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EverSource Wealth Advisors, LLC

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13F filer, CIK 1710537, BIRMINGHAM, AL

EverSource Wealth Advisors, LLC reported $3,281,733,851 across 4,386 holdings for the quarter ended 2026-03-31, in a 13F-HR/A filed 2026-05-18. Its ten largest share positions make up 25.13% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001710537-26-000006

Period
2026-03-31
Reported value
$3.28B
Holdings
4,386
Top 10 weight
25.13%
New
277
Sold out
163

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+172,873$75.5M
VEAadded+910,882$58.4M
VTVadded+287,191$56.3M
PRXGadded+1,052,377$34.6M
PRXVadded+986,740$30.7M

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
VBILreduced-174,122-$13.2M
SPYGreduced-115,804-$11.3M
BILreduced-78,298-$7.18M
PFNreduced-1,010,896-$6.97M
DUHPreduced-162,694-$5.98M

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/A 0001710537-26-000006, largest first. % of portfolio is the value over $3,272,157,123, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 123 shares; 2025Q1: 83 shares; 2025Q2: 1,273 shares; 2025Q3: 1,364 shares; 2025Q4: 969 shares; 2026Q1: 2,016 shares 2,016$218K0.01%+1,047Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,541 shares; 2025Q1: 1,613 shares; 2025Q2: 1,233 shares; 2025Q3: 997 shares; 2025Q4: 847 shares; 2026Q1: 725 shares 725$218K0.01%-122Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,937 shares; 2025Q1: 2,186 shares; 2025Q2: 3,379 shares; 2025Q3: 4,007 shares; 2025Q4: 4,376 shares; 2026Q1: 4,744 shares 4,744$217K0.01%+368Timeline
NEXTPLAT CORP COM NEWNEXTPLAT CORP COM NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 443,388 shares; 2025Q1: 580,686 shares; 2025Q2: 580,686 shares; 2025Q3: 580,686 shares; 2025Q4: 580,686 shares; 2026Q1: 580,686 shares 580,686$216K0.01%0
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,593 shares; 2024Q4: 13,982 shares; 2025Q1: 15,993 shares; 2025Q2: 19,324 shares; 2025Q3: 17,881 shares; 2025Q4: 18,203 shares; 2026Q1: 18,714 shares 18,714$216K0.01%+511Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: 1,438 shares; 2025Q1: 3,112 shares; 2025Q2: 4,912 shares; 2025Q3: 5,933 shares; 2025Q4: 6,264 shares; 2026Q1: 8,107 shares 8,107$215K0.01%+1,843Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 478 shares; 2025Q1: 590 shares; 2025Q2: 777 shares; 2025Q3: 806 shares; 2025Q4: 694 shares; 2026Q1: 1,092 shares 1,092$215K0.01%+398Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 833 shares; 2025Q1: 1,071 shares; 2025Q2: 1,714 shares; 2025Q3: 1,729 shares; 2025Q4: 1,916 shares; 2026Q1: 2,852 shares 2,852$215K0.01%+936Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 37 shares; 2025Q1: 21 shares; 2025Q2: 146 shares; 2025Q3: 272 shares; 2025Q4: 360 shares; 2026Q1: 395 shares 395$215K0.01%+35Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 5,936 shares; 2025Q1: 2,686 shares; 2025Q2: 2,525 shares; 2025Q3: 2,692 shares; 2025Q4: 2,065 shares; 2026Q1: 2,478 shares 2,478$215K0.01%+413Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 321 shares; 2025Q1: 690 shares; 2025Q2: 1,276 shares; 2025Q3: 907 shares; 2025Q4: 1,064 shares; 2026Q1: 1,095 shares 1,095$215K0.01%+31Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 479 shares; 2025Q1: 1,736 shares; 2025Q2: 1,865 shares; 2025Q3: 2,339 shares; 2025Q4: 1,973 shares; 2026Q1: 2,617 shares 2,617$214K0.01%+644Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 39 shares; 2025Q1: 141 shares; 2025Q2: 199 shares; 2025Q3: 1,517 shares; 2025Q4: 4,084 shares; 2026Q1: 5,865 shares 5,865$214K0.01%+1,781Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,822 shares; 2025Q1: 2,943 shares; 2025Q2: 3,903 shares; 2025Q3: 4,155 shares; 2025Q4: 3,531 shares; 2026Q1: 5,971 shares 5,971$212K0.01%+2,440Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 416 shares; 2025Q1: 455 shares; 2025Q2: 437 shares; 2025Q3: 1,130 shares; 2025Q4: 1,061 shares; 2026Q1: 640 shares 640$212K0.01%-421Timeline
PJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,589 shares; 2025Q1: 4,589 shares; 2025Q2: 4,589 shares; 2025Q3: 4,589 shares; 2025Q4: 4,589 shares; 2026Q1: 4,589 shares 4,589$212K0.01%0Timeline
AMCRAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,973 shares; 2026Q1: 5,318 shares 5,318$211K0.01%-24,655Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 362 shares; 2025Q1: 499 shares; 2025Q2: 1,184 shares; 2025Q3: 1,303 shares; 2025Q4: 1,342 shares; 2026Q1: 1,455 shares 1,455$211K0.01%+113Timeline
TKCTURKCELL ILETISIMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,838 shares; 2024Q4: 14,363 shares; 2025Q1: 14,732 shares; 2025Q2: 22,358 shares; 2025Q3: 20,254 shares; 2025Q4: 20,541 shares; 2026Q1: 34,834 shares 34,834$210K0.01%+14,293Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 271 shares; 2025Q1: 273 shares; 2025Q2: 5,366 shares; 2025Q3: 5,223 shares; 2025Q4: 4,000 shares; 2026Q1: 3,763 shares 3,763$209K0.01%-237Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 725 shares; 2025Q1: 962 shares; 2025Q2: 1,276 shares; 2025Q3: 1,231 shares; 2025Q4: 1,199 shares; 2026Q1: 1,463 shares 1,463$209K0.01%+264Timeline
UVXYPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,998 shares; 2026Q1: 3,998 shares 3,998$209K0.01%0Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 303 shares; 2025Q1: 357 shares; 2025Q2: 468 shares; 2025Q3: 532 shares; 2025Q4: 519 shares; 2026Q1: 426 shares 426$209K0.01%-93Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 292 shares; 2025Q1: 408 shares; 2025Q2: 1,212 shares; 2025Q3: 1,207 shares; 2025Q4: 1,245 shares; 2026Q1: 1,775 shares 1,775$209K0.01%+530Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 120 shares; 2025Q1: 437 shares; 2025Q2: 1,491 shares; 2025Q3: 1,226 shares; 2025Q4: 1,211 shares; 2026Q1: 1,443 shares 1,443$209K0.01%+232Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 123 shares; 2025Q1: 358 shares; 2025Q2: 1,674 shares; 2025Q3: 1,251 shares; 2025Q4: 1,551 shares; 2026Q1: 1,902 shares 1,902$208K0.01%+351Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 672 shares; 2025Q1: 718 shares; 2025Q2: 1,156 shares; 2025Q3: 1,234 shares; 2025Q4: 1,330 shares; 2026Q1: 1,875 shares 1,875$208K0.01%+545Timeline
KLICKULICKE & SOFFA INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 121 shares; 2025Q1: 35 shares; 2025Q2: 968 shares; 2025Q3: 842 shares; 2025Q4: 777 shares; 2026Q1: 3,157 shares 3,157$207K0.01%+2,380Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 3,142 shares; 2025Q1: 4,219 shares; 2025Q2: 15,446 shares; 2025Q3: 16,735 shares; 2025Q4: 6,560 shares; 2026Q1: 8,299 shares 8,299$207K0.01%+1,739Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,780 shares; 2024Q4: 17,301 shares; 2025Q1: 7,576 shares; 2025Q2: 5,417 shares; 2025Q3: 5,961 shares; 2025Q4: 5,525 shares; 2026Q1: 7,532 shares 7,532$207K0.01%+2,007Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 2,771 shares; 2025Q1: 1,677 shares; 2025Q2: 1,675 shares; 2025Q3: 1,835 shares; 2025Q4: 1,742 shares; 2026Q1: 2,493 shares 2,493$206K0.01%+751Timeline
CORPPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,690 shares; 2025Q2: 7,016 shares; 2025Q3: 3,112 shares; 2025Q4: 2,628 shares; 2026Q1: 2,129 shares 2,129$206K0.01%-499Timeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 2,825 shares; 2025Q1: 1,557 shares; 2025Q2: 1,588 shares; 2025Q3: 1,601 shares; 2025Q4: 3,595 shares; 2026Q1: 3,972 shares 3,972$206K0.01%+377Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,342 shares; 2025Q1: 3,258 shares; 2025Q2: 5,148 shares; 2025Q3: 4,920 shares; 2025Q4: 9,743 shares; 2026Q1: 10,265 shares 10,265$206K0.01%+522Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 2,072 shares; 2025Q1: 2,847 shares; 2025Q2: 4,695 shares; 2025Q3: 4,702 shares; 2025Q4: 4,517 shares; 2026Q1: 5,366 shares 5,366$205K0.01%+849Timeline
SHPROSHARES 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: 172 shares; 2026Q1: 5,401 shares 5,401$205K0.01%+5,229Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 570 shares; 2025Q1: 565 shares; 2025Q2: 1,582 shares; 2025Q3: 1,587 shares; 2025Q4: 1,497 shares; 2026Q1: 2,482 shares 2,482$204K0.01%+985Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 1,314 shares; 2025Q1: 1,648 shares; 2025Q2: 5,261 shares; 2025Q3: 5,073 shares; 2025Q4: 4,825 shares; 2026Q1: 6,427 shares 6,427$204K0.01%+1,602Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 323 shares; 2025Q1: 452 shares; 2025Q2: 1,268 shares; 2025Q3: 1,889 shares; 2025Q4: 1,028 shares; 2026Q1: 1,812 shares 1,812$204K0.01%+784Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,595 shares; 2025Q1: 1,964 shares; 2025Q2: 2,678 shares; 2025Q3: 2,662 shares; 2025Q4: 2,425 shares; 2026Q1: 2,545 shares 2,545$204K0.01%+120Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 45 shares; 2025Q4: 799 shares; 2026Q1: 817 shares 817$203K0.01%+18Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 667 shares; 2025Q1: 1,050 shares; 2025Q2: 1,555 shares; 2025Q3: 1,518 shares; 2025Q4: 1,303 shares; 2026Q1: 1,847 shares 1,847$203K0.01%+544Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 1,031 shares; 2025Q1: 2,611 shares; 2025Q2: 2,228 shares; 2025Q3: 2,247 shares; 2025Q4: 4,433 shares; 2026Q1: 4,423 shares 4,423$203K0.01%-10Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 55 shares; 2025Q1: 422 shares; 2025Q2: 2,110 shares; 2025Q3: 3,231 shares; 2025Q4: 9,048 shares; 2026Q1: 4,054 shares 4,054$203K0.01%-4,994Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,881 shares; 2025Q1: 3,050 shares; 2025Q2: 4,517 shares; 2025Q3: 4,888 shares; 2025Q4: 4,906 shares; 2026Q1: 2,618 shares 2,618$202K0.01%-2,288Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 2,454 shares; 2025Q1: 2,539 shares; 2025Q2: 2,511 shares; 2025Q3: 2,363 shares; 2025Q4: 2,954 shares; 2026Q1: 3,626 shares 3,626$202K0.01%+672Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 1,054 shares; 2025Q1: 599 shares; 2025Q2: 2,502 shares; 2025Q3: 3,566 shares; 2025Q4: 3,237 shares; 2026Q1: 2,282 shares 2,282$202K0.01%-955Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 205 shares; 2025Q1: 139 shares; 2025Q2: 315 shares; 2025Q3: 515 shares; 2025Q4: 537 shares; 2026Q1: 1,256 shares 1,256$201K0.01%+719Timeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 2,100 shares; 2026Q1: 4,075 shares 4,075$201K0.01%+1,975Timeline
