Skip to content
Disclosery

ELEVATION POINT WEALTH PARTNERS, LLC

Follow

13F filer, CIK 1744349, DENVER, CO

ELEVATION POINT WEALTH PARTNERS, LLC reported $4,311,561,006 across 1,095 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-27. Its ten largest share positions make up 20.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001744349-26-000008

Period
2026-03-31
Reported value
$4.31B
Holdings
1,095
Top 10 weight
20.11%
New
417
Sold out
41

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AAPLadded+340,950$86.5M
IVVadded+74,313$48.5M
NVDAadded+277,903$48.5M
GOOGLadded+165,241$47.5M
GLDadded+107,799$46.4M

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
SPYexited-30,022-$20.5M
METAexited-27,373-$18.1M
IQLTreduced-174,113-$8.05M
LMBSreduced-149,067-$7.43M
JMBSreduced-161,310-$7.31M

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 0001744349-26-000008, largest first. % of portfolio is the value over $4,205,956,062, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 547,042 shares; 2025Q1: 561,890 shares; 2025Q2: 554,424 shares; 2025Q3: 10,784 shares; 2025Q4: 12,396 shares; 2026Q1: 16,553 shares 16,553$1.04M0.02%+4,157Timeline
JEPQJ 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: 18,640 shares 18,640$1.03M0.02%newTimeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: not reported; 2025Q4: 1,030 shares; 2026Q1: 6,062 shares 6,062$1.03M0.02%+5,032Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 693 shares; 2025Q3: 48,465 shares; 2025Q4: 48,384 shares; 2026Q1: 44,947 shares 44,947$1.03M0.02%-3,437Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,378 shares; 2025Q1: 2,358 shares; 2025Q2: 2,477 shares; 2025Q3: 4,685 shares; 2025Q4: 3,390 shares; 2026Q1: 5,906 shares 5,906$1.03M0.02%+2,516Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 790 shares; 2025Q4: 690 shares; 2026Q1: 887 shares 887$1.03M0.02%+197Timeline
STLDSTEEL DYNAMICS 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: 157 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,698 shares 5,698$1.03M0.02%newTimeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 4,061 shares; 2025Q1: not reported; 2025Q2: 237 shares; 2025Q3: 3,439 shares; 2025Q4: 3,464 shares; 2026Q1: 5,197 shares 5,197$1.03M0.02%+1,733Timeline
OTFBLUE OWL TECHNOLOGY FIN 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: 28,339 shares; 2026Q1: 80,140 shares 80,140$1.02M0.02%+51,801Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,113 shares; 2025Q1: 16,790 shares; 2025Q2: 17,546 shares; 2025Q3: 19,124 shares; 2025Q4: not reported; 2026Q1: 31,942 shares 31,942$1.02M0.02%newTimeline
ELLAUDER ESTEE COS 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: 521 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,235 shares 14,235$1.02M0.02%newTimeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,705 shares; 2024Q4: 105,721 shares; 2025Q1: 98,317 shares; 2025Q2: 88,868 shares; 2025Q3: not reported; 2025Q4: 6,343 shares; 2026Q1: 19,744 shares 19,744$1.02M0.02%+13,401Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,138 shares; 2025Q1: 9,168 shares; 2025Q2: 7,863 shares; 2025Q3: 4,452 shares; 2025Q4: 18,186 shares; 2026Q1: 20,986 shares 20,986$1.01M0.02%+2,800Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 679 shares; 2025Q1: 624 shares; 2025Q2: 1,381 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,038 shares 2,038$1M0.02%newTimeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,087 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,340 shares 7,340$996K0.02%newTimeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,096 shares; 2024Q4: 4,600 shares; 2025Q1: 4,465 shares; 2025Q2: 4,308 shares; 2025Q3: 1,294 shares; 2025Q4: 1,804 shares; 2026Q1: 4,711 shares 4,711$994K0.02%+2,907Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,337 shares; 2024Q4: 6,063 shares; 2025Q1: 7,970 shares; 2025Q2: 11,644 shares; 2025Q3: 12,775 shares; 2025Q4: not reported; 2026Q1: 13,671 shares 13,671$993K0.02%newTimeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115 shares; 2025Q3: 18,604 shares; 2025Q4: 18,034 shares; 2026Q1: 23,393 shares 23,393$993K0.02%+5,359Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,610 shares; 2024Q4: 10,737 shares; 2025Q1: not reported; 2025Q2: 614 shares; 2025Q3: not reported; 2025Q4: 5,296 shares; 2026Q1: 9,135 shares 9,135$992K0.02%+3,839Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,449 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: not reported; 2025Q4: 3,658 shares; 2026Q1: 8,343 shares 8,343$991K0.02%+4,685Timeline
BJBJS WHSL CLUB 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: 59 shares; 2025Q3: 6,956 shares; 2025Q4: 7,100 shares; 2026Q1: 10,063 shares 10,063$990K0.02%+2,963Timeline
FTNTFORTINET 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: 7,885 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,103 shares 12,103$989K0.02%newTimeline
PHMPULTE 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: 961 shares; 2025Q3: 7,912 shares; 2025Q4: 7,053 shares; 2026Q1: 8,392 shares 8,392$989K0.02%+1,339Timeline
JHSCJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,937 shares 22,937$984K0.02%newTimeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,418 shares; 2025Q1: 42,257 shares; 2025Q2: 45,632 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,843 shares 60,843$963K0.02%newTimeline
IDXXIDEXX LABS 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: 67 shares; 2025Q3: 524 shares; 2025Q4: 868 shares; 2026Q1: 1,709 shares 1,709$960K0.02%+841Timeline
AAALCOA 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: 86 shares; 2025Q3: not reported; 2025Q4: 17,757 shares; 2026Q1: 14,477 shares 14,477$960K0.02%-3,280Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: 2,866 shares; 2025Q1: 2,062 shares; 2025Q2: 2,689 shares; 2025Q3: not reported; 2025Q4: 1,257 shares; 2026Q1: 3,836 shares 3,836$959K0.02%+2,579Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,353 shares; 2024Q4: 6,457 shares; 2025Q1: 6,477 shares; 2025Q2: 6,445 shares; 2025Q3: 9,469 shares; 2025Q4: 3,193 shares; 2026Q1: 9,622 shares 9,622$956K0.02%+6,429Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 4,115 shares; 2025Q1: 5,275 shares; 2025Q2: 4,166 shares; 2025Q3: 2,277 shares; 2025Q4: 2,599 shares; 2026Q1: 3,260 shares 3,260$955K0.02%+661Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,099 shares; 2025Q1: 1,725 shares; 2025Q2: 1,439 shares; 2025Q3: 322 shares; 2025Q4: not reported; 2026Q1: 1,286 shares 1,286$950K0.02%newTimeline
HBCPHOMEBANCORP 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: 17,160 shares; 2025Q4: 15,654 shares; 2026Q1: 15,602 shares 15,602$945K0.02%-52Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,369 shares; 2024Q4: 10,585 shares; 2025Q1: 6,910 shares; 2025Q2: 7,178 shares; 2025Q3: 3,243 shares; 2025Q4: 10,331 shares; 2026Q1: 11,067 shares 11,067$939K0.02%+736Timeline
CBZCBIZ 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: 43,074 shares; 2026Q1: 34,757 shares 34,757$933K0.02%-8,317Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 931 shares; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,428 shares 2,428$931K0.02%newTimeline
FIXDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,483 shares; 2025Q4: 21,496 shares; 2026Q1: 21,304 shares 21,304$929K0.02%-192Timeline
COLDAMERICOLD REALTY TRUST 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: 55,840 shares; 2026Q1: 78,777 shares 78,777$921K0.02%+22,937Timeline
CBRECBRE 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: 1,118 shares; 2025Q3: not reported; 2025Q4: 3,830 shares; 2026Q1: 6,779 shares 6,779$918K0.02%+2,949Timeline
ROKUROKU 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: 880 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,661 shares 9,661$914K0.02%newTimeline
RKTROCKET COS 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: 59 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,105 shares 64,105$913K0.02%newTimeline
LQDISHARES 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: 18 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,366 shares 8,366$912K0.02%newTimeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,401 shares; 2024Q4: 8,563 shares; 2025Q1: 8,091 shares; 2025Q2: 3,805 shares; 2025Q3: 4,071 shares; 2025Q4: 7,909 shares; 2026Q1: 11,325 shares 11,325$907K0.02%+3,416Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 333 shares; 2025Q3: 1,685 shares; 2025Q4: 2,136 shares; 2026Q1: 2,029 shares 2,029$906K0.02%-107Timeline
KRESPDR 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: 3,479 shares; 2025Q4: 12,376 shares; 2026Q1: 13,888 shares 13,888$905K0.02%+1,512Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,108 shares; 2025Q1: 1,154 shares; 2025Q2: 1,110 shares; 2025Q3: 2,626 shares; 2025Q4: 2,177 shares; 2026Q1: 4,124 shares 4,124$903K0.02%+1,947Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,280 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,279 shares 13,279$903K0.02%newTimeline
EPREPR PPTYSQuarterly 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: 27,909 shares; 2025Q4: 32,301 shares; 2026Q1: 17,883 shares 17,883$899K0.02%-14,418Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: 3,833 shares; 2025Q1: 3,120 shares; 2025Q2: 4,034 shares; 2025Q3: 1,939 shares; 2025Q4: not reported; 2026Q1: 5,838 shares 5,838$894K0.02%newTimeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,545 shares; 2025Q1: 1,752 shares; 2025Q2: 527 shares; 2025Q3: 424 shares; 2025Q4: 924 shares; 2026Q1: 1,475 shares 1,475$892K0.02%+551Timeline
CTVACORTEVA 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: 849 shares; 2025Q3: 6,247 shares; 2025Q4: not reported; 2026Q1: 10,620 shares 10,620$889K0.02%newTimeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,217 shares 3,217$876K0.02%newTimeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 2,467 shares; 2025Q4: 2,194 shares; 2026Q1: 3,195 shares 3,195$870K0.02%+1,001Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,765 shares; 2025Q3: 1,602 shares; 2025Q4: 2,299 shares; 2026Q1: 5,766 shares 5,766$870K0.02%+3,467Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 621 shares; 2025Q3: 21,682 shares; 2025Q4: 5,816 shares; 2026Q1: 6,830 shares 6,830$867K0.02%+1,014Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 2,884 shares; 2025Q1: 10,139 shares; 2025Q2: 152 shares; 2025Q3: 6,984 shares; 2025Q4: 7,276 shares; 2026Q1: 5,916 shares 5,916$865K0.02%-1,360Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,517 shares; 2026Q1: 7,473 shares 7,473$862K0.02%+3,956Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 938 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,552 shares 9,552$861K0.02%newTimeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,380 shares; 2025Q1: 18,149 shares; 2025Q2: 16,705 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,406 shares 12,406$860K0.02%newTimeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,795 shares; 2025Q1: 1,773 shares; 2025Q2: 1,793 shares; 2025Q3: 1,614 shares; 2025Q4: 3,692 shares; 2026Q1: 5,907 shares 5,907$858K0.02%+2,215Timeline
