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ENVESTNET ASSET MANAGEMENT INC

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13F filer, CIK 1407543, Berwyn, PA

ENVESTNET ASSET MANAGEMENT INC reported $373,578,215,836 across 4,703 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-04. Its ten largest share positions make up 19.39% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-005464

Period
2026-03-31
Reported value
$374B
Holdings
4,703
Top 10 weight
19.39%
New
422
Sold out
158

Part of the filer group ENVESTNET ASSET MANAGEMENT INC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+6,617,317$4.32B
VOOadded+4,183,120$2.5B
EFGadded+19,741,068$2.2B
GOVTadded+81,583,262$1.87B
BLCRadded+37,657,235$1.55B

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
OEFreduced-10,247,007-$3.26B
IAUreduced-10,317,674-$910M
ITAreduced-4,018,072-$879M
EMBreduced-4,258,911-$400M
AZNexited-4,051,646-$372M

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 0001214659-26-005464, largest first. % of portfolio is the value over $373,578,215,836, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
XMTRXOMETRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,324 shares; 2024Q4: 35,294 shares; 2025Q1: 23,869 shares; 2025Q2: 20,805 shares; 2025Q3: 20,143 shares; 2025Q4: 17,301 shares; 2026Q1: 23,193 shares 23,193$947K<0.01%+5,892Timeline
LFVNLIFEVANTAGE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,873 shares; 2024Q4: 146,244 shares; 2025Q1: 137,530 shares; 2025Q2: 104,670 shares; 2025Q3: 111,763 shares; 2025Q4: 177,937 shares; 2026Q1: 219,162 shares 219,162$947K<0.01%+41,225Timeline
EPCEDGEWELL PERSONAL CARE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,323 shares; 2024Q4: 35,142 shares; 2025Q1: 42,209 shares; 2025Q2: 47,923 shares; 2025Q3: 39,829 shares; 2025Q4: 32,812 shares; 2026Q1: 44,350 shares 44,350$946K<0.01%+11,538Timeline
FIVNFIVE9 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,472 shares; 2024Q4: 31,279 shares; 2025Q1: 48,543 shares; 2025Q2: 28,225 shares; 2025Q3: 38,611 shares; 2025Q4: 38,903 shares; 2026Q1: 62,336 shares 62,336$946K<0.01%+23,433Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587,982 shares; 2024Q4: 597,699 shares; 2025Q1: 703,672 shares; 2025Q2: 615,826 shares; 2025Q3: 53,120 shares; 2025Q4: 47,276 shares; 2026Q1: 29,784 shares 29,784$945K<0.01%-17,492Timeline
TRINTRINITY CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,858 shares; 2024Q4: 49,622 shares; 2025Q1: 54,278 shares; 2025Q2: 54,411 shares; 2025Q3: 66,219 shares; 2025Q4: 61,235 shares; 2026Q1: 63,711 shares 63,711$937K<0.01%+2,476Timeline
FLEUFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,034 shares; 2024Q4: 62,518 shares; 2025Q1: 63,740 shares; 2025Q2: 71,819 shares; 2025Q3: 31,894 shares; 2025Q4: 28,457 shares; 2026Q1: 28,949 shares 28,949$936K<0.01%+492Timeline
EJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,430 shares; 2024Q4: 14,085 shares; 2025Q1: 14,990 shares; 2025Q2: 23,657 shares; 2025Q3: 51,673 shares; 2025Q4: 29,572 shares; 2026Q1: 31,297 shares 31,297$935K<0.01%+1,725Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,307 shares; 2024Q4: 6,508 shares; 2025Q1: 7,541 shares; 2025Q2: 8,672 shares; 2025Q3: 1,180 shares; 2025Q4: 1,118 shares; 2026Q1: 1,182 shares 1,182$934K<0.01%+64Timeline
ECATBLACKROCK ESG CAP ALLC TERMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,460 shares; 2025Q4: 61,168 shares; 2026Q1: 68,641 shares 68,641$932K<0.01%+7,473Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,302 shares; 2024Q4: 188,940 shares; 2025Q1: 220,544 shares; 2025Q2: 241,938 shares; 2025Q3: 170,152 shares; 2025Q4: 163,954 shares; 2026Q1: 78,262 shares 78,262$930K<0.01%-85,692Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,958 shares; 2024Q4: 41,686 shares; 2025Q1: 36,549 shares; 2025Q2: 53,170 shares; 2025Q3: 61,781 shares; 2025Q4: 53,740 shares; 2026Q1: 24,451 shares 24,451$929K<0.01%-29,289Timeline
MHHMASTECH HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,788 shares; 2024Q4: 140,498 shares; 2025Q1: 195,264 shares; 2025Q2: 158,281 shares; 2025Q3: 158,160 shares; 2025Q4: 159,940 shares; 2026Q1: 163,028 shares 163,028$928K<0.01%+3,088Timeline
DRHDIAMONDROCK HOSPITALITY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,177 shares; 2024Q4: not reported; 2025Q1: 51,140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,632 shares 98,632$924K<0.01%newTimeline
MAYWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,008 shares; 2024Q4: 10,931 shares; 2025Q1: 11,097 shares; 2025Q2: 14,597 shares; 2025Q3: 27,212 shares; 2025Q4: 27,161 shares; 2026Q1: 27,324 shares 27,324$923K<0.01%+163Timeline
TEQIT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,648 shares; 2024Q4: 19,288 shares; 2025Q1: 20,983 shares; 2025Q2: 23,432 shares; 2025Q3: 21,470 shares; 2025Q4: 10,907 shares; 2026Q1: 20,491 shares 20,491$922K<0.01%+9,584Timeline
XJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,897 shares; 2024Q4: 33,217 shares; 2025Q1: 31,231 shares; 2025Q2: 28,772 shares; 2025Q3: 28,258 shares; 2025Q4: 14,934 shares; 2026Q1: 20,257 shares 20,257$919K<0.01%+5,323Timeline
KNCTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,475 shares; 2026Q1: 6,626 shares 6,626$918K<0.01%+151Timeline
MARWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,881 shares; 2024Q4: 16,019 shares; 2025Q1: 26,670 shares; 2025Q2: 23,518 shares; 2025Q3: 23,025 shares; 2025Q4: 20,858 shares; 2026Q1: 26,923 shares 26,923$918K<0.01%+6,065Timeline
AKRACADIA RLTY 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: 40,626 shares; 2025Q3: 73,453 shares; 2025Q4: 64,060 shares; 2026Q1: 47,887 shares 47,887$916K<0.01%-16,173Timeline
EDGIADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,897 shares; 2025Q1: 20,506 shares; 2025Q2: 68,723 shares; 2025Q3: 104,757 shares; 2025Q4: 125,979 shares; 2026Q1: 32,224 shares 32,224$913K<0.01%-93,755Timeline
WTTRSELECT WATER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,583 shares; 2024Q4: 30,950 shares; 2025Q1: 88,839 shares; 2025Q2: 37,235 shares; 2025Q3: 43,784 shares; 2025Q4: 39,978 shares; 2026Q1: 59,577 shares 59,577$912K<0.01%+19,599Timeline
HYTBLACKROCK CORPOR HI YLD FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,939 shares; 2024Q4: 96,017 shares; 2025Q1: 99,522 shares; 2025Q2: 98,838 shares; 2025Q3: 102,636 shares; 2025Q4: 100,793 shares; 2026Q1: 106,826 shares 106,826$910K<0.01%+6,033Timeline
EQXEQUINOX GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,753 shares; 2024Q4: 41,178 shares; 2025Q1: 38,980 shares; 2025Q2: 37,628 shares; 2025Q3: 40,664 shares; 2025Q4: 14,568 shares; 2026Q1: 62,714 shares 62,714$907K<0.01%+48,146Timeline
GCCWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,101 shares; 2024Q4: 35,445 shares; 2025Q1: 44,991 shares; 2025Q2: 24,429 shares; 2025Q3: 22,207 shares; 2025Q4: 18,684 shares; 2026Q1: 37,691 shares 37,691$902K<0.01%+19,007Timeline
JJSFJ & J SNACK FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,501 shares; 2024Q4: 24,184 shares; 2025Q1: 26,615 shares; 2025Q2: 24,550 shares; 2025Q3: 25,648 shares; 2025Q4: 10,877 shares; 2026Q1: 11,359 shares 11,359$900K<0.01%+482Timeline
BLCVBLACKROCK 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: 24,896 shares 24,896$899K<0.01%newTimeline
HEROGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,747 shares; 2024Q4: 74,563 shares; 2025Q1: 58,919 shares; 2025Q2: 67,765 shares; 2025Q3: 76,186 shares; 2025Q4: 54,233 shares; 2026Q1: 34,933 shares 34,933$899K<0.01%-19,300Timeline
TAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,933 shares; 2025Q3: 34,933 shares; 2025Q4: 34,933 shares; 2026Q1: 34,933 shares 34,933$899K<0.01%0Timeline
POWRISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,216 shares; 2024Q4: 22,618 shares; 2025Q1: 20,725 shares; 2025Q2: 21,700 shares; 2025Q3: 19,833 shares; 2025Q4: 24,600 shares; 2026Q1: 34,248 shares 34,248$898K<0.01%+9,648Timeline
AGZDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,814 shares; 2024Q4: 262,429 shares; 2025Q1: 32,780 shares; 2025Q2: 25,508 shares; 2025Q3: 23,536 shares; 2025Q4: 275,631 shares; 2026Q1: 39,640 shares 39,640$894K<0.01%-235,991Timeline
TTGTTECHTARGET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 292,418 shares; 2025Q1: 395,134 shares; 2025Q2: 268,995 shares; 2025Q3: 256,887 shares; 2025Q4: 213,930 shares; 2026Q1: 229,833 shares 229,833$892K<0.01%+15,903Timeline
CAPRCAPRICOR THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,048 shares; 2025Q2: not reported; 2025Q3: 13,742 shares; 2025Q4: 27,404 shares; 2026Q1: 29,316 shares 29,316$891K<0.01%+1,912Timeline
SMTHALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,055 shares; 2025Q1: 34,063 shares; 2025Q2: 35,508 shares; 2025Q3: 35,515 shares; 2025Q4: not reported; 2026Q1: 34,596 shares 34,596$891K<0.01%newTimeline
NYMAB ACTIVE ETFS 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: 19,745 shares; 2026Q1: 35,622 shares 35,622$889K<0.01%+15,877Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357,907 shares; 2024Q4: 127,062 shares; 2025Q1: 129,709 shares; 2025Q2: 132,458 shares; 2025Q3: 75,162 shares; 2025Q4: 77,319 shares; 2026Q1: 78,967 shares 78,967$887K<0.01%+1,648Timeline
IGPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,657 shares; 2024Q4: 7,536 shares; 2025Q1: 10,927 shares; 2025Q2: 26,638 shares; 2025Q3: 27,117 shares; 2025Q4: 25,417 shares; 2026Q1: 15,272 shares 15,272$887K<0.01%-10,145Timeline
PWRDTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731,581 shares; 2024Q4: 741,435 shares; 2025Q1: 88,394 shares; 2025Q2: 78,562 shares; 2025Q3: 75,384 shares; 2025Q4: 6,155 shares; 2026Q1: 9,065 shares 9,065$886K<0.01%+2,910Timeline
CRD-ACRAWFORD & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,779 shares; 2024Q4: 185,517 shares; 2025Q1: 199,138 shares; 2025Q2: 106,640 shares; 2025Q3: 99,774 shares; 2025Q4: 75,050 shares; 2026Q1: 88,680 shares 88,680$884K<0.01%+13,630Timeline
SHMDSCHMID GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,000 shares; 2024Q4: 120,000 shares; 2025Q1: 120,000 shares; 2025Q2: 166,573 shares; 2025Q3: 166,573 shares; 2025Q4: 166,573 shares; 2026Q1: 166,573 shares 166,573$883K<0.01%0Timeline
BKFISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,061 shares; 2025Q2: 33,346 shares; 2025Q3: 33,225 shares; 2025Q4: 51,381 shares; 2026Q1: 21,648 shares 21,648$880K<0.01%-29,733Timeline
CLOUGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,893 shares; 2024Q4: 27,129 shares; 2025Q1: 29,083 shares; 2025Q2: 32,604 shares; 2025Q3: 32,129 shares; 2025Q4: 38,846 shares; 2026Q1: 45,094 shares 45,094$879K<0.01%+6,248Timeline
CSRECOHEN & STEERS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,456 shares 33,456$879K<0.01%newTimeline
BSMYINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,956 shares; 2025Q1: 38,529 shares; 2025Q2: 18,938 shares; 2025Q3: 23,780 shares; 2025Q4: 14,438 shares; 2026Q1: 36,243 shares 36,243$879K<0.01%+21,805Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,215 shares; 2024Q4: 42,602 shares; 2025Q1: 19,603 shares; 2025Q2: 16,888 shares; 2025Q3: not reported; 2025Q4: 22,441 shares; 2026Q1: 18,907 shares 18,907$877K<0.01%-3,534Timeline
OIAINVESCO MUNI INCOME OPP TRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,414 shares; 2025Q1: 87,346 shares; 2025Q2: 103,233 shares; 2025Q3: 114,059 shares; 2025Q4: 136,890 shares; 2026Q1: 142,737 shares 142,737$876K<0.01%+5,847Timeline
ZDEKINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 679,660 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,216 shares; 2026Q1: 34,108 shares 34,108$874K<0.01%+14,892Timeline
NEMDNEUBERGER BERMAN 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: 16,729 shares; 2025Q4: 17,080 shares; 2026Q1: 16,954 shares 16,954$871K<0.01%-126Timeline
FEBTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,735 shares; 2024Q4: 16,428 shares; 2025Q1: 18,257 shares; 2025Q2: 25,291 shares; 2025Q3: 25,467 shares; 2025Q4: 23,094 shares; 2026Q1: 23,241 shares 23,241$871K<0.01%+147Timeline
EUADSPINNAKER ETF SERIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,736 shares; 2025Q2: 28,884 shares; 2025Q3: 31,593 shares; 2025Q4: 32,104 shares; 2026Q1: 21,333 shares 21,333$869K<0.01%-10,771Timeline
JHXJAMES HARDIE INDS 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: 63,455 shares; 2025Q4: 47,721 shares; 2026Q1: 45,882 shares 45,882$869K<0.01%-1,839Timeline
FHYSFEDERATED HERMES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,077 shares; 2024Q4: 12,627 shares; 2025Q1: 24,966 shares; 2025Q2: 24,724 shares; 2025Q3: 25,394 shares; 2025Q4: 37,562 shares; 2026Q1: 37,870 shares 37,870$868K<0.01%+308Timeline
FANFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,017 shares; 2024Q4: 11,845 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,939 shares 34,939$864K<0.01%newTimeline
ADPTADAPTIVE BIOTECHNOLOGIES CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,094 shares; 2025Q3: 61,872 shares; 2025Q4: 53,616 shares; 2026Q1: 61,948 shares 61,948$860K<0.01%+8,332Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,384 shares; 2024Q4: 11,425 shares; 2025Q1: 7,026 shares; 2025Q2: 6,123 shares; 2025Q3: 6,000 shares; 2025Q4: 4,076 shares; 2026Q1: 8,820 shares 8,820$858K<0.01%+4,744Timeline
ATROASTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 228,424 shares; 2025Q2: 206,611 shares; 2025Q3: 5,964 shares; 2025Q4: 9,564 shares; 2026Q1: 12,849 shares 12,849$857K<0.01%+3,285Timeline
CDNLCARDINAL INFRASTRUCTURE GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,610 shares 21,610$857K<0.01%newTimeline
AIVLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,783 shares; 2024Q4: 24,708 shares; 2025Q1: 22,566 shares; 2025Q2: 11,773 shares; 2025Q3: 7,080 shares; 2025Q4: not reported; 2026Q1: 7,399 shares 7,399$856K<0.01%newTimeline