BTSGBRIGHTSPRING HEALTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,841 shares; 2025Q3: 3,261 shares; 2025Q4: 3,826 shares; 2026Q1: 4,718 shares 4,718$201K0.01%+892Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 1,871 shares; 2025Q1: 2,367 shares; 2025Q2: 2,290 shares; 2025Q3: 2,882 shares; 2025Q4: 4,979 shares; 2026Q1: 4,961 shares 4,961$201K0.01%-18Timeline
QDPLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$201K0.01%0Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 401 shares; 2025Q1: 628 shares; 2025Q2: 927 shares; 2025Q3: 538 shares; 2025Q4: 914 shares; 2026Q1: 1,643 shares 1,643$201K0.01%+729Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 492 shares; 2025Q1: 376 shares; 2025Q2: 3,261 shares; 2025Q3: 4,611 shares; 2025Q4: 2,314 shares; 2026Q1: 3,172 shares 3,172$200K0.01%+858Timeline
SLVPISHARES 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: 6,379 shares; 2025Q3: 5,395 shares; 2025Q4: 5,614 shares; 2026Q1: 5,640 shares 5,640$200K0.01%+26Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 2,188 shares; 2025Q1: 323 shares; 2025Q2: 536 shares; 2025Q3: 495 shares; 2025Q4: 760 shares; 2026Q1: 992 shares 992$200K0.01%+232Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,035 shares; 2025Q1: 1,023 shares; 2025Q2: 1,068 shares; 2025Q3: 1,229 shares; 2025Q4: 1,536 shares; 2026Q1: 4,217 shares 4,217$200K0.01%+2,681Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 954 shares; 2025Q1: 1,016 shares; 2025Q2: 2,029 shares; 2025Q3: 2,012 shares; 2025Q4: 2,632 shares; 2026Q1: 3,443 shares 3,443$199K0.01%+811Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,802 shares; 2024Q4: 9,098 shares; 2025Q1: 11,351 shares; 2025Q2: 8,352 shares; 2025Q3: 4,708 shares; 2025Q4: 4,489 shares; 2026Q1: 3,825 shares 3,825$199K0.01%-664Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 507 shares; 2025Q1: 597 shares; 2025Q2: 933 shares; 2025Q3: 1,256 shares; 2025Q4: 1,455 shares; 2026Q1: 1,484 shares 1,484$198K0.01%+29Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 509 shares; 2025Q1: 371 shares; 2025Q2: 477 shares; 2025Q3: 560 shares; 2025Q4: 1,046 shares; 2026Q1: 515 shares 515$198K0.01%-531Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,287 shares; 2025Q1: 2,284 shares; 2025Q2: 2,284 shares; 2025Q3: 3,526 shares; 2025Q4: 3,386 shares; 2026Q1: 4,128 shares 4,128$197K0.01%+742Timeline
KTKT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 13,489 shares; 2025Q1: 6,208 shares; 2025Q2: 6,621 shares; 2025Q3: 7,035 shares; 2025Q4: 6,469 shares; 2026Q1: 9,122 shares 9,122$196K0.01%+2,653Timeline
THGHANOVER INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 213 shares; 2025Q1: 314 shares; 2025Q2: 726 shares; 2025Q3: 811 shares; 2025Q4: 1,068 shares; 2026Q1: 1,127 shares 1,127$195K0.01%+59Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,312 shares; 2024Q4: 4,888 shares; 2025Q1: 7,760 shares; 2025Q2: 8,090 shares; 2025Q3: 10,133 shares; 2025Q4: 13,581 shares; 2026Q1: 10,137 shares 10,137$195K0.01%-3,444Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,533 shares; 2026Q1: 9,533 shares 9,533$195K0.01%0Timeline
TERNTERNS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 1,285 shares; 2025Q3: 1,366 shares; 2025Q4: 2,207 shares; 2026Q1: 3,689 shares 3,689$194K0.01%+1,482Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,974 shares; 2025Q1: 2,081 shares; 2025Q2: 3,836 shares; 2025Q3: 1,738 shares; 2025Q4: 1,399 shares; 2026Q1: 1,496 shares 1,496$194K0.01%+97Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 714 shares; 2025Q1: 656 shares; 2025Q2: 2,718 shares; 2025Q3: 3,302 shares; 2025Q4: 3,368 shares; 2026Q1: 4,311 shares 4,311$194K0.01%+943Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 490 shares; 2025Q1: 822 shares; 2025Q2: 1,045 shares; 2025Q3: 2,505 shares; 2025Q4: 842 shares; 2026Q1: 2,976 shares 2,976$194K0.01%+2,134Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,300 shares; 2025Q1: 2,511 shares; 2025Q2: 2,685 shares; 2025Q3: 3,049 shares; 2025Q4: 2,953 shares; 2026Q1: 3,001 shares 3,001$194K0.01%+48Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,145 shares; 2024Q4: 11,173 shares; 2025Q1: 10,022 shares; 2025Q2: 10,308 shares; 2025Q3: 12,125 shares; 2025Q4: 10,262 shares; 2026Q1: 10,731 shares 10,731$193K0.01%+469Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 91 shares; 2025Q1: 135 shares; 2025Q2: 151 shares; 2025Q3: 148 shares; 2025Q4: 193 shares; 2026Q1: 537 shares 537$193K0.01%+344Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 3,298 shares; 2025Q1: 3,282 shares; 2025Q2: 5,690 shares; 2025Q3: 5,659 shares; 2025Q4: 4,623 shares; 2026Q1: 5,131 shares 5,131$193K0.01%+508Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,051 shares; 2024Q4: 8,294 shares; 2025Q1: 12,507 shares; 2025Q2: 15,783 shares; 2025Q3: 11,940 shares; 2025Q4: 14,826 shares; 2026Q1: 23,964 shares 23,964$193K0.01%+9,138Timeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 308 shares; 2025Q1: 488 shares; 2025Q2: 1,123 shares; 2025Q3: 1,742 shares; 2025Q4: 2,570 shares; 2026Q1: 3,576 shares 3,576$191K0.01%+1,006Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 2,107 shares; 2025Q1: 2,839 shares; 2025Q2: 2,501 shares; 2025Q3: 3,018 shares; 2025Q4: 2,601 shares; 2026Q1: 3,774 shares 3,774$191K0.01%+1,173Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 353 shares; 2025Q1: 434 shares; 2025Q2: 2,305 shares; 2025Q3: 2,950 shares; 2025Q4: 3,000 shares; 2026Q1: 3,888 shares 3,888$190K0.01%+888Timeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58 shares; 2025Q1: 76 shares; 2025Q2: 552 shares; 2025Q3: 705 shares; 2025Q4: 686 shares; 2026Q1: 1,096 shares 1,096$190K0.01%+410Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 16 shares; 2025Q1: 33 shares; 2025Q2: 79 shares; 2025Q3: 112 shares; 2025Q4: 82 shares; 2026Q1: 99 shares 99$189K0.01%+17Timeline
MASIMASIMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 224 shares; 2025Q1: 221 shares; 2025Q2: 188 shares; 2025Q3: 227 shares; 2025Q4: 976 shares; 2026Q1: 1,064 shares 1,064$189K0.01%+88Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 979 shares; 2025Q1: 511 shares; 2025Q2: 627 shares; 2025Q3: 746 shares; 2025Q4: 1,208 shares; 2026Q1: 2,026 shares 2,026$189K0.01%+818Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 121 shares; 2025Q1: 117 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 205 shares; 2026Q1: 258 shares 258$188K0.01%+53Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 4,095 shares; 2025Q1: 424 shares; 2025Q2: 777 shares; 2025Q3: 1,904 shares; 2025Q4: 1,906 shares; 2026Q1: 2,188 shares 2,188$188K0.01%+282Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 2,239 shares; 2025Q1: 5,236 shares; 2025Q2: 8,206 shares; 2025Q3: 8,648 shares; 2025Q4: 14,173 shares; 2026Q1: 17,093 shares 17,093$188K0.01%+2,920Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 72 shares; 2025Q1: 103 shares; 2025Q2: 538 shares; 2025Q3: 794 shares; 2025Q4: 997 shares; 2026Q1: 1,099 shares 1,099$188K0.01%+102Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 88 shares; 2025Q1: 89 shares; 2025Q2: 565 shares; 2025Q3: 821 shares; 2025Q4: 970 shares; 2026Q1: 1,491 shares 1,491$188K0.01%+521Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 2,494 shares; 2025Q1: 3,172 shares; 2025Q2: 3,091 shares; 2025Q3: 3,184 shares; 2025Q4: 2,767 shares; 2026Q1: 2,319 shares 2,319$188K0.01%-448Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 229 shares; 2025Q1: 231 shares; 2025Q2: 464 shares; 2025Q3: 533 shares; 2025Q4: 428 shares; 2026Q1: 515 shares 515$187K0.01%+87Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 1,464 shares; 2025Q1: 1,488 shares; 2025Q2: 1,350 shares; 2025Q3: 783 shares; 2025Q4: 680 shares; 2026Q1: 923 shares 923$187K0.01%+243Timeline
KMIDVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 9,261 shares; 2025Q4: 8,644 shares; 2026Q1: 7,822 shares 7,822$186K0.01%-822Timeline
LAURLAUREATE ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 385 shares; 2025Q2: 1,650 shares; 2025Q3: 1,607 shares; 2025Q4: 3,342 shares; 2026Q1: 5,349 shares 5,349$186K0.01%+2,007Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,406 shares; 2025Q1: 1,551 shares; 2025Q2: 1,766 shares; 2025Q3: 1,778 shares; 2025Q4: 2,564 shares; 2026Q1: 4,154 shares 4,154$186K0.01%+1,590Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 967 shares; 2025Q1: 1,147 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 2,151 shares; 2026Q1: 1,809 shares 1,809$185K0.01%-342Timeline
VSATVIASAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,296 shares; 2025Q1: 874 shares; 2025Q2: 1,460 shares; 2025Q3: 1,433 shares; 2025Q4: 2,260 shares; 2026Q1: 4,026 shares 4,026$184K0.01%+1,766Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 346 shares; 2025Q1: 344 shares; 2025Q2: 892 shares; 2025Q3: 816 shares; 2025Q4: 3,963 shares; 2026Q1: 4,462 shares 4,462$184K0.01%+499Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,410 shares; 2024Q4: 5,839 shares; 2025Q1: 6,124 shares; 2025Q2: 6,256 shares; 2025Q3: 6,813 shares; 2025Q4: 8,970 shares; 2026Q1: 8,682 shares 8,682$184K0.01%-288Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,476 shares; 2025Q1: 784 shares; 2025Q2: 1,067 shares; 2025Q3: 1,233 shares; 2025Q4: 1,297 shares; 2026Q1: 1,450 shares 1,450$184K0.01%+153Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 68 shares; 2025Q1: 314 shares; 2025Q2: 2,144 shares; 2025Q3: 1,996 shares; 2025Q4: 2,815 shares; 2026Q1: 3,367 shares 3,367$184K0.01%+552Timeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 628 shares; 2025Q1: 1,329 shares; 2025Q2: 2,545 shares; 2025Q3: 3,170 shares; 2025Q4: 3,999 shares; 2026Q1: 5,036 shares 5,036$183K0.01%+1,037Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 642 shares; 2025Q1: 1,024 shares; 2025Q2: 2,747 shares; 2025Q3: 2,816 shares; 2025Q4: 3,299 shares; 2026Q1: 4,549 shares 4,549$183K0.01%+1,250Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,611 shares; 2025Q1: 2,727 shares; 2025Q2: 4,883 shares; 2025Q3: 4,692 shares; 2025Q4: 2,903 shares; 2026Q1: 5,293 shares 5,293$183K0.01%+2,390Timeline
PCLOVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,017 shares; 2025Q2: 4,243 shares; 2025Q3: 7,397 shares; 2025Q4: 7,257 shares; 2026Q1: 7,342 shares 7,342$183K0.01%+85Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 411 shares; 2025Q2: 2,561 shares; 2025Q3: 2,567 shares; 2025Q4: 2,483 shares; 2026Q1: 2,624 shares 2,624$182K0.01%+141Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 477 shares; 2025Q1: 346 shares; 2025Q2: 384 shares; 2025Q3: 524 shares; 2025Q4: 701 shares; 2026Q1: 532 shares 532$182K0.01%-169Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 878 shares; 2025Q1: 946 shares; 2025Q2: 1,522 shares; 2025Q3: 1,718 shares; 2025Q4: 2,349 shares; 2026Q1: 3,719 shares 3,719$181K0.01%+1,370Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 2,831 shares; 2025Q1: 1,570 shares; 2025Q2: 2,539 shares; 2025Q3: 1,851 shares; 2025Q4: 1,491 shares; 2026Q1: 2,230 shares 2,230$181K0.01%+739Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 1,449 shares; 2025Q1: 3,047 shares; 2025Q2: 1,321 shares; 2025Q3: 1,319 shares; 2025Q4: 3,286 shares; 2026Q1: 1,898 shares 1,898$181K0.01%-1,388Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,892 shares; 2025Q1: 3,201 shares; 2025Q2: 977 shares; 2025Q3: 1,099 shares; 2025Q4: 956 shares; 2026Q1: 1,739 shares 1,739$180K0.01%+783Timeline
HERDPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,503 shares; 2024Q4: 1,828 shares; 2025Q1: 2,002 shares; 2025Q2: 2,471 shares; 2025Q3: 3,091 shares; 2025Q4: 1,753 shares; 2026Q1: 3,931 shares 3,931$180K0.01%+2,178Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 1,547 shares; 2025Q1: 1,068 shares; 2025Q2: 1,546 shares; 2025Q3: 1,455 shares; 2025Q4: 1,674 shares; 2026Q1: 1,993 shares 1,993$180K0.01%+319Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 671 shares; 2025Q1: 630 shares; 2025Q2: 1,936 shares; 2025Q3: 1,234 shares; 2025Q4: 806 shares; 2026Q1: 1,887 shares 1,887$179K0.01%+1,081Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 269 shares; 2025Q1: 946 shares; 2025Q2: 4,170 shares; 2025Q3: 4,844 shares; 2025Q4: 2,486 shares; 2026Q1: 8,386 shares 8,386$179K0.01%+5,900Timeline
CDLVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 3,593 shares; 2025Q1: 2,807 shares; 2025Q2: 2,328 shares; 2025Q3: 2,347 shares; 2025Q4: 2,374 shares; 2026Q1: 2,388 shares 2,388$178K0.01%+14Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,530 shares; 2025Q1: 1,888 shares; 2025Q2: 4,982 shares; 2025Q3: 4,788 shares; 2025Q4: 3,715 shares; 2026Q1: 3,544 shares 3,544$177K0.01%-171Timeline
BCXBLACKROCK RES & COMMODITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 14,703 shares; 2025Q1: 14,703 shares; 2025Q2: 14,703 shares; 2025Q3: 14,688 shares; 2025Q4: 14,688 shares; 2026Q1: 14,688 shares 14,688$177K0.01%0Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,720 shares; 2025Q1: 1,748 shares; 2025Q2: 1,723 shares; 2025Q3: 1,128 shares; 2025Q4: 1,081 shares; 2026Q1: 1,405 shares 1,405$177K0.01%+324Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: 7,165 shares; 2025Q2: 8,688 shares; 2025Q3: 4,427 shares; 2025Q4: 3,837 shares; 2026Q1: 3,869 shares 3,869$177K0.01%+32Timeline
PSOPEARSON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 6,807 shares; 2025Q1: 7,185 shares; 2025Q2: 13,197 shares; 2025Q3: 11,213 shares; 2025Q4: 10,270 shares; 2026Q1: 13,350 shares 13,350$175K0.01%+3,080Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 1,203 shares; 2025Q1: 1,131 shares; 2025Q2: 1,624 shares; 2025Q3: 1,613 shares; 2025Q4: 2,188 shares; 2026Q1: 2,646 shares 2,646$174K0.01%+458Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 396 shares; 2025Q1: 541 shares; 2025Q2: 561 shares; 2025Q3: 572 shares; 2025Q4: 530 shares; 2026Q1: 953 shares 953$174K0.01%+423Timeline
DRDDRDGOLD LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,173 shares; 2024Q4: 3,483 shares; 2025Q1: 3,920 shares; 2025Q2: 4,317 shares; 2025Q3: 5,387 shares; 2025Q4: 4,836 shares; 2026Q1: 5,895 shares 5,895$173K0.01%+1,059Timeline
OROR ROYALTIES INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,954 shares; 2025Q3: 2,105 shares; 2025Q4: 2,330 shares; 2026Q1: 4,539 shares 4,539$173K0.01%+2,209Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 124 shares; 2025Q1: 145 shares; 2025Q2: 714 shares; 2025Q3: 848 shares; 2025Q4: 1,209 shares; 2026Q1: 1,886 shares 1,886$172K0.01%+677Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 643 shares; 2025Q1: 735 shares; 2025Q2: 1,118 shares; 2025Q3: 1,231 shares; 2025Q4: 1,518 shares; 2026Q1: 1,677 shares 1,677$172K0.01%+159Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,621 shares; 2024Q4: 27,608 shares; 2025Q1: 27,904 shares; 2025Q2: 6,869 shares; 2025Q3: 7,027 shares; 2025Q4: 6,781 shares; 2026Q1: 6,849 shares 6,849$172K0.01%+68Timeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,697 shares; 2024Q4: 2,919 shares; 2025Q1: 2,880 shares; 2025Q2: 3,642 shares; 2025Q3: 1,584 shares; 2025Q4: 2,039 shares; 2026Q1: 2,479 shares 2,479$172K0.01%+440Timeline
CGDGCAPITAL GROUP DIVIDEND GROWEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,636 shares; 2025Q4: 4,236 shares; 2026Q1: 4,786 shares 4,786$172K0.01%+550Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,172 shares; 2025Q1: 2,105 shares; 2025Q2: 2,293 shares; 2025Q3: 2,156 shares; 2025Q4: 2,058 shares; 2026Q1: 2,015 shares 2,015$171K0.01%-43Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 494 shares; 2025Q1: 742 shares; 2025Q2: 1,626 shares; 2025Q3: 1,610 shares; 2025Q4: 1,833 shares; 2026Q1: 3,571 shares 3,571$171K0.01%+1,738Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 564 shares; 2025Q1: 888 shares; 2025Q2: 1,567 shares; 2025Q3: 1,753 shares; 2025Q4: 1,807 shares; 2026Q1: 3,012 shares 3,012$171K0.01%+1,205Timeline
RINGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 2,175 shares; 2025Q4: 2,208 shares; 2026Q1: 2,162 shares 2,162$171K0.01%-46Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 37 shares; 2025Q1: 54 shares; 2025Q2: 272 shares; 2025Q3: 420 shares; 2025Q4: 459 shares; 2026Q1: 426 shares 426$170K0.01%-33Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,825 shares; 2024Q4: 37,830 shares; 2025Q1: 6,213 shares; 2025Q2: 1,829 shares; 2025Q3: 1,702 shares; 2025Q4: 1,441 shares; 2026Q1: 1,588 shares 1,588$170K0.01%+147Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 435 shares; 2025Q1: 687 shares; 2025Q2: 1,398 shares; 2025Q3: 2,205 shares; 2025Q4: 1,840 shares; 2026Q1: 1,210 shares 1,210$170K0.01%-630Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,589 shares; 2025Q1: 1,577 shares; 2025Q2: 1,259 shares; 2025Q3: 836 shares; 2025Q4: 686 shares; 2026Q1: 638 shares 638$170K0.01%-48Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,312 shares; 2025Q3: 1,956 shares; 2025Q4: 1,760 shares; 2026Q1: 1,772 shares 1,772$169K0.01%+12Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 567 shares; 2025Q4: 567 shares; 2026Q1: 567 shares 567$169K0.01%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 972 shares; 2025Q1: 1,535 shares; 2025Q2: 1,934 shares; 2025Q3: 1,530 shares; 2025Q4: 1,297 shares; 2026Q1: 1,304 shares 1,304$169K0.01%+7Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 825 shares; 2025Q1: 1,025 shares; 2025Q2: 1,662 shares; 2025Q3: 1,832 shares; 2025Q4: 1,547 shares; 2026Q1: 1,649 shares 1,649$168K0.01%+102Timeline
HLHECLA MINING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 1,373 shares; 2025Q1: 1,731 shares; 2025Q2: 6,156 shares; 2025Q3: 5,207 shares; 2025Q4: 5,065 shares; 2026Q1: 9,025 shares 9,025$168K0.01%+3,960Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,039 shares; 2025Q1: 2,318 shares; 2025Q2: 1,321 shares; 2025Q3: 1,609 shares; 2025Q4: 1,533 shares; 2026Q1: 1,080 shares 1,080$168K0.01%-453Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 106 shares; 2025Q1: 213 shares; 2025Q2: 1,091 shares; 2025Q3: 8,915 shares; 2025Q4: 5,353 shares; 2026Q1: 6,216 shares 6,216$168K0.01%+863Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 374 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 531 shares; 2025Q4: 971 shares; 2026Q1: 1,179 shares 1,179$168K0.01%+208Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 20 shares; 2025Q1: 107 shares; 2025Q2: 730 shares; 2025Q3: 803 shares; 2025Q4: 997 shares; 2026Q1: 1,593 shares 1,593$168K0.01%+596Timeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 80 shares; 2025Q1: 597 shares; 2025Q2: 1,843 shares; 2025Q3: 1,534 shares; 2025Q4: 1,141 shares; 2026Q1: 1,727 shares 1,727$168K0.01%+586Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 516 shares; 2025Q1: 938 shares; 2025Q2: 1,307 shares; 2025Q3: 1,316 shares; 2025Q4: 1,518 shares; 2026Q1: 2,128 shares 2,128$167K0.01%+610Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 522 shares; 2025Q1: 479 shares; 2025Q2: 134 shares; 2025Q3: 178 shares; 2025Q4: 6,018 shares; 2026Q1: 7,731 shares 7,731$167K0.01%+1,713Timeline
LCTDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 4,971 shares; 2025Q1: 4,237 shares; 2025Q2: 4,132 shares; 2025Q3: 4,038 shares; 2025Q4: 3,060 shares; 2026Q1: 3,023 shares 3,023$167K0.01%-37Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 1,629 shares; 2025Q1: 1,742 shares; 2025Q2: 4,456 shares; 2025Q3: 6,328 shares; 2025Q4: 6,053 shares; 2026Q1: 8,938 shares 8,938$167K0.01%+2,885Timeline
COLLCOLLEGIUM PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 314 shares; 2025Q1: 294 shares; 2025Q2: 2,484 shares; 2025Q3: 3,563 shares; 2025Q4: 4,174 shares; 2026Q1: 5,035 shares 5,035$167K0.01%+861Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 2,132 shares; 2025Q1: 2,163 shares; 2025Q2: 2,091 shares; 2025Q3: 1,564 shares; 2025Q4: 1,480 shares; 2026Q1: 1,798 shares 1,798$165K0.01%+318Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 859 shares; 2025Q4: 4,612 shares; 2026Q1: 2,697 shares 2,697$165K0.01%-1,915Timeline