ROLROLLINS 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: 7,403 shares; 2025Q4: 17,680 shares; 2026Q1: 15,990 shares 15,990$854K0.02%-1,690Timeline
BNBROOKFIELD 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: 242 shares; 2025Q3: 7,552 shares; 2025Q4: 23,378 shares; 2026Q1: 20,896 shares 20,896$845K0.02%-2,482Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,972 shares 6,972$842K0.02%newTimeline
GJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,557 shares; 2025Q4: 20,557 shares; 2026Q1: 20,557 shares 20,557$838K0.02%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,864 shares; 2025Q1: 1,787 shares; 2025Q2: 1,572 shares; 2025Q3: not reported; 2025Q4: 1,858 shares; 2026Q1: 3,497 shares 3,497$837K0.02%+1,639Timeline
BTZBLACKROCK CR ALLOCATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,226 shares; 2025Q4: 81,558 shares; 2026Q1: 81,558 shares 81,558$824K0.02%0Timeline
WRBBERKLEY W R 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: 460 shares; 2025Q3: 6,711 shares; 2025Q4: 10,720 shares; 2026Q1: 12,382 shares 12,382$821K0.02%+1,662Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,875 shares; 2025Q3: not reported; 2025Q4: 1,176 shares; 2026Q1: 3,425 shares 3,425$816K0.02%+2,249Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76 shares; 2025Q3: 15,448 shares; 2025Q4: 15,036 shares; 2026Q1: 17,307 shares 17,307$808K0.02%+2,271Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 740 shares; 2025Q3: not reported; 2025Q4: 24,540 shares; 2026Q1: 22,566 shares 22,566$806K0.02%-1,974Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,509 shares; 2025Q1: 2,653 shares; 2025Q2: 2,709 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,212 shares 3,212$801K0.02%newTimeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,462 shares; 2024Q4: 14,386 shares; 2025Q1: 14,137 shares; 2025Q2: 13,590 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,482 shares 19,482$795K0.02%newTimeline
XGDVXGABELLI DIVID & 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: not reported; 2025Q3: 29,472 shares; 2025Q4: 29,472 shares; 2026Q1: 29,472 shares 29,472$794K0.02%0Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,918 shares; 2024Q4: 26,882 shares; 2025Q1: 23,043 shares; 2025Q2: 20,712 shares; 2025Q3: not reported; 2025Q4: 7,438 shares; 2026Q1: 17,360 shares 17,360$785K0.02%+9,922Timeline
NGGNATIONAL GRID 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: 2,184 shares; 2025Q3: 5,693 shares; 2025Q4: 6,462 shares; 2026Q1: 9,232 shares 9,232$781K0.02%+2,770Timeline
ITWILLINOIS TOOL WKS 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: 420 shares; 2025Q3: 1,205 shares; 2025Q4: 1,471 shares; 2026Q1: 2,978 shares 2,978$779K0.02%+1,507Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,127 shares; 2024Q4: 13,769 shares; 2025Q1: 13,756 shares; 2025Q2: 9,100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,100 shares 9,100$775K0.02%newTimeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,590 shares; 2025Q2: 2,088 shares; 2025Q3: 1,822 shares; 2025Q4: 2,600 shares; 2026Q1: 6,942 shares 6,942$773K0.02%+4,342Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,613 shares; 2024Q4: 21,775 shares; 2025Q1: 24,988 shares; 2025Q2: 22,961 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,094 shares 29,094$772K0.02%newTimeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,186 shares; 2025Q3: 4,407 shares; 2025Q4: 11,995 shares; 2026Q1: 17,209 shares 17,209$772K0.02%+5,214Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,200 shares; 2024Q4: 43,248 shares; 2025Q1: 39,850 shares; 2025Q2: 27,903 shares; 2025Q3: not reported; 2025Q4: 6,645 shares; 2026Q1: 23,131 shares 23,131$768K0.02%+16,486Timeline
WSOWATSCO 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: 41 shares; 2025Q3: 630 shares; 2025Q4: 1,740 shares; 2026Q1: 2,108 shares 2,108$767K0.02%+368Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 3,322 shares; 2025Q1: 3,601 shares; 2025Q2: 3,735 shares; 2025Q3: not reported; 2025Q4: 2,422 shares; 2026Q1: 6,752 shares 6,752$764K0.02%+4,330Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,110 shares; 2024Q4: 7,079 shares; 2025Q1: 5,965 shares; 2025Q2: 4,206 shares; 2025Q3: 9,510 shares; 2025Q4: 6,978 shares; 2026Q1: 10,550 shares 10,550$754K0.02%+3,572Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,977 shares 11,977$751K0.02%newTimeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,873 shares; 2024Q4: 2,873 shares; 2025Q1: 2,949 shares; 2025Q2: 2,873 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,071 shares 4,071$750K0.02%newTimeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 785 shares; 2025Q4: 2,529 shares; 2026Q1: 2,759 shares 2,759$747K0.02%+230Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 4,900 shares; 2025Q1: 5,093 shares; 2025Q2: 5,085 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,605 shares 4,605$745K0.02%newTimeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,357 shares; 2025Q1: 1,290 shares; 2025Q2: 1,324 shares; 2025Q3: 924 shares; 2025Q4: not reported; 2026Q1: 2,267 shares 2,267$742K0.02%newTimeline
WECWEC ENERGY 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: 1,222 shares; 2025Q3: 5,232 shares; 2025Q4: 5,060 shares; 2026Q1: 6,393 shares 6,393$740K0.02%+1,333Timeline
BAPCREDICORP 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: 601 shares; 2025Q3: not reported; 2025Q4: 1,558 shares; 2026Q1: 2,180 shares 2,180$739K0.02%+622Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 1,583 shares; 2025Q4: 1,138 shares; 2026Q1: 2,739 shares 2,739$731K0.02%+1,601Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 2,994 shares; 2025Q1: 2,715 shares; 2025Q2: 2,951 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,441 shares 5,441$725K0.02%newTimeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,598 shares; 2024Q4: 55,130 shares; 2025Q1: 54,643 shares; 2025Q2: 20,989 shares; 2025Q3: 5,436 shares; 2025Q4: 6,455 shares; 2026Q1: 11,941 shares 11,941$724K0.02%+5,486Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,771 shares; 2024Q4: 24,157 shares; 2025Q1: 5,544 shares; 2025Q2: 5,557 shares; 2025Q3: 5,234 shares; 2025Q4: 4,831 shares; 2026Q1: 9,960 shares 9,960$722K0.02%+5,129Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 2,263 shares; 2025Q1: 4,340 shares; 2025Q2: 5,416 shares; 2025Q3: 2,651 shares; 2025Q4: 2,792 shares; 2026Q1: 9,678 shares 9,678$720K0.02%+6,886Timeline
IEIISHARES 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: not reported; 2025Q4: not reported; 2026Q1: 6,063 shares 6,063$719K0.02%newTimeline
CAKECHEESECAKE FACTORY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,603 shares; 2024Q4: 10,603 shares; 2025Q1: 12,267 shares; 2025Q2: 12,267 shares; 2025Q3: 14,072 shares; 2025Q4: not reported; 2026Q1: 13,126 shares 13,126$719K0.02%newTimeline
IQLTISHARES 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: 130,561 shares; 2025Q4: 189,609 shares; 2026Q1: 15,496 shares 15,496$716K0.02%-174,113Timeline
LHLABCORP 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: 206 shares; 2025Q3: 1,285 shares; 2025Q4: 1,090 shares; 2026Q1: 2,673 shares 2,673$713K0.02%+1,583Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 3,559 shares; 2025Q1: 2,893 shares; 2025Q2: 3,121 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,867 shares 3,867$705K0.02%newTimeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 789 shares; 2025Q1: 670 shares; 2025Q2: 689 shares; 2025Q3: not reported; 2025Q4: 252 shares; 2026Q1: 642 shares 642$703K0.02%+390Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 1,681 shares; 2025Q1: 1,923 shares; 2025Q2: 2,067 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,158 shares 2,158$702K0.02%newTimeline
AIGAMERICAN INTL 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: 125 shares; 2025Q3: 6,726 shares; 2025Q4: 12,656 shares; 2026Q1: 9,292 shares 9,292$699K0.02%-3,364Timeline
TNGYTORTOISE CAPITAL SERIES TRUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,181 shares; 2025Q4: 66,735 shares; 2026Q1: 66,735 shares 66,735$696K0.02%0Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: not reported; 2025Q4: 6,145 shares; 2026Q1: 8,189 shares 8,189$695K0.02%+2,044Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,598 shares; 2025Q3: 8,267 shares; 2025Q4: 12,365 shares; 2026Q1: 30,717 shares 30,717$695K0.02%+18,352Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,800 shares; 2024Q4: 21,900 shares; 2025Q1: 17,900 shares; 2025Q2: 30,265 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,293 shares 31,293$692K0.02%newTimeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 895 shares 895$692K0.02%newTimeline
MDBMONGODB 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: 499 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,809 shares 2,809$688K0.02%newTimeline
MOATVANECK 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: 6,690 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,107 shares 7,107$687K0.02%newTimeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 1,560 shares; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 3,027 shares; 2025Q4: 4,471 shares; 2026Q1: 7,417 shares 7,417$686K0.02%+2,946Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,111 shares; 2025Q4: 10,603 shares; 2026Q1: 13,464 shares 13,464$684K0.02%+2,861Timeline
BIIBBIOGEN 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: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,724 shares 3,724$683K0.02%newTimeline
