 shares 172$10.1K<0.01%+34Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 83 shares 83$10K<0.01%+1Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 56 shares; 2025Q3: 111 shares; 2025Q4: 61 shares; 2026Q1: 68 shares 68$9.84K<0.01%+7Timeline
VSSVANGUARD 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: not reported; 2025Q2: not reported; 2025Q3: 10,305 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62$9.82K<0.01%0Timeline
METLSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 344 shares; 2026Q1: 344 shares 344$9.81K<0.01%0Timeline
NXRTNEXPOINT RESIDENTIAL TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: not reported; 2025Q3: 124 shares; 2025Q4: 306 shares; 2026Q1: 332 shares 332$9.77K<0.01%+26Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 25 shares; 2025Q3: 26 shares; 2025Q4: 137 shares; 2026Q1: 132 shares 132$9.77K<0.01%-5Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 55 shares; 2025Q1: 70 shares; 2025Q2: 96 shares; 2025Q3: 95 shares; 2025Q4: 91 shares; 2026Q1: 131 shares 131$9.74K<0.01%+40Timeline
EENI SPAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 143 shares; 2026Q1: 172 shares 172$9.72K<0.01%+29Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 131 shares; 2025Q2: 22 shares; 2025Q3: 30 shares; 2025Q4: 27 shares; 2026Q1: 48 shares 48$9.71K<0.01%+21Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 316 shares; 2025Q1: 871 shares; 2025Q2: 281 shares; 2025Q3: 283 shares; 2025Q4: 228 shares; 2026Q1: 273 shares 273$9.7K<0.01%+45Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 108 shares; 2025Q1: 163 shares; 2025Q2: 149 shares; 2025Q3: 11 shares; 2025Q4: 168 shares; 2026Q1: 134 shares 134$9.68K<0.01%-34Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 7 shares; 2025Q3: 68 shares; 2025Q4: 6 shares; 2026Q1: 34 shares 34$9.62K<0.01%+28Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 27 shares; 2026Q1: 67 shares 67$9.61K<0.01%+40Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 9 shares 9$9.6K<0.01%-10Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 17 shares; 2025Q1: 25 shares; 2025Q2: 18 shares; 2025Q3: 600 shares; 2025Q4: 15 shares; 2026Q1: 18 shares 18$9.59K<0.01%+3Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 319 shares; 2025Q3: 279 shares; 2025Q4: 323 shares; 2026Q1: 332 shares 332$9.56K<0.01%+9Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 4 shares; 2025Q1: 51 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 34 shares 34$9.54K<0.01%+4Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: not reported; 2025Q3: 496 shares; 2025Q4: 591 shares; 2026Q1: 375 shares 375$9.53K<0.01%-216Timeline
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,187 shares; 2025Q1: 1,197 shares; 2025Q2: 1,203 shares; 2025Q3: 1,211 shares; 2025Q4: 1,216 shares; 2026Q1: 144 shares 144$9.52K<0.01%-1,072Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 13 shares; 2025Q3: 41 shares; 2025Q4: 40 shares; 2026Q1: 41 shares 41$9.49K<0.01%+1Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 41 shares; 2025Q2: 59 shares; 2025Q3: 43 shares; 2025Q4: 70 shares; 2026Q1: 82 shares 82$9.49K<0.01%+12Timeline
FTSFORTIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 121 shares; 2026Q1: 165 shares 165$9.48K<0.01%+44Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 31 shares; 2025Q1: 10 shares; 2025Q2: 43 shares; 2025Q3: 208 shares; 2025Q4: 30 shares; 2026Q1: 122 shares 122$9.38K<0.01%+92Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 14 shares; 2025Q1: 22 shares; 2025Q2: 29 shares; 2025Q3: 651 shares; 2025Q4: 28 shares; 2026Q1: 46 shares 46$9.36K<0.01%+18Timeline
ABCLABCELLERA 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: not reported; 2025Q3: 34 shares; 2025Q4: 1,750 shares; 2026Q1: 2,000 shares 2,000$9.32K<0.01%+250Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 17 shares; 2025Q1: 85 shares; 2025Q2: 84 shares; 2025Q3: 289 shares; 2025Q4: 133 shares; 2026Q1: 122 shares 122$9.3K<0.01%-11Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 106 shares; 2025Q1: 146 shares; 2025Q2: 168 shares; 2025Q3: 44 shares; 2025Q4: 142 shares; 2026Q1: 211 shares 211$9.29K<0.01%+69Timeline
JIVEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102 shares 102$9.23K<0.01%newTimeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 31 shares; 2025Q2: 41 shares; 2025Q3: 4 shares; 2025Q4: 44 shares; 2026Q1: 65 shares 65$9.19K<0.01%+21Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 225 shares; 2026Q1: 237 shares 237$9.18K<0.01%+12Timeline
NNENANO NUCLEAR ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400$9.11K<0.01%newTimeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 429 shares; 2025Q4: 158 shares; 2026Q1: 179 shares 179$9.04K<0.01%+21Timeline
ZVRAZEVRA 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: 3 shares; 2025Q4: 700 shares; 2026Q1: 850 shares 850$9.02K<0.01%+150Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 13 shares; 2025Q4: 20 shares; 2026Q1: 26 shares 26$9.01K<0.01%+6Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 12 shares; 2025Q2: 21 shares; 2025Q3: 46 shares; 2025Q4: 39 shares; 2026Q1: 49 shares 49$8.99K<0.01%+10Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 17 shares; 2025Q3: 76 shares; 2025Q4: 21 shares; 2026Q1: 91 shares 91$8.97K<0.01%+70Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 15 shares; 2025Q2: 21 shares; 2025Q3: 14,600 shares; 2025Q4: 24 shares; 2026Q1: 56 shares 56$8.91K<0.01%+32Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 24 shares; 2025Q2: 32 shares; 2025Q3: 153 shares; 2025Q4: 162 shares; 2026Q1: 143 shares 143$8.86K<0.01%-19Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 140 shares; 2025Q1: 167 shares; 2025Q2: 161 shares; 2025Q3: 68 shares; 2025Q4: 137 shares; 2026Q1: 148 shares 148$8.8K<0.01%+11Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: 17 shares; 2025Q3: 12 shares; 2025Q4: 1 shares; 2026Q1: 182 shares 182$8.78K<0.01%+181Timeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 51 shares; 2025Q2: 27 shares; 2025Q3: 85 shares; 2025Q4: 28 shares; 2026Q1: 30 shares 30$8.76K<0.01%+2Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 238 shares; 2025Q1: 310 shares; 2025Q2: 265 shares; 2025Q3: 273 shares; 2025Q4: 211 shares; 2026Q1: 251 shares 251$8.76K<0.01%+40Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 96 shares; 2025Q1: 151 shares; 2025Q2: 86 shares; 2025Q3: 108 shares; 2025Q4: 74 shares; 2026Q1: 112 shares 112$8.71K<0.01%+38Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 942 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 115 shares; 2025Q4: 1,242 shares; 2026Q1: 1,475 shares 1,475$8.7K<0.01%+233Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 48 shares; 2025Q1: 150 shares; 2025Q2: 71 shares; 2025Q3: 2,372 shares; 2025Q4: 172 shares; 2026Q1: 532 shares 532$8.69K<0.01%+360Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 64 shares; 2025Q3: 3,729 shares; 2025Q4: 89 shares; 2026Q1: 112 shares 112$8.65K<0.01%+23Timeline
GFIGOLD FIELDS 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: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207$8.64K<0.01%0Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 33 shares; 2025Q1: 18 shares; 2025Q2: 22 shares; 2025Q3: 572 shares; 2025Q4: 24 shares; 2026Q1: 82 shares 82$8.63K<0.01%+58Timeline
AMPGAMPLITECH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800$8.63K<0.01%0Timeline
BBHYJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 187 shares 187$8.6K<0.01%newTimeline
MLIMUELLER INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: not reported; 2026Q1: 64 shares 64$8.59K<0.01%newTimeline
GATXGATX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 75 shares; 2025Q2: 46 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 44 shares 44$8.59K<0.01%+2Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 34 shares; 2025Q1: 45 shares; 2025Q2: 75 shares; 2025Q3: 81 shares; 2025Q4: 32 shares; 2026Q1: 69 shares 69$8.59K<0.01%+37Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 173 shares; 2025Q1: 297 shares; 2025Q2: 114 shares; 2025Q3: 118 shares; 2025Q4: 112 shares; 2026Q1: 111 shares 111$8.56K<0.01%-1Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: 13 shares; 2025Q3: 391 shares; 2025Q4: 41 shares; 2026Q1: 69 shares 69$8.54K<0.01%+28Timeline