SHCSOTERA HEALTH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 351 shares; 2025Q1: 353 shares; 2025Q2: 3,288 shares; 2025Q3: 3,534 shares; 2025Q4: 7,572 shares; 2026Q1: 11,518 shares 11,518$165K0.01%+3,946Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 298 shares; 2025Q1: 487 shares; 2025Q2: 916 shares; 2025Q3: 2,433 shares; 2025Q4: 1,926 shares; 2026Q1: 1,757 shares 1,757$165K0.01%-169Timeline
NVMINOVA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 116 shares; 2025Q1: 160 shares; 2025Q2: 260 shares; 2025Q3: 256 shares; 2025Q4: 280 shares; 2026Q1: 379 shares 379$165K0.01%+99Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 1,490 shares; 2025Q1: 354 shares; 2025Q2: 720 shares; 2025Q3: 765 shares; 2025Q4: 760 shares; 2026Q1: 1,203 shares 1,203$165K0.01%+443Timeline
BALTINNOVATOR 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: 9,027 shares; 2026Q1: 4,900 shares 4,900$164K0.01%-4,127Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 9,949 shares; 2025Q1: 12,354 shares; 2025Q2: 14,278 shares; 2025Q3: 13,804 shares; 2025Q4: 13,697 shares; 2026Q1: 16,273 shares 16,273$163K<0.01%+2,576Timeline
FERFERROVIAL NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 306 shares; 2025Q2: 307 shares; 2025Q3: 671 shares; 2025Q4: 1,441 shares; 2026Q1: 2,505 shares 2,505$163K<0.01%+1,064Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,376 shares; 2025Q1: 1,921 shares; 2025Q2: 3,316 shares; 2025Q3: 3,054 shares; 2025Q4: 3,651 shares; 2026Q1: 8,621 shares 8,621$163K<0.01%+4,970Timeline
PACSPACS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 1,064 shares; 2025Q3: 608 shares; 2025Q4: 599 shares; 2026Q1: 5,064 shares 5,064$163K<0.01%+4,465Timeline
NJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 2,369 shares; 2025Q1: 2,369 shares; 2025Q2: 2,369 shares; 2025Q3: 2,369 shares; 2025Q4: 2,280 shares; 2026Q1: 2,264 shares 2,264$162K<0.01%-16Timeline
BCEBCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 880 shares; 2025Q1: 2,241 shares; 2025Q2: 4,322 shares; 2025Q3: 4,802 shares; 2025Q4: 3,945 shares; 2026Q1: 6,393 shares 6,393$161K<0.01%+2,448Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 4,500 shares; 2025Q1: 5,067 shares; 2025Q2: 4,147 shares; 2025Q3: 1,101 shares; 2025Q4: 429 shares; 2026Q1: 443 shares 443$161K<0.01%+14Timeline
VVRINVESCO SR INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 22,992 shares; 2025Q3: 32,227 shares; 2025Q4: 50,046 shares; 2026Q1: 50,046 shares 50,046$161K<0.01%0Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 210 shares; 2025Q1: 420 shares; 2025Q2: 716 shares; 2025Q3: 515 shares; 2025Q4: 548 shares; 2026Q1: 676 shares 676$161K<0.01%+128Timeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 429 shares; 2025Q1: 545 shares; 2025Q2: 1,853 shares; 2025Q3: 1,539 shares; 2025Q4: 1,636 shares; 2026Q1: 1,639 shares 1,639$161K<0.01%+3Timeline
ARLOARLO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118 shares; 2025Q1: 315 shares; 2025Q2: 5,616 shares; 2025Q3: 9,189 shares; 2025Q4: 9,397 shares; 2026Q1: 11,281 shares 11,281$161K<0.01%+1,884Timeline
AIQGLOBAL 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: 32 shares; 2025Q3: 37 shares; 2025Q4: 3,419 shares; 2026Q1: 3,432 shares 3,432$160K<0.01%+13Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 556 shares; 2025Q1: 562 shares; 2025Q2: 497 shares; 2025Q3: 462 shares; 2025Q4: 526 shares; 2026Q1: 569 shares 569$160K<0.01%+43Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 272 shares; 2025Q1: 557 shares; 2025Q2: 1,192 shares; 2025Q3: 1,110 shares; 2025Q4: 1,056 shares; 2026Q1: 1,338 shares 1,338$160K<0.01%+282Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 430 shares; 2025Q2: 2,067 shares; 2025Q3: 2,245 shares; 2025Q4: 4,494 shares; 2026Q1: 3,404 shares 3,404$159K<0.01%-1,090Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 438 shares; 2025Q1: 607 shares; 2025Q2: 1,345 shares; 2025Q3: 2,836 shares; 2025Q4: 3,089 shares; 2026Q1: 2,436 shares 2,436$158K<0.01%-653Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 2,917 shares; 2025Q1: 2,426 shares; 2025Q2: 3,301 shares; 2025Q3: 2,530 shares; 2025Q4: 1,875 shares; 2026Q1: 3,283 shares 3,283$158K<0.01%+1,408Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 635 shares; 2025Q1: 252 shares; 2025Q2: 449 shares; 2025Q3: 956 shares; 2025Q4: 1,076 shares; 2026Q1: 630 shares 630$158K<0.01%-446Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71 shares; 2025Q1: 1,379 shares; 2025Q2: 333 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,087 shares 1,087$158K<0.01%newTimeline
LEALEAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 788 shares; 2025Q1: 706 shares; 2025Q2: 968 shares; 2025Q3: 1,009 shares; 2025Q4: 925 shares; 2026Q1: 1,298 shares 1,298$157K<0.01%+373Timeline
VIVTELEFONICA BRASIL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,246 shares; 2024Q4: 2,320 shares; 2025Q1: 1,518 shares; 2025Q2: 4,766 shares; 2025Q3: 5,145 shares; 2025Q4: 6,104 shares; 2026Q1: 9,840 shares 9,840$157K<0.01%+3,736Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 1,046 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 2,092 shares 2,092$156K<0.01%+1,046Timeline
XFOFXCOHEN & STEERS CLOSED-ENDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,205 shares; 2024Q4: 12,205 shares; 2025Q1: 12,189 shares; 2025Q2: 12,182 shares; 2025Q3: 12,157 shares; 2025Q4: 12,157 shares; 2026Q1: 12,157 shares 12,157$156K<0.01%0Timeline
BCMLBAYCOM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5,979 shares; 2025Q3: 5,610 shares; 2025Q4: 5,410 shares; 2026Q1: 5,241 shares 5,241$156K<0.01%-169Timeline
FMCFMC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 746 shares; 2025Q1: 1,685 shares; 2025Q2: 5,076 shares; 2025Q3: 479 shares; 2025Q4: 237 shares; 2026Q1: 9,041 shares 9,041$156K<0.01%+8,804Timeline
PHIPLDT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,345 shares; 2025Q1: 1,203 shares; 2025Q2: 3,069 shares; 2025Q3: 2,705 shares; 2025Q4: 4,235 shares; 2026Q1: 7,390 shares 7,390$155K<0.01%+3,155Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 3,009 shares; 2025Q2: 3,892 shares; 2025Q3: 1,989 shares; 2025Q4: 1,989 shares; 2026Q1: 1,989 shares 1,989$155K<0.01%0Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 501 shares; 2025Q1: 548 shares; 2025Q2: 821 shares; 2025Q3: 947 shares; 2025Q4: 826 shares; 2026Q1: 622 shares 622$155K<0.01%-204Timeline
CRCCALIFORNIA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 303 shares; 2025Q1: 431 shares; 2025Q2: 1,476 shares; 2025Q3: 1,487 shares; 2025Q4: 1,966 shares; 2026Q1: 2,234 shares 2,234$155K<0.01%+268Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 2,807 shares; 2025Q1: 2,043 shares; 2025Q2: 1,213 shares; 2025Q3: 2,217 shares; 2025Q4: 1,961 shares; 2026Q1: 2,987 shares 2,987$155K<0.01%+1,026Timeline
SEISOLARIS ENERGY INFRAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 94 shares; 2025Q1: 118 shares; 2025Q2: 2,746 shares; 2025Q3: 2,746 shares; 2025Q4: 2,714 shares; 2026Q1: 2,723 shares 2,723$154K<0.01%+9Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 15 shares; 2025Q1: 47 shares; 2025Q2: 172 shares; 2025Q3: 420 shares; 2025Q4: 475 shares; 2026Q1: 482 shares 482$154K<0.01%+7Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 498 shares; 2025Q1: 503 shares; 2025Q2: 586 shares; 2025Q3: 291 shares; 2025Q4: 371 shares; 2026Q1: 406 shares 406$153K<0.01%+35Timeline
MZTIMARZETTI COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 379 shares; 2025Q1: 392 shares; 2025Q2: 574 shares; 2025Q3: 545 shares; 2025Q4: 570 shares; 2026Q1: 1,106 shares 1,106$153K<0.01%+536Timeline
TXG10X GENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 174 shares; 2025Q1: 2,465 shares; 2025Q2: 7,490 shares; 2025Q3: 6,187 shares; 2025Q4: 6,174 shares; 2026Q1: 7,186 shares 7,186$153K<0.01%+1,012Timeline
SVMSILVERCORP METALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,179 shares; 2025Q1: 2,216 shares; 2025Q2: 2,404 shares; 2025Q3: 6,333 shares; 2025Q4: 7,503 shares; 2026Q1: 14,177 shares 14,177$152K<0.01%+6,674Timeline
LMATLEMAITRE VASCULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: 567 shares; 2025Q3: 994 shares; 2025Q4: 1,085 shares; 2026Q1: 1,393 shares 1,393$152K<0.01%+308Timeline
FUSBFIRST US BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 2,106 shares; 2025Q2: 2,161 shares; 2025Q3: 2,161 shares; 2025Q4: 4,966 shares; 2026Q1: 9,932 shares 9,932$152K<0.01%+4,966Timeline
PCTYPAYLOCITY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 271 shares; 2025Q1: 73 shares; 2025Q2: 465 shares; 2025Q3: 646 shares; 2025Q4: 1,224 shares; 2026Q1: 1,404 shares 1,404$152K<0.01%+180Timeline
PKXPOSCO HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 401 shares; 2025Q1: 1,040 shares; 2025Q2: 1,212 shares; 2025Q3: 1,047 shares; 2025Q4: 1,562 shares; 2026Q1: 2,591 shares 2,591$152K<0.01%+1,029Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 620 shares; 2025Q1: 1,208 shares; 2025Q2: 2,270 shares; 2025Q3: 2,461 shares; 2025Q4: 2,008 shares; 2026Q1: 2,738 shares 2,738$151K<0.01%+730Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 1,030 shares; 2025Q1: 16,404 shares; 2025Q2: 10,582 shares; 2025Q3: 3,966 shares; 2025Q4: 2,622 shares; 2026Q1: 1,640 shares 1,640$151K<0.01%-982Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 82 shares; 2025Q1: 283 shares; 2025Q2: 2,601 shares; 2025Q3: 2,688 shares; 2025Q4: 2,559 shares; 2026Q1: 3,080 shares 3,080$151K<0.01%+521Timeline
AEGAEGON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 24,406 shares; 2025Q1: 5,778 shares; 2025Q2: 14,548 shares; 2025Q3: 16,980 shares; 2025Q4: 14,785 shares; 2026Q1: 20,797 shares 20,797$151K<0.01%+6,012Timeline