ULSUL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,386 shares; 2026Q1: 7,957 shares 7,957$682K0.02%+571Timeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,153 shares; 2025Q3: not reported; 2025Q4: 14,843 shares; 2026Q1: 19,873 shares 19,873$678K0.02%+5,030Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,768 shares; 2024Q4: 63,426 shares; 2025Q1: 51,534 shares; 2025Q2: 54,642 shares; 2025Q3: 47,111 shares; 2025Q4: 47,995 shares; 2026Q1: 43,640 shares 43,640$678K0.02%-4,355Timeline
BABAALIBABA GROUP HLDG 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: 1,630 shares; 2025Q3: 1,138 shares; 2025Q4: 3,629 shares; 2026Q1: 5,368 shares 5,368$673K0.02%+1,739Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,194 shares; 2025Q4: 2,329 shares; 2026Q1: 2,317 shares 2,317$673K0.02%-12Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159 shares; 2025Q3: 404 shares; 2025Q4: 921 shares; 2026Q1: 1,437 shares 1,437$669K0.02%+516Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,064 shares; 2025Q1: 1,705 shares; 2025Q2: 1,019 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 914 shares 914$665K0.02%newTimeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,071 shares; 2025Q4: 5,019 shares; 2026Q1: 8,572 shares 8,572$664K0.02%+3,553Timeline
DRIDARDEN RESTAURANTS 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: 133 shares; 2025Q3: 2,180 shares; 2025Q4: 2,304 shares; 2026Q1: 3,387 shares 3,387$664K0.02%+1,083Timeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 280 shares; 2025Q3: not reported; 2025Q4: 829 shares; 2026Q1: 1,886 shares 1,886$663K0.02%+1,057Timeline
IXJISHARES 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: 772 shares; 2025Q3: 19,668 shares; 2025Q4: 19,957 shares; 2026Q1: 7,048 shares 7,048$659K0.02%-12,909Timeline
MORTVANECK 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: 64,200 shares 64,200$659K0.02%newTimeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,933 shares; 2024Q4: 4,789 shares; 2025Q1: 4,729 shares; 2025Q2: 5,457 shares; 2025Q3: 2,935 shares; 2025Q4: 2,946 shares; 2026Q1: 4,604 shares 4,604$658K0.02%+1,658Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,188 shares; 2024Q4: 10,062 shares; 2025Q1: 8,129 shares; 2025Q2: 4,590 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,549 shares 5,549$656K0.02%newTimeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76 shares; 2025Q3: 157 shares; 2025Q4: 223 shares; 2026Q1: 297 shares 297$653K0.02%+74Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 3,314 shares; 2025Q1: 4,157 shares; 2025Q2: 3,934 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,462 shares 3,462$651K0.02%newTimeline
CBNACHAIN BRIDGE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,040 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,545 shares 18,545$647K0.02%newTimeline
AXONAXON ENTERPRISE 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: 68 shares; 2025Q3: 1,030 shares; 2025Q4: 1,081 shares; 2026Q1: 1,523 shares 1,523$647K0.02%+442Timeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,547 shares; 2025Q4: 3,510 shares; 2026Q1: 3,516 shares 3,516$639K0.02%+6Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,377 shares 1,377$639K0.02%newTimeline
ABVXABIVAX SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,730 shares 5,730$638K0.02%newTimeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,201 shares; 2024Q4: 21,490 shares; 2025Q1: 16,386 shares; 2025Q2: 4,140 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,376 shares 6,376$637K0.02%newTimeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,068 shares; 2024Q4: 7,068 shares; 2025Q1: 7,030 shares; 2025Q2: 7,144 shares; 2025Q3: 7,923 shares; 2025Q4: not reported; 2026Q1: 8,688 shares 8,688$636K0.02%newTimeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,817 shares; 2024Q4: 55,657 shares; 2025Q1: 42,628 shares; 2025Q2: 31,708 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,221 shares 15,221$635K0.02%newTimeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,640 shares; 2025Q4: 22,640 shares; 2026Q1: 22,640 shares 22,640$634K0.02%0Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,292 shares; 2025Q1: 4,289 shares; 2025Q2: 4,363 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,164 shares 6,164$633K0.02%newTimeline
MEARISHARES U S 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: 17,470 shares; 2026Q1: 12,570 shares 12,570$633K0.02%-4,900Timeline
HELOJ 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: 9,807 shares; 2025Q4: 9,742 shares; 2026Q1: 9,815 shares 9,815$627K0.01%+73Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,728 shares; 2024Q4: 18,357 shares; 2025Q1: 17,495 shares; 2025Q2: 17,889 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,804 shares 25,804$627K0.01%newTimeline
DJPBARCLAYS BANK 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: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 13,000 shares 13,000$626K0.01%+6,500Timeline
STRLSTERLING INFRASTRUCTURE 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: 1,518 shares 1,518$618K0.01%newTimeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,681 shares; 2025Q2: 1,681 shares; 2025Q3: 1,007 shares; 2025Q4: not reported; 2026Q1: 3,057 shares 3,057$616K0.01%newTimeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 889 shares; 2025Q1: 954 shares; 2025Q2: 986 shares; 2025Q3: not reported; 2025Q4: 1,303 shares; 2026Q1: 2,946 shares 2,946$616K0.01%+1,643Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,040 shares; 2025Q2: 4,742 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,616 shares 5,616$615K0.01%newTimeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,546 shares; 2025Q1: 2,372 shares; 2025Q2: 2,240 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,466 shares 2,466$613K0.01%newTimeline
TXRHTEXAS ROADHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,394 shares; 2025Q1: 5,575 shares; 2025Q2: 4,437 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,682 shares 3,682$608K0.01%newTimeline
BMNRBITMINE IMMERSION TECHS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,919 shares; 2025Q4: 25,787 shares; 2026Q1: 30,704 shares 30,704$607K0.01%+4,917Timeline
BXMTBLACKSTONE MORTGAGE TRUST INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,077 shares; 2025Q4: 24,602 shares; 2026Q1: 30,926 shares 30,926$607K0.01%+6,324Timeline
AVBAVALONBAY CMNTYS 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: 78 shares; 2025Q3: not reported; 2025Q4: 3,017 shares; 2026Q1: 3,668 shares 3,668$606K0.01%+651Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,943 shares; 2025Q1: 1,901 shares; 2025Q2: 2,015 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,081 shares 2,081$606K0.01%newTimeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,717 shares 5,717$605K0.01%newTimeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,524 shares; 2025Q1: 17,307 shares; 2025Q2: not reported; 2025Q3: 7,399 shares; 2025Q4: 6,893 shares; 2026Q1: 8,055 shares 8,055$605K0.01%+1,162Timeline
VTWOVANGUARD 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: 3,578 shares; 2025Q4: not reported; 2026Q1: 6,037 shares 6,037$605K0.01%newTimeline
VICIVICI 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: 1,154 shares; 2025Q3: not reported; 2025Q4: 13,314 shares; 2026Q1: 21,836 shares 21,836$604K0.01%+8,522Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 321 shares; 2025Q1: 316 shares; 2025Q2: 312 shares; 2025Q3: 108 shares; 2025Q4: 101 shares; 2026Q1: 179 shares 179$603K0.01%+78Timeline
USIGISHARES 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: 25,197 shares; 2025Q4: 6,290 shares; 2026Q1: 11,744 shares 11,744$602K0.01%+5,454Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 3,434 shares; 2025Q1: 3,397 shares; 2025Q2: 1,685 shares; 2025Q3: not reported; 2025Q4: 1,749 shares; 2026Q1: 3,674 shares 3,674$601K0.01%+1,925Timeline
BVNCOMPANIA DE MINAS BUENAVENTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,667 shares 16,667$601K0.01%newTimeline
IDVISHARES 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: 14,102 shares 14,102$600K0.01%newTimeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to 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: 10,554 shares 10,554$598K0.01%newTimeline
SLYVSPDR 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: 228 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,269 shares 6,269$593K0.01%newTimeline
PRFINVESCO 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: 21,988 shares; 2025Q3: not reported; 2025Q4: 13,587 shares; 2026Q1: 12,410 shares 12,410$590K0.01%-1,177Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 6,324 shares; 2025Q1: 6,224 shares; 2025Q2: 7,953 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,335 shares 9,335$590K0.01%newTimeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,129 shares; 2025Q1: 9,949 shares; 2025Q2: 3,619 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,373 shares 6,373$587K0.01%newTimeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,902 shares; 2025Q2: 8,816 shares; 2025Q3: 1,811 shares; 2025Q4: 11,145 shares; 2026Q1: 1,842 shares 1,842$586K0.01%-9,303Timeline
IXUSISHARES 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: 6,715 shares 6,715$582K0.01%newTimeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,912 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,144 shares 21,144$579K0.01%newTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 597 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,863 shares 7,863$579K0.01%newTimeline
HYGISHARES 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: 454 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,276 shares 7,276$579K0.01%newTimeline
FIGRFIGURE TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,939 shares 16,939$575K0.01%newTimeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,254 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,053 shares 16,053$574K0.01%newTimeline
RSRELIANCE 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: 976 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,884 shares 1,884$573K0.01%newTimeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68 shares; 2025Q3: 244 shares; 2025Q4: 267 shares; 2026Q1: 297 shares 297$568K0.01%+30Timeline
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: not reported; 2025Q3: 18,812 shares; 2025Q4: 14,889 shares; 2026Q1: 13,885 shares 13,885$566K0.01%-1,004Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,946 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,827 shares 4,827$566K0.01%newTimeline