EMFTEMPLETON EMERGING MKTS FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,262 shares; 2024Q4: 65,562 shares; 2025Q1: 63,829 shares; 2025Q2: 60,764 shares; 2025Q3: 57,371 shares; 2025Q4: 54,811 shares; 2026Q1: 48,914 shares 48,914$856K<0.01%-5,897Timeline
IMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,201 shares; 2024Q4: 10,418 shares; 2025Q1: 13,354 shares; 2025Q2: 14,887 shares; 2025Q3: 19,741 shares; 2025Q4: 23,417 shares; 2026Q1: 27,027 shares 27,027$855K<0.01%+3,610Timeline
DFPFLAHERTY & CRUMRINE DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,341 shares; 2024Q4: 60,108 shares; 2025Q1: 67,694 shares; 2025Q2: 68,780 shares; 2025Q3: 72,231 shares; 2025Q4: 40,641 shares; 2026Q1: 42,586 shares 42,586$855K<0.01%+1,945Timeline
TOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,357 shares; 2026Q1: 32,494 shares 32,494$854K<0.01%+8,137Timeline
IZRLARK 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: 31,691 shares 31,691$853K<0.01%newTimeline
HUTHUT 8 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: 14,730 shares; 2026Q1: 18,184 shares 18,184$853K<0.01%+3,454Timeline
NSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,631 shares; 2024Q4: 10,999 shares; 2025Q1: 11,692 shares; 2025Q2: 11,627 shares; 2025Q3: 19,415 shares; 2025Q4: 30,479 shares; 2026Q1: 29,628 shares 29,628$851K<0.01%-851Timeline
RSPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 12,664 shares; 2025Q1: 13,004 shares; 2025Q2: 15,475 shares; 2025Q3: 9,557 shares; 2025Q4: 9,222 shares; 2026Q1: 7,758 shares 7,758$849K<0.01%-1,464Timeline
KYNKAYNE ANDERSON ENERGY INFRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,219 shares; 2024Q4: 67,294 shares; 2025Q1: 61,441 shares; 2025Q2: 61,298 shares; 2025Q3: 46,468 shares; 2025Q4: 44,793 shares; 2026Q1: 59,436 shares 59,436$849K<0.01%+14,643Timeline
PCIGLITMAN GREGORY FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,629 shares; 2024Q4: 105,224 shares; 2025Q1: 89,437 shares; 2025Q2: 118,144 shares; 2025Q3: 112,697 shares; 2025Q4: 93,745 shares; 2026Q1: 106,527 shares 106,527$848K<0.01%+12,782Timeline
NMZNUVEEN MUN HIGH INCOME OPPORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,341 shares; 2024Q4: 242,248 shares; 2025Q1: 244,440 shares; 2025Q2: 81,285 shares; 2025Q3: 68,581 shares; 2025Q4: 82,298 shares; 2026Q1: 81,601 shares 81,601$847K<0.01%-697Timeline
BDIVETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,491 shares; 2025Q2: 27,251 shares; 2025Q3: 38,777 shares; 2025Q4: 33,285 shares; 2026Q1: 37,300 shares 37,300$845K<0.01%+4,015Timeline
NTSXWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,797 shares; 2024Q4: 17,904 shares; 2025Q1: 14,309 shares; 2025Q2: 11,757 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,179 shares 16,179$844K<0.01%newTimeline
PWZINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048,343 shares; 2024Q4: 1,243,755 shares; 2025Q1: 1,426,565 shares; 2025Q2: 1,666,448 shares; 2025Q3: 30,738 shares; 2025Q4: 31,312 shares; 2026Q1: 35,313 shares 35,313$843K<0.01%+4,001Timeline
TIMBTIM S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,193 shares; 2024Q4: 44,386 shares; 2025Q1: 17,248 shares; 2025Q2: 20,871 shares; 2025Q3: 40,217 shares; 2025Q4: 35,456 shares; 2026Q1: 31,778 shares 31,778$842K<0.01%-3,678Timeline
SVCSERVICE PPTYS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,350 shares; 2024Q4: 376,899 shares; 2025Q1: 591,407 shares; 2025Q2: 560,595 shares; 2025Q3: 537,337 shares; 2025Q4: 804,271 shares; 2026Q1: 620,281 shares 620,281$840K<0.01%-183,990Timeline
DBEMDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,589 shares; 2024Q4: 19,597 shares; 2025Q1: 14,453 shares; 2025Q2: 14,442 shares; 2025Q3: 14,461 shares; 2025Q4: 14,287 shares; 2026Q1: 24,608 shares 24,608$840K<0.01%+10,321Timeline
RSSBTIDAL 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: 8,744 shares; 2025Q3: 21,118 shares; 2025Q4: 23,668 shares; 2026Q1: 30,846 shares 30,846$839K<0.01%+7,178Timeline
VEGIISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,726 shares; 2024Q4: 15,975 shares; 2025Q1: 15,539 shares; 2025Q2: 15,636 shares; 2025Q3: 16,493 shares; 2025Q4: 16,288 shares; 2026Q1: 18,469 shares 18,469$836K<0.01%+2,181Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,219 shares; 2024Q4: 46,329 shares; 2025Q1: 65,216 shares; 2025Q2: 94,086 shares; 2025Q3: 60,331 shares; 2025Q4: 121,446 shares; 2026Q1: 11,884 shares 11,884$834K<0.01%-109,562Timeline
PIMFRANKLIN MASTER INTER INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,461 shares; 2025Q1: 81,687 shares; 2025Q2: 57,548 shares; 2025Q3: 57,467 shares; 2025Q4: 226,015 shares; 2026Q1: 255,094 shares 255,094$834K<0.01%+29,079Timeline
ORACLE CORPORACLE 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: 18,514 shares 18,514$833K<0.01%new
ARVRFIRST 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: 8,523 shares; 2025Q2: 10,887 shares; 2025Q3: 11,083 shares; 2025Q4: 17,704 shares; 2026Q1: 18,766 shares 18,766$833K<0.01%+1,062Timeline
XYLGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,959 shares; 2025Q2: 19,002 shares; 2025Q3: 33,997 shares; 2025Q4: 27,388 shares; 2026Q1: 31,675 shares 31,675$832K<0.01%+4,287Timeline
CTBICOMMUNITY TR BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,128 shares; 2024Q4: 17,056 shares; 2025Q1: 15,810 shares; 2025Q2: 15,439 shares; 2025Q3: 14,234 shares; 2025Q4: 14,124 shares; 2026Q1: 13,699 shares 13,699$832K<0.01%-425Timeline
XSHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,968 shares; 2024Q4: 28,929 shares; 2025Q1: 41,713 shares; 2025Q2: 21,222 shares; 2025Q3: 25,172 shares; 2025Q4: 13,353 shares; 2026Q1: 19,721 shares 19,721$831K<0.01%+6,368Timeline
PGJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,921 shares; 2024Q4: 18,670 shares; 2025Q1: 20,333 shares; 2025Q2: 23,654 shares; 2025Q3: 24,770 shares; 2025Q4: 26,390 shares; 2026Q1: 32,119 shares 32,119$830K<0.01%+5,729Timeline
PRCSPARNASSUS FUNDS 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: 23,690 shares; 2026Q1: 33,168 shares 33,168$829K<0.01%+9,478Timeline
CHGXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,869 shares; 2025Q3: 33,058 shares; 2025Q4: 9,628 shares; 2026Q1: 30,842 shares 30,842$827K<0.01%+21,214Timeline
GVIPGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,542 shares; 2025Q1: 2,240 shares; 2025Q2: 1,847 shares; 2025Q3: 5,918 shares; 2025Q4: 6,413 shares; 2026Q1: 5,673 shares 5,673$827K<0.01%-740Timeline
BSTPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,536 shares; 2024Q4: 24,300 shares; 2025Q1: 25,010 shares; 2025Q2: 26,622 shares; 2025Q3: 26,902 shares; 2025Q4: 29,008 shares; 2026Q1: 22,937 shares 22,937$826K<0.01%-6,071Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,189 shares; 2024Q4: 16,267 shares; 2025Q1: 21,283 shares; 2025Q2: 21,612 shares; 2025Q3: 20,710 shares; 2025Q4: 33,876 shares; 2026Q1: 33,454 shares 33,454$824K<0.01%-422Timeline
PFNPIMCO INCOME STRATEGY FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,646 shares; 2024Q4: 370,919 shares; 2025Q1: 355,106 shares; 2025Q2: 371,572 shares; 2025Q3: 392,987 shares; 2025Q4: 63,180 shares; 2026Q1: 119,529 shares 119,529$824K<0.01%+56,349Timeline
NTCTNETSCOUT 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: 16,651 shares; 2025Q3: 17,649 shares; 2025Q4: not reported; 2026Q1: 25,792 shares 25,792$820K<0.01%newTimeline
SYNASYNAPTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,445 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,706 shares 11,706$820K<0.01%newTimeline
VERXVERTEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,591 shares; 2024Q4: 179,268 shares; 2025Q1: 224,762 shares; 2025Q2: 200,985 shares; 2025Q3: 193,519 shares; 2025Q4: 88,519 shares; 2026Q1: 68,954 shares 68,954$820K<0.01%-19,565Timeline
CGBDCARLYLE SECURED LENDING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,505 shares; 2024Q4: 51,513 shares; 2025Q1: 61,709 shares; 2025Q2: 67,308 shares; 2025Q3: 79,895 shares; 2025Q4: 76,315 shares; 2026Q1: 74,743 shares 74,743$818K<0.01%-1,572Timeline
TRFMETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,334 shares; 2025Q3: 11,289 shares; 2025Q4: 11,874 shares; 2026Q1: 17,590 shares 17,590$817K<0.01%+5,716Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,725 shares; 2024Q4: 10,473 shares; 2025Q1: 12,020 shares; 2025Q2: 7,234 shares; 2025Q3: 8,845 shares; 2025Q4: 8,562 shares; 2026Q1: 16,681 shares 16,681$815K<0.01%+8,119Timeline
TARSTARSUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,415 shares; 2024Q4: 12,133 shares; 2025Q1: 8,938 shares; 2025Q2: 10,356 shares; 2025Q3: 9,085 shares; 2025Q4: 9,290 shares; 2026Q1: 11,604 shares 11,604$814K<0.01%+2,314Timeline
NRKNUVEEN NY AMT FREEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,799 shares; 2024Q4: 18,702 shares; 2025Q1: 36,452 shares; 2025Q2: 50,778 shares; 2025Q3: 83,131 shares; 2025Q4: 63,987 shares; 2026Q1: 79,456 shares 79,456$811K<0.01%+15,469Timeline
SPBWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,179 shares; 2025Q2: 29,283 shares; 2025Q3: 33,009 shares; 2025Q4: 21,563 shares; 2026Q1: 29,735 shares 29,735$809K<0.01%+8,172Timeline
FLNFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,593 shares; 2025Q3: 26,686 shares; 2025Q4: 27,525 shares; 2026Q1: 31,700 shares 31,700$809K<0.01%+4,175Timeline
NPFINUSHARES 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: 22,378 shares; 2026Q1: 31,203 shares 31,203$804K<0.01%+8,825Timeline
BVSBIOVENTUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,440 shares; 2024Q4: 91,654 shares; 2025Q1: 91,367 shares; 2025Q2: 91,367 shares; 2025Q3: 88,000 shares; 2025Q4: 88,000 shares; 2026Q1: 88,000 shares 88,000$803K<0.01%0Timeline
DFINDONNELLEY FINL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,638 shares; 2024Q4: 162,247 shares; 2025Q1: 172,622 shares; 2025Q2: 161,998 shares; 2025Q3: 101,502 shares; 2025Q4: 7,263 shares; 2026Q1: 17,021 shares 17,021$802K<0.01%+9,758Timeline
PPIEPUTNAM 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: 15,602 shares; 2026Q1: 31,275 shares 31,275$801K<0.01%+15,673Timeline
BSMZINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,966 shares; 2026Q1: 31,870 shares 31,870$801K<0.01%+17,904Timeline
IYTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,580 shares; 2024Q4: 26,735 shares; 2025Q1: 13,624 shares; 2025Q2: 11,441 shares; 2025Q3: 9,855 shares; 2025Q4: 9,556 shares; 2026Q1: 10,733 shares 10,733$801K<0.01%+1,177Timeline
NRCNRC HEALTHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,794 shares; 2024Q4: 73,117 shares; 2025Q1: 89,985 shares; 2025Q2: 76,550 shares; 2025Q3: 61,956 shares; 2025Q4: 30,331 shares; 2026Q1: 47,083 shares 47,083$799K<0.01%+16,752Timeline
ALBEMARLE CORPALBEMARLE 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: 8,320 shares; 2025Q3: 10,902 shares; 2025Q4: 11,003 shares; 2026Q1: 11,107 shares 11,107$798K<0.01%+104
MFLXFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,662 shares; 2024Q4: 20,544 shares; 2025Q1: 21,339 shares; 2025Q2: 21,683 shares; 2025Q3: 21,762 shares; 2025Q4: 21,613 shares; 2026Q1: 47,574 shares 47,574$798K<0.01%+25,961Timeline
FCVTFIRST 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: 12,336 shares; 2025Q3: 5,545 shares; 2025Q4: 22,528 shares; 2026Q1: 18,013 shares 18,013$796K<0.01%-4,515Timeline
FPXEFIRST 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: 23,740 shares; 2025Q3: 23,881 shares; 2025Q4: 25,289 shares; 2026Q1: 25,377 shares 25,377$793K<0.01%+88Timeline
WEATTEUCRIUM COMMODITY 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: 33,598 shares 33,598$792K<0.01%newTimeline
HNGEHINGE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,411 shares 20,411$787K<0.01%newTimeline
MBUUMALIBU BOATS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,266 shares; 2024Q4: 21,410 shares; 2025Q1: 21,605 shares; 2025Q2: 22,111 shares; 2025Q3: 22,969 shares; 2025Q4: 19,825 shares; 2026Q1: 30,268 shares 30,268$785K<0.01%+10,443Timeline
NKTRNEKTAR THERAPEUTICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,086 shares; 2025Q4: 5,384 shares; 2026Q1: 10,883 shares 10,883$783K<0.01%+5,499Timeline
GDLGDL FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,808 shares; 2024Q4: 97,327 shares; 2025Q1: 96,602 shares; 2025Q2: 93,898 shares; 2025Q3: 92,627 shares; 2025Q4: 92,902 shares; 2026Q1: 93,934 shares 93,934$782K<0.01%+1,032Timeline
PINKSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,433 shares; 2024Q4: 6,988 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,185 shares 23,185$780K<0.01%newTimeline
TPHTRI POINTE HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,246 shares; 2024Q4: 168,378 shares; 2025Q1: 172,623 shares; 2025Q2: 172,754 shares; 2025Q3: 167,583 shares; 2025Q4: 148,883 shares; 2026Q1: 16,678 shares 16,678$779K<0.01%-132,205Timeline
XTREBONDBLOXX 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: 10,763 shares; 2026Q1: 15,718 shares 15,718$778K<0.01%+4,955Timeline
USPXFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,952 shares; 2025Q3: 13,264 shares; 2025Q4: 13,304 shares; 2026Q1: 13,676 shares 13,676$778K<0.01%+372Timeline
SENEASENECA FOODS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 5,578 shares; 2025Q1: 5,578 shares; 2025Q2: 5,597 shares; 2025Q3: 5,164 shares; 2025Q4: 5,047 shares; 2026Q1: 5,140 shares 5,140$777K<0.01%+93Timeline
CSHINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,044 shares; 2024Q4: 16,595 shares; 2025Q1: 12,740 shares; 2025Q2: 12,071 shares; 2025Q3: 11,459 shares; 2025Q4: 14,375 shares; 2026Q1: 15,600 shares 15,600$777K<0.01%+1,225Timeline
JSCPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 4,704 shares; 2025Q1: 14,011 shares; 2025Q2: 16,644 shares; 2025Q3: 22,231 shares; 2025Q4: 20,654 shares; 2026Q1: 16,399 shares 16,399$776K<0.01%-4,255Timeline