GFIGOLD FIELDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 832 shares; 2025Q1: 1,035 shares; 2025Q2: 2,935 shares; 2025Q3: 2,982 shares; 2025Q4: 2,944 shares; 2026Q1: 3,324 shares 3,324$151K<0.01%+380Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 889 shares; 2025Q1: 999 shares; 2025Q2: 2,300 shares; 2025Q3: 2,493 shares; 2025Q4: 2,225 shares; 2026Q1: 2,838 shares 2,838$151K<0.01%+613Timeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 203 shares; 2025Q1: 340 shares; 2025Q2: 694 shares; 2025Q3: 847 shares; 2025Q4: 323 shares; 2026Q1: 517 shares 517$150K<0.01%+194Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 262 shares; 2025Q1: 87 shares; 2025Q2: 138 shares; 2025Q3: 158 shares; 2025Q4: 1,579 shares; 2026Q1: 690 shares 690$150K<0.01%-889Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 438 shares; 2025Q1: 494 shares; 2025Q2: 1,583 shares; 2025Q3: 1,590 shares; 2025Q4: 1,459 shares; 2026Q1: 2,082 shares 2,082$149K<0.01%+623Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 914 shares; 2025Q1: 495 shares; 2025Q2: 1,349 shares; 2025Q3: 1,371 shares; 2025Q4: 496 shares; 2026Q1: 550 shares 550$149K<0.01%+54Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 475 shares; 2026Q1: 750 shares 750$149K<0.01%+275Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 4,453 shares; 2025Q1: 1,242 shares; 2025Q2: 6,167 shares; 2025Q3: 4,368 shares; 2025Q4: 10,471 shares; 2026Q1: 5,975 shares 5,975$148K<0.01%-4,496Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 14,949 shares; 2025Q1: 1,859 shares; 2025Q2: 1,775 shares; 2025Q3: 1,602 shares; 2025Q4: 2,746 shares; 2026Q1: 1,360 shares 1,360$148K<0.01%-1,386Timeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 198 shares; 2025Q1: 894 shares; 2025Q2: 6,364 shares; 2025Q3: 5,597 shares; 2025Q4: 4,799 shares; 2026Q1: 4,919 shares 4,919$148K<0.01%+120Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 2,385 shares; 2025Q1: 3,524 shares; 2025Q2: 7,519 shares; 2025Q3: 6,773 shares; 2025Q4: 7,384 shares; 2026Q1: 7,833 shares 7,833$147K<0.01%+449Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 308 shares; 2025Q1: 689 shares; 2025Q2: 1,660 shares; 2025Q3: 1,681 shares; 2025Q4: 1,705 shares; 2026Q1: 2,255 shares 2,255$147K<0.01%+550Timeline
BVNCOMPANIA DE MINAS BUENAVENTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 841 shares; 2025Q1: 836 shares; 2025Q2: 4,453 shares; 2025Q3: 3,846 shares; 2025Q4: 3,563 shares; 2026Q1: 4,078 shares 4,078$147K<0.01%+515Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 424 shares; 2025Q1: 516 shares; 2025Q2: 427 shares; 2025Q3: 887 shares; 2025Q4: 3,438 shares; 2026Q1: 3,312 shares 3,312$147K<0.01%-126Timeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 382 shares; 2025Q1: 820 shares; 2025Q2: 2,121 shares; 2025Q3: 2,408 shares; 2025Q4: 1,879 shares; 2026Q1: 1,892 shares 1,892$146K<0.01%+13Timeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 57 shares; 2025Q1: 83 shares; 2025Q2: 766 shares; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 810 shares 810$146K<0.01%+42Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 108 shares; 2025Q1: 93 shares; 2025Q2: 387 shares; 2025Q3: 346 shares; 2025Q4: 339 shares; 2026Q1: 713 shares 713$146K<0.01%+374Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,993 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,450 shares 1,450$146K<0.01%-345Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 654 shares; 2025Q1: 719 shares; 2025Q2: 1,851 shares; 2025Q3: 2,064 shares; 2025Q4: 1,986 shares; 2026Q1: 1,995 shares 1,995$146K<0.01%+9Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 137 shares; 2025Q1: 108 shares; 2025Q2: 2,263 shares; 2025Q3: 3,506 shares; 2025Q4: 3,858 shares; 2026Q1: 6,150 shares 6,150$145K<0.01%+2,292Timeline
KTBKONTOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 722 shares; 2025Q1: 672 shares; 2025Q2: 1,469 shares; 2025Q3: 1,633 shares; 2025Q4: 1,795 shares; 2026Q1: 2,064 shares 2,064$145K<0.01%+269Timeline
WAYWAYSTAR HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 42 shares; 2025Q2: 1,394 shares; 2025Q3: 2,113 shares; 2025Q4: 2,400 shares; 2026Q1: 5,998 shares 5,998$145K<0.01%+3,598Timeline
LRGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,340 shares; 2024Q4: 2,346 shares; 2025Q1: 2,352 shares; 2025Q2: 2,359 shares; 2025Q3: 2,321 shares; 2025Q4: 2,185 shares; 2026Q1: 2,191 shares 2,191$145K<0.01%+6Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 211 shares; 2025Q1: 230 shares; 2025Q2: 959 shares; 2025Q3: 1,970 shares; 2025Q4: 1,064 shares; 2026Q1: 441 shares 441$144K<0.01%-623Timeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 1,933 shares; 2025Q2: 3,368 shares; 2025Q3: 3,391 shares; 2025Q4: 3,512 shares; 2026Q1: 7,641 shares 7,641$143K<0.01%+4,129Timeline
OAEMUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 433 shares; 2025Q1: 697 shares; 2025Q2: 822 shares; 2025Q3: 1,683 shares; 2025Q4: 2,208 shares; 2026Q1: 3,555 shares 3,555$143K<0.01%+1,347Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 244 shares; 2025Q1: 261 shares; 2025Q2: 265 shares; 2025Q3: 291 shares; 2025Q4: 386 shares; 2026Q1: 579 shares 579$143K<0.01%+193Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 135 shares; 2025Q2: 746 shares; 2025Q3: 1,073 shares; 2025Q4: 1,315 shares; 2026Q1: 1,504 shares 1,504$143K<0.01%+189Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,748 shares; 2025Q1: 2,783 shares; 2025Q2: 207 shares; 2025Q3: 218 shares; 2025Q4: 471 shares; 2026Q1: 427 shares 427$142K<0.01%-44Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 1,407 shares; 2025Q1: 1,499 shares; 2025Q2: 1,654 shares; 2025Q3: 1,559 shares; 2025Q4: 1,684 shares; 2026Q1: 2,695 shares 2,695$142K<0.01%+1,011Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,584 shares; 2024Q4: 2,587 shares; 2025Q1: 3,116 shares; 2025Q2: 2,596 shares; 2025Q3: 2,472 shares; 2025Q4: 2,359 shares; 2026Q1: 2,365 shares 2,365$142K<0.01%+6Timeline
GATXGATX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 150 shares; 2025Q1: 165 shares; 2025Q2: 690 shares; 2025Q3: 647 shares; 2025Q4: 702 shares; 2026Q1: 832 shares 832$142K<0.01%+130Timeline
STEPSTEPSTONE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 37 shares; 2025Q1: 286 shares; 2025Q2: 1,236 shares; 2025Q3: 2,443 shares; 2025Q4: 2,790 shares; 2026Q1: 2,974 shares 2,974$142K<0.01%+184Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 30 shares; 2025Q2: 365 shares; 2025Q3: 290 shares; 2025Q4: 265 shares; 2026Q1: 260 shares 260$142K<0.01%-5Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 9,738 shares; 2025Q1: 7,500 shares; 2025Q2: 10,700 shares; 2025Q3: 9,607 shares; 2025Q4: 9,167 shares; 2026Q1: 8,853 shares 8,853$141K<0.01%-314Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 697 shares; 2025Q1: 1,222 shares; 2025Q2: 1,136 shares; 2025Q3: 868 shares; 2025Q4: 2,672 shares; 2026Q1: 2,229 shares 2,229$140K<0.01%-443Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 180 shares; 2025Q1: 188 shares; 2025Q2: 1,018 shares; 2025Q3: 627 shares; 2025Q4: 732 shares; 2026Q1: 1,190 shares 1,190$139K<0.01%+458Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 289 shares; 2025Q1: 773 shares; 2025Q2: 776 shares; 2025Q3: 777 shares; 2025Q4: 785 shares; 2026Q1: 1,027 shares 1,027$139K<0.01%+242Timeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 323 shares; 2025Q1: 410 shares; 2025Q2: 4,570 shares; 2025Q3: 4,798 shares; 2025Q4: 4,668 shares; 2026Q1: 3,254 shares 3,254$138K<0.01%-1,414Timeline
DUSBDIMENSIONAL 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: 4,188 shares; 2026Q1: 2,724 shares 2,724$138K<0.01%-1,464Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 493 shares; 2025Q1: 583 shares; 2025Q2: 612 shares; 2025Q3: 595 shares; 2025Q4: 940 shares; 2026Q1: 1,677 shares 1,677$137K<0.01%+737Timeline
AVPTAVEPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 86 shares; 2025Q2: 5,342 shares; 2025Q3: 9,060 shares; 2025Q4: 10,611 shares; 2026Q1: 14,379 shares 14,379$137K<0.01%+3,768Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 515 shares; 2025Q1: 1,707 shares; 2025Q2: 5,884 shares; 2025Q3: 6,337 shares; 2025Q4: 6,137 shares; 2026Q1: 11,109 shares 11,109$136K<0.01%+4,972Timeline
ABCBAMERIS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 374 shares; 2025Q1: 322 shares; 2025Q2: 1,716 shares; 2025Q3: 1,714 shares; 2025Q4: 1,715 shares; 2026Q1: 1,745 shares 1,745$136K<0.01%+30Timeline
SANMSANMINA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 623 shares; 2025Q1: 657 shares; 2025Q2: 1,227 shares; 2025Q3: 1,210 shares; 2025Q4: 994 shares; 2026Q1: 1,048 shares 1,048$136K<0.01%+54Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 2,012 shares; 2025Q1: 2,012 shares; 2025Q2: 1,944 shares; 2025Q3: 1,941 shares; 2025Q4: 1,856 shares; 2026Q1: 1,856 shares 1,856$136K<0.01%0Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 3,539 shares; 2025Q1: 1,461 shares; 2025Q2: 1,158 shares; 2025Q3: 3,646 shares; 2025Q4: 4,559 shares; 2026Q1: 6,094 shares 6,094$136K<0.01%+1,535Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 64 shares; 2025Q1: 161 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 506 shares; 2026Q1: 1,352 shares 1,352$135K<0.01%+846Timeline
ALNTALLIENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 44 shares; 2026Q1: 2,289 shares 2,289$135K<0.01%+2,245Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 576 shares; 2025Q1: 689 shares; 2025Q2: 798 shares; 2025Q3: 821 shares; 2025Q4: 783 shares; 2026Q1: 886 shares 886$135K<0.01%+103Timeline
GFSGLOBALFOUNDRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 182 shares; 2025Q1: 269 shares; 2025Q2: 272 shares; 2025Q3: 1,849 shares; 2025Q4: 3,225 shares; 2026Q1: 3,037 shares 3,037$135K<0.01%-188Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 317 shares; 2025Q1: 401 shares; 2025Q2: 664 shares; 2025Q3: 678 shares; 2025Q4: 747 shares; 2026Q1: 826 shares 826$135K<0.01%+79Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 628 shares; 2025Q1: 783 shares; 2025Q2: 573 shares; 2025Q3: 638 shares; 2025Q4: 799 shares; 2026Q1: 1,566 shares 1,566$135K<0.01%+767Timeline
IONSIONIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 468 shares; 2025Q1: 1,157 shares; 2025Q2: 1,101 shares; 2025Q3: 827 shares; 2025Q4: 1,137 shares; 2026Q1: 1,794 shares 1,794$135K<0.01%+657Timeline