MIYBLACKROCK MUNIYIELD MICH QUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,472 shares; 2025Q4: 46,672 shares; 2026Q1: 46,672 shares 46,672$557K0.01%0Timeline
MUSAMURPHY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 407 shares; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 669 shares; 2025Q4: 629 shares; 2026Q1: 1,125 shares 1,125$556K0.01%+496Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 1,371 shares; 2025Q1: 1,377 shares; 2025Q2: 1,311 shares; 2025Q3: 1,819 shares; 2025Q4: 1,785 shares; 2026Q1: 2,743 shares 2,743$555K0.01%+958Timeline
EFXEQUIFAX 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: 177 shares; 2025Q3: not reported; 2025Q4: 2,159 shares; 2026Q1: 3,076 shares 3,076$554K0.01%+917Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,952 shares; 2025Q2: 1,642 shares; 2025Q3: 1,697 shares; 2025Q4: 2,573 shares; 2026Q1: 4,657 shares 4,657$550K0.01%+2,084Timeline
TLTWISHARES 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: 22,587 shares; 2025Q4: 23,124 shares; 2026Q1: 24,240 shares 24,240$548K0.01%+1,116Timeline
RQICOHEN & STEERS QUALITY INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,806 shares; 2025Q4: 52,009 shares; 2026Q1: 45,471 shares 45,471$548K0.01%-6,538Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,273 shares; 2024Q4: 6,519 shares; 2025Q1: 6,521 shares; 2025Q2: 4,987 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,861 shares 3,861$546K0.01%newTimeline
HWCHANCOCK WHITNEY CORPORATIONQuarterly shares; oldest to 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: 8,576 shares 8,576$545K0.01%newTimeline
STWDSTARWOOD PPTY TR 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: 84,643 shares; 2025Q4: 113,372 shares; 2026Q1: 30,717 shares 30,717$544K0.01%-82,655Timeline
PKWINVESCO 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: 4,331 shares; 2026Q1: 4,125 shares 4,125$541K0.01%-206Timeline
NTNXNUTANIX 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: 127 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,207 shares 14,207$540K0.01%newTimeline
BCATBLACKROCK CAP ALLOCATION TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,000 shares; 2025Q4: 38,350 shares; 2026Q1: 38,150 shares 38,150$539K0.01%-200Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,787 shares; 2024Q4: 3,811 shares; 2025Q1: 3,770 shares; 2025Q2: 3,815 shares; 2025Q3: 1,621 shares; 2025Q4: not reported; 2026Q1: 4,202 shares 4,202$535K0.01%newTimeline
ATOATMOS 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: 27 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,890 shares 2,890$534K0.01%newTimeline
WLDNWILLDAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 6,926 shares; 2025Q1: 6,926 shares; 2025Q2: 6,926 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,960 shares 6,960$533K0.01%newTimeline
SYSBISHARES 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: 5,947 shares 5,947$529K0.01%newTimeline
VTRSVIATRIS 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: 513 shares; 2025Q3: 33,270 shares; 2025Q4: 33,927 shares; 2026Q1: 39,055 shares 39,055$528K0.01%+5,128Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,982 shares; 2025Q1: 3,295 shares; 2025Q2: 3,461 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,385 shares 3,385$527K0.01%newTimeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,769 shares; 2024Q4: 7,985 shares; 2025Q1: 6,779 shares; 2025Q2: 6,363 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,260 shares 5,260$526K0.01%newTimeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 395 shares; 2025Q1: 370 shares; 2025Q2: 411 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 416 shares 416$525K0.01%newTimeline
ROIVROIVANT SCIENCES 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: 29,659 shares; 2025Q4: not reported; 2026Q1: 18,884 shares 18,884$523K0.01%newTimeline
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: 10,167 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,244 shares 14,244$523K0.01%newTimeline
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: not reported; 2026Q1: 9,887 shares 9,887$523K0.01%newTimeline
SLYGSPDR 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: 336 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,371 shares 5,371$519K0.01%newTimeline
DUSADAVIS FUNDAMENTAL 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: 10,226 shares 10,226$519K0.01%newTimeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,247 shares; 2024Q4: 5,920 shares; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: not reported; 2025Q4: 1,943 shares; 2026Q1: 2,494 shares 2,494$519K0.01%+551Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,607 shares; 2025Q1: 7,610 shares; 2025Q2: 4,801 shares; 2025Q3: 1,785 shares; 2025Q4: 3,094 shares; 2026Q1: 5,630 shares 5,630$518K0.01%+2,536Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,460 shares; 2025Q4: 4,463 shares; 2026Q1: 5,439 shares 5,439$514K0.01%+976Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,006 shares; 2025Q3: not reported; 2025Q4: 6,129 shares; 2026Q1: 7,195 shares 7,195$512K0.01%+1,066Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,378 shares 1,378$511K0.01%newTimeline
SPXCSPX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,335 shares; 2025Q1: 2,635 shares; 2025Q2: 2,674 shares; 2025Q3: 1,112 shares; 2025Q4: not reported; 2026Q1: 2,553 shares 2,553$510K0.01%newTimeline
SNDKSANDISK 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: 55 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 801 shares 801$509K0.01%newTimeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,105 shares; 2025Q4: 29,242 shares; 2026Q1: 29,298 shares 29,298$502K0.01%+56Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,450 shares; 2025Q1: 1,527 shares; 2025Q2: 1,898 shares; 2025Q3: 1,442 shares; 2025Q4: not reported; 2026Q1: 2,315 shares 2,315$501K0.01%newTimeline
NVMINOVA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,152 shares 1,152$500K0.01%newTimeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 7,280 shares; 2025Q4: 6,278 shares; 2026Q1: 8,729 shares 8,729$498K0.01%+2,451Timeline
SCHXSCHWAB 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: 20,825 shares; 2026Q1: 19,397 shares 19,397$497K0.01%-1,428Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,586 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,633 shares 2,633$497K0.01%newTimeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,504 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,420 shares 4,420$496K0.01%newTimeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,217 shares; 2025Q1: 1,126 shares; 2025Q2: 1,225 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,665 shares 1,665$496K0.01%newTimeline
AGZISHARES 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: 3,798 shares; 2025Q4: 3,642 shares; 2026Q1: 4,485 shares 4,485$492K0.01%+843Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: not reported; 2025Q4: 1,312 shares; 2026Q1: 2,068 shares 2,068$491K0.01%+756Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 1,486 shares; 2025Q1: 1,570 shares; 2025Q2: 1,561 shares; 2025Q3: not reported; 2025Q4: 1,605 shares; 2026Q1: 2,978 shares 2,978$491K0.01%+1,373Timeline
MCOMOODYS 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: 377 shares; 2025Q3: 814 shares; 2025Q4: 520 shares; 2026Q1: 1,123 shares 1,123$490K0.01%+603Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,299 shares; 2025Q1: 3,572 shares; 2025Q2: 3,262 shares; 2025Q3: 4,063 shares; 2025Q4: 5,026 shares; 2026Q1: 5,735 shares 5,735$489K0.01%+709Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 3,457 shares; 2025Q1: 3,410 shares; 2025Q2: 3,562 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,836 shares 5,836$488K0.01%newTimeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,614 shares; 2025Q1: 1,360 shares; 2025Q2: 18 shares; 2025Q3: not reported; 2025Q4: 1,010 shares; 2026Q1: 1,386 shares 1,386$487K0.01%+376Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565 shares; 2025Q3: 2,877 shares; 2025Q4: 3,754 shares; 2026Q1: 5,899 shares 5,899$484K0.01%+2,145Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,729 shares; 2024Q4: 20,643 shares; 2025Q1: 24,225 shares; 2025Q2: 21,853 shares; 2025Q3: 8,407 shares; 2025Q4: 7,765 shares; 2026Q1: 6,182 shares 6,182$482K0.01%-1,583Timeline
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: 228 shares; 2025Q3: not reported; 2025Q4: 1,488 shares; 2026Q1: 1,856 shares 1,856$478K0.01%+368Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,429 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,727 shares 22,727$472K0.01%newTimeline
UTIUNIVERSAL TECHNICAL INST 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: 13,050 shares 13,050$471K0.01%newTimeline
SONYSONY GROUP 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: 660 shares; 2025Q3: 17,981 shares; 2025Q4: 27,432 shares; 2026Q1: 22,748 shares 22,748$471K0.01%-4,684Timeline
SBIOALPS 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: 8,963 shares; 2026Q1: 8,915 shares 8,915$467K0.01%-48Timeline
LNGCHENIERE 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: 277 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,640 shares 1,640$465K0.01%newTimeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,454 shares; 2025Q3: 6,636 shares; 2025Q4: 6,636 shares; 2026Q1: 9,711 shares 9,711$462K0.01%+3,075Timeline
NUENUCOR 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: 304 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,714 shares 2,714$460K0.01%newTimeline
DDOMINION 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: 690 shares; 2025Q3: 4,769 shares; 2025Q4: not reported; 2026Q1: 7,444 shares 7,444$460K0.01%newTimeline
SHGSHINHAN FINANCIAL GROUP CO 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: 7,464 shares 7,464$458K0.01%newTimeline
WFWOORI FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,851 shares 6,851$457K0.01%newTimeline
SMSM ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,265 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,660 shares 14,660$457K0.01%newTimeline
PLXSPLEXUS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,256 shares 2,256$457K0.01%newTimeline