EXLSEXLSERVICE 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: 3 shares; 2026Q1: 273 shares 273$8.53K<0.01%+270Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 109 shares; 2025Q1: 87 shares; 2025Q2: 97 shares; 2025Q3: 83 shares; 2025Q4: 152 shares; 2026Q1: 184 shares 184$8.52K<0.01%+32Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 44 shares; 2025Q1: 39 shares; 2025Q2: 41 shares; 2025Q3: 80 shares; 2025Q4: 56 shares; 2026Q1: 106 shares 106$8.52K<0.01%+50Timeline
QSRRESTAURANT BRANDS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 35 shares; 2025Q3: 10 shares; 2025Q4: 73 shares; 2026Q1: 104 shares 104$8.49K<0.01%+31Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 50 shares; 2025Q1: 58 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 60 shares 60$8.37K<0.01%+22Timeline
UMHUMH PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: 27 shares; 2025Q3: 331 shares; 2025Q4: 613 shares; 2026Q1: 533 shares 533$8.37K<0.01%-80Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 24 shares; 2025Q1: 28 shares; 2025Q2: 34 shares; 2025Q3: 42 shares; 2025Q4: 33 shares; 2026Q1: 46 shares 46$8.35K<0.01%+13Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 171 shares; 2025Q1: 180 shares; 2025Q2: 65 shares; 2025Q3: 39 shares; 2025Q4: 110 shares; 2026Q1: 126 shares 126$8.35K<0.01%+16Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 12 shares; 2025Q2: 11 shares; 2025Q3: 96 shares; 2025Q4: 24 shares; 2026Q1: 30 shares 30$8.23K<0.01%+6Timeline
NFRAFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 30 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 124 shares; 2026Q1: 124 shares 124$8.12K<0.01%0Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: not reported; 2025Q1: 335 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137 shares 137$8.09K<0.01%newTimeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 110 shares; 2025Q2: 100 shares; 2025Q3: 103 shares; 2025Q4: 109 shares; 2026Q1: 132 shares 132$8.09K<0.01%+23Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 14 shares; 2025Q2: 34 shares; 2025Q3: 68 shares; 2025Q4: 84 shares; 2026Q1: 122 shares 122$8.05K<0.01%+38Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 18 shares; 2025Q2: 19 shares; 2025Q3: 18 shares; 2025Q4: 12 shares; 2026Q1: 21 shares 21$7.99K<0.01%+9Timeline
XLISELECT SECTOR SPDR 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: 75 shares; 2025Q3: 164 shares; 2025Q4: 57 shares; 2026Q1: 47 shares 47$7.96K<0.01%-10Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 30 shares; 2025Q1: 56 shares; 2025Q2: 74 shares; 2025Q3: 75 shares; 2025Q4: 91 shares; 2026Q1: 97 shares 97$7.96K<0.01%+6Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154$7.95K<0.01%0Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: 9 shares; 2025Q3: 7 shares; 2025Q4: 5 shares; 2026Q1: 37 shares 37$7.93K<0.01%+32Timeline
SLABSILICON LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 128 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36$7.86K<0.01%0Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 6 shares 6$7.82K<0.01%+4Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 27 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 48 shares; 2025Q4: 70 shares; 2026Q1: 97 shares 97$7.8K<0.01%+27Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 71 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 47 shares; 2026Q1: 46 shares 46$7.79K<0.01%-1Timeline
TPBTURNING PT 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: 8 shares; 2025Q3: 3 shares; 2025Q4: 77 shares; 2026Q1: 97 shares 97$7.78K<0.01%+20Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 5 shares; 2025Q3: 200 shares; 2025Q4: 46 shares; 2026Q1: 34 shares 34$7.77K<0.01%-12Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157 shares 157$7.76K<0.01%newTimeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 89 shares; 2025Q2: 143 shares; 2025Q3: 100 shares; 2025Q4: 214 shares; 2026Q1: 277 shares 277$7.76K<0.01%+63Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 43 shares; 2025Q2: 64 shares; 2025Q3: 47 shares; 2025Q4: 81 shares; 2026Q1: 106 shares 106$7.75K<0.01%+25Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 933 shares; 2025Q4: 296 shares; 2026Q1: 297 shares 297$7.73K<0.01%+1Timeline