SBSWSIBANYE STILLWATER LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 3,912 shares; 2025Q1: 1,882 shares; 2025Q2: 11,174 shares; 2025Q3: 9,935 shares; 2025Q4: 10,591 shares; 2026Q1: 10,932 shares 10,932$135K<0.01%+341Timeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39 shares; 2025Q1: 29 shares; 2025Q2: 61 shares; 2025Q3: 40 shares; 2025Q4: 195 shares; 2026Q1: 2,842 shares 2,842$134K<0.01%+2,647Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 1,021 shares; 2025Q1: 374 shares; 2025Q2: 758 shares; 2025Q3: 807 shares; 2025Q4: 895 shares; 2026Q1: 790 shares 790$134K<0.01%-105Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 105 shares; 2025Q1: 382 shares; 2025Q2: 1,587 shares; 2025Q3: 2,975 shares; 2025Q4: 2,227 shares; 2026Q1: 2,476 shares 2,476$134K<0.01%+249Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 1,756 shares; 2025Q1: 529 shares; 2025Q2: 1,244 shares; 2025Q3: 799 shares; 2025Q4: 651 shares; 2026Q1: 819 shares 819$134K<0.01%+168Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 312 shares; 2025Q1: 322 shares; 2025Q2: 923 shares; 2025Q3: 1,058 shares; 2025Q4: 1,270 shares; 2026Q1: 1,371 shares 1,371$134K<0.01%+101Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 236 shares; 2025Q1: 445 shares; 2025Q2: 509 shares; 2025Q3: 617 shares; 2025Q4: 1,593 shares; 2026Q1: 1,345 shares 1,345$134K<0.01%-248Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 520 shares; 2025Q1: 2,644 shares; 2025Q2: 1,727 shares; 2025Q3: 1,677 shares; 2025Q4: 1,637 shares; 2026Q1: 1,628 shares 1,628$133K<0.01%-9Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 211 shares; 2025Q1: 342 shares; 2025Q2: 516 shares; 2025Q3: 552 shares; 2025Q4: 571 shares; 2026Q1: 672 shares 672$133K<0.01%+101Timeline
RQICOHEN & STEERS QUALITY INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,429 shares; 2024Q4: 5,429 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000$133K<0.01%0Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,804 shares; 2025Q1: 960 shares; 2025Q2: 671 shares; 2025Q3: 807 shares; 2025Q4: 983 shares; 2026Q1: 1,743 shares 1,743$132K<0.01%+760Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 720 shares; 2025Q1: 814 shares; 2025Q2: 1,244 shares; 2025Q3: 1,137 shares; 2025Q4: 1,197 shares; 2026Q1: 1,347 shares 1,347$131K<0.01%+150Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 1,900 shares; 2025Q1: 2,312 shares; 2025Q2: 5,137 shares; 2025Q3: 5,279 shares; 2025Q4: 5,756 shares; 2026Q1: 5,491 shares 5,491$131K<0.01%-265Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 530 shares; 2025Q1: 586 shares; 2025Q2: 911 shares; 2025Q3: 992 shares; 2025Q4: 1,210 shares; 2026Q1: 1,239 shares 1,239$131K<0.01%+29Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 860 shares; 2025Q1: 895 shares; 2025Q2: 1,765 shares; 2025Q3: 1,808 shares; 2025Q4: 926 shares; 2026Q1: 1,545 shares 1,545$131K<0.01%+619Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 364 shares; 2025Q1: 263 shares; 2025Q2: 525 shares; 2025Q3: 543 shares; 2025Q4: 524 shares; 2026Q1: 600 shares 600$131K<0.01%+76Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 206 shares; 2025Q1: 216 shares; 2025Q2: 582 shares; 2025Q3: 629 shares; 2025Q4: 648 shares; 2026Q1: 1,159 shares 1,159$130K<0.01%+511Timeline
MUSAMURPHY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 348 shares; 2025Q1: 13 shares; 2025Q2: 68 shares; 2025Q3: 128 shares; 2025Q4: 451 shares; 2026Q1: 263 shares 263$130K<0.01%-188Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 2,735 shares; 2025Q1: 2,355 shares; 2025Q2: 4,261 shares; 2025Q3: 5,311 shares; 2025Q4: 5,287 shares; 2026Q1: 7,075 shares 7,075$129K<0.01%+1,788Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 312 shares; 2025Q1: 647 shares; 2025Q2: 717 shares; 2025Q3: 493 shares; 2025Q4: 1,954 shares; 2026Q1: 4,096 shares 4,096$129K<0.01%+2,142Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 6,074 shares; 2025Q1: 277 shares; 2025Q2: 1,639 shares; 2025Q3: 2,675 shares; 2025Q4: 2,944 shares; 2026Q1: 3,778 shares 3,778$129K<0.01%+834Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 827 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 945 shares; 2026Q1: 944 shares 944$128K<0.01%-1Timeline
HMYHARMONY GOLD MNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 24,378 shares; 2025Q1: 9,236 shares; 2025Q2: 10,516 shares; 2025Q3: 10,644 shares; 2025Q4: 8,703 shares; 2026Q1: 8,321 shares 8,321$128K<0.01%-382Timeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,098 shares; 2024Q4: 10,079 shares; 2025Q1: 11,599 shares; 2025Q2: 14,885 shares; 2025Q3: 23,926 shares; 2025Q4: 31,138 shares; 2026Q1: 27,536 shares 27,536$127K<0.01%-3,602Timeline
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 191 shares; 2025Q1: 311 shares; 2025Q2: 1,477 shares; 2025Q3: 1,312 shares; 2025Q4: 1,456 shares; 2026Q1: 3,243 shares 3,243$127K<0.01%+1,787Timeline
WITWIPRO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,899 shares; 2024Q4: 99,687 shares; 2025Q1: 98,629 shares; 2025Q2: 95,101 shares; 2025Q3: 60,626 shares; 2025Q4: 54,491 shares; 2026Q1: 59,889 shares 59,889$127K<0.01%+5,398Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 325 shares; 2025Q1: 368 shares; 2025Q2: 840 shares; 2025Q3: 785 shares; 2025Q4: 834 shares; 2026Q1: 1,787 shares 1,787$127K<0.01%+953Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 298 shares; 2025Q1: 892 shares; 2025Q2: 4,702 shares; 2025Q3: 4,875 shares; 2025Q4: 1,027 shares; 2026Q1: 2,722 shares 2,722$126K<0.01%+1,695Timeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 744 shares; 2025Q1: 625 shares; 2025Q2: 571 shares; 2025Q3: 489 shares; 2025Q4: 428 shares; 2026Q1: 359 shares 359$126K<0.01%-69Timeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 626 shares; 2025Q1: 677 shares; 2025Q2: 1,202 shares; 2025Q3: 1,719 shares; 2025Q4: 1,636 shares; 2026Q1: 13,808 shares 13,808$126K<0.01%+12,172Timeline
USAIPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,601 shares; 2025Q1: 2,658 shares; 2025Q2: 2,664 shares; 2025Q3: 2,670 shares; 2025Q4: 2,676 shares; 2026Q1: 2,682 shares 2,682$126K<0.01%+6Timeline
NEUNEWMARKET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 41 shares; 2025Q1: 80 shares; 2025Q2: 151 shares; 2025Q3: 219 shares; 2025Q4: 193 shares; 2026Q1: 196 shares 196$126K<0.01%+3Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 106 shares; 2025Q1: 165 shares; 2025Q2: 721 shares; 2025Q3: 1,580 shares; 2025Q4: 1,687 shares; 2026Q1: 1,662 shares 1,662$126K<0.01%-25Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,645 shares; 2024Q4: 16,645 shares; 2025Q1: 16,645 shares; 2025Q2: 16,645 shares; 2025Q3: 16,645 shares; 2025Q4: 16,645 shares; 2026Q1: 16,645 shares 16,645$126K<0.01%0Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 1,093 shares; 2025Q1: 474 shares; 2025Q2: 1,101 shares; 2025Q3: 671 shares; 2025Q4: 602 shares; 2026Q1: 728 shares 728$125K<0.01%+126Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 2,060 shares; 2025Q1: 3,601 shares; 2025Q2: 4,051 shares; 2025Q3: 1,856 shares; 2025Q4: 1,789 shares; 2026Q1: 2,481 shares 2,481$125K<0.01%+692Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,766 shares; 2025Q2: 3,440 shares; 2025Q3: 3,327 shares; 2025Q4: 4,806 shares; 2026Q1: 4,468 shares 4,468$125K<0.01%-338Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 73 shares; 2025Q1: 186 shares; 2025Q2: 312 shares; 2025Q3: 374 shares; 2025Q4: 361 shares; 2026Q1: 387 shares 387$125K<0.01%+26Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,132 shares; 2025Q1: 2,311 shares; 2025Q2: 2,738 shares; 2025Q3: 3,195 shares; 2025Q4: 2,796 shares; 2026Q1: 2,721 shares 2,721$125K<0.01%-75Timeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 5,017 shares; 2025Q1: 1,404 shares; 2025Q2: 3,252 shares; 2025Q3: 3,493 shares; 2025Q4: 3,363 shares; 2026Q1: 3,804 shares 3,804$125K<0.01%+441Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 48 shares; 2025Q1: 67 shares; 2025Q2: 88 shares; 2025Q3: 82 shares; 2025Q4: 74 shares; 2026Q1: 66 shares 66$124K<0.01%-8Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 44 shares; 2025Q1: 111 shares; 2025Q2: 646 shares; 2025Q3: 1,130 shares; 2025Q4: 1,231 shares; 2026Q1: 1,415 shares 1,415$124K<0.01%+184Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,015 shares; 2026Q1: 1,075 shares 1,075$124K<0.01%+60Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 1,614 shares; 2025Q1: 431 shares; 2025Q2: 615 shares; 2025Q3: 683 shares; 2025Q4: 773 shares; 2026Q1: 982 shares 982$124K<0.01%+209Timeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 1,257 shares; 2025Q1: 940 shares; 2025Q2: 2,114 shares; 2025Q3: 2,178 shares; 2025Q4: 3,032 shares; 2026Q1: 4,597 shares 4,597$123K<0.01%+1,565Timeline
TFLRT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,426 shares; 2025Q4: 2,446 shares; 2026Q1: 2,446 shares 2,446$123K<0.01%0Timeline
ROIVROIVANT SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,435 shares; 2025Q1: 2,150 shares; 2025Q2: 2,190 shares; 2025Q3: 2,432 shares; 2025Q4: 2,517 shares; 2026Q1: 4,433 shares 4,433$123K<0.01%+1,916Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 856 shares; 2025Q1: 643 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 979 shares; 2026Q1: 1,040 shares 1,040$123K<0.01%+61Timeline
PTNQPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,672 shares; 2025Q2: 1,672 shares; 2025Q3: 1,672 shares; 2025Q4: 1,672 shares; 2026Q1: 1,681 shares 1,681$123K<0.01%+9Timeline
PNOVINNOVATOR 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: 3,000 shares; 2026Q1: 3,000 shares 3,000$123K<0.01%0Timeline
HWCHANCOCK WHITNEY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 713 shares; 2025Q1: 901 shares; 2025Q2: 1,611 shares; 2025Q3: 1,656 shares; 2025Q4: 1,625 shares; 2026Q1: 1,926 shares 1,926$122K<0.01%+301Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 260 shares; 2025Q1: 177 shares; 2025Q2: 2,477 shares; 2025Q3: 2,477 shares; 2025Q4: 2,477 shares; 2026Q1: 2,477 shares 2,477$122K<0.01%0Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 125 shares; 2025Q1: 197 shares; 2025Q2: 226 shares; 2025Q3: 237 shares; 2025Q4: 350 shares; 2026Q1: 578 shares 578$122K<0.01%+228Timeline