VLTINVESCO HIGH INCOME TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,739 shares; 2024Q4: 72,341 shares; 2025Q1: 73,616 shares; 2025Q2: 71,486 shares; 2025Q3: 73,455 shares; 2025Q4: 73,636 shares; 2026Q1: 76,620 shares 76,620$774K<0.01%+2,984Timeline
SAMBOSTON BEER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 5,386 shares; 2025Q1: 7,917 shares; 2025Q2: 7,252 shares; 2025Q3: 4,350 shares; 2025Q4: 3,061 shares; 2026Q1: 3,350 shares 3,350$772K<0.01%+289Timeline
ORNORION GROUP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,200 shares; 2024Q4: 26,928 shares; 2025Q1: 44,319 shares; 2025Q2: 47,172 shares; 2025Q3: 50,060 shares; 2025Q4: 59,016 shares; 2026Q1: 70,756 shares 70,756$771K<0.01%+11,740Timeline
MFICMIDCAP FINANCIAL INVSTMNT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,261 shares; 2024Q4: 111,956 shares; 2025Q1: 44,824 shares; 2025Q2: 48,838 shares; 2025Q3: 56,947 shares; 2025Q4: 54,735 shares; 2026Q1: 68,478 shares 68,478$770K<0.01%+13,743Timeline
HEWLETT PACKARD ENTERPRISE CHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,244 shares; 2025Q1: 12,442 shares; 2025Q2: 12,096 shares; 2025Q3: 13,256 shares; 2025Q4: 12,417 shares; 2026Q1: 11,865 shares 11,865$765K<0.01%-552
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,428 shares; 2024Q4: 36,425 shares; 2025Q1: 48,122 shares; 2025Q2: 52,523 shares; 2025Q3: 44,342 shares; 2025Q4: 41,719 shares; 2026Q1: 17,555 shares 17,555$765K<0.01%-24,164Timeline
NAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,628 shares; 2024Q4: 20,092 shares; 2025Q1: 13,381 shares; 2025Q2: 15,951 shares; 2025Q3: 16,049 shares; 2025Q4: 13,782 shares; 2026Q1: 14,002 shares 14,002$765K<0.01%+220Timeline
JMIDJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,436 shares; 2025Q2: 23,769 shares; 2025Q3: 23,700 shares; 2025Q4: 20,873 shares; 2026Q1: 27,171 shares 27,171$765K<0.01%+6,298Timeline
AFYAAFYA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,108 shares; 2024Q4: 66,831 shares; 2025Q1: 66,461 shares; 2025Q2: 66,063 shares; 2025Q3: 60,940 shares; 2025Q4: not reported; 2026Q1: 51,324 shares 51,324$763K<0.01%newTimeline
MLABMESA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,745 shares; 2024Q4: 17,595 shares; 2025Q1: 19,058 shares; 2025Q2: 20,483 shares; 2025Q3: 16,682 shares; 2025Q4: 6,932 shares; 2026Q1: 8,624 shares 8,624$763K<0.01%+1,692Timeline
EWPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,234 shares; 2025Q3: 12,700 shares; 2025Q4: 12,470 shares; 2026Q1: 14,001 shares 14,001$760K<0.01%+1,531Timeline
DWASINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,622 shares; 2024Q4: 34,285 shares; 2025Q1: 19,097 shares; 2025Q2: 15,004 shares; 2025Q3: 8,531 shares; 2025Q4: 7,586 shares; 2026Q1: 7,718 shares 7,718$760K<0.01%+132Timeline
INVAINNOVIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,495 shares; 2024Q4: 14,853 shares; 2025Q1: 12,409 shares; 2025Q2: 10,023 shares; 2025Q3: 13,131 shares; 2025Q4: 11,425 shares; 2026Q1: 32,470 shares 32,470$757K<0.01%+21,045Timeline
FSLYFASTLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,946 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,024 shares 26,024$756K<0.01%newTimeline
EBIZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,211 shares; 2024Q4: 16,459 shares; 2025Q1: 8,678 shares; 2025Q2: 15,428 shares; 2025Q3: 18,641 shares; 2025Q4: 20,607 shares; 2026Q1: 28,244 shares 28,244$756K<0.01%+7,637Timeline
TAILCAMBRIA 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: 27,046 shares; 2025Q3: 24,089 shares; 2025Q4: 29,939 shares; 2026Q1: 64,428 shares 64,428$754K<0.01%+34,489Timeline
FDHYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,122 shares; 2024Q4: 5,937 shares; 2025Q1: 7,805 shares; 2025Q2: 7,285 shares; 2025Q3: 8,154 shares; 2025Q4: 11,231 shares; 2026Q1: 15,532 shares 15,532$754K<0.01%+4,301Timeline
DIGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,811 shares; 2025Q3: 11,059 shares; 2025Q4: 11,129 shares; 2026Q1: 11,286 shares 11,286$753K<0.01%+157Timeline
OMCLOMNICELL COMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,060 shares; 2024Q4: 86,070 shares; 2025Q1: 86,383 shares; 2025Q2: 85,354 shares; 2025Q3: 20,247 shares; 2025Q4: 19,191 shares; 2026Q1: 22,554 shares 22,554$753K<0.01%+3,363Timeline
DIMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 18,041 shares; 2025Q1: 7,770 shares; 2025Q2: 10,216 shares; 2025Q3: 10,250 shares; 2025Q4: 9,636 shares; 2026Q1: 9,077 shares 9,077$752K<0.01%-559Timeline
FLCAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,969 shares; 2024Q4: 14,843 shares; 2025Q1: 12,805 shares; 2025Q2: 11,667 shares; 2025Q3: 10,947 shares; 2025Q4: 33,608 shares; 2026Q1: 15,361 shares 15,361$752K<0.01%-18,247Timeline
RRRRED ROCK RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 14,437 shares; 2025Q1: 18,131 shares; 2025Q2: 14,566 shares; 2025Q3: 16,394 shares; 2025Q4: not reported; 2026Q1: 14,083 shares 14,083$751K<0.01%newTimeline
NFTYFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,870 shares; 2024Q4: 27,593 shares; 2025Q1: 14,211 shares; 2025Q2: 26,031 shares; 2025Q3: 25,220 shares; 2025Q4: 17,959 shares; 2026Q1: 14,592 shares 14,592$751K<0.01%-3,367Timeline
XBOCINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,074 shares; 2024Q4: 29,478 shares; 2025Q1: 28,269 shares; 2025Q2: 18,643 shares; 2025Q3: 19,061 shares; 2025Q4: 23,142 shares; 2026Q1: 22,763 shares 22,763$749K<0.01%-379Timeline
NBETNEUBERGER BERMAN 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: 18,216 shares 18,216$748K<0.01%newTimeline
OWNBBITWISE FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,961 shares; 2025Q4: 45,621 shares; 2026Q1: 45,621 shares 45,621$747K<0.01%0Timeline
PBJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,616 shares; 2024Q4: 18,878 shares; 2025Q1: 15,845 shares; 2025Q2: 22,290 shares; 2025Q3: not reported; 2025Q4: 18,350 shares; 2026Q1: 15,242 shares 15,242$746K<0.01%-3,108Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 36,039 shares; 2025Q1: 37,172 shares; 2025Q2: 15,524 shares; 2025Q3: 6,863 shares; 2025Q4: 7,338 shares; 2026Q1: 8,429 shares 8,429$746K<0.01%+1,091Timeline
PLOWDOUGLAS DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,539 shares; 2024Q4: 34,148 shares; 2025Q1: 54,145 shares; 2025Q2: 9,874 shares; 2025Q3: 18,529 shares; 2025Q4: 18,127 shares; 2026Q1: 17,690 shares 17,690$745K<0.01%-437Timeline
VGHYVANGUARD FIXED INCOME SECS 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: 10,003 shares 10,003$744K<0.01%newTimeline
FBRXFORTE BIOSCIENCES 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: 18,856 shares; 2025Q3: 23,347 shares; 2025Q4: 19,498 shares; 2026Q1: 28,697 shares 28,697$743K<0.01%+9,199Timeline
HAYWHAYWARD HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,893 shares; 2024Q4: 47,384 shares; 2025Q1: 71,174 shares; 2025Q2: 71,080 shares; 2025Q3: 60,604 shares; 2025Q4: 50,015 shares; 2026Q1: 55,516 shares 55,516$743K<0.01%+5,501Timeline
GHYGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,799 shares; 2024Q4: 21,538 shares; 2025Q1: 18,450 shares; 2025Q2: 24,174 shares; 2025Q3: 12,561 shares; 2025Q4: 14,001 shares; 2026Q1: 16,462 shares 16,462$743K<0.01%+2,461Timeline
AFMCFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,443 shares; 2025Q1: 15,684 shares; 2025Q2: 16,402 shares; 2025Q3: 21,322 shares; 2025Q4: 20,417 shares; 2026Q1: 20,891 shares 20,891$742K<0.01%+474Timeline
PFSPROVIDENT FINL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,861 shares; 2024Q4: 37,065 shares; 2025Q1: 36,115 shares; 2025Q2: 33,885 shares; 2025Q3: 32,515 shares; 2025Q4: 34,143 shares; 2026Q1: 34,971 shares 34,971$740K<0.01%+828Timeline
NMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,488 shares; 2025Q3: 11,948 shares; 2025Q4: 12,576 shares; 2026Q1: 25,142 shares 25,142$739K<0.01%+12,566Timeline
TXNMTXNM ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,079 shares; 2024Q4: 103,581 shares; 2025Q1: 107,498 shares; 2025Q2: 46,430 shares; 2025Q3: 39,957 shares; 2025Q4: 30,318 shares; 2026Q1: 12,575 shares 12,575$735K<0.01%-17,743Timeline
HIXWESTERN ASSET HIGH INCOM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,532 shares; 2025Q1: 93,647 shares; 2025Q2: 123,080 shares; 2025Q3: 209,123 shares; 2025Q4: 228,408 shares; 2026Q1: 184,437 shares 184,437$734K<0.01%-43,971Timeline
FSTRFOSTER L B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,261 shares; 2025Q1: 10,328 shares; 2025Q2: 13,358 shares; 2025Q3: 15,011 shares; 2025Q4: 19,453 shares; 2026Q1: 26,308 shares 26,308$734K<0.01%+6,855Timeline
NBBNUVEEN TAXABLE MUNICPAL INMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,691 shares; 2024Q4: 48,421 shares; 2025Q1: 37,951 shares; 2025Q2: 41,765 shares; 2025Q3: 43,104 shares; 2025Q4: 43,891 shares; 2026Q1: 46,832 shares 46,832$733K<0.01%+2,941Timeline
FTDSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,250 shares; 2024Q4: 12,471 shares; 2025Q1: 15,722 shares; 2025Q2: 14,310 shares; 2025Q3: 12,138 shares; 2025Q4: 12,326 shares; 2026Q1: 12,154 shares 12,154$733K<0.01%-172Timeline
RFFCALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,518 shares; 2024Q4: 60,884 shares; 2025Q1: 59,128 shares; 2025Q2: 10,041 shares; 2025Q3: 11,057 shares; 2025Q4: 10,966 shares; 2026Q1: 11,028 shares 11,028$732K<0.01%+62Timeline
XGDVXGABELLI DIVID & INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,281 shares; 2024Q4: 96,496 shares; 2025Q1: 114,039 shares; 2025Q2: 110,488 shares; 2025Q3: 18,735 shares; 2025Q4: 21,537 shares; 2026Q1: 27,112 shares 27,112$730K<0.01%+5,575Timeline
FLGFLAGSTAR BANK NATIONAL ASSOCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,166 shares; 2024Q4: 27,648 shares; 2025Q1: 35,342 shares; 2025Q2: 96,409 shares; 2025Q3: 138,719 shares; 2025Q4: 128,782 shares; 2026Q1: 55,244 shares 55,244$728K<0.01%-73,538Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,988 shares; 2024Q4: 146,717 shares; 2025Q1: 97,764 shares; 2025Q2: 71,417 shares; 2025Q3: 76,832 shares; 2025Q4: 32,611 shares; 2026Q1: 28,623 shares 28,623$727K<0.01%-3,988Timeline
XJQCXNUVEEN CR STRATEGIES INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,302 shares; 2024Q4: 153,724 shares; 2025Q1: 85,476 shares; 2025Q2: 84,126 shares; 2025Q3: 101,215 shares; 2025Q4: 124,584 shares; 2026Q1: 148,949 shares 148,949$725K<0.01%+24,365Timeline
USAIPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,620 shares; 2025Q1: 38,771 shares; 2025Q2: 39,594 shares; 2025Q3: 8,632 shares; 2025Q4: 9,181 shares; 2026Q1: 15,418 shares 15,418$724K<0.01%+6,237Timeline
FBPFIRST BANCORP CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,564 shares; 2024Q4: 29,176 shares; 2025Q1: 29,978 shares; 2025Q2: 30,301 shares; 2025Q3: 30,279 shares; 2025Q4: 31,843 shares; 2026Q1: 33,842 shares 33,842$723K<0.01%+1,999Timeline
THRMGENTHERM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,860 shares; 2024Q4: 142,118 shares; 2025Q1: 133,546 shares; 2025Q2: 117,489 shares; 2025Q3: 122,961 shares; 2025Q4: 121,927 shares; 2026Q1: 25,981 shares 25,981$722K<0.01%-95,946Timeline
FITESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,371 shares; 2024Q4: 13,124 shares; 2025Q1: 6,756 shares; 2025Q2: 6,521 shares; 2025Q3: 6,836 shares; 2025Q4: 7,554 shares; 2026Q1: 8,420 shares 8,420$720K<0.01%+866Timeline
TNKTEEKAY TANKERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,506 shares; 2025Q1: 10,371 shares; 2025Q2: 17,684 shares; 2025Q3: 14,629 shares; 2025Q4: not reported; 2026Q1: 9,800 shares 9,800$719K<0.01%newTimeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 12 shares; 2025Q2: 11 shares; 2025Q3: 3 shares; 2025Q4: not reported; 2026Q1: 1 shares 1$718K<0.01%newTimeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,285 shares; 2024Q4: 274,331 shares; 2025Q1: 231,412 shares; 2025Q2: 224,417 shares; 2025Q3: 174,047 shares; 2025Q4: 131,434 shares; 2026Q1: 169,289 shares 169,289$718K<0.01%+37,855Timeline
FRWDNOMURA 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: 31,566 shares 31,566$717K<0.01%newTimeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,037 shares; 2024Q4: 101,580 shares; 2025Q1: 98,163 shares; 2025Q2: 24,006 shares; 2025Q3: 73,764 shares; 2025Q4: 70,475 shares; 2026Q1: 18,226 shares 18,226$717K<0.01%-52,249Timeline
MTGPWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,623 shares; 2024Q4: 21,676 shares; 2025Q1: 14,990 shares; 2025Q2: 13,345 shares; 2025Q3: 14,907 shares; 2025Q4: 14,433 shares; 2026Q1: 16,204 shares 16,204$716K<0.01%+1,771Timeline
BGCBGC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,963 shares; 2024Q4: 23,721 shares; 2025Q1: 23,719 shares; 2025Q2: 28,027 shares; 2025Q3: 64,436 shares; 2025Q4: 83,712 shares; 2026Q1: 73,159 shares 73,159$715K<0.01%-10,553Timeline
KNGZFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,221 shares; 2024Q4: 21,378 shares; 2025Q1: 15,767 shares; 2025Q2: 16,015 shares; 2025Q3: 16,414 shares; 2025Q4: 18,184 shares; 2026Q1: 19,786 shares 19,786$713K<0.01%+1,602Timeline
XGLQXCLOUGH GLOBAL EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,588 shares; 2025Q2: 21,178 shares; 2025Q3: 19,605 shares; 2025Q4: 19,756 shares; 2026Q1: 94,289 shares 94,289$710K<0.01%+74,533Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,572 shares; 2024Q4: 32,198 shares; 2025Q1: 29,490 shares; 2025Q2: 26,704 shares; 2025Q3: 34,870 shares; 2025Q4: 20,102 shares; 2026Q1: 7,198 shares 7,198$710K<0.01%-12,904Timeline
HNDLSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,587 shares; 2024Q4: 29,277 shares; 2025Q1: 40,130 shares; 2025Q2: 38,044 shares; 2025Q3: 36,038 shares; 2025Q4: 33,880 shares; 2026Q1: 32,447 shares 32,447$709K<0.01%-1,433Timeline