TMTOYOTA MOTOR 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: 30 shares; 2025Q3: not reported; 2025Q4: 1,563 shares; 2026Q1: 2,213 shares 2,213$456K0.01%+650Timeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,312 shares; 2024Q4: 5,205 shares; 2025Q1: 4,745 shares; 2025Q2: 2,561 shares; 2025Q3: 2,604 shares; 2025Q4: not reported; 2026Q1: 3,279 shares 3,279$456K0.01%newTimeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,233 shares; 2025Q1: 2,166 shares; 2025Q2: 2,243 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,724 shares 3,724$451K0.01%newTimeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,371 shares; 2024Q4: 6,152 shares; 2025Q1: 5,581 shares; 2025Q2: 4,018 shares; 2025Q3: 10,645 shares; 2025Q4: 26,813 shares; 2026Q1: 18,101 shares 18,101$450K0.01%-8,712Timeline
ESEESCO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 2,656 shares; 2025Q1: 2,283 shares; 2025Q2: 1,968 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,598 shares 1,598$450K0.01%newTimeline
LMUBISHARES 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: 8,996 shares 8,996$449K0.01%newTimeline
APTVAPTIV 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: 4,617 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,465 shares 6,465$449K0.01%newTimeline
JKHYHENRY JACK & ASSOC 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: 1,872 shares; 2025Q4: 2,737 shares; 2026Q1: 2,835 shares 2,835$448K0.01%+98Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,223 shares; 2025Q3: 3,884 shares; 2025Q4: 4,396 shares; 2026Q1: 6,857 shares 6,857$448K0.01%+2,461Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,754 shares; 2025Q2: 4,201 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,934 shares 4,934$447K0.01%newTimeline
RITMRITHM CAPITAL 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: 205 shares; 2025Q3: 46,885 shares; 2025Q4: 46,885 shares; 2026Q1: 46,885 shares 46,885$444K0.01%0Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 925 shares; 2025Q3: 33,607 shares; 2025Q4: 27,413 shares; 2026Q1: 26,129 shares 26,129$443K0.01%-1,284Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,357 shares; 2024Q4: 10,598 shares; 2025Q1: 10,073 shares; 2025Q2: 7,721 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,229 shares 6,229$439K0.01%newTimeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,296 shares 1,296$439K0.01%newTimeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,523 shares; 2026Q1: 4,239 shares 4,239$439K0.01%+1,716Timeline
INSPINSPIRE MED SYS 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: 8,496 shares 8,496$438K0.01%newTimeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 168,653 shares; 2025Q4: 170,978 shares; 2026Q1: 9,668 shares 9,668$438K0.01%-161,310Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,830 shares; 2025Q2: 1,802 shares; 2025Q3: 982 shares; 2025Q4: not reported; 2026Q1: 3,049 shares 3,049$438K0.01%newTimeline
DTMDT MIDSTREAM 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: 144 shares; 2025Q3: not reported; 2025Q4: 2,907 shares; 2026Q1: 3,213 shares 3,213$436K0.01%+306Timeline
KTKT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,066 shares; 2024Q4: 14,557 shares; 2025Q1: 15,919 shares; 2025Q2: 39,404 shares; 2025Q3: not reported; 2025Q4: 12,724 shares; 2026Q1: 20,110 shares 20,110$434K0.01%+7,386Timeline
TPRTAPESTRY 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: 511 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,071 shares 3,071$433K0.01%newTimeline
FIXCOMFORT SYS USA 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: 128 shares; 2025Q3: 367 shares; 2025Q4: 260 shares; 2026Q1: 314 shares 314$433K0.01%+54Timeline
EQTEQT 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: 541 shares; 2025Q3: 4,945 shares; 2025Q4: 5,387 shares; 2026Q1: 6,773 shares 6,773$431K0.01%+1,386Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,987 shares; 2026Q1: 4,275 shares 4,275$427K0.01%+2,288Timeline
AORTARTIVION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,621 shares 11,621$426K0.01%newTimeline
NOGNORTHERN OIL & GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,114 shares; 2024Q4: 10,140 shares; 2025Q1: 10,044 shares; 2025Q2: 12,843 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,423 shares 14,423$422K0.01%newTimeline
BRXBRIXMOR PPTY 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: 60 shares; 2025Q3: 13,144 shares; 2025Q4: 13,465 shares; 2026Q1: 14,632 shares 14,632$421K0.01%+1,167Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,577 shares 3,577$419K0.01%newTimeline
ILMNILLUMINA 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: 19 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,396 shares 3,396$419K0.01%newTimeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,263 shares 1,263$418K0.01%newTimeline
TSECTOUCHSTONE 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: 15,984 shares 15,984$412K0.01%newTimeline
ACYNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,215 shares 20,215$412K0.01%newTimeline
DNTHDIANTHUS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,872 shares 4,872$409K0.01%newTimeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,169 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,105 shares; 2025Q4: 9,970 shares; 2026Q1: 11,039 shares 11,039$409K0.01%+1,069Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 4,932 shares; 2025Q1: 4,091 shares; 2025Q2: 3,118 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,387 shares 2,387$408K0.01%newTimeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: not reported; 2025Q4: 3,067 shares; 2026Q1: 7,107 shares 7,107$405K0.01%+4,040Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,128 shares; 2025Q3: 20,937 shares; 2025Q4: 39,425 shares; 2026Q1: 40,396 shares 40,396$404K0.01%+971Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,080 shares; 2025Q3: 1,477 shares; 2025Q4: 1,341 shares; 2026Q1: 1,913 shares 1,913$404K0.01%+572Timeline
NEUNEWMARKET 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: 262 shares; 2025Q3: not reported; 2025Q4: 314 shares; 2026Q1: 628 shares 628$404K0.01%+314Timeline
WTWWILLIS TOWERS WATSON PLC 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: 126 shares; 2025Q3: not reported; 2025Q4: 804 shares; 2026Q1: 1,384 shares 1,384$403K0.01%+580Timeline
NHCNATIONAL HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,515 shares 2,515$403K0.01%newTimeline
GVAGRANITE CONSTR 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: 3,328 shares 3,328$399K0.01%newTimeline
TWLOTWILIO 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: 132 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,162 shares 3,162$398K0.01%newTimeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 283 shares; 2025Q3: not reported; 2025Q4: 3,280 shares; 2026Q1: 4,122 shares 4,122$397K0.01%+842Timeline
AMEAMETEK 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: 29 shares; 2025Q3: not reported; 2025Q4: 1,044 shares; 2026Q1: 1,852 shares 1,852$397K0.01%+808Timeline
FTCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to 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: 2,567 shares; 2026Q1: 2,567 shares 2,567$396K0.01%0Timeline
AVEMAMERICAN 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,895 shares 4,895$394K0.01%newTimeline
EQWLINVESCO 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: 3,414 shares; 2026Q1: 3,414 shares 3,414$393K0.01%0Timeline
SITESITEONE LANDSCAPE SUPPLY 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: 1,870 shares; 2025Q4: 2,158 shares; 2026Q1: 2,955 shares 2,955$393K0.01%+797Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,822 shares; 2025Q1: 1,811 shares; 2025Q2: 2,007 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,567 shares 1,567$393K0.01%newTimeline
BANRBANNER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,641 shares; 2024Q4: 5,627 shares; 2025Q1: 5,530 shares; 2025Q2: 5,637 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,471 shares 6,471$393K0.01%newTimeline
ATMUATMUS FILTRATION TECHNOLOGIEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,273 shares; 2024Q4: 8,272 shares; 2025Q1: 8,141 shares; 2025Q2: 8,298 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,880 shares 6,880$391K0.01%newTimeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,936 shares; 2024Q4: 6,739 shares; 2025Q1: 6,298 shares; 2025Q2: 2,934 shares; 2025Q3: not reported; 2025Q4: 878 shares; 2026Q1: 1,763 shares 1,763$390K0.01%+885Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,034 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,041 shares 5,041$389K0.01%newTimeline
PIPRPIPER SANDLER COMPANIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,052 shares 5,052$387K0.01%newTimeline
AXSMAXSOME THERAPEUTICS INC.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: 2,366 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,277 shares 2,277$385K0.01%newTimeline
SUNBSUNBELT RENTALS 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: 5,878 shares 5,878$383K0.01%newTimeline
UIUBIQUITI 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: 481 shares 481$380K0.01%newTimeline
RDNTRADNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 3,395 shares; 2025Q1: not reported; 2025Q2: 4,400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,780 shares 6,780$379K0.01%newTimeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,481 shares; 2025Q1: 4,076 shares; 2025Q2: 4,132 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,405 shares 3,405$378K0.01%newTimeline
AIRAAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,452 shares 3,452$378K0.01%newTimeline
TERTERADYNE 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: 1,274 shares 1,274$378K0.01%newTimeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,338 shares; 2025Q1: 3,163 shares; 2025Q2: 2,967 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,562 shares 2,562$375K0.01%newTimeline
MTHMERITAGE HOMES 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: 4,567 shares; 2025Q4: 4,668 shares; 2026Q1: 6,032 shares 6,032$373K0.01%+1,364Timeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,283 shares; 2024Q4: 4,285 shares; 2025Q1: 4,853 shares; 2025Q2: 4,952 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,371 shares 5,371$373K0.01%newTimeline
EXPEEXPEDIA 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: 124 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,612 shares 1,612$372K0.01%newTimeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,969 shares 3,969$371K0.01%newTimeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,635 shares; 2025Q3: 7,473 shares; 2025Q4: 4,290 shares; 2026Q1: 6,829 shares 6,829$370K0.01%+2,539Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,779 shares; 2025Q4: 1,364 shares; 2026Q1: 1,345 shares 1,345$368K0.01%-19Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,605 shares; 2025Q1: 1,603 shares; 2025Q2: 1,632 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,971 shares 1,971$365K0.01%newTimeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,110 shares 2,110$365K0.01%newTimeline