BXSLBLACKSTONE SECD LENDING FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 501 shares; 2025Q4: 2,440 shares; 2026Q1: 5,146 shares 5,146$122K<0.01%+2,706Timeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 94 shares; 2025Q1: 97 shares; 2025Q2: 110 shares; 2025Q3: 130 shares; 2025Q4: 188 shares; 2026Q1: 359 shares 359$122K<0.01%+171Timeline
HBMHUDBAY MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 3,856 shares; 2025Q1: 3,614 shares; 2025Q2: 3,308 shares; 2025Q3: 3,094 shares; 2025Q4: 3,126 shares; 2026Q1: 5,824 shares 5,824$122K<0.01%+2,698Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 680 shares; 2025Q1: 689 shares; 2025Q2: 1,182 shares; 2025Q3: 960 shares; 2025Q4: 929 shares; 2026Q1: 1,090 shares 1,090$121K<0.01%+161Timeline
EVTCEVERTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 85 shares; 2025Q1: 70 shares; 2025Q2: 1,996 shares; 2025Q3: 3,216 shares; 2025Q4: 3,778 shares; 2026Q1: 4,302 shares 4,302$121K<0.01%+524Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 541 shares; 2025Q1: 1,191 shares; 2025Q2: 1,816 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares; 2026Q1: 2,105 shares 2,105$121K<0.01%+377Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,629 shares; 2025Q1: 1,739 shares; 2025Q2: 2,604 shares; 2025Q3: 2,550 shares; 2025Q4: 2,112 shares; 2026Q1: 3,242 shares 3,242$121K<0.01%+1,130Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,087 shares; 2024Q4: 5,110 shares; 2025Q1: 6,862 shares; 2025Q2: 13,160 shares; 2025Q3: 15,486 shares; 2025Q4: 12,395 shares; 2026Q1: 6,610 shares 6,610$121K<0.01%-5,785Timeline
SCHQSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,772 shares; 2024Q4: 3,772 shares; 2025Q1: 3,772 shares; 2025Q2: 3,772 shares; 2025Q3: 3,851 shares; 2025Q4: 3,851 shares; 2026Q1: 3,851 shares 3,851$121K<0.01%0Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 2,089 shares; 2025Q3: 1,732 shares; 2025Q4: 1,044 shares; 2026Q1: 1,345 shares 1,345$121K<0.01%+301Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 722 shares; 2025Q1: 801 shares; 2025Q2: 1,450 shares; 2025Q3: 1,463 shares; 2025Q4: 1,523 shares; 2026Q1: 2,395 shares 2,395$120K<0.01%+872Timeline
TIMBTIM S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 815 shares; 2025Q1: 715 shares; 2025Q2: 2,060 shares; 2025Q3: 2,115 shares; 2025Q4: 2,619 shares; 2026Q1: 4,544 shares 4,544$120K<0.01%+1,925Timeline
VSDMVANGUARD 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: 1,572 shares 1,572$120K<0.01%newTimeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 119 shares; 2025Q1: 149 shares; 2025Q2: 138 shares; 2025Q3: 126 shares; 2025Q4: 250 shares; 2026Q1: 397 shares 397$120K<0.01%+147Timeline
ESNTESSENT GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 695 shares; 2025Q1: 800 shares; 2025Q2: 2,080 shares; 2025Q3: 1,775 shares; 2025Q4: 2,540 shares; 2026Q1: 2,045 shares 2,045$120K<0.01%-495Timeline
RCIROGERS COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 859 shares; 2025Q1: 1,298 shares; 2025Q2: 1,981 shares; 2025Q3: 1,928 shares; 2025Q4: 2,689 shares; 2026Q1: 3,107 shares 3,107$119K<0.01%+418Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,901 shares; 2024Q4: 12,405 shares; 2025Q1: 4,236 shares; 2025Q2: 3,479 shares; 2025Q3: 3,921 shares; 2025Q4: 4,068 shares; 2026Q1: 7,017 shares 7,017$119K<0.01%+2,949Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 370 shares; 2025Q1: 644 shares; 2025Q2: 989 shares; 2025Q3: 1,177 shares; 2025Q4: 957 shares; 2026Q1: 1,677 shares 1,677$119K<0.01%+720Timeline
SHLDGLOBAL 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: 23 shares; 2025Q3: 357 shares; 2025Q4: 1,500 shares; 2026Q1: 1,681 shares 1,681$119K<0.01%+181Timeline
RYNRAYONIER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 746 shares; 2025Q1: 1,734 shares; 2025Q2: 7,153 shares; 2025Q3: 7,556 shares; 2025Q4: 5,684 shares; 2026Q1: 5,774 shares 5,774$119K<0.01%+90Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 361 shares; 2025Q1: 614 shares; 2025Q2: 1,173 shares; 2025Q3: 1,208 shares; 2025Q4: 1,042 shares; 2026Q1: 1,318 shares 1,318$119K<0.01%+276Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,738 shares; 2025Q1: 12,063 shares; 2025Q2: 2,862 shares; 2025Q3: 2,023 shares; 2025Q4: 2,023 shares; 2026Q1: 4,054 shares 4,054$118K<0.01%+2,031Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 116 shares; 2025Q1: 185 shares; 2025Q2: 454 shares; 2025Q3: 352 shares; 2025Q4: 1,679 shares; 2026Q1: 2,389 shares 2,389$118K<0.01%+710Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 794 shares; 2025Q1: 1,018 shares; 2025Q2: 8,019 shares; 2025Q3: 6,241 shares; 2025Q4: 5,819 shares; 2026Q1: 4,638 shares 4,638$118K<0.01%-1,181Timeline
GRFSGRIFOLS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 3,112 shares; 2025Q1: 3,615 shares; 2025Q2: 8,219 shares; 2025Q3: 8,784 shares; 2025Q4: 8,558 shares; 2026Q1: 14,685 shares 14,685$118K<0.01%+6,127Timeline
NGVTINGEVITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,021 shares; 2025Q1: 1,066 shares; 2025Q2: 1,616 shares; 2025Q3: 1,870 shares; 2025Q4: 1,614 shares; 2026Q1: 1,653 shares 1,653$118K<0.01%+39Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 327 shares; 2025Q1: 573 shares; 2025Q2: 531 shares; 2025Q3: 1,028 shares; 2025Q4: 842 shares; 2026Q1: 2,146 shares 2,146$117K<0.01%+1,304Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: 3,172 shares; 2025Q1: 487 shares; 2025Q2: 606 shares; 2025Q3: 698 shares; 2025Q4: 908 shares; 2026Q1: 1,071 shares 1,071$116K<0.01%+163Timeline
SIGISELECTIVE INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 254 shares; 2025Q1: 164 shares; 2025Q2: 846 shares; 2025Q3: 972 shares; 2025Q4: 1,657 shares; 2026Q1: 1,540 shares 1,540$116K<0.01%-117Timeline
OIO-I GLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 51 shares; 2025Q1: 551 shares; 2025Q2: 909 shares; 2025Q3: 1,439 shares; 2025Q4: 8,543 shares; 2026Q1: 11,038 shares 11,038$116K<0.01%+2,495Timeline
ALKSALKERMES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 1,635 shares; 2025Q1: 1,673 shares; 2025Q2: 3,283 shares; 2025Q3: 2,817 shares; 2025Q4: 2,455 shares; 2026Q1: 3,278 shares 3,278$116K<0.01%+823Timeline
ADUSADDUS HOMECARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 89 shares; 2025Q1: 85 shares; 2025Q2: 561 shares; 2025Q3: 901 shares; 2025Q4: 1,039 shares; 2026Q1: 1,237 shares 1,237$116K<0.01%+198Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 321 shares; 2025Q4: 321 shares; 2026Q1: 642 shares 642$115K<0.01%+321Timeline
TVALT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,172 shares 3,172$115K<0.01%newTimeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 119 shares; 2025Q1: 331 shares; 2025Q2: 528 shares; 2025Q3: 872 shares; 2025Q4: 1,262 shares; 2026Q1: 1,657 shares 1,657$115K<0.01%+395Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 76 shares; 2025Q1: 122 shares; 2025Q2: 108 shares; 2025Q3: 142 shares; 2025Q4: 120 shares; 2026Q1: 145 shares 145$115K<0.01%+25Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 1,088 shares; 2025Q1: 481 shares; 2025Q2: 598 shares; 2025Q3: 625 shares; 2025Q4: 560 shares; 2026Q1: 799 shares 799$114K<0.01%+239Timeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 235 shares; 2025Q1: 373 shares; 2025Q2: 760 shares; 2025Q3: 957 shares; 2025Q4: 748 shares; 2026Q1: 2,593 shares 2,593$114K<0.01%+1,845Timeline
SKYCHAMPION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,820 shares; 2024Q4: 3,823 shares; 2025Q1: 3,832 shares; 2025Q2: 3,961 shares; 2025Q3: 172 shares; 2025Q4: 941 shares; 2026Q1: 1,530 shares 1,530$114K<0.01%+589Timeline
ATROASTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 257 shares; 2025Q1: 361 shares; 2025Q2: 894 shares; 2025Q3: 949 shares; 2025Q4: 1,137 shares; 2026Q1: 1,705 shares 1,705$114K<0.01%+568Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 4,056 shares; 2025Q1: 3,899 shares; 2025Q2: 5,069 shares; 2025Q3: 4,914 shares; 2025Q4: 4,449 shares; 2026Q1: 5,059 shares 5,059$114K<0.01%+610Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 237 shares; 2025Q1: 246 shares; 2025Q2: 334 shares; 2025Q3: 429 shares; 2025Q4: 363 shares; 2026Q1: 584 shares 584$114K<0.01%+221Timeline
AVAHAVEANNA HEALTHCARE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 11,466 shares; 2025Q4: 14,380 shares; 2026Q1: 17,552 shares 17,552$113K<0.01%+3,172Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 866 shares; 2025Q1: 689 shares; 2025Q2: 3,553 shares; 2025Q3: 2,142 shares; 2025Q4: 757 shares; 2026Q1: 861 shares 861$113K<0.01%+104Timeline
KNKNOWLES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 2,095 shares; 2025Q1: 3,358 shares; 2025Q2: 3,495 shares; 2025Q3: 2,712 shares; 2025Q4: 3,364 shares; 2026Q1: 4,397 shares 4,397$113K<0.01%+1,033Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 6,455 shares; 2025Q1: 4,774 shares; 2025Q2: 4,762 shares; 2025Q3: 5,448 shares; 2025Q4: 4,957 shares; 2026Q1: 6,720 shares 6,720$113K<0.01%+1,763Timeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 511 shares; 2025Q1: 781 shares; 2025Q2: 1,828 shares; 2025Q3: 1,666 shares; 2025Q4: 1,657 shares; 2026Q1: 2,336 shares 2,336$113K<0.01%+679Timeline
ASCARDMORE SHIPPING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 728 shares; 2025Q1: 472 shares; 2025Q2: 8,444 shares; 2025Q3: 7,112 shares; 2025Q4: 6,678 shares; 2026Q1: 7,358 shares 7,358$112K<0.01%+680Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 572 shares; 2026Q1: 1,174 shares 1,174$112K<0.01%+602Timeline
VSNTVERSANT MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,021 shares 3,021$112K<0.01%newTimeline
POCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 2,592 shares; 2025Q1: 2,592 shares; 2025Q2: 2,592 shares; 2025Q3: 2,592 shares; 2025Q4: 2,592 shares; 2026Q1: 2,592 shares 2,592$112K<0.01%0Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 2,421 shares; 2025Q1: 2,119 shares; 2025Q2: 3,117 shares; 2025Q3: 1,996 shares; 2025Q4: 2,279 shares; 2026Q1: 2,782 shares 2,782$112K<0.01%+503Timeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 503 shares; 2025Q1: 1,097 shares; 2025Q2: 835 shares; 2025Q3: 1,416 shares; 2025Q4: 1,441 shares; 2026Q1: 2,497 shares 2,497$111K<0.01%+1,056Timeline