HGHAMILTON INSURANCE 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: not reported; 2025Q3: 22,289 shares; 2025Q4: not reported; 2026Q1: 23,710 shares 23,710$707K<0.01%newTimeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,110 shares; 2024Q4: 231,756 shares; 2025Q1: 205,893 shares; 2025Q2: 189,901 shares; 2025Q3: 175,115 shares; 2025Q4: 121,443 shares; 2026Q1: 230,112 shares 230,112$706K<0.01%+108,669Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,953 shares; 2024Q4: 20,477 shares; 2025Q1: 8,762 shares; 2025Q2: 10,570 shares; 2025Q3: 8,355 shares; 2025Q4: not reported; 2026Q1: 7,948 shares 7,948$706K<0.01%newTimeline
SDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,755 shares; 2024Q4: 7,942 shares; 2025Q1: 9,686 shares; 2025Q2: 7,332 shares; 2025Q3: 8,539 shares; 2025Q4: 8,420 shares; 2026Q1: 10,847 shares 10,847$705K<0.01%+2,427Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,491 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,826 shares; 2025Q3: not reported; 2025Q4: 3,221 shares; 2026Q1: 6,010 shares 6,010$704K<0.01%+2,789Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,501 shares; 2025Q1: 141,399 shares; 2025Q2: 51,539 shares; 2025Q3: 53,258 shares; 2025Q4: 24,195 shares; 2026Q1: 46,920 shares 46,920$702K<0.01%+22,725Timeline
MNRMACH NATURAL RESOURCES 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,000 shares 50,000$700K<0.01%newTimeline
QQQHNEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,117 shares; 2025Q2: 18,544 shares; 2025Q3: 16,776 shares; 2025Q4: not reported; 2026Q1: 13,655 shares 13,655$700K<0.01%newTimeline
QWLDSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,725 shares; 2024Q4: 17,246 shares; 2025Q1: 10,128 shares; 2025Q2: 10,814 shares; 2025Q3: 5,764 shares; 2025Q4: 4,782 shares; 2026Q1: 4,888 shares 4,888$700K<0.01%+106Timeline
WCMEFIRST 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: 41,658 shares 41,658$700K<0.01%newTimeline
FLCCFEDERATED HERMES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 177,094 shares; 2025Q1: 167,567 shares; 2025Q2: 81,113 shares; 2025Q3: 24,017 shares; 2025Q4: 20,730 shares; 2026Q1: 22,656 shares 22,656$699K<0.01%+1,926Timeline
HCCWARRIOR MET COAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,553 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,518 shares; 2025Q3: 5,496 shares; 2025Q4: 7,830 shares; 2026Q1: 7,497 shares 7,497$698K<0.01%-333Timeline
RSPRINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,462 shares; 2024Q4: 15,973 shares; 2025Q1: 17,607 shares; 2025Q2: 17,702 shares; 2025Q3: 19,275 shares; 2025Q4: 18,144 shares; 2026Q1: 20,984 shares 20,984$696K<0.01%+2,840Timeline
TVGRUPO TELEVISA S A BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,853 shares; 2024Q4: 35,911 shares; 2025Q1: 35,988 shares; 2025Q2: 134,168 shares; 2025Q3: 167,581 shares; 2025Q4: 227,943 shares; 2026Q1: 238,563 shares 238,563$694K<0.01%+10,620Timeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,772 shares; 2024Q4: 67,104 shares; 2025Q1: 59,063 shares; 2025Q2: 74,096 shares; 2025Q3: 63,019 shares; 2025Q4: 40,674 shares; 2026Q1: 60,168 shares 60,168$693K<0.01%+19,494Timeline
QMNVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,469 shares; 2026Q1: 30,365 shares 30,365$692K<0.01%+12,896Timeline
PSCIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,345 shares; 2024Q4: 172,373 shares; 2025Q1: 173,443 shares; 2025Q2: not reported; 2025Q3: 1,426 shares; 2025Q4: 1,882 shares; 2026Q1: 4,469 shares 4,469$691K<0.01%+2,587Timeline
VABSVIRTUS ETF 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: 25,010 shares; 2025Q4: 25,480 shares; 2026Q1: 28,578 shares 28,578$691K<0.01%+3,098Timeline
RSMRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,054 shares 31,054$688K<0.01%newTimeline
OAKMHARRIS OAKMARK 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: 11,179 shares; 2026Q1: 24,954 shares 24,954$688K<0.01%+13,775Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,440 shares; 2025Q1: 11,691 shares; 2025Q2: 20,395 shares; 2025Q3: 40,725 shares; 2025Q4: 29,306 shares; 2026Q1: 23,820 shares 23,820$687K<0.01%-5,486Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,430 shares; 2024Q4: 10,824 shares; 2025Q1: 8,395 shares; 2025Q2: 8,633 shares; 2025Q3: 7,969 shares; 2025Q4: 6,605 shares; 2026Q1: 7,921 shares 7,921$687K<0.01%+1,316Timeline
RSJNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,884 shares 19,884$687K<0.01%newTimeline
NMBSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,083 shares; 2026Q1: 28,341 shares 28,341$685K<0.01%+16,258Timeline
PPHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,502 shares; 2024Q4: 5,778 shares; 2025Q1: 4,997 shares; 2025Q2: 4,275 shares; 2025Q3: 3,524 shares; 2025Q4: 4,238 shares; 2026Q1: 6,571 shares 6,571$683K<0.01%+2,333Timeline
GOLYSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,088 shares; 2025Q3: 22,873 shares; 2025Q4: 27,020 shares; 2026Q1: 23,162 shares 23,162$682K<0.01%-3,858Timeline
FTNYPUTNAM 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: 82,155 shares; 2026Q1: 87,410 shares 87,410$682K<0.01%+5,255Timeline
KAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,641 shares; 2024Q4: 17,355 shares; 2025Q1: 16,639 shares; 2025Q2: 17,745 shares; 2025Q3: 17,833 shares; 2025Q4: 18,259 shares; 2026Q1: 18,791 shares 18,791$681K<0.01%+532Timeline
ARQTARCUTIS BIOTHERAPEUTICS 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: 26,531 shares; 2026Q1: 28,908 shares 28,908$681K<0.01%+2,377Timeline
AATAMERICAN ASSETS TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,522 shares; 2024Q4: 22,947 shares; 2025Q1: 23,120 shares; 2025Q2: 16,531 shares; 2025Q3: 28,200 shares; 2025Q4: 14,221 shares; 2026Q1: 36,939 shares 36,939$680K<0.01%+22,718Timeline
DBAINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,101 shares; 2024Q4: 36,578 shares; 2025Q1: 38,559 shares; 2025Q2: 31,121 shares; 2025Q3: 33,529 shares; 2025Q4: 19,933 shares; 2026Q1: 24,857 shares 24,857$679K<0.01%+4,924Timeline
NUTXNUTEX 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,098 shares 7,098$675K<0.01%newTimeline
EAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,310 shares; 2024Q4: 20,415 shares; 2025Q1: 20,842 shares; 2025Q2: 21,403 shares; 2025Q3: 22,081 shares; 2025Q4: 22,090 shares; 2026Q1: 22,548 shares 22,548$674K<0.01%+458Timeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,117 shares; 2025Q2: 41,375 shares; 2025Q3: 47,241 shares; 2025Q4: 35,893 shares; 2026Q1: 46,684 shares 46,684$674K<0.01%+10,791Timeline
ICOPISHARES 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: 14,146 shares 14,146$673K<0.01%newTimeline
TIGRUP FINTECH HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188,754 shares; 2025Q1: 180,332 shares; 2025Q2: 218,480 shares; 2025Q3: 228,929 shares; 2025Q4: 285,114 shares; 2026Q1: 106,793 shares 106,793$673K<0.01%-178,321Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,885 shares; 2024Q4: 81,068 shares; 2025Q1: 76,350 shares; 2025Q2: 78,147 shares; 2025Q3: 20,961 shares; 2025Q4: 12,743 shares; 2026Q1: 17,953 shares 17,953$672K<0.01%+5,210Timeline
DMXUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,299 shares; 2024Q4: 20,389 shares; 2025Q1: 18,370 shares; 2025Q2: 19,366 shares; 2025Q3: 17,363 shares; 2025Q4: 18,395 shares; 2026Q1: 19,116 shares 19,116$672K<0.01%+721Timeline
GLNGGOLAR LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,432 shares; 2024Q4: 50,953 shares; 2025Q1: 47,819 shares; 2025Q2: 49,202 shares; 2025Q3: 48,957 shares; 2025Q4: 7,912 shares; 2026Q1: 12,399 shares 12,399$671K<0.01%+4,487Timeline
JXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,589 shares; 2024Q4: 6,829 shares; 2025Q1: 6,765 shares; 2025Q2: 7,123 shares; 2025Q3: 7,254 shares; 2025Q4: 7,001 shares; 2026Q1: 7,741 shares 7,741$668K<0.01%+740Timeline
OXY/WSOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,234 shares; 2024Q4: 18,963 shares; 2025Q1: 16,998 shares; 2025Q2: 16,380 shares; 2025Q3: 15,762 shares; 2025Q4: 14,329 shares; 2026Q1: 15,577 shares 15,577$668K<0.01%+1,248Timeline
PVIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,580 shares; 2024Q4: 14,292 shares; 2025Q1: 11,908 shares; 2025Q2: 11,660 shares; 2025Q3: 11,850 shares; 2025Q4: not reported; 2026Q1: 26,712 shares 26,712$664K<0.01%newTimeline
NSANATIONAL STORAGE AFFILIATESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,150 shares; 2024Q4: 160,373 shares; 2025Q1: 172,252 shares; 2025Q2: 122,550 shares; 2025Q3: 33,516 shares; 2025Q4: 29,817 shares; 2026Q1: 17,480 shares 17,480$660K<0.01%-12,337Timeline
FEMSFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,618 shares; 2024Q4: 72,326 shares; 2025Q1: 77,323 shares; 2025Q2: 83,237 shares; 2025Q3: 84,840 shares; 2025Q4: 18,563 shares; 2026Q1: 14,464 shares 14,464$659K<0.01%-4,099Timeline
RSPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,667 shares; 2024Q4: 40,063 shares; 2025Q1: 39,781 shares; 2025Q2: 37,566 shares; 2025Q3: 16,399 shares; 2025Q4: 11,962 shares; 2026Q1: 17,033 shares 17,033$659K<0.01%+5,071Timeline
QVMTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,825 shares; 2024Q4: 13,181 shares; 2025Q1: 12,701 shares; 2025Q2: 12,490 shares; 2025Q3: 12,760 shares; 2025Q4: 12,366 shares; 2026Q1: 11,062 shares 11,062$658K<0.01%-1,304Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,035 shares; 2024Q4: 134,455 shares; 2025Q1: 82,490 shares; 2025Q2: 41,824 shares; 2025Q3: 49,886 shares; 2025Q4: 33,351 shares; 2026Q1: 44,381 shares 44,381$656K<0.01%+11,030Timeline
UEURBAN EDGE PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,736 shares; 2024Q4: 44,772 shares; 2025Q1: 45,201 shares; 2025Q2: 56,972 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,803 shares 32,803$655K<0.01%newTimeline
PNTGPENNANT GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,253 shares; 2024Q4: 25,022 shares; 2025Q1: 22,201 shares; 2025Q2: 22,539 shares; 2025Q3: 20,830 shares; 2025Q4: 20,935 shares; 2026Q1: 21,399 shares 21,399$652K<0.01%+464Timeline
QBUFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,404 shares; 2025Q2: 13,946 shares; 2025Q3: 16,383 shares; 2025Q4: 16,113 shares; 2026Q1: 22,324 shares 22,324$652K<0.01%+6,211Timeline
TDTFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,692 shares; 2024Q4: 12,033 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,810 shares; 2025Q4: 20,589 shares; 2026Q1: 26,960 shares 26,960$650K<0.01%+6,371Timeline
MUCBLACKROCK MUNIHLDNGS CALIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,662 shares; 2024Q4: 15,996 shares; 2025Q1: 31,764 shares; 2025Q2: 49,899 shares; 2025Q3: 47,545 shares; 2025Q4: 59,710 shares; 2026Q1: 62,452 shares 62,452$650K<0.01%+2,742Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,695 shares; 2025Q4: 59,856 shares; 2026Q1: 64,864 shares 64,864$649K<0.01%+5,008Timeline
COWSAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,242 shares; 2024Q4: 16,284 shares; 2025Q1: 16,390 shares; 2025Q2: 19,656 shares; 2025Q3: 19,450 shares; 2025Q4: 20,359 shares; 2026Q1: 19,645 shares 19,645$648K<0.01%-714Timeline
USVMVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,676 shares; 2025Q2: 4,437 shares; 2025Q3: 4,434 shares; 2025Q4: 4,507 shares; 2026Q1: 6,841 shares 6,841$648K<0.01%+2,334Timeline
TBLUTORTOISE 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: 12,313 shares; 2025Q4: not reported; 2026Q1: 12,832 shares 12,832$647K<0.01%newTimeline
TBBKBANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,666 shares; 2024Q4: 12,074 shares; 2025Q1: 12,046 shares; 2025Q2: 10,911 shares; 2025Q3: 41,996 shares; 2025Q4: 29,973 shares; 2026Q1: 11,995 shares 11,995$644K<0.01%-17,978Timeline
RMIRIVERNORTH OPPORTUNISTIC MUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,760 shares; 2025Q4: 35,741 shares; 2026Q1: 42,761 shares 42,761$644K<0.01%+7,020Timeline
NANNUVEEN NY DIVI ADVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,222 shares; 2024Q4: 17,839 shares; 2025Q1: 30,298 shares; 2025Q2: 41,459 shares; 2025Q3: 43,503 shares; 2025Q4: 39,817 shares; 2026Q1: 57,751 shares 57,751$644K<0.01%+17,934Timeline
AIFDTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,353 shares; 2024Q4: 14,419 shares; 2025Q1: 15,845 shares; 2025Q2: 19,782 shares; 2025Q3: 19,630 shares; 2025Q4: 18,481 shares; 2026Q1: 16,693 shares 16,693$644K<0.01%-1,788Timeline
XPGPXPIMCO GLOBAL STOCKPLUS INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,513 shares; 2024Q4: 127,315 shares; 2025Q1: 99,984 shares; 2025Q2: 100,805 shares; 2025Q3: 96,613 shares; 2025Q4: 79,392 shares; 2026Q1: 77,208 shares 77,208$643K<0.01%-2,184Timeline
MXLMAXLINEAR 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: 22,499 shares; 2025Q4: 23,198 shares; 2026Q1: 36,955 shares 36,955$643K<0.01%+13,757Timeline
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,690 shares; 2024Q4: 36,758 shares; 2025Q1: 30,976 shares; 2025Q2: 24,161 shares; 2025Q3: 12,614 shares; 2025Q4: 13,560 shares; 2026Q1: 17,730 shares 17,730$642K<0.01%+4,170Timeline
FMUBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,551 shares; 2026Q1: 12,674 shares 12,674$641K<0.01%+3,123Timeline
CORNTEUCRIUM COMMODITY 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: 34,839 shares 34,839$641K<0.01%newTimeline
LTPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,775 shares; 2024Q4: 31,319 shares; 2025Q1: 32,991 shares; 2025Q2: 44,335 shares; 2025Q3: 29,137 shares; 2025Q4: 12,219 shares; 2026Q1: 12,508 shares 12,508$638K<0.01%+289Timeline
JULUAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,246 shares; 2025Q4: 54,549 shares; 2026Q1: 22,347 shares 22,347$638K<0.01%-32,202Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371,512 shares; 2024Q4: 427,274 shares; 2025Q1: 366,188 shares; 2025Q2: 608,445 shares; 2025Q3: 509,972 shares; 2025Q4: 469,886 shares; 2026Q1: 26,869 shares 26,869$635K<0.01%-443,017Timeline
UYLDANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,674 shares; 2025Q4: 4,824 shares; 2026Q1: 12,415 shares 12,415$634K<0.01%+7,591Timeline