VYMIVANGUARD WHITEHALL 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: 33 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78$7.68K<0.01%0Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47 shares 47$7.65K<0.01%newTimeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 39 shares; 2025Q1: 40 shares; 2025Q2: 87 shares; 2025Q3: 6 shares; 2025Q4: 107 shares; 2026Q1: 120 shares 120$7.62K<0.01%+13Timeline
SILASILA REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 2 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$7.61K<0.01%0Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 36 shares; 2025Q3: 9 shares; 2025Q4: 103 shares; 2026Q1: 121 shares 121$7.6K<0.01%+18Timeline
BBEUJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 96 shares; 2025Q1: 97 shares; 2025Q2: 98 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 100 shares 100$7.6K<0.01%+1Timeline
CNXCCONCENTRIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: not reported; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 319 shares 319$7.59K<0.01%+6Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 35 shares; 2025Q2: 27 shares; 2025Q3: 34 shares; 2025Q4: 33 shares; 2026Q1: 47 shares 47$7.46K<0.01%+14Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 30 shares; 2025Q3: 484 shares; 2025Q4: 82 shares; 2026Q1: 99 shares 99$7.46K<0.01%+17Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 82 shares; 2025Q1: 124 shares; 2025Q2: 82 shares; 2025Q3: 3 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137$7.46K<0.01%0Timeline
WINAWINMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 73 shares; 2025Q4: 20 shares; 2026Q1: 21 shares 21$7.45K<0.01%+1Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 72 shares; 2025Q2: 154 shares; 2025Q3: 81 shares; 2025Q4: 212 shares; 2026Q1: 258 shares 258$7.44K<0.01%+46Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 2 shares; 2025Q1: 15 shares; 2025Q2: 13 shares; 2025Q3: 104 shares; 2025Q4: 17 shares; 2026Q1: 37 shares 37$7.43K<0.01%+20Timeline
XRPZFRANKLIN XRP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 483 shares; 2026Q1: 483 shares 483$7.42K<0.01%0Timeline
BMIBADGER METER 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: 61 shares 61$7.39K<0.01%newTimeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 11 shares; 2025Q3: 191 shares; 2025Q4: 11 shares; 2026Q1: 32 shares 32$7.37K<0.01%+21Timeline
GROZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158 shares; 2026Q1: 236 shares 236$7.33K<0.01%+78Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 38 shares; 2025Q1: 35 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 204 shares; 2026Q1: 240 shares 240$7.31K<0.01%+36Timeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 92 shares; 2025Q1: 33 shares; 2025Q2: 97 shares; 2025Q3: 198 shares; 2025Q4: 225 shares; 2026Q1: 265 shares 265$7.29K<0.01%+40Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: 46 shares; 2025Q3: 15 shares; 2025Q4: 87 shares; 2026Q1: 55 shares 55$7.28K<0.01%-32Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 40 shares; 2025Q1: 96 shares; 2025Q2: 86 shares; 2025Q3: 251 shares; 2025Q4: 152 shares; 2026Q1: 307 shares 307$7.27K<0.01%+155Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 25 shares; 2025Q3: 34 shares; 2025Q4: 42 shares; 2026Q1: 51 shares 51$7.24K<0.01%+9Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 21 shares; 2026Q1: 33 shares 33$7.23K<0.01%+12Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 26 shares; 2025Q1: 103 shares; 2025Q2: 35 shares; 2025Q3: 36 shares; 2025Q4: 35 shares; 2026Q1: 52 shares 52$7.23K<0.01%+17Timeline
JIGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88 shares 88$7.22K<0.01%newTimeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 4 shares; 2025Q1: 9 shares; 2025Q2: 6 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 21 shares 21$7.2K<0.01%+20Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 10 shares; 2025Q3: 28 shares; 2025Q4: 71 shares; 2026Q1: 49 shares 49$7.19K<0.01%-22Timeline

Sold out in Q1 2026

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

The largest 100 of 114. All 114

SecurityShares beforeValue beforeType
VVVANGUARD INDEX FDS1,603$514Kshares
JPIEJ P MORGAN EXCHANGE TRADED F4,903$228Kshares
DIALCOLUMBIA ETF TR I8,633$159Kshares
SPEUSPDR INDEX SHS FDS2,262$124Kshares
BBMCJ P MORGAN EXCHANGE TRADED F1,083$122Kshares
IPACISHARES TR1,543$120Kshares
AZNASTRAZENECA PLC-SPONS ADR993$92.6Kshares
UTGREAVES UTIL INCOME FD1,964$74.9Kshares
IJSISHARES TR582$70.1Kshares
BKEMBNY MELLON ETF TRUST760$63.3Kshares
UTFCOHEN & STEERS INFRASTRUCTUR2,123$54.6Kshares
IGIBISHARES TR897$48.4Kshares
DIASTATE STR SPDR DOW JONES IND81$39.8Kshares
SMDVPROSHARES TR536$37.1Kshares
HTGCHERCULES CAPITAL INC1,578$29.2Kshares
FPEIFIRST TR EXCH TRADED FD III1,189$23.1Kshares
UNFUNIFIRST CORP MASS79$16.4Kshares
IUSVISHARES TR144$15.1Kshares
FQALFIDELITY COVINGTON TRUST182$14.1Kshares
ALAIR LEASE CORP214$13.8Kshares
PBEINVESCO EXCHANGE TRADED FD T166$13.7Kshares
ISCVISHARES TR187$13.4Kshares
MAINMAIN STR CAP CORP156$10Kshares
MNDYMONDAY COM LTD72$9.08Kshares
RINGISHARES INC79$7.63Kshares
UHSUNIVERSAL HLTH SVCS INC31$6.29Kshares
KODKODIAK SCIENCES INC210$5.47Kshares
IYEISHARES TR94$4.96Kshares
HOLXHOLOGIC INC57$4.28Kshares
SCHQSCHWAB STRATEGIC TR121$3.85Kshares
SKYYFIRST TR EXCHANGE-TRADED FD27$3.42Kshares
WKWORKIVA INC42$3.41Kshares
VIPSVIPSHOP HLDGS LTD175$3.09Kshares
PBPROSPERITY BANCSHARES INC42$2.82Kshares
YETIYETI HLDGS INC59$2.74Kshares
ALKTALKAMI TECHNOLOGY INC111$2.49Kshares
ICLNISHARES TR129$2.46Kshares
TELFYTELEFONICA SA-SPON ADR549$2.19Kshares
KWEBKRANESHARES TRUST55$1.99Kshares
AMHAMERICAN HOMES 4 RENT61$1.88Kshares
VEONVEON LTD34$1.84Kshares
UWMCUWM HOLDINGS CORPORATION303$1.78Kshares
AHRTAH RLTY TR INC216$1.47Kshares
GNEGENIE ENERGY LTD103$1.41Kshares
LGIHLGI HOMES INC28$1.4Kshares
ARANTERO RESOURCES CORP40$1.38Kshares
GWRSGLOBAL WTR RES INC160$1.37Kshares
OTEXOPEN TEXT CORP49$1.34Kshares
EXASEXACT SCIENCES CORP13$1.33Kshares
KBHKB HOME19$1.1Kshares
PFSIPENNYMAC FINL SVCS INC NEW7$1.03Kshares
APOGAPOGEE ENTERPRISES INC27$1.03Kshares
VCELVERICEL CORP27$977shares
CMTGCLAROS MTG TR INC303$848shares
DAYDAYFORCE INC12$832shares
MPXMARINE PRODS CORP80$755shares
HHHHOWARD HUGHES HOLDINGS INC9$723shares
SWKHSWK HLDGS CORP41$711shares
EVTCEVERTEC INC24$690shares
EPREPR PPTYS13$672shares
WPPWPP PLC NEW31$656shares
XEMDXWESTERN ASSET EMERGING MKTS59$645shares
AIVAPARTMENT INVT & MGMT CO110$642shares
IOSPINNOSPEC INC8$634shares
AMGAFFILIATED MANAGERS GROUP2$627shares
MGPIMGP INGREDIENTS INC NEW25$611shares
RDNRADIAN GROUP INC18$593shares
BANCBANC OF CALIFORNIA INC29$582shares
RYNRAYONIER INC25$562shares
LUNGPULMONX CORP288$507shares
UHALU HAUL HOLDING COMPANY9$506shares
DORMDORMAN PRODS INC4$490shares
QFINQFIN HOLDINGS INC29$466shares
CMACOMERICA INC5$463shares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL1$446shares
ACHVACHIEVE LIFE SCIENCE INC100$436shares
CADECADENCE BANK10$422shares
SITCSITE CTRS CORP69$415shares
BFHBREAD FINANCIAL HOLDINGS INC6$409shares
FUBOFUBOTV INC175$408shares
WHRWHIRLPOOL CORP5$404shares
TUTELUS CORPORATION27$377shares
ICFIICF INTL INC4$370shares
MHKMOHAWK INDS INC3$359shares
TNETTRINET GROUP INC6$348shares
AXTAAXALTA COATING SYS LTD10$341shares
OXY/WSOCCIDENTAL PETE CORP15$341shares
SLMSLM CORP12$316shares
ORCORCHID IS CAP INC37$308shares
IRTCIRHYTHM HOLDINGS INC2$304shares
SEESEALED AIR CORP NEW7$293shares
RITMRITHM CAPITAL CORP24$286shares
COTYCOTY INC73$228shares
RHRH1$205shares
SUZSUZANO S A16$158shares
AOSSMITH A O CORP2$139shares
CIVICIVITAS RESOURCES INC5$139shares
REVGREV GROUP INC2$133shares
STVNSTEVANATO GROUP S P A8$128shares
CHWYCHEWY INC3$93shares

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 0001822587-26-000002 base2026-05-06acceptance time not in the bulk data set