ITTITT 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: 597 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,911 shares 1,911$365K0.01%newTimeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,280 shares; 2025Q1: 1,343 shares; 2025Q2: 1,352 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,294 shares 1,294$364K0.01%newTimeline
SHYDVANECK 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: 13,378 shares; 2026Q1: 16,006 shares 16,006$363K0.01%+2,628Timeline
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: not reported; 2025Q2: 1,322 shares; 2025Q3: not reported; 2025Q4: 9,593 shares; 2026Q1: 7,549 shares 7,549$362K0.01%-2,044Timeline
PAYXPAYCHEX 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: 746 shares; 2025Q3: 1,845 shares; 2025Q4: not reported; 2026Q1: 3,910 shares 3,910$360K0.01%newTimeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,539 shares 1,539$360K0.01%newTimeline
GOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,320 shares; 2025Q4: 9,320 shares; 2026Q1: 9,320 shares 9,320$360K0.01%0Timeline
VRPINVESCO 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: 14,267 shares; 2025Q4: 14,274 shares; 2026Q1: 14,973 shares 14,973$359K0.01%+699Timeline
DOCNDIGITALOCEAN 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: not reported; 2026Q1: 4,166 shares 4,166$357K0.01%newTimeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 2,059 shares; 2025Q1: 2,059 shares; 2025Q2: 2,172 shares; 2025Q3: 2,998 shares; 2025Q4: not reported; 2026Q1: 3,410 shares 3,410$353K0.01%newTimeline
MMSIMERIT MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,134 shares; 2025Q1: 4,003 shares; 2025Q2: 3,631 shares; 2025Q3: 2,547 shares; 2025Q4: not reported; 2026Q1: 5,125 shares 5,125$353K0.01%newTimeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 323 shares 323$352K0.01%newTimeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: 9,262 shares; 2025Q1: 9,221 shares; 2025Q2: 9,375 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,723 shares 9,723$351K0.01%newTimeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,299 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,416 shares 3,416$351K0.01%newTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,548 shares; 2026Q1: 4,580 shares 4,580$351K0.01%+2,032Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,128 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,534 shares 13,534$350K0.01%newTimeline
EBAYEBAY INC.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: 724 shares; 2025Q3: 3,413 shares; 2025Q4: 3,123 shares; 2026Q1: 3,844 shares 3,844$350K0.01%+721Timeline
BSYBENTLEY SYS 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: 10,823 shares; 2026Q1: 9,943 shares 9,943$349K0.01%-880Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,900 shares 12,900$347K0.01%newTimeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,334 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,919 shares; 2026Q1: 15,989 shares 15,989$346K0.01%-2,930Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 380 shares; 2025Q2: not reported; 2025Q3: 456 shares; 2025Q4: not reported; 2026Q1: 1,008 shares 1,008$345K0.01%newTimeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 739 shares; 2025Q1: 725 shares; 2025Q2: 738 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,007 shares 1,007$344K0.01%newTimeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,638 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,218 shares 1,218$343K0.01%newTimeline
TCAFT 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: 9,941 shares; 2025Q4: 9,634 shares; 2026Q1: 9,634 shares 9,634$343K0.01%0Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 12,477 shares; 2025Q1: 12,073 shares; 2025Q2: 11,406 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,561 shares 7,561$343K0.01%newTimeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,663 shares; 2025Q2: 2,401 shares; 2025Q3: 839 shares; 2025Q4: not reported; 2026Q1: 1,472 shares 1,472$341K0.01%newTimeline
SNPSSYNOPSYS 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: 507 shares; 2025Q3: 1,259 shares; 2025Q4: 543 shares; 2026Q1: 857 shares 857$340K0.01%+314Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 345 shares 345$338K0.01%newTimeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,434 shares; 2025Q1: 1,513 shares; 2025Q2: 1,556 shares; 2025Q3: 890 shares; 2025Q4: not reported; 2026Q1: 1,353 shares 1,353$338K0.01%newTimeline
OXYOCCIDENTAL PETE 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: 107 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,166 shares 5,166$337K0.01%newTimeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,794 shares 5,794$336K0.01%newTimeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,388 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,492 shares 1,492$335K0.01%newTimeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 5,090 shares; 2025Q1: not reported; 2025Q2: 511 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,790 shares 3,790$333K0.01%newTimeline
JTEKJ 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: 4,183 shares 4,183$333K0.01%newTimeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,600 shares 2,600$332K0.01%newTimeline
UNFUNIFIRST CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 631 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,318 shares 1,318$332K0.01%newTimeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,967 shares; 2024Q4: 34,599 shares; 2025Q1: 33,514 shares; 2025Q2: 17,865 shares; 2025Q3: 16,440 shares; 2025Q4: 12,723 shares; 2026Q1: 19,188 shares 19,188$331K0.01%+6,465Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 4,126 shares; 2025Q1: 3,949 shares; 2025Q2: 4,568 shares; 2025Q3: 7,165 shares; 2025Q4: 4,628 shares; 2026Q1: 5,915 shares 5,915$330K0.01%+1,287Timeline
IYCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,398 shares 3,398$329K0.01%newTimeline
AVNTAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,530 shares; 2024Q4: 7,399 shares; 2025Q1: 7,213 shares; 2025Q2: 7,294 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,062 shares 9,062$329K0.01%newTimeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,910 shares 1,910$327K0.01%newTimeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 866 shares; 2025Q2: 40 shares; 2025Q3: 2,198 shares; 2025Q4: 2,393 shares; 2026Q1: 2,005 shares 2,005$327K0.01%-388Timeline
JPSTJ 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: 5,828 shares; 2025Q4: 8,565 shares; 2026Q1: 6,422 shares 6,422$325K0.01%-2,143Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,415 shares 4,415$324K0.01%newTimeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 932 shares; 2025Q4: 721 shares; 2026Q1: 597 shares 597$324K0.01%-124Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,684 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,872 shares 2,872$324K0.01%newTimeline
STTSTATE STR 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: 493 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,557 shares 2,557$324K0.01%newTimeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,608 shares 10,608$324K0.01%newTimeline
HOMBHOME BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,196 shares; 2024Q4: 9,323 shares; 2025Q1: 9,425 shares; 2025Q2: 9,610 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,967 shares 11,967$322K0.01%newTimeline
EHCENCOMPASS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 2,821 shares; 2025Q1: 2,831 shares; 2025Q2: 3,357 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,331 shares 3,331$322K0.01%newTimeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,830 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,729 shares 11,729$322K0.01%newTimeline
KNFKNIFE RIVER 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: 3,670 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,934 shares 3,934$321K0.01%newTimeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,705 shares; 2025Q3: 5,510 shares; 2025Q4: 7,321 shares; 2026Q1: 9,014 shares 9,014$320K0.01%+1,693Timeline
CSQCALAMOS STRATEGIC TOTAL RETUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,605 shares; 2025Q4: 18,605 shares; 2026Q1: 18,605 shares 18,605$319K0.01%0Timeline
DVYISHARES 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: 30 shares; 2025Q3: 1,480 shares; 2025Q4: 2,103 shares; 2026Q1: 2,103 shares 2,103$318K0.01%0Timeline
GPIXGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,310 shares 6,310$316K0.01%newTimeline
ACAARCOSA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,137 shares; 2025Q1: 3,112 shares; 2025Q2: 3,168 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,973 shares 2,973$316K0.01%newTimeline
PFBCPREFERRED BK LOS ANGELES CAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 3,399 shares; 2025Q1: 3,359 shares; 2025Q2: 3,417 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,437 shares 3,437$312K0.01%newTimeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 1,079 shares; 2025Q4: 2,270 shares; 2026Q1: 2,072 shares 2,072$311K0.01%-198Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 681 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,277 shares 4,277$311K0.01%newTimeline
BMRNBIOMARIN PHARMACEUTICAL 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: 172 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,494 shares 5,494$310K0.01%newTimeline
OLEDUNIVERSAL DISPLAY 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: 2,699 shares; 2026Q1: 3,361 shares 3,361$308K0.01%+662Timeline
AMCRAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,743 shares 7,743$308K0.01%newTimeline
ABCBAMERIS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,678 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,932 shares 3,932$307K0.01%newTimeline
FAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,805 shares; 2025Q4: 6,805 shares; 2026Q1: 6,805 shares 6,805$306K0.01%0Timeline
THGHANOVER INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,240 shares; 2025Q2: 883 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares 1,750$303K0.01%newTimeline
QDPLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,839 shares; 2025Q4: 7,421 shares; 2026Q1: 7,517 shares 7,517$303K0.01%+96Timeline
ALCALCON 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: 287 shares; 2025Q3: not reported; 2025Q4: 3,905 shares; 2026Q1: 4,021 shares 4,021$303K0.01%+116Timeline
MATXMATSON 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: 761 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,829 shares 1,829$300K0.01%newTimeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: not reported; 2025Q1: 4,102 shares; 2025Q2: 3,223 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,541 shares 3,541$300K0.01%newTimeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,708 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,906 shares 4,906$300K0.01%newTimeline
DDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,763 shares; 2025Q4: 6,763 shares; 2026Q1: 6,763 shares 6,763$299K0.01%0Timeline
TDITOUCHSTONE 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: 7,240 shares 7,240$299K0.01%newTimeline
QMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,880 shares; 2025Q4: 8,880 shares; 2026Q1: 8,880 shares 8,880$299K0.01%0Timeline
STZCONSTELLATION 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: 329 shares; 2025Q3: not reported; 2025Q4: 2,334 shares; 2026Q1: 1,990 shares 1,990$298K0.01%-344Timeline
LSTRLANDSTAR SYS 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: 690 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,861 shares 1,861$298K0.01%newTimeline
ONON SEMICONDUCTOR 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: 73 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,817 shares 4,817$298K0.01%newTimeline
EXPOEXPONENT 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: 3,368 shares; 2026Q1: 4,564 shares 4,564$298K0.01%+1,196Timeline
OIHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 866 shares; 2025Q2: 879 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 736 shares 736$297K0.01%newTimeline
ZDZIFF DAVIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,858 shares; 2025Q1: 5,873 shares; 2025Q2: 5,984 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,084 shares 7,084$297K0.01%newTimeline
GEOSGEOSPACE TECHNOLOGIES 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: 24,271 shares; 2026Q1: 24,355 shares 24,355$297K0.01%+84Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 1,955 shares; 2025Q1: 1,843 shares; 2025Q2: 2,124 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,597 shares 2,597$296K0.01%newTimeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,946 shares; 2024Q4: 11,043 shares; 2025Q1: 8,080 shares; 2025Q2: 8,255 shares; 2025Q3: 5,614 shares; 2025Q4: 5,254 shares; 2026Q1: 5,720 shares 5,720$296K0.01%+466Timeline
MIRMIRION TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,890 shares 15,890$295K0.01%newTimeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,773 shares; 2024Q4: 3,763 shares; 2025Q1: 3,137 shares; 2025Q2: 1,557 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900$295K0.01%newTimeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,277 shares 9,277$294K0.01%newTimeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 1,683 shares; 2025Q4: 1,738 shares; 2026Q1: 1,202 shares 1,202$293K0.01%-536Timeline
SEISOLARIS ENERGY INFRAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,179 shares 5,179$293K0.01%newTimeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,927 shares 2,927$292K0.01%newTimeline
SGOLETFS GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,545 shares; 2025Q4: 6,545 shares; 2026Q1: 6,545 shares 6,545$292K0.01%0Timeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: not reported; 2025Q1: 1,239 shares; 2025Q2: 1,251 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,130 shares 1,130$292K0.01%newTimeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,910 shares; 2025Q1: 6,910 shares; 2025Q2: 9,976 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,157 shares 7,157$290K0.01%newTimeline
TLKTELEKOMUNIKASI INDQuarterly shares; oldest to 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: 15,475 shares 15,475$289K0.01%newTimeline
GGGGRACO 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: 39 shares; 2025Q3: 4,151 shares; 2025Q4: 3,793 shares; 2026Q1: 3,408 shares 3,408$289K0.01%-385Timeline
BRZEBRAZE 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: 12,134 shares 12,134$286K0.01%newTimeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,758 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 220 shares; 2025Q3: 9,761 shares; 2025Q4: 9,826 shares; 2026Q1: 10,732 shares 10,732$286K0.01%+906Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 998 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,744 shares 4,744$284K0.01%newTimeline
PSMTPRICESMART 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: 607 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,879 shares 1,879$283K0.01%newTimeline
RGLDROYAL GOLD 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: 112 shares; 2025Q3: not reported; 2025Q4: 987 shares; 2026Q1: 1,108 shares 1,108$282K0.01%+121Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,998 shares; 2024Q4: 1,903 shares; 2025Q1: 1,261 shares; 2025Q2: 1,296 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,319 shares 2,319$282K0.01%newTimeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,179 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,461 shares 3,461$281K0.01%newTimeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,229 shares; 2024Q4: 25,377 shares; 2025Q1: 22,454 shares; 2025Q2: 18,001 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,648 shares 23,648$281K0.01%newTimeline
HRIHERC 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: not reported; 2026Q1: 2,815 shares 2,815$280K0.01%newTimeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 925 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,020 shares 1,020$280K0.01%newTimeline
FTCBFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,568 shares; 2026Q1: 13,337 shares 13,337$280K0.01%+3,769Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 5,529 shares; 2025Q1: 5,240 shares; 2025Q2: 2,611 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 834 shares 834$279K0.01%newTimeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,011 shares; 2025Q3: 2,633 shares; 2025Q4: not reported; 2026Q1: 3,761 shares 3,761$278K0.01%newTimeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 720 shares; 2025Q1: not reported; 2025Q2: 524 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 886 shares 886$278K0.01%newTimeline
ZSZSCALER 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: 71 shares; 2025Q3: 1,928 shares; 2025Q4: not reported; 2026Q1: 1,979 shares 1,979$278K0.01%newTimeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,989 shares; 2025Q1: 5,402 shares; 2025Q2: 5,389 shares; 2025Q3: not reported; 2025Q4: 5,346 shares; 2026Q1: 7,460 shares 7,460$278K0.01%+2,114Timeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,467 shares; 2024Q4: 4,467 shares; 2025Q1: 4,467 shares; 2025Q2: 4,467 shares; 2025Q3: 4,492 shares; 2025Q4: not reported; 2026Q1: 4,494 shares 4,494$277K0.01%newTimeline
RWRSPDR 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: 15,354 shares; 2025Q4: 25,895 shares; 2026Q1: 2,743 shares 2,743$277K0.01%-23,152Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,838 shares; 2024Q4: 4,643 shares; 2025Q1: 4,834 shares; 2025Q2: 3,529 shares; 2025Q3: 1,730 shares; 2025Q4: 1,195 shares; 2026Q1: 1,358 shares 1,358$277K0.01%+163Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,272 shares; 2024Q4: 11,250 shares; 2025Q1: 9,221 shares; 2025Q2: 1,525 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,821 shares 3,821$276K0.01%newTimeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,588 shares; 2024Q4: 8,513 shares; 2025Q1: 2,096 shares; 2025Q2: 2,281 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,960 shares 2,960$276K0.01%newTimeline
BGCBGC 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: 27,947 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,195 shares 28,195$276K0.01%newTimeline
ACIWACI WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,083 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,785 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,692 shares 6,692$274K0.01%newTimeline
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: not reported; 2026Q1: 3,305 shares 3,305$274K0.01%newTimeline
AITAPPLIED INDL TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,070 shares; 2025Q1: 2,057 shares; 2025Q2: 1,903 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,032 shares 1,032$274K0.01%newTimeline
ANIPANI PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,760 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,556 shares 3,556$273K0.01%newTimeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,307 shares 2,307$273K0.01%newTimeline
MSCIMSCI 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: 105 shares; 2025Q3: not reported; 2025Q4: 385 shares; 2026Q1: 506 shares 506$273K0.01%+121Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,110 shares; 2026Q1: 1,305 shares 1,305$272K0.01%+195Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 674 shares; 2026Q1: 498 shares 498$271K0.01%-176Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,968 shares 1,968$270K0.01%newTimeline
EIPIFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000$270K0.01%0Timeline
REGREGENCY CTRS 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: 80 shares; 2025Q3: not reported; 2025Q4: 4,924 shares; 2026Q1: 3,528 shares 3,528$270K0.01%-1,396Timeline
ICHRICHOR HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,421 shares; 2024Q4: 7,423 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,777 shares 5,777$269K0.01%newTimeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,893 shares 3,893$269K0.01%newTimeline
ARGXARGENX 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: 364 shares; 2025Q4: 538 shares; 2026Q1: 367 shares 367$268K0.01%-171Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,149 shares; 2024Q4: 2,866 shares; 2025Q1: 4,990 shares; 2025Q2: 5,135 shares; 2025Q3: 7,228 shares; 2025Q4: 1,885 shares; 2026Q1: 2,505 shares 2,505$268K0.01%+620Timeline