FCFFIRST COMWLTH FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,870 shares; 2024Q4: 27,458 shares; 2025Q1: 41,877 shares; 2025Q2: 45,419 shares; 2025Q3: 43,944 shares; 2025Q4: 33,938 shares; 2026Q1: 35,950 shares 35,950$632K<0.01%+2,012Timeline
DNLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,360 shares; 2024Q4: 10,917 shares; 2025Q1: 168,296 shares; 2025Q2: 171,107 shares; 2025Q3: 184,108 shares; 2025Q4: 217,693 shares; 2026Q1: 15,652 shares 15,652$632K<0.01%-202,041Timeline
CRCCALIFORNIA RES 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: 5,322 shares; 2025Q3: 7,889 shares; 2025Q4: not reported; 2026Q1: 9,123 shares 9,123$632K<0.01%newTimeline
YNOTHORIZON 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: 26,327 shares; 2026Q1: 23,749 shares 23,749$631K<0.01%-2,578Timeline
XRNCHIRON REAL ESTATE 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: 12,329 shares; 2025Q4: 12,325 shares; 2026Q1: 19,043 shares 19,043$630K<0.01%+6,718Timeline
JANJANUS LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,714 shares 26,714$630K<0.01%newTimeline
DJIAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,916 shares; 2025Q2: 11,296 shares; 2025Q3: 10,168 shares; 2025Q4: 13,246 shares; 2026Q1: 29,822 shares 29,822$627K<0.01%+16,576Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,313 shares; 2024Q4: 4,875 shares; 2025Q1: 5,692 shares; 2025Q2: 6,912 shares; 2025Q3: 9,168 shares; 2025Q4: 5,333 shares; 2026Q1: 8,502 shares 8,502$627K<0.01%+3,169Timeline
RWAYRUNWAY GROWTH FINANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,797 shares; 2025Q2: 19,901 shares; 2025Q3: 21,021 shares; 2025Q4: 65,592 shares; 2026Q1: 91,271 shares 91,271$627K<0.01%+25,679Timeline
QQAINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,810 shares; 2025Q4: 8,109 shares; 2026Q1: 12,558 shares 12,558$626K<0.01%+4,449Timeline
ANGOANGIODYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,932 shares; 2024Q4: 296,183 shares; 2025Q1: 240,836 shares; 2025Q2: 68,211 shares; 2025Q3: 66,890 shares; 2025Q4: 63,903 shares; 2026Q1: 55,002 shares 55,002$625K<0.01%-8,901Timeline
UTMDUTAH MED PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,623 shares; 2024Q4: 7,373 shares; 2025Q1: 10,154 shares; 2025Q2: 9,744 shares; 2025Q3: 6,297 shares; 2025Q4: 6,611 shares; 2026Q1: 10,080 shares 10,080$625K<0.01%+3,469Timeline
SRCE1ST SOURCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,039 shares; 2024Q4: 8,508 shares; 2025Q1: 8,234 shares; 2025Q2: 8,551 shares; 2025Q3: 10,091 shares; 2025Q4: 9,378 shares; 2026Q1: 9,026 shares 9,026$625K<0.01%-352Timeline
NJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,896 shares; 2025Q3: 64,405 shares; 2025Q4: 82,272 shares; 2026Q1: 19,959 shares 19,959$624K<0.01%-62,313Timeline
RONBBARON 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: 27,258 shares 27,258$623K<0.01%newTimeline
ALTYGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,525 shares; 2024Q4: 27,525 shares; 2025Q1: 43,674 shares; 2025Q2: 44,703 shares; 2025Q3: 25,438 shares; 2025Q4: 22,597 shares; 2026Q1: 51,873 shares 51,873$623K<0.01%+29,276Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,669 shares; 2025Q1: 2,188 shares; 2025Q2: 2,134 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,396 shares 7,396$622K<0.01%newTimeline
JSMLJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,986 shares; 2024Q4: 21,173 shares; 2025Q1: 20,790 shares; 2025Q2: 13,730 shares; 2025Q3: 12,025 shares; 2025Q4: 9,735 shares; 2026Q1: 8,881 shares 8,881$622K<0.01%-854Timeline
HTDHANCOCK JOHN TAX-ADVANTAGEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,908 shares; 2024Q4: 16,069 shares; 2025Q1: 22,640 shares; 2025Q2: 20,014 shares; 2025Q3: 19,399 shares; 2025Q4: 19,838 shares; 2026Q1: 25,098 shares 25,098$622K<0.01%+5,260Timeline
CETCENTRAL SECS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 10,957 shares; 2025Q3: 9,101 shares; 2025Q4: 10,854 shares; 2026Q1: 12,511 shares 12,511$621K<0.01%+1,657Timeline
GUGGUGGENHEIM ACTIVE ALLOC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,442 shares; 2024Q4: 26,271 shares; 2025Q1: 28,601 shares; 2025Q2: 32,501 shares; 2025Q3: 28,483 shares; 2025Q4: 31,484 shares; 2026Q1: 40,772 shares 40,772$621K<0.01%+9,288Timeline
CZAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,401 shares; 2024Q4: 6,437 shares; 2025Q1: 7,025 shares; 2025Q2: 6,735 shares; 2025Q3: 5,825 shares; 2025Q4: 5,780 shares; 2026Q1: 5,633 shares 5,633$621K<0.01%-147Timeline
SPXNPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,396 shares; 2024Q4: 18,595 shares; 2025Q1: 31,105 shares; 2025Q2: 12,656 shares; 2025Q3: 8,894 shares; 2025Q4: 8,938 shares; 2026Q1: 8,756 shares 8,756$620K<0.01%-182Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,249 shares; 2025Q2: 28,687 shares; 2025Q3: 23,529 shares; 2025Q4: 28,306 shares; 2026Q1: 34,852 shares 34,852$620K<0.01%+6,546Timeline
EGOELDORADO GOLD CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,318 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,926 shares; 2025Q4: 12,183 shares; 2026Q1: 18,032 shares 18,032$619K<0.01%+5,849Timeline
HIOWESTERN ASSET HIGH INCOME OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,173 shares; 2024Q4: 110,083 shares; 2025Q1: 108,332 shares; 2025Q2: 126,879 shares; 2025Q3: 131,959 shares; 2025Q4: 133,124 shares; 2026Q1: 169,738 shares 169,738$616K<0.01%+36,614Timeline
EARTGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,584 shares; 2025Q1: 10,706 shares; 2025Q2: 11,663 shares; 2025Q3: 23,715 shares; 2025Q4: 20,497 shares; 2026Q1: 20,634 shares 20,634$616K<0.01%+137Timeline
PXJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,847 shares 14,847$615K<0.01%newTimeline
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: 28,267 shares; 2026Q1: 49,566 shares 49,566$614K<0.01%+21,299Timeline
PFMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,454 shares; 2024Q4: 114,645 shares; 2025Q1: 62,264 shares; 2025Q2: 9,793 shares; 2025Q3: 11,100 shares; 2025Q4: 11,119 shares; 2026Q1: 12,012 shares 12,012$614K<0.01%+893Timeline
XAODXABRDN TOTAL DYNAMIC DIVIDENDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,077 shares; 2024Q4: 227,149 shares; 2025Q1: 238,773 shares; 2025Q2: 234,318 shares; 2025Q3: 21,781 shares; 2025Q4: 16,904 shares; 2026Q1: 66,574 shares 66,574$613K<0.01%+49,670Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,470 shares; 2024Q4: 172,860 shares; 2025Q1: 147,822 shares; 2025Q2: 153,883 shares; 2025Q3: 138,289 shares; 2025Q4: 82,243 shares; 2026Q1: 118,450 shares 118,450$612K<0.01%+36,207Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,795 shares; 2024Q4: 50,084 shares; 2025Q1: 57,617 shares; 2025Q2: 58,916 shares; 2025Q3: 6,857 shares; 2025Q4: 3,254 shares; 2026Q1: 2,957 shares 2,957$611K<0.01%-297Timeline
USCIUNITED STS COMMODITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,967 shares; 2025Q1: 24,130 shares; 2025Q2: 2,860 shares; 2025Q3: 3,326 shares; 2025Q4: 3,961 shares; 2026Q1: 6,403 shares 6,403$610K<0.01%+2,442Timeline
PDOPIMCO DYNAMIC INCOME OPRNTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,777 shares; 2024Q4: 43,688 shares; 2025Q1: 54,427 shares; 2025Q2: 58,065 shares; 2025Q3: 381,500 shares; 2025Q4: 320,807 shares; 2026Q1: 47,146 shares 47,146$610K<0.01%-273,661Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,722 shares; 2024Q4: 13,112 shares; 2025Q1: 13,712 shares; 2025Q2: 34,298 shares; 2025Q3: 11,916 shares; 2025Q4: 8,155 shares; 2026Q1: 14,821 shares 14,821$609K<0.01%+6,666Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,137 shares; 2025Q4: 39,387 shares; 2026Q1: 33,641 shares 33,641$609K<0.01%-5,746Timeline
BBAXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,782 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,236 shares 10,236$609K<0.01%newTimeline
AFBALLIANCEBERNSTEIN NATL MUN IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,210 shares; 2024Q4: 22,442 shares; 2025Q1: 31,566 shares; 2025Q2: 45,124 shares; 2025Q3: 47,519 shares; 2025Q4: 42,493 shares; 2026Q1: 56,795 shares 56,795$607K<0.01%+14,302Timeline
HCSGHEALTHCARE SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,259 shares; 2024Q4: 144,562 shares; 2025Q1: 151,896 shares; 2025Q2: 41,275 shares; 2025Q3: 41,097 shares; 2025Q4: 37,004 shares; 2026Q1: 32,679 shares 32,679$606K<0.01%-4,325Timeline
EODALLSPRING GLOBAL DIVIDEND OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,212 shares; 2024Q4: 70,869 shares; 2025Q1: 76,882 shares; 2025Q2: 82,451 shares; 2025Q3: 65,981 shares; 2025Q4: 81,590 shares; 2026Q1: 103,922 shares 103,922$606K<0.01%+22,332Timeline
XNIEXVIRTUS EQUITY & CONV INCM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,901 shares; 2024Q4: 14,575 shares; 2025Q1: 16,297 shares; 2025Q2: 21,756 shares; 2025Q3: 18,973 shares; 2025Q4: 20,430 shares; 2026Q1: 25,918 shares 25,918$605K<0.01%+5,488Timeline
FTXHFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,019 shares; 2024Q4: 16,403 shares; 2025Q1: 18,799 shares; 2025Q2: 17,765 shares; 2025Q3: 18,132 shares; 2025Q4: 18,314 shares; 2026Q1: 17,598 shares 17,598$605K<0.01%-716Timeline
DDFSINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,725 shares; 2025Q4: 28,136 shares; 2026Q1: 28,553 shares 28,553$603K<0.01%+417Timeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,530 shares; 2025Q2: 61,098 shares; 2025Q3: 91,948 shares; 2025Q4: 97,211 shares; 2026Q1: 128,427 shares 128,427$601K<0.01%+31,216Timeline
COLOGLOBAL 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: not reported; 2025Q4: not reported; 2026Q1: 15,188 shares 15,188$601K<0.01%newTimeline
EMOCLEARBRIDGE ENERGY MIDSTREAMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,012 shares; 2024Q4: 8,988 shares; 2025Q1: 9,163 shares; 2025Q2: 8,826 shares; 2025Q3: 7,513 shares; 2025Q4: 7,900 shares; 2026Q1: 11,355 shares 11,355$600K<0.01%+3,455Timeline
DBDDIEBOLD NIXDORF 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: 3,795 shares; 2025Q3: 7,205 shares; 2025Q4: not reported; 2026Q1: 7,949 shares 7,949$600K<0.01%newTimeline
SIISPROTT 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: 2,922 shares; 2025Q4: 3,814 shares; 2026Q1: 4,206 shares 4,206$599K<0.01%+392Timeline
PALLABRDN PALLADIUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,454 shares; 2024Q4: 15,672 shares; 2025Q1: 4,126 shares; 2025Q2: 5,060 shares; 2025Q3: 4,971 shares; 2025Q4: 8,632 shares; 2026Q1: 4,445 shares 4,445$599K<0.01%-4,187Timeline
MHOM/I HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 2,124 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,683 shares; 2025Q4: not reported; 2026Q1: 4,890 shares 4,890$599K<0.01%newTimeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,375 shares; 2024Q4: 93,862 shares; 2025Q1: 32,930 shares; 2025Q2: 34,913 shares; 2025Q3: 80,031 shares; 2025Q4: 93,594 shares; 2026Q1: 75,881 shares 75,881$599K<0.01%-17,713Timeline
AEGAEGON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,340 shares; 2024Q4: 231,349 shares; 2025Q1: 229,334 shares; 2025Q2: 256,590 shares; 2025Q3: 269,338 shares; 2025Q4: 247,419 shares; 2026Q1: 82,401 shares 82,401$598K<0.01%-165,018Timeline
FSMFORTUNA 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: 16,137 shares; 2025Q4: 25,254 shares; 2026Q1: 60,069 shares 60,069$596K<0.01%+34,815Timeline
CATYCATHAY GEN BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,286 shares; 2024Q4: 31,575 shares; 2025Q1: 33,501 shares; 2025Q2: 32,315 shares; 2025Q3: 9,033 shares; 2025Q4: 9,894 shares; 2026Q1: 11,932 shares 11,932$595K<0.01%+2,038Timeline
ELCVSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,424 shares; 2025Q4: 14,984 shares; 2026Q1: 20,483 shares 20,483$594K<0.01%+5,499Timeline
SEPTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,399 shares; 2024Q4: 23,081 shares; 2025Q1: 21,835 shares; 2025Q2: 22,863 shares; 2025Q3: 17,251 shares; 2025Q4: 17,169 shares; 2026Q1: 17,227 shares 17,227$592K<0.01%+58Timeline
FTSDFRANKLIN 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: 2,387 shares; 2025Q3: not reported; 2025Q4: 2,380 shares; 2026Q1: 6,514 shares 6,514$591K<0.01%+4,134Timeline
ZIMZIM INTEGRATED SHIPPING SERVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,484 shares; 2024Q4: 17,734 shares; 2025Q1: 13,010 shares; 2025Q2: 13,786 shares; 2025Q3: 13,635 shares; 2025Q4: 36,566 shares; 2026Q1: 22,438 shares 22,438$591K<0.01%-14,128Timeline
VTELVANGUARD MUN BD 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: not reported; 2026Q1: 5,758 shares 5,758$590K<0.01%newTimeline
DBEUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,351 shares; 2024Q4: 8,602 shares; 2025Q1: 13,593 shares; 2025Q2: 18,163 shares; 2025Q3: 17,787 shares; 2025Q4: 17,461 shares; 2026Q1: 12,101 shares 12,101$590K<0.01%-5,360Timeline
AADRADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,993 shares; 2024Q4: 12,966 shares; 2025Q1: 11,640 shares; 2025Q2: 10,861 shares; 2025Q3: 10,897 shares; 2025Q4: 7,829 shares; 2026Q1: 7,221 shares 7,221$589K<0.01%-608Timeline
FTFFRANKLIN LTD DURATION INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,210 shares; 2024Q4: 16,210 shares; 2025Q1: 72,822 shares; 2025Q2: 77,355 shares; 2025Q3: 67,312 shares; 2025Q4: 74,236 shares; 2026Q1: 101,092 shares 101,092$589K<0.01%+26,856Timeline
IDYNBLACKROCK 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: 12,295 shares; 2025Q4: 21,519 shares; 2026Q1: 20,443 shares 20,443$589K<0.01%-1,076Timeline
CVBFCVB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,275 shares; 2024Q4: 39,298 shares; 2025Q1: 38,011 shares; 2025Q2: 37,324 shares; 2025Q3: 69,352 shares; 2025Q4: 41,107 shares; 2026Q1: 30,363 shares 30,363$589K<0.01%-10,744Timeline
USMFWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,441 shares; 2024Q4: 22,094 shares; 2025Q1: 11,681 shares; 2025Q2: 10,272 shares; 2025Q3: 10,940 shares; 2025Q4: 11,941 shares; 2026Q1: 11,915 shares 11,915$588K<0.01%-26Timeline
NACNUVEEN CA DIVI ADV MUNQuarterly shares; oldest to newest; scale is 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: 50,469 shares 50,469$588K<0.01%newTimeline
TRIPTRIPADVISOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 13,796 shares; 2025Q1: 29,634 shares; 2025Q2: 32,888 shares; 2025Q3: 38,550 shares; 2025Q4: 50,880 shares; 2026Q1: 55,119 shares 55,119$588K<0.01%+4,239Timeline
VTECVANGUARD CALIF TAX FREE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,211 shares; 2025Q4: 4,890 shares; 2026Q1: 5,930 shares 5,930$588K<0.01%+1,040Timeline
ORREA 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: 16,103 shares 16,103$587K<0.01%newTimeline
SRADSPORTRADAR GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,858 shares; 2025Q1: 68,544 shares; 2025Q2: 104,596 shares; 2025Q3: 114,218 shares; 2025Q4: 30,540 shares; 2026Q1: 34,988 shares 34,988$586K<0.01%+4,448Timeline
NXTEINVESTMENT MANAGERS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,761 shares; 2024Q4: 25,425 shares; 2025Q1: 23,621 shares; 2025Q2: 15,231 shares; 2025Q3: 14,961 shares; 2025Q4: 15,497 shares; 2026Q1: 14,922 shares 14,922$585K<0.01%-575Timeline
QDEFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,518 shares; 2024Q4: 7,368 shares; 2025Q1: 8,403 shares; 2025Q2: 7,686 shares; 2025Q3: 6,706 shares; 2025Q4: 6,331 shares; 2026Q1: 7,319 shares 7,319$584K<0.01%+988Timeline
PSCHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,790 shares; 2024Q4: 17,956 shares; 2025Q1: 17,331 shares; 2025Q2: 17,382 shares; 2025Q3: 12,133 shares; 2025Q4: 13,368 shares; 2026Q1: 14,197 shares 14,197$584K<0.01%+829Timeline
SXCSUNCOKE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,056 shares; 2024Q4: 76,250 shares; 2025Q1: 89,152 shares; 2025Q2: 91,909 shares; 2025Q3: 101,094 shares; 2025Q4: 15,970 shares; 2026Q1: 89,551 shares 89,551$583K<0.01%+73,581Timeline
QQQXNUVEEN NASDAQ 100 DYNAMIC OVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,207 shares; 2024Q4: 12,832 shares; 2025Q1: 16,437 shares; 2025Q2: 16,430 shares; 2025Q3: 16,729 shares; 2025Q4: 10,921 shares; 2026Q1: 21,843 shares 21,843$583K<0.01%+10,922Timeline
CENTACENTRAL GARDEN & PET COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,113 shares; 2024Q4: 9,356 shares; 2025Q1: 15,410 shares; 2025Q2: 14,486 shares; 2025Q3: 14,578 shares; 2025Q4: 18,831 shares; 2026Q1: 17,916 shares 17,916$581K<0.01%-915Timeline
CHWCALAMOS GBL DYN INCOME FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,964 shares 79,964$581K<0.01%newTimeline
UTLUNITIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,637 shares; 2024Q4: 10,745 shares; 2025Q1: 11,113 shares; 2025Q2: 11,360 shares; 2025Q3: 12,447 shares; 2025Q4: 11,186 shares; 2026Q1: 11,108 shares 11,108$580K<0.01%-78Timeline
SDGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,169 shares; 2024Q4: 10,391 shares; 2025Q1: 8,519 shares; 2025Q2: 8,153 shares; 2025Q3: 7,240 shares; 2025Q4: 6,968 shares; 2026Q1: 6,906 shares 6,906$580K<0.01%-62Timeline
CGHYCAPITAL GRP FIXED INCM ETF 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: 10,339 shares; 2026Q1: 23,123 shares 23,123$579K<0.01%+12,784Timeline
SBRSABINE RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: 6,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,570 shares; 2025Q4: 5,328 shares; 2026Q1: 7,682 shares 7,682$579K<0.01%+2,354Timeline
EVXVANECK 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: 14,922 shares 14,922$578K<0.01%newTimeline
YELPYELP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,212 shares; 2024Q4: 7,811 shares; 2025Q1: 7,899 shares; 2025Q2: 9,798 shares; 2025Q3: 22,306 shares; 2025Q4: 11,011 shares; 2026Q1: 23,337 shares 23,337$577K<0.01%+12,326Timeline
DGREWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,632 shares; 2024Q4: 50,627 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,425 shares 17,425$577K<0.01%newTimeline
TPLCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,611 shares; 2024Q4: 9,053 shares; 2025Q1: 11,954 shares; 2025Q2: 10,691 shares; 2025Q3: 14,554 shares; 2025Q4: 14,327 shares; 2026Q1: 12,420 shares 12,420$577K<0.01%-1,907Timeline
BKMCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 5,076 shares; 2025Q1: 4,959 shares; 2025Q2: 5,304 shares; 2025Q3: 5,598 shares; 2025Q4: 5,238 shares; 2026Q1: 5,215 shares 5,215$575K<0.01%-23Timeline
ANDEANDERSONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,806 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,001 shares 8,001$574K<0.01%newTimeline
OZEMROUNDHILL 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: 18,402 shares 18,402$574K<0.01%newTimeline
WRBYWARBY PARKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,030 shares; 2024Q4: 20,491 shares; 2025Q1: 10,716 shares; 2025Q2: 10,182 shares; 2025Q3: 10,579 shares; 2025Q4: not reported; 2026Q1: 27,238 shares 27,238$574K<0.01%newTimeline
MFUSPIMCO EQUITY SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,393 shares; 2024Q4: 16,424 shares; 2025Q1: 14,450 shares; 2025Q2: 10,500 shares; 2025Q3: 13,717 shares; 2025Q4: 11,517 shares; 2026Q1: 9,817 shares 9,817$573K<0.01%-1,700Timeline
NEOGNEOGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,377 shares; 2024Q4: 489,367 shares; 2025Q1: 487,499 shares; 2025Q2: 133,475 shares; 2025Q3: 90,516 shares; 2025Q4: 46,824 shares; 2026Q1: 61,443 shares 61,443$571K<0.01%+14,619Timeline
PACGRUPO AEROPORTUNARIO DEL PACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 8,018 shares; 2025Q1: 7,219 shares; 2025Q2: 7,334 shares; 2025Q3: 14,304 shares; 2025Q4: 5,000 shares; 2026Q1: 2,310 shares 2,310$570K<0.01%-2,690Timeline
EMDMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,199 shares 16,199$568K<0.01%newTimeline
PLPLANET LABS PBCQuarterly shares; oldest to newest; scale is 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: 20,236 shares 20,236$566K<0.01%newTimeline
KIOKKR INCOME OPPORTUNITIES FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,371 shares; 2024Q4: 39,533 shares; 2025Q1: 40,726 shares; 2025Q2: 46,214 shares; 2025Q3: 47,572 shares; 2025Q4: 48,407 shares; 2026Q1: 51,222 shares 51,222$563K<0.01%+2,815Timeline
BSJUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,105 shares; 2025Q2: 240,471 shares; 2025Q3: 19,275 shares; 2025Q4: 18,692 shares; 2026Q1: 22,016 shares 22,016$563K<0.01%+3,324Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 674,485 shares; 2025Q1: 44,323 shares; 2025Q2: 156,933 shares; 2025Q3: 7,620 shares; 2025Q4: 98,096 shares; 2026Q1: 14,067 shares 14,067$561K<0.01%-84,029Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,235 shares; 2024Q4: 41,445 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,038 shares; 2025Q4: 11,905 shares; 2026Q1: 10,295 shares 10,295$561K<0.01%-1,610Timeline
CGVVCAPITAL GROUP EQUITY 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: 9,138 shares; 2026Q1: 20,975 shares 20,975$561K<0.01%+11,837Timeline
NBTBNBT BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,864 shares; 2024Q4: 13,204 shares; 2025Q1: 17,275 shares; 2025Q2: 17,037 shares; 2025Q3: 14,505 shares; 2025Q4: 12,703 shares; 2026Q1: 13,125 shares 13,125$559K<0.01%+422Timeline
ESGFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,347 shares; 2025Q1: 2,315 shares; 2025Q2: 2,720 shares; 2025Q3: 2,844 shares; 2025Q4: 2,769 shares; 2026Q1: 3,682 shares 3,682$559K<0.01%+913Timeline
EPHEISHARES 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: 22,469 shares 22,469$558K<0.01%newTimeline
DEIDOUGLAS EMMETT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,161 shares; 2024Q4: 44,601 shares; 2025Q1: 66,217 shares; 2025Q2: 80,559 shares; 2025Q3: 77,329 shares; 2025Q4: 58,500 shares; 2026Q1: 59,209 shares 59,209$558K<0.01%+709Timeline
PSQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,772 shares; 2024Q4: 37,550 shares; 2025Q1: 41,011 shares; 2025Q2: 17,116 shares; 2025Q3: 48,628 shares; 2025Q4: 16,405 shares; 2026Q1: 17,250 shares 17,250$555K<0.01%+845Timeline
PG&E CORPPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,277 shares; 2025Q3: 12,991 shares; 2025Q4: 12,716 shares; 2026Q1: 12,895 shares 12,895$554K<0.01%+179
INDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,718 shares; 2024Q4: 12,383 shares; 2025Q1: 10,610 shares; 2025Q2: 10,776 shares; 2025Q3: 10,329 shares; 2025Q4: 10,997 shares; 2026Q1: 13,121 shares 13,121$554K<0.01%+2,124Timeline
IBUFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,094 shares; 2026Q1: 18,727 shares 18,727$553K<0.01%+11,633Timeline
IMVPINVESCO INDIA EXCHANGE-TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,857 shares; 2024Q4: 8,695 shares; 2025Q1: 12,439 shares; 2025Q2: 15,424 shares; 2025Q3: 17,508 shares; 2025Q4: 17,834 shares; 2026Q1: 26,904 shares 26,904$552K<0.01%+9,070Timeline
NMAINUVEEN MULTI ASSET INCOME FUQuarterly shares; oldest to newest; scale is 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: 44,447 shares 44,447$551K<0.01%newTimeline
EZBCFRANKLIN TEMPLETON DIGITAL HQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,280 shares; 2025Q2: 6,678 shares; 2025Q3: 8,247 shares; 2025Q4: 10,773 shares; 2026Q1: 14,037 shares 14,037$550K<0.01%+3,264Timeline
XBBBONDBLOXX 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: 9,406 shares; 2025Q4: 12,502 shares; 2026Q1: 13,508 shares 13,508$550K<0.01%+1,006Timeline
SPRXLISTED 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: 27,323 shares; 2026Q1: 15,428 shares 15,428$549K<0.01%-11,895Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 7,403 shares; 2025Q1: not reported; 2025Q2: 10,676 shares; 2025Q3: 12,220 shares; 2025Q4: 11,570 shares; 2026Q1: 11,377 shares 11,377$548K<0.01%-193Timeline
AVGEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,917 shares; 2024Q4: 4,820 shares; 2025Q1: 4,822 shares; 2025Q2: 5,193 shares; 2025Q3: 5,369 shares; 2025Q4: 5,492 shares; 2026Q1: 6,222 shares 6,222$548K<0.01%+730Timeline
JLQDJANUS 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: not reported; 2025Q4: 10,417 shares; 2026Q1: 13,289 shares 13,289$547K<0.01%+2,872Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,385 shares; 2024Q4: 59,211 shares; 2025Q1: 49,670 shares; 2025Q2: 33,997 shares; 2025Q3: 31,986 shares; 2025Q4: 28,145 shares; 2026Q1: 21,291 shares 21,291$546K<0.01%-6,854Timeline
XESSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,733 shares; 2024Q4: 9,248 shares; 2025Q1: 6,345 shares; 2025Q2: 5,811 shares; 2025Q3: 5,304 shares; 2025Q4: 4,630 shares; 2026Q1: 4,695 shares 4,695$546K<0.01%+65Timeline
EVNTALTSHARES 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: 46,509 shares 46,509$545K<0.01%newTimeline
GSWOGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,552 shares; 2024Q4: 260,230 shares; 2025Q1: 268,305 shares; 2025Q2: 351,816 shares; 2025Q3: 340,666 shares; 2025Q4: 16,082 shares; 2026Q1: 9,672 shares 9,672$545K<0.01%-6,410Timeline
PBDEPGIM ROCK 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: 18,761 shares; 2025Q3: 18,761 shares; 2025Q4: 18,761 shares; 2026Q1: 18,761 shares 18,761$544K<0.01%0Timeline
RMTROYCE MICRO-CAP 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: not reported; 2025Q4: not reported; 2026Q1: 48,071 shares 48,071$544K<0.01%newTimeline
EQPTEQUIPMENTSHARE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,655 shares 26,655$543K<0.01%newTimeline
IWMINEOS 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: 10,783 shares; 2025Q3: 5,832 shares; 2025Q4: not reported; 2026Q1: 11,447 shares 11,447$543K<0.01%newTimeline
REXREX AMERICAN RES 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: 11,888 shares 11,888$542K<0.01%newTimeline
JIIIJANUS 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: not reported; 2025Q4: not reported; 2026Q1: 10,912 shares 10,912$541K<0.01%newTimeline
DDFLINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,886 shares; 2025Q4: 26,499 shares; 2026Q1: 26,294 shares 26,294$540K<0.01%-205Timeline
EPR PPTYSEPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,121 shares; 2024Q4: 23,793 shares; 2025Q1: 23,251 shares; 2025Q2: 21,425 shares; 2025Q3: 23,498 shares; 2025Q4: 23,833 shares; 2026Q1: 23,869 shares 23,869$540K<0.01%+36
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,499 shares; 2024Q4: 10,289 shares; 2025Q1: 10,265 shares; 2025Q2: 8,319 shares; 2025Q3: 4,315 shares; 2025Q4: 2,981 shares; 2026Q1: 6,090 shares 6,090$539K<0.01%+3,109Timeline
MQYBLACKROCK MUNIYILD QULT FD 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: 31,577 shares; 2025Q4: 38,449 shares; 2026Q1: 49,050 shares 49,050$539K<0.01%+10,601Timeline
XMPTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,015 shares; 2024Q4: 280,721 shares; 2025Q1: 317,707 shares; 2025Q2: 293,083 shares; 2025Q3: 349,272 shares; 2025Q4: 362,631 shares; 2026Q1: 25,021 shares 25,021$538K<0.01%-337,610Timeline
CARZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,211 shares; 2024Q4: 7,591 shares; 2025Q1: 6,241 shares; 2025Q2: 7,014 shares; 2025Q3: 7,460 shares; 2025Q4: 8,257 shares; 2026Q1: 6,656 shares 6,656$538K<0.01%-1,601Timeline
PICBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,841 shares; 2024Q4: 26,004 shares; 2025Q1: 25,365 shares; 2025Q2: 24,829 shares; 2025Q3: 27,096 shares; 2025Q4: 25,007 shares; 2026Q1: 23,285 shares 23,285$538K<0.01%-1,722Timeline
CRDTSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,051 shares; 2025Q3: 25,102 shares; 2025Q4: 27,390 shares; 2026Q1: 23,859 shares 23,859$538K<0.01%-3,531Timeline
GLOWVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,163 shares; 2025Q1: 14,467 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,775 shares 17,775$536K<0.01%newTimeline
THYFT 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: 7,108 shares; 2025Q2: 9,602 shares; 2025Q3: 11,158 shares; 2025Q4: 14,382 shares; 2026Q1: 10,512 shares 10,512$536K<0.01%-3,870Timeline