SHOOMADDEN STEVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: 6,265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,895 shares 7,895$268K0.01%newTimeline
FYXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to 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: 2,242 shares; 2026Q1: 2,243 shares 2,243$268K0.01%+1Timeline
GHCGRAHAM HLDGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250$264K0.01%newTimeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 4,320 shares; 2025Q1: 4,271 shares; 2025Q2: 4,341 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,204 shares 3,204$263K0.01%newTimeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,572 shares 7,572$262K0.01%newTimeline
IHIISHARES 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: 4,889 shares 4,889$261K0.01%newTimeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,695 shares; 2025Q2: 963 shares; 2025Q3: not reported; 2025Q4: 8,101 shares; 2026Q1: 7,649 shares 7,649$260K0.01%-452Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,127 shares 5,127$260K0.01%newTimeline
GMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,646 shares; 2025Q4: 7,646 shares; 2026Q1: 6,226 shares 6,226$260K0.01%-1,420Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,103 shares 4,103$257K0.01%newTimeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,129 shares 2,129$257K0.01%newTimeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,036 shares; 2025Q1: 3,947 shares; 2025Q2: 3,263 shares; 2025Q3: 7,782 shares; 2025Q4: 7,337 shares; 2026Q1: 1,632 shares 1,632$257K0.01%-5,705Timeline
KTBKONTOOR 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: 271 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,637 shares 3,637$256K0.01%newTimeline
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: not reported; 2026Q1: 2,679 shares 2,679$256K0.01%newTimeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 488 shares; 2025Q1: 523 shares; 2025Q2: 529 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 722 shares 722$256K0.01%newTimeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,375 shares; 2025Q1: 23,025 shares; 2025Q2: 32,473 shares; 2025Q3: not reported; 2025Q4: 7,029 shares; 2026Q1: 8,457 shares 8,457$254K0.01%+1,428Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,394 shares; 2025Q1: not reported; 2025Q2: 4,096 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,952 shares 6,952$253K0.01%newTimeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,712 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,592 shares 2,592$253K0.01%newTimeline
ATECALPHATEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,526 shares; 2025Q1: 15,943 shares; 2025Q2: 20,651 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,217 shares 23,217$253K0.01%newTimeline
GRDNGUARDIAN PHARMACY SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,088 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,705 shares 6,705$253K0.01%newTimeline
VVVANGUARD 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: not reported; 2025Q4: 761 shares; 2026Q1: 843 shares 843$252K0.01%+82Timeline
PACGRUPO AEROPORTUNARIO DEL PACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 752 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,015 shares 1,015$251K0.01%newTimeline
VRSKVERISK ANALYTICS 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: 109 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,317 shares 1,317$250K0.01%newTimeline
CLSKCLEANSPARK 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: 29,282 shares 29,282$249K0.01%newTimeline
IMAXIMAX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,515 shares 6,515$248K0.01%newTimeline
GKOSGLAUKOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,808 shares; 2025Q1: 3,221 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,290 shares 2,290$247K0.01%newTimeline
SPTISPDR 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: 161,961 shares; 2025Q4: 163,810 shares; 2026Q1: 8,598 shares 8,598$246K0.01%-155,212Timeline
FRMEFIRST MERCHANTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,274 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,347 shares 6,347$246K0.01%newTimeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 5,626 shares; 2025Q1: 3,593 shares; 2025Q2: 1,324 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,960 shares 2,960$245K0.01%newTimeline
CAVACAVA 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: 2,584 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,020 shares 3,020$244K0.01%newTimeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 2,994 shares; 2025Q1: 3,589 shares; 2025Q2: 3,654 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,154 shares 5,154$244K0.01%newTimeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 779 shares 779$243K0.01%newTimeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 3,490 shares; 2025Q1: 1,212 shares; 2025Q2: 1,531 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838 shares 838$243K0.01%newTimeline
BBIOBRIDGEBIO PHARMA 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: 3,271 shares 3,271$243K0.01%newTimeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: not reported; 2025Q1: 2,655 shares; 2025Q2: 2,723 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,662 shares 2,662$243K0.01%newTimeline
ALGMALLEGRO MICROSYSTEMS 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: 7,690 shares 7,690$242K0.01%newTimeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,341 shares 5,341$242K0.01%newTimeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: not reported; 2025Q1: 1,539 shares; 2025Q2: 1,570 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,108 shares 3,108$242K0.01%newTimeline
EPRTESSENTIAL PPTYS RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,379 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,896 shares 7,896$241K0.01%newTimeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,546 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,256 shares 3,256$241K0.01%newTimeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,778 shares; 2026Q1: 4,940 shares 4,940$241K0.01%+162Timeline
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: not reported; 2025Q2: 143 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,251 shares 2,251$240K0.01%newTimeline
FNXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to 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: 1,868 shares 1,868$239K0.01%newTimeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,517 shares 1,517$239K0.01%newTimeline
BALIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 999 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,643 shares 7,643$235K0.01%newTimeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,742 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,171 shares 5,171$235K0.01%newTimeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,078 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,668 shares 4,668$235K0.01%newTimeline
FOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares 4,900$234K0.01%0Timeline
IWBISHARES 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: 654 shares; 2025Q4: 654 shares; 2026Q1: 655 shares 655$233K0.01%+1Timeline
SRRKSCHOLAR ROCK HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,665 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,739 shares 4,739$233K0.01%newTimeline
GNRCGENERAC 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: 1,352 shares; 2025Q4: not reported; 2026Q1: 1,189 shares 1,189$232K0.01%newTimeline
QSRRESTAURANT BRANDS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: 6,216 shares; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,115 shares 3,115$231K0.01%newTimeline
CMCCOMMERCIAL METALS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 5,464 shares; 2025Q1: 5,399 shares; 2025Q2: 5,507 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,746 shares 3,746$230K0.01%newTimeline
DONWISDOMTREE 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: 4,379 shares 4,379$230K0.01%newTimeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,971 shares; 2026Q1: 7,299 shares 7,299$230K0.01%+328Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,637 shares; 2025Q4: 32,255 shares; 2026Q1: 30,081 shares 30,081$229K0.01%-2,174Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,365 shares; 2026Q1: 1,365 shares 1,365$228K0.01%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHSput83,233$51Mnew
METAMETA PLATFORMS INC COMcall59,269$33.9Mnew
NFLXNETFLIX INC. COMcall123,948$11.8Mnew
IWMISHARES TR SHScall35,276$8.53Mnew
PODDINSULET CORP Stockcall1,459$264Knew
QQQINVESCO QQQ TR COMcall500$54.3Knew
QQQINVESCO QQQ TR COMput5,000$44.3Knew

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
SPYSTATE STR SPDR S&P 500 ETF T30,022$20.5Mshares
METAMETA PLATFORMS INC27,373$18.1Mshares
SPTSSPDR SERIES TRUST126,229$3.7Mshares
NFLXNETFLIX INC.39,378$3.69Mshares
AFGAMERICAN FINANCIAL GROUP INC11,284$1.54Mshares
AZNASTRAZENECA PLC-SPONS ADR14,471$1.33Mshares
MAAMID-AMER APT CMNTYS INC8,884$1.23Mshares
INGRINGREDION INC9,868$1.09Mshares
VRTSVIRTUS INVT PARTNERS INC6,450$1.05Mshares
CMACOMERICA INC11,703$1.03Mshares
VPUVANGUARD WORLD FD5,386$997Kshares
SUSAISHARES TR6,434$897Kshares
FDISFIDELITY COVINGTON TRUST7,559$772Kshares
IWMISHARES TR2,660$655Kshares
CHECHEMED CORP NEW1,377$589Kshares
LVSLAS VEGAS SANDS CORP8,943$582Kshares
ICLRICON PUB LTD CO2,672$487Kshares
INDAISHARES TR8,271$447Kshares
TPGTPG INC5,300$338Kshares
KRMNKARMAN HLDGS INC4,602$337Kshares
PODDINSULET CORP1,148$326Kshares
EXASEXACT SCIENCES CORP2,959$301Kshares
MNDYMONDAY COM LTD1,937$286Kshares
CSGPCOSTAR GROUP INC4,181$281Kshares
ARESARES MANAGEMENT CORPORATION1,663$269Kshares
MEDPMEDPACE HLDGS INC468$263Kshares
GHGUARDANT HEALTH INC2,501$255Kshares
HASHASBRO INC3,100$254Kshares
FCNCAFIRST CTZNS BANCSHARES INC D111$238Kshares
VPLVANGUARD INTL EQUITY INDEX F2,612$236Kshares
NEXNNEXXEN INTL LTD34,396$225Kshares
USHYISHARES TR5,828$218Kshares
GTLBGITLAB INC5,794$217Kshares
WPCWP CAREY INC3,298$215Kshares
EOSEATON VANCE ENHANCED EQUITY9,078$213Kshares
IMCBISHARES TR2,508$207Kshares
AXSAXIS CAP HLDGS LTD1,929$207Kshares
PLUSEPLUS INC2,351$206Kshares
GSWOGOLDMAN SACHS ETF TR3,549$205Kshares
XMYDXBLACKROCK MUNIYIELD FUND12,116$127Kshares
BBDBANCO BRADESCO S A15,731$55.2Kshares

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 0001744349-26-000008 base2026-04-27acceptance time not in the bulk data set