KRPKIMBELL RTY PARTNERS 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: not reported; 2025Q3: 28,632 shares; 2025Q4: not reported; 2026Q1: 36,961 shares 36,961$535K<0.01%newTimeline
ISDPGIM HIGH YIELD BOND FUND INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,447 shares; 2024Q4: 32,892 shares; 2025Q1: 32,935 shares; 2025Q2: 40,443 shares; 2025Q3: 42,010 shares; 2025Q4: 41,117 shares; 2026Q1: 40,578 shares 40,578$534K<0.01%-539Timeline
BCSMBARON 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: 24,687 shares 24,687$533K<0.01%newTimeline
BHKBLACKROCK CORE BD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,317 shares; 2025Q3: 15,675 shares; 2025Q4: 42,474 shares; 2026Q1: 58,094 shares 58,094$532K<0.01%+15,620Timeline
MPVBARINGS PARTN INVSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,415 shares; 2024Q4: 85,789 shares; 2025Q1: not reported; 2025Q2: 10,340 shares; 2025Q3: 11,192 shares; 2025Q4: 20,024 shares; 2026Q1: 31,001 shares 31,001$531K<0.01%+10,977Timeline
CVLCMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,536 shares; 2025Q2: 4,536 shares; 2025Q3: 5,326 shares; 2025Q4: 6,529 shares; 2026Q1: 6,633 shares 6,633$531K<0.01%+104Timeline
AGFIRST MAJESTIC SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,842 shares; 2024Q4: 29,502 shares; 2025Q1: 35,859 shares; 2025Q2: 34,991 shares; 2025Q3: 32,372 shares; 2025Q4: not reported; 2026Q1: 24,707 shares 24,707$531K<0.01%newTimeline
MAXJISHARES 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: 13,990 shares; 2025Q4: not reported; 2026Q1: 18,832 shares 18,832$530K<0.01%newTimeline
MYNBLACKROCK MUNIYIELD N Y QUALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,270 shares; 2024Q4: 12,379 shares; 2025Q1: 25,112 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,183 shares 55,183$530K<0.01%newTimeline
FSOLFIDELITY SOLANA 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: 54,196 shares 54,196$528K<0.01%newTimeline
VICRVICOR 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: 3,308 shares; 2026Q1: 3,279 shares 3,279$528K<0.01%-29Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,979 shares; 2024Q4: 34,265 shares; 2025Q1: 23,854 shares; 2025Q2: 5,144 shares; 2025Q3: 7,907 shares; 2025Q4: 7,054 shares; 2026Q1: 13,908 shares 13,908$526K<0.01%+6,854Timeline
CALYCALLAWAY GOLF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,312 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,180 shares; 2026Q1: 37,855 shares 37,855$525K<0.01%+21,675Timeline
NFJVIRTUS DIVIDEND INTEREST & PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,768 shares; 2024Q4: 205,365 shares; 2025Q1: 214,027 shares; 2025Q2: 216,164 shares; 2025Q3: 67,837 shares; 2025Q4: 29,771 shares; 2026Q1: 41,661 shares 41,661$525K<0.01%+11,890Timeline
SHRTTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,156 shares; 2024Q4: 38,559 shares; 2025Q1: 49,416 shares; 2025Q2: 52,043 shares; 2025Q3: 63,671 shares; 2025Q4: 60,402 shares; 2026Q1: 70,922 shares 70,922$525K<0.01%+10,520Timeline
SLWSSPEND LIFE WISELY FUNDS INVTQuarterly shares; oldest to newest; scale is 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: 5,200 shares 5,200$523K<0.01%newTimeline
FETHFIDELITY ETHEREUM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,606 shares; 2024Q4: 11,869 shares; 2025Q1: 39,582 shares; 2025Q2: 71,848 shares; 2025Q3: 34,294 shares; 2025Q4: 23,804 shares; 2026Q1: 24,981 shares 24,981$522K<0.01%+1,177Timeline
FPSFORGENT POWER 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: not reported; 2026Q1: 17,817 shares 17,817$522K<0.01%newTimeline
MMTABERDEEN MULTI-MARKET INCOMEQuarterly shares; oldest to newest; scale is 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: 112,825 shares 112,825$521K<0.01%newTimeline
FORFORESTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,573 shares; 2024Q4: 28,175 shares; 2025Q1: 19,509 shares; 2025Q2: 11,527 shares; 2025Q3: 19,816 shares; 2025Q4: 19,640 shares; 2026Q1: 21,315 shares 21,315$521K<0.01%+1,675Timeline
BBDOBANCO BRADESCO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,726 shares; 2025Q4: 72,531 shares; 2026Q1: 157,849 shares 157,849$519K<0.01%+85,318Timeline
GDYNGRID DYNAMICS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,359 shares; 2024Q4: 212,864 shares; 2025Q1: 196,664 shares; 2025Q2: 190,525 shares; 2025Q3: 105,722 shares; 2025Q4: 90,773 shares; 2026Q1: 91,090 shares 91,090$519K<0.01%+317Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,935 shares; 2025Q1: 6,175 shares; 2025Q2: 7,436 shares; 2025Q3: 5,586 shares; 2025Q4: 9,105 shares; 2026Q1: 12,446 shares 12,446$519K<0.01%+3,341Timeline
GLOFISHARES 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: 9,403 shares; 2026Q1: 9,940 shares 9,940$518K<0.01%+537Timeline
BVBRIGHTVIEW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,697 shares; 2024Q4: 23,937 shares; 2025Q1: 23,471 shares; 2025Q2: 75,456 shares; 2025Q3: 24,647 shares; 2025Q4: 17,513 shares; 2026Q1: 43,668 shares 43,668$515K<0.01%+26,155Timeline
NDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,790 shares; 2026Q1: 19,062 shares 19,062$514K<0.01%+6,272Timeline
MXIISHARES 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: 4,835 shares 4,835$514K<0.01%newTimeline
YJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,886 shares; 2024Q4: 11,672 shares; 2025Q1: 12,528 shares; 2025Q2: 17,763 shares; 2025Q3: 26,689 shares; 2025Q4: 25,007 shares; 2026Q1: 19,944 shares 19,944$514K<0.01%-5,063Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,234 shares; 2024Q4: 32,196 shares; 2025Q1: 40,332 shares; 2025Q2: 39,724 shares; 2025Q3: 39,251 shares; 2025Q4: 32,346 shares; 2026Q1: 23,918 shares 23,918$514K<0.01%-8,428Timeline
EMBCEMBECTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 13,639 shares; 2025Q1: 13,477 shares; 2025Q2: 12,467 shares; 2025Q3: 39,224 shares; 2025Q4: 36,850 shares; 2026Q1: 58,040 shares 58,040$513K<0.01%+21,190Timeline
OKLOOKLO 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: 5,870 shares; 2025Q3: 23,396 shares; 2025Q4: 9,874 shares; 2026Q1: 10,344 shares 10,344$513K<0.01%+470Timeline
LAURLAUREATE ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,118 shares; 2025Q2: 13,598 shares; 2025Q3: 14,053 shares; 2025Q4: 12,547 shares; 2026Q1: 14,715 shares 14,715$513K<0.01%+2,168Timeline
KJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,583 shares; 2025Q3: 18,561 shares; 2025Q4: 18,342 shares; 2026Q1: 18,098 shares 18,098$512K<0.01%-244Timeline
DCODUCOMMUN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,119 shares; 2025Q3: 3,236 shares; 2025Q4: 3,981 shares; 2026Q1: 4,189 shares 4,189$511K<0.01%+208Timeline
CRD-BCRAWFORD & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,685 shares; 2024Q4: 49,626 shares; 2025Q1: 36,321 shares; 2025Q2: 54,678 shares; 2025Q3: 57,206 shares; 2025Q4: 59,624 shares; 2026Q1: 50,391 shares 50,391$511K<0.01%-9,233Timeline
MARTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,621 shares; 2024Q4: 10,435 shares; 2025Q1: 21,624 shares; 2025Q2: 33,866 shares; 2025Q3: 40,180 shares; 2025Q4: 39,685 shares; 2026Q1: 13,310 shares 13,310$511K<0.01%-26,375Timeline
ALKTALKAMI TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,056 shares; 2024Q4: 126,680 shares; 2025Q1: 125,019 shares; 2025Q2: 136,936 shares; 2025Q3: 404,110 shares; 2025Q4: 312,770 shares; 2026Q1: 32,507 shares 32,507$509K<0.01%-280,263Timeline
SVOLSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,172 shares; 2024Q4: 74,488 shares; 2025Q1: 10,100 shares; 2025Q2: not reported; 2025Q3: 29,043 shares; 2025Q4: 31,888 shares; 2026Q1: 33,132 shares 33,132$508K<0.01%+1,244Timeline
HLHECLA MINING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,448 shares; 2024Q4: 13,965 shares; 2025Q1: 14,663 shares; 2025Q2: not reported; 2025Q3: 29,360 shares; 2025Q4: not reported; 2026Q1: 27,237 shares 27,237$507K<0.01%newTimeline
PAYOPAYONEER GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142,016 shares; 2025Q2: 130,302 shares; 2025Q3: 119,061 shares; 2025Q4: 94,682 shares; 2026Q1: 104,775 shares 104,775$506K<0.01%+10,093Timeline
BTCOINVESCO GALAXY BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,091 shares; 2025Q1: 16,387 shares; 2025Q2: 22,751 shares; 2025Q3: 20,881 shares; 2025Q4: 29,387 shares; 2026Q1: 7,483 shares 7,483$505K<0.01%-21,904Timeline
KYMRKYMERA 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: 5,113 shares; 2026Q1: 6,056 shares 6,056$504K<0.01%+943Timeline
PCCELITMAN GREGORY FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,325 shares; 2024Q4: 41,619 shares; 2025Q1: 43,292 shares; 2025Q2: 47,487 shares; 2025Q3: 45,285 shares; 2025Q4: 37,134 shares; 2026Q1: 41,235 shares 41,235$503K<0.01%+4,101Timeline
BBCBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 7,255 shares; 2025Q1: 8,299 shares; 2025Q2: 9,501 shares; 2025Q3: 9,911 shares; 2025Q4: 9,851 shares; 2026Q1: 11,092 shares 11,092$503K<0.01%+1,241Timeline
JRSNUVEEN REAL ESTATE INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,098 shares; 2024Q4: 40,349 shares; 2025Q1: 45,345 shares; 2025Q2: 47,265 shares; 2025Q3: 65,713 shares; 2025Q4: 44,964 shares; 2026Q1: 67,320 shares 67,320$502K<0.01%+22,356Timeline
FLCFLAHERTY & CRUMRINE TOTAL REQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,586 shares; 2025Q2: 23,728 shares; 2025Q3: 19,675 shares; 2025Q4: 22,512 shares; 2026Q1: 30,192 shares 30,192$501K<0.01%+7,680Timeline
IYRINEOS 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: 4,536 shares; 2025Q4: 9,788 shares; 2026Q1: 10,581 shares 10,581$500K<0.01%+793Timeline
GNKGENCO SHIPPING & TRADING 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: 19,494 shares; 2025Q3: 23,495 shares; 2025Q4: not reported; 2026Q1: 22,173 shares 22,173$500K<0.01%newTimeline
NAMSNEWAMSTERDAM PHARMA COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,097 shares; 2024Q4: 9,359 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,572 shares; 2026Q1: 15,550 shares 15,550$498K<0.01%-2,022Timeline
MOVMOVADO 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: 13,024 shares; 2025Q4: 15,209 shares; 2026Q1: 20,349 shares 20,349$497K<0.01%+5,140Timeline
EWTXEDGEWISE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,117 shares; 2024Q4: 14,678 shares; 2025Q1: 15,399 shares; 2025Q2: not reported; 2025Q3: 10,837 shares; 2025Q4: not reported; 2026Q1: 15,730 shares 15,730$495K<0.01%newTimeline
FBUFFIDELITY GREENWOOD STREET 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: 54,738 shares; 2026Q1: 16,462 shares 16,462$495K<0.01%-38,276Timeline
DECWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,427 shares; 2024Q4: 23,189 shares; 2025Q1: 21,371 shares; 2025Q2: 10,701 shares; 2025Q3: 9,605 shares; 2025Q4: 12,858 shares; 2026Q1: 14,804 shares 14,804$495K<0.01%+1,946Timeline
INCOCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,557 shares; 2024Q4: 16,419 shares; 2025Q1: 12,533 shares; 2025Q2: 6,359 shares; 2025Q3: 5,556 shares; 2025Q4: 10,108 shares; 2026Q1: 8,996 shares 8,996$495K<0.01%-1,112Timeline
SPSKTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,765 shares; 2024Q4: 84,970 shares; 2025Q1: 56,005 shares; 2025Q2: 80,785 shares; 2025Q3: 24,508 shares; 2025Q4: 26,879 shares; 2026Q1: 27,616 shares 27,616$494K<0.01%+737Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,854 shares; 2024Q4: 18,314 shares; 2025Q1: 18,188 shares; 2025Q2: 26,133 shares; 2025Q3: 27,820 shares; 2025Q4: 26,008 shares; 2026Q1: 11,048 shares 11,048$494K<0.01%-14,960Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,900 shares; 2024Q4: 70,413 shares; 2025Q1: 107,087 shares; 2025Q2: 88,218 shares; 2025Q3: 32,444 shares; 2025Q4: 180,953 shares; 2026Q1: 44,271 shares 44,271$491K<0.01%-136,682Timeline
EOSEATON VANCE ENHANCED EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,361 shares; 2024Q4: 29,109 shares; 2025Q1: 12,141 shares; 2025Q2: 13,742 shares; 2025Q3: 14,755 shares; 2025Q4: 19,697 shares; 2026Q1: 23,993 shares 23,993$491K<0.01%+4,296Timeline
HPIHANCOCK JOHN PFD INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,537 shares; 2024Q4: 29,415 shares; 2025Q1: 29,535 shares; 2025Q2: 31,341 shares; 2025Q3: 32,339 shares; 2025Q4: 29,121 shares; 2026Q1: 31,238 shares 31,238$490K<0.01%+2,117Timeline
PKSTPEAKSTONE REALTY TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,608 shares; 2024Q4: 21,605 shares; 2025Q1: 22,408 shares; 2025Q2: 27,573 shares; 2025Q3: 23,842 shares; 2025Q4: 18,308 shares; 2026Q1: 23,388 shares 23,388$489K<0.01%+5,080Timeline
RXLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,214 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,515 shares; 2025Q3: 11,521 shares; 2025Q4: 11,373 shares; 2026Q1: 10,647 shares 10,647$488K<0.01%-726Timeline
EWSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,415 shares; 2025Q2: 12,024 shares; 2025Q3: 16,327 shares; 2025Q4: 19,253 shares; 2026Q1: 17,278 shares 17,278$488K<0.01%-1,975Timeline
LZBLA Z BOY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,331 shares; 2024Q4: 13,887 shares; 2025Q1: 14,944 shares; 2025Q2: 15,564 shares; 2025Q3: 13,838 shares; 2025Q4: 13,858 shares; 2026Q1: 15,167 shares 15,167$487K<0.01%+1,309Timeline
EMCBWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,026 shares; 2024Q4: 10,308 shares; 2025Q1: 9,971 shares; 2025Q2: 8,847 shares; 2025Q3: 8,798 shares; 2025Q4: 8,380 shares; 2026Q1: 7,433 shares 7,433$487K<0.01%-947Timeline
TGSTRANSPORTADORA DE GAS DEL SUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,732 shares; 2026Q1: 14,067 shares 14,067$487K<0.01%+7,335Timeline
KJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,990 shares; 2024Q4: 16,219 shares; 2025Q1: 16,723 shares; 2025Q2: 15,455 shares; 2025Q3: 17,386 shares; 2025Q4: 16,838 shares; 2026Q1: 15,152 shares 15,152$485K<0.01%-1,686Timeline
SVRASAVARA 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: 88,720 shares 88,720$484K<0.01%newTimeline
BHVNBIOHAVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,269 shares; 2025Q2: 62,956 shares; 2025Q3: 62,510 shares; 2025Q4: 37,952 shares; 2026Q1: 57,065 shares 57,065$483K<0.01%+19,113Timeline
TGLSTECNOGLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,955 shares; 2024Q4: 25,161 shares; 2025Q1: 7,611 shares; 2025Q2: 6,053 shares; 2025Q3: 6,609 shares; 2025Q4: not reported; 2026Q1: 10,809 shares 10,809$482K<0.01%newTimeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,586 shares; 2024Q4: 31,305 shares; 2025Q1: 30,170 shares; 2025Q2: 27,402 shares; 2025Q3: 24,796 shares; 2025Q4: 21,630 shares; 2026Q1: 23,659 shares 23,659$481K<0.01%+2,029Timeline
LODIETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,830 shares; 2025Q2: 19,959 shares; 2025Q3: 18,992 shares; 2025Q4: 20,218 shares; 2026Q1: 19,083 shares 19,083$481K<0.01%-1,135Timeline
ONTONTERRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,785 shares; 2024Q4: 90,893 shares; 2025Q1: 85,290 shares; 2025Q2: 55,640 shares; 2025Q3: 52,629 shares; 2025Q4: 42,359 shares; 2026Q1: 21,966 shares 21,966$481K<0.01%-20,393Timeline
WIWWESTERN AST INFL LKD OPP & IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,819 shares; 2024Q4: 204,704 shares; 2025Q1: 42,905 shares; 2025Q2: 52,865 shares; 2025Q3: 56,494 shares; 2025Q4: 56,118 shares; 2026Q1: 56,638 shares 56,638$479K<0.01%+520Timeline
CRAKVANECK 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: 9,664 shares 9,664$477K<0.01%newTimeline
MCYMERCURY GENL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 5,542 shares; 2025Q1: 11,955 shares; 2025Q2: 11,802 shares; 2025Q3: 11,537 shares; 2025Q4: 9,996 shares; 2026Q1: 5,395 shares 5,395$476K<0.01%-4,601Timeline
CEFAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,674 shares; 2024Q4: 7,674 shares; 2025Q1: 7,687 shares; 2025Q2: 8,321 shares; 2025Q3: 8,135 shares; 2025Q4: 8,108 shares; 2026Q1: 12,879 shares 12,879$475K<0.01%+4,771Timeline
SLVOUBS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,624 shares; 2024Q4: 5,643 shares; 2025Q1: 5,624 shares; 2025Q2: 7,201 shares; 2025Q3: 6,474 shares; 2025Q4: 6,452 shares; 2026Q1: 5,341 shares 5,341$475K<0.01%-1,111Timeline
CAOSEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,777 shares; 2025Q4: 3,241 shares; 2026Q1: 5,226 shares 5,226$474K<0.01%+1,985Timeline
AMPXAMPRIUS 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: not reported; 2025Q3: 22,095 shares; 2025Q4: 16,009 shares; 2026Q1: 28,095 shares 28,095$474K<0.01%+12,086Timeline
NEONEOGENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,128 shares; 2024Q4: 80,902 shares; 2025Q1: 64,068 shares; 2025Q2: 61,049 shares; 2025Q3: 35,605 shares; 2025Q4: 29,624 shares; 2026Q1: 63,783 shares 63,783$473K<0.01%+34,159Timeline
DANDANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,379 shares; 2024Q4: 20,449 shares; 2025Q1: 19,482 shares; 2025Q2: 39,091 shares; 2025Q3: 37,341 shares; 2025Q4: not reported; 2026Q1: 14,049 shares 14,049$473K<0.01%newTimeline
AOUTAMERICAN OUTDOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,097 shares; 2024Q4: 21,184 shares; 2025Q1: 22,434 shares; 2025Q2: 25,835 shares; 2025Q3: 31,093 shares; 2025Q4: 30,381 shares; 2026Q1: 50,583 shares 50,583$472K<0.01%+20,202Timeline
BKVBKV 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: 16,536 shares 16,536$472K<0.01%newTimeline
SFYFTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,482 shares; 2025Q3: 7,653 shares; 2025Q4: 9,843 shares; 2026Q1: 9,229 shares 9,229$471K<0.01%-614Timeline
AMBAAMBARELLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,396 shares; 2024Q4: 52,319 shares; 2025Q1: 46,952 shares; 2025Q2: 62,174 shares; 2025Q3: 61,871 shares; 2025Q4: 39,967 shares; 2026Q1: 9,138 shares 9,138$470K<0.01%-30,829Timeline
BWGBRANDYWINEGBL GBL INCM OPP FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,455 shares; 2024Q4: 39,268 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,907 shares; 2025Q4: 72,927 shares; 2026Q1: 61,178 shares 61,178$469K<0.01%-11,749Timeline
FCEFFIRST 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: 11,412 shares; 2025Q3: 11,736 shares; 2025Q4: 11,939 shares; 2026Q1: 20,850 shares 20,850$469K<0.01%+8,911Timeline
HOGHARLEY DAVIDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,635 shares; 2024Q4: 60,804 shares; 2025Q1: 62,273 shares; 2025Q2: 15,422 shares; 2025Q3: 10,309 shares; 2025Q4: not reported; 2026Q1: 23,177 shares 23,177$469K<0.01%newTimeline
GUTGABELLI UTIL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,497 shares; 2024Q4: 41,323 shares; 2025Q1: 43,896 shares; 2025Q2: 41,265 shares; 2025Q3: 63,788 shares; 2025Q4: 57,888 shares; 2026Q1: 77,394 shares 77,394$468K<0.01%+19,506Timeline
ZLABZAI LAB LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,278 shares; 2025Q1: 178,714 shares; 2025Q2: 239,247 shares; 2025Q3: 252,030 shares; 2025Q4: 151,318 shares; 2026Q1: 24,781 shares 24,781$466K<0.01%-126,537Timeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,117 shares; 2024Q4: 18,859 shares; 2025Q1: 14,429 shares; 2025Q2: 10,281 shares; 2025Q3: 9,881 shares; 2025Q4: 4,940 shares; 2026Q1: 9,005 shares 9,005$465K<0.01%+4,065Timeline
CMRECOSTAMARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,300 shares; 2025Q4: not reported; 2026Q1: 27,450 shares 27,450$464K<0.01%newTimeline
SDFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,030 shares; 2024Q4: 11,591 shares; 2025Q1: 10,005 shares; 2025Q2: 10,270 shares; 2025Q3: 12,267 shares; 2025Q4: 11,914 shares; 2026Q1: 12,982 shares 12,982$463K<0.01%+1,068Timeline
UBNDVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,301 shares; 2025Q1: 11,301 shares; 2025Q2: 11,301 shares; 2025Q3: 11,301 shares; 2025Q4: 19,413 shares; 2026Q1: 21,236 shares 21,236$463K<0.01%+1,823Timeline
THRTHERMON GROUP 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: 32,122 shares; 2026Q1: 9,174 shares 9,174$462K<0.01%-22,948Timeline
PTHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,074 shares; 2024Q4: 16,848 shares; 2025Q1: 12,688 shares; 2025Q2: 13,160 shares; 2025Q3: 12,852 shares; 2025Q4: 11,328 shares; 2026Q1: 9,421 shares 9,421$462K<0.01%-1,907Timeline
NBSDNEUBERGER BERMAN 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: 5,465 shares; 2025Q4: 5,343 shares; 2026Q1: 9,096 shares 9,096$461K<0.01%+3,753Timeline
DBLDOUBLELINE OPPORTUNISTIC CRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,338 shares; 2025Q3: 16,725 shares; 2025Q4: 21,094 shares; 2026Q1: 31,583 shares 31,583$461K<0.01%+10,489Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,143 shares; 2024Q4: 60,887 shares; 2025Q1: 72,194 shares; 2025Q2: 69,294 shares; 2025Q3: 60,524 shares; 2025Q4: 22,740 shares; 2026Q1: 10,541 shares 10,541$461K<0.01%-12,199Timeline
IBHHISHARES 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: 18,747 shares; 2025Q3: not reported; 2025Q4: 9,412 shares; 2026Q1: 19,619 shares 19,619$460K<0.01%+10,207Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,970 shares; 2024Q4: 267,007 shares; 2025Q1: 239,887 shares; 2025Q2: 233,250 shares; 2025Q3: 246,285 shares; 2025Q4: 124,024 shares; 2026Q1: 11,152 shares 11,152$460K<0.01%-112,872Timeline
OFLXOMEGA FLEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,384 shares; 2024Q4: 28,295 shares; 2025Q1: 35,498 shares; 2025Q2: 30,079 shares; 2025Q3: 24,775 shares; 2025Q4: 12,859 shares; 2026Q1: 14,828 shares 14,828$460K<0.01%+1,969Timeline
XEXGXEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,625 shares; 2024Q4: 236,601 shares; 2025Q1: 284,913 shares; 2025Q2: 285,790 shares; 2025Q3: 287,711 shares; 2025Q4: 48,189 shares; 2026Q1: 52,993 shares 52,993$459K<0.01%+4,804Timeline
OTTROTTER TAIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 5,196 shares; 2025Q1: 6,661 shares; 2025Q2: 6,687 shares; 2025Q3: 5,402 shares; 2025Q4: 3,322 shares; 2026Q1: 5,226 shares 5,226$459K<0.01%+1,904Timeline
MSIFMSC INCOME FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,311 shares; 2025Q2: 12,884 shares; 2025Q3: 19,387 shares; 2025Q4: not reported; 2026Q1: 37,649 shares 37,649$459K<0.01%newTimeline
QPXADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,567 shares; 2024Q4: 20,230 shares; 2025Q1: 20,724 shares; 2025Q2: 20,618 shares; 2025Q3: 10,611 shares; 2025Q4: 10,588 shares; 2026Q1: 10,821 shares 10,821$458K<0.01%+233Timeline
LMNRLIMONEIRA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 29,013 shares; 2025Q1: 42,256 shares; 2025Q2: not reported; 2025Q3: 10,151 shares; 2025Q4: not reported; 2026Q1: 34,046 shares 34,046$457K<0.01%newTimeline
RSPFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 5,473 shares; 2025Q1: 5,453 shares; 2025Q2: 6,184 shares; 2025Q3: 6,195 shares; 2025Q4: 6,326 shares; 2026Q1: 6,388 shares 6,388$456K<0.01%+62Timeline
SIFYSIFY TECHNOLOGIES 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: 35,615 shares 35,615$456K<0.01%newTimeline
SBHSALLY BEAUTY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,385 shares; 2024Q4: 18,678 shares; 2025Q1: 24,381 shares; 2025Q2: 30,322 shares; 2025Q3: 34,239 shares; 2025Q4: not reported; 2026Q1: 32,886 shares 32,886$455K<0.01%newTimeline

Sold out in Q1 2026

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

The largest 100 of 158. All 158

SecurityShares beforeValue beforeType
AZNASTRAZENECA PLC-SPONS ADR4,051,646$372Mshares
PIPRPIPER SANDLER COS86,753$29.5Mshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL40,396$18Mshares
CPNJCALAMOS ETF TR506,587$13.7Mshares
EXASEXACT SCIENCES CORP134,645$13.7Mshares
PCHPOTLATCHDELTIC CORP215,842$8.59Mshares
SLXVANECK ETF TRUST85,155$7.23Mshares
XAPRFIRST TR EXCHNG TRADED FD VI195,878$7.14Mshares
CBTOCALAMOS ETF TR256,121$5.51Mshares
HERZFELD CREDIT INCOME FUNDHERZFELD CREDIT INCOME FUND2,170,290$4.82Mshares
CCORLISTED FDS TR162,020$4.25Mshares
ASNDASCENDIS PHARMA A/S16,338$3.48Mshares
PSFDPACER FDS TR78,578$2.94Mshares
CADECADENCE BANK60,676$2.6Mshares
BXMXNUVEEN S&P 500 BUY-WRITE INCOM176,287$2.59Mshares
FINXGLOBAL X FDS87,537$2.58Mshares
QLDPROSHARES TR34,396$2.42Mshares
STKLSUNOPTA INC590,163$2.24Mshares
BLACKROCK MUNI INC TR IIBLACKROCK MUNI INC TR II207,981$2.17Mshares
REVGREV GROUP INC34,806$2.12Mshares
XFLTXAI OCTAGON FLOATING RATE & AL427,079$2.05Mshares
OSONESTREAM INC110,078$2.02Mshares
DAYDAYFORCE INC28,856$2Mshares
INOVINNOVATOR ETFS TRUST55,684$1.92Mshares
XMYDXBLACKROCK MUNIYIELD FUND178,873$1.88Mshares
XRTSPDR SERIES TRUST21,678$1.85Mshares
PARPAR TECHNOLOGY CORP49,406$1.79Mshares
BKCIBNY MELLON ETF TRUST27,472$1.42Mshares
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR91,615$1.4Mshares
FGF&G ANNUITIES & LIFE INC43,948$1.36Mshares
BLACKROCK MUN INCOME TRBLACKROCK MUN INCOME TR132,999$1.33Mshares
LITMAN GREGORY FDS TRLITMAN GREGORY FDS TR117,770$1.33Mshares
GIBCGI INC13,104$1.21Mshares
XMVFXBLACKROCK MUNIVEST FUND169,030$1.17Mshares
MAYUAIM ETF PRODUCTS TRUST31,414$990Kshares
ONLNPROSHARES TR15,667$928Kshares
ISHARES LARGE CAP VALUE ACT…ISHARES LARGE CAP VALUE ACTIVE ETF24,667$921Kshares
SNVSYNOVUS FINANCIAL CORP18,372$920Kshares
VNMVANECK ETF TRUST45,735$873Kshares
GGMEINVESCO EXCHANGE TRADED FD T14,184$845Kshares
XSORXSOURCE CAPITAL18,407$842Kshares
CMACOMERICA INC9,302$809Kshares
FMCFMC CORP54,555$757Kshares
MLCOMELCO RESORTS AND ENTMNT LTD96,558$731Kshares
TMFERBB FD INC24,558$717Kshares
DSUBLACKROCK DEBT STRATEGIES FD65,541$667Kshares
MMSCFIRST TR EXCHNG TRADED FD VI26,998$646Kshares
ALEXALEXANDER & BALDWIN INC30,325$626Kshares
EFCELLINGTON FINANCIAL INC44,200$600Kshares
TUASIMPLIFY EXCHANGE TRADED FUN26,381$578Kshares
INDIVIOR PLCINDIVIOR PLC16,027$575Kshares
FAIFIRST TR EXCHANGE-TRADED FD13,927$572Kshares
PLYMPLYMOUTH INDUSTRIAL REIT INC25,504$558Kshares
NBOSNEUBERGER BERMAN ETF TRUST20,344$555Kshares
GRWTCW ETF TRUST17,603$548Kshares
LGIHLGI HOMES INC11,905$511Kshares
VICTORYSHARES INTERNATIONALVICTORYSHARES INTERNATIONAL9,365$505Kshares
GPREGREEN PLAINS INC49,692$487Kshares
BBCETFIS SER TR I12,625$487Kshares
DPGDUFF & PHELPS UTLITY AND INF37,201$473Kshares
COMPCOMPASS INC43,510$460Kshares
PKPARK HOTELS & RESORTS INC43,728$457Kshares
LFSCRBB FD INC12,267$449Kshares
RNAMAVIDITY BIOSCIENCES INC6,000$433Kshares
ESTCELASTIC N V5,713$431Kshares
SSOPROSHARES TR7,220$418Kshares
TECHARBOR ETF TRUST14,796$417Kshares
CALCCALCIMEDICA INC63,186$416Kshares
IGAVOYA GLBL ADV & PREM OPP FD41,932$408Kshares
STNESTONECO LTD27,254$403Kshares
FTFRANKLIN UNVL TR49,557$396Kshares
DVXVWEBS ETF TR12,639$393Kshares
POETPOET TECHNOLOGIES INC61,576$390Kshares
CHMICHERRY HILL MTG INVT CORP152,685$389Kshares
EVLNMORGAN STANLEY ETF TRUST7,693$381Kshares
RFIXSIMPLIFY EXCHANGE TRADED FUN10,443$379Kshares
QDVOAMPLIFY ETF TR12,910$375Kshares
THWABRDN WORLD HEALTHCARE FUND29,232$374Kshares
BBWBUILD-A-BEAR WORKSHOP INC6,077$372Kshares
SPESPECIAL OPPORTUNITIES FD INC24,735$363Kshares
APOLLO GLOBAL MGMT INCAPOLLO GLOBAL MGMT INC4,588$346Kshares
AMWDAMERICAN WOODMARK CORP6,401$345Kshares
HIFSHINGHAM INSTN SVGS MASS1,213$344Kshares
BBHVANECK ETF TRUST1,763$334Kshares
TELFYTELEFONICA SA-SPON ADR82,287$333Kshares
RSPDINVESCO EXCHANGE TRADED FD T5,764$329Kshares
HAPVANECK ETF TRUST5,462$328Kshares
XSCDXLMP CAP & INCOME FD INC21,655$321Kshares
QBFINNOVATOR ETFS TRUST14,446$309Kshares
ARES MANAGEMENT CORPORATIONARES MANAGEMENT CORPORATION5,988$302Kshares
XBMEXBLACKROCK HEALTH SCIENCES TR7,168$295Kshares
FLRGFIDELITY COVINGTON TRUST7,657$291Kshares
MANMANPOWERGROUP INC WIS9,456$281Kshares
CEWWISDOMTREE TR14,718$278Kshares
JANMFIRST TR EXCHNG TRADED FD VI8,188$270Kshares
PHRPHREESIA INC15,609$264Kshares
DVSPWEBS ETF TR9,663$262Kshares
DVQQWEBS ETF TR9,581$262Kshares
VTYXVENTYX BIOSCIENCES INC28,229$255Kshares
REALTHE REALREAL INC15,989$252Kshares

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 0001214659-26-005464 base2026-05-04acceptance time not in the bulk data set