XEMDXWESTERN ASSET EMERGING MKTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,214 shares; 2025Q4: 11,214 shares; 2026Q1: 11,214 shares 11,214$110K<0.01%0Timeline
PRCHPORCH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 152 shares; 2025Q2: 246 shares; 2025Q3: 281 shares; 2025Q4: 396 shares; 2026Q1: 15,339 shares 15,339$110K<0.01%+14,943Timeline
QGENQIAGEN NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,870 shares; 2026Q1: 2,746 shares 2,746$110K<0.01%+876Timeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 2,576 shares; 2025Q3: 2,620 shares; 2025Q4: 2,662 shares; 2026Q1: 2,707 shares 2,707$110K<0.01%+45Timeline
ALTALTIMMUNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 16,033 shares; 2025Q4: 17,683 shares; 2026Q1: 35,650 shares 35,650$110K<0.01%+17,967Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 2,717 shares; 2025Q1: 1,076 shares; 2025Q2: 1,850 shares; 2025Q3: 1,862 shares; 2025Q4: 1,695 shares; 2026Q1: 2,721 shares 2,721$110K<0.01%+1,026Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,589 shares; 2025Q1: 1,807 shares; 2025Q2: 2,105 shares; 2025Q3: 2,023 shares; 2025Q4: 2,495 shares; 2026Q1: 4,492 shares 4,492$110K<0.01%+1,997Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 586 shares; 2025Q1: 815 shares; 2025Q2: 1,536 shares; 2025Q3: 1,470 shares; 2025Q4: 1,112 shares; 2026Q1: 1,450 shares 1,450$110K<0.01%+338Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 21 shares; 2025Q1: 23 shares; 2025Q2: 280 shares; 2025Q3: 310 shares; 2025Q4: 317 shares; 2026Q1: 369 shares 369$110K<0.01%+52Timeline
BCHBANCO DE CHILEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 655 shares; 2025Q1: 575 shares; 2025Q2: 1,504 shares; 2025Q3: 1,322 shares; 2025Q4: 1,511 shares; 2026Q1: 2,944 shares 2,944$109K<0.01%+1,433Timeline
HLFHERBALIFE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: 172 shares; 2025Q2: 174 shares; 2025Q3: 1,068 shares; 2025Q4: 6,544 shares; 2026Q1: 7,366 shares 7,366$108K<0.01%+822Timeline
ESEESCO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 299 shares; 2025Q1: 333 shares; 2025Q2: 371 shares; 2025Q3: 304 shares; 2025Q4: 366 shares; 2026Q1: 385 shares 385$108K<0.01%+19Timeline
SSLSASOL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 2,947 shares; 2025Q1: 2,003 shares; 2025Q2: 8,960 shares; 2025Q3: 8,688 shares; 2025Q4: 8,484 shares; 2026Q1: 8,352 shares 8,352$108K<0.01%-132Timeline
HAEHAEMONETICS CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 64 shares; 2025Q1: 15 shares; 2025Q2: 411 shares; 2025Q3: 366 shares; 2025Q4: 1,709 shares; 2026Q1: 1,920 shares 1,920$108K<0.01%+211Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 8,950 shares; 2025Q4: 8,950 shares; 2026Q1: 8,950 shares 8,950$108K<0.01%0Timeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 8,970 shares; 2025Q1: 3,038 shares; 2025Q2: 2,752 shares; 2025Q3: 2,643 shares; 2025Q4: 1,998 shares; 2026Q1: 1,817 shares 1,817$108K<0.01%-181Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 933 shares; 2025Q1: 3,773 shares; 2025Q2: 4,030 shares; 2025Q3: 3,254 shares; 2025Q4: 1,531 shares; 2026Q1: 1,822 shares 1,822$108K<0.01%+291Timeline
FXEINVESCO CURRENCYSHARES EUROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 998 shares; 2025Q1: 1,001 shares; 2025Q2: 1,004 shares; 2025Q3: 1,006 shares; 2025Q4: 1,008 shares; 2026Q1: 1,009 shares 1,009$108K<0.01%+1Timeline
AFGAMERICAN FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 203 shares; 2025Q1: 324 shares; 2025Q2: 793 shares; 2025Q3: 884 shares; 2025Q4: 918 shares; 2026Q1: 843 shares 843$108K<0.01%-75Timeline
OISOIL STS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,294 shares; 2025Q1: 2,136 shares; 2025Q2: 6,876 shares; 2025Q3: 8,013 shares; 2025Q4: 7,746 shares; 2026Q1: 9,248 shares 9,248$108K<0.01%+1,502Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 35 shares; 2025Q1: 32 shares; 2025Q2: 695 shares; 2025Q3: 741 shares; 2025Q4: 864 shares; 2026Q1: 1,013 shares 1,013$107K<0.01%+149Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,491 shares; 2024Q4: 4,164 shares; 2025Q1: 3,289 shares; 2025Q2: 4,070 shares; 2025Q3: 5,339 shares; 2025Q4: 6,204 shares; 2026Q1: 6,185 shares 6,185$107K<0.01%-19Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 271 shares; 2025Q1: 418 shares; 2025Q2: 705 shares; 2025Q3: 588 shares; 2025Q4: 663 shares; 2026Q1: 752 shares 752$107K<0.01%+89Timeline
MMSIMERIT MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 94 shares; 2025Q1: 109 shares; 2025Q2: 922 shares; 2025Q3: 1,283 shares; 2025Q4: 1,335 shares; 2026Q1: 1,551 shares 1,551$107K<0.01%+216Timeline
UTENRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,643 shares; 2025Q1: 1,577 shares; 2025Q2: 1,482 shares; 2025Q3: 2,229 shares; 2025Q4: 2,222 shares; 2026Q1: 2,452 shares 2,452$107K<0.01%+230Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 275 shares; 2025Q1: 417 shares; 2025Q2: 914 shares; 2025Q3: 1,396 shares; 2025Q4: 2,361 shares; 2026Q1: 3,362 shares 3,362$107K<0.01%+1,001Timeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 326 shares; 2025Q1: 367 shares; 2025Q2: 1,065 shares; 2025Q3: 476 shares; 2025Q4: 543 shares; 2026Q1: 1,396 shares 1,396$106K<0.01%+853Timeline
ERICTELEFONAKTIEBOLAGET LM ERICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 31,970 shares; 2025Q1: 11,482 shares; 2025Q2: 14,133 shares; 2025Q3: 12,224 shares; 2025Q4: 6,735 shares; 2026Q1: 9,382 shares 9,382$106K<0.01%+2,647Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 3,435 shares; 2025Q1: 2,402 shares; 2025Q2: 2,463 shares; 2025Q3: 3,283 shares; 2025Q4: 3,446 shares; 2026Q1: 3,985 shares 3,985$106K<0.01%+539Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 393 shares; 2025Q1: 863 shares; 2025Q2: 1,789 shares; 2025Q3: 1,822 shares; 2025Q4: 1,387 shares; 2026Q1: 2,300 shares 2,300$106K<0.01%+913Timeline
MCWMISTER CAR WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 2,805 shares; 2025Q1: 4,011 shares; 2025Q2: 7,038 shares; 2025Q3: 7,280 shares; 2025Q4: 7,626 shares; 2026Q1: 15,125 shares 15,125$105K<0.01%+7,499Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 450 shares; 2025Q1: 728 shares; 2025Q2: 1,621 shares; 2025Q3: 1,672 shares; 2025Q4: 1,204 shares; 2026Q1: 1,333 shares 1,333$105K<0.01%+129Timeline
IPGPIPG PHOTONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 27 shares; 2025Q1: 166 shares; 2025Q2: 744 shares; 2025Q3: 809 shares; 2025Q4: 782 shares; 2026Q1: 915 shares 915$105K<0.01%+133Timeline
MCYMERCURY GENL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 414 shares; 2025Q1: 411 shares; 2025Q2: 1,209 shares; 2025Q3: 1,205 shares; 2025Q4: 1,145 shares; 2026Q1: 1,185 shares 1,185$104K<0.01%+40Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 20 shares; 2025Q1: 22 shares; 2025Q2: 561 shares; 2025Q3: 435 shares; 2025Q4: 819 shares; 2026Q1: 616 shares 616$104K<0.01%-203Timeline
IRDMIRIDIUM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 483 shares; 2025Q1: 387 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 762 shares; 2026Q1: 3,750 shares 3,750$104K<0.01%+2,988Timeline
STRKSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,464 shares 1,464$104K<0.01%newTimeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 260 shares; 2025Q1: 265 shares; 2025Q2: 462 shares; 2025Q3: 460 shares; 2025Q4: 567 shares; 2026Q1: 1,199 shares 1,199$103K<0.01%+632Timeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 2,508 shares; 2025Q1: 1,914 shares; 2025Q2: 2,305 shares; 2025Q3: 2,694 shares; 2025Q4: 3,906 shares; 2026Q1: 6,035 shares 6,035$103K<0.01%+2,129Timeline
LIVNLIVANOVA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 158 shares; 2025Q1: 64 shares; 2025Q2: 703 shares; 2025Q3: 489 shares; 2025Q4: 797 shares; 2026Q1: 1,623 shares 1,623$103K<0.01%+826Timeline
FTREFORTREA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,206 shares; 2025Q1: 1,568 shares; 2025Q2: 11,963 shares; 2025Q3: 9,964 shares; 2025Q4: 9,983 shares; 2026Q1: 10,936 shares 10,936$103K<0.01%+953Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,642 shares; 2025Q1: 2,870 shares; 2025Q2: 4,558 shares; 2025Q3: 4,726 shares; 2025Q4: 5,529 shares; 2026Q1: 4,309 shares 4,309$103K<0.01%-1,220Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 180 shares; 2025Q1: 315 shares; 2025Q2: 912 shares; 2025Q3: 1,369 shares; 2025Q4: 1,935 shares; 2026Q1: 1,703 shares 1,703$103K<0.01%-232Timeline
NVSTENVISTA HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 900 shares; 2025Q1: 505 shares; 2025Q2: 2,414 shares; 2025Q3: 2,569 shares; 2025Q4: 4,223 shares; 2026Q1: 4,039 shares 4,039$102K<0.01%-184Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 956 shares; 2025Q4: 1,251 shares; 2026Q1: 1,320 shares 1,320$102K<0.01%+69Timeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 957 shares; 2025Q1: 1,055 shares; 2025Q2: 1,918 shares; 2025Q3: 2,005 shares; 2025Q4: 1,192 shares; 2026Q1: 1,658 shares 1,658$102K<0.01%+466Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,878 shares; 2024Q4: 7,852 shares; 2025Q1: 7,470 shares; 2025Q2: 6,930 shares; 2025Q3: 8,977 shares; 2025Q4: 4,431 shares; 2026Q1: 3,388 shares 3,388$102K<0.01%-1,043Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 51 shares; 2025Q1: 93 shares; 2025Q2: 766 shares; 2025Q3: 889 shares; 2025Q4: 999 shares; 2026Q1: 1,548 shares 1,548$102K<0.01%+549Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 415 shares; 2025Q4: 1,062 shares; 2026Q1: 1,783 shares 1,783$102K<0.01%+721Timeline
BRCBRADY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 300 shares; 2025Q1: 362 shares; 2025Q2: 684 shares; 2025Q3: 664 shares; 2025Q4: 998 shares; 2026Q1: 1,249 shares 1,249$101K<0.01%+251Timeline
OIHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 102 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$101K<0.01%0Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,885 shares; 2024Q4: 11,995 shares; 2025Q1: 11,745 shares; 2025Q2: 11,745 shares; 2025Q3: 11,745 shares; 2025Q4: 11,745 shares; 2026Q1: 9,795 shares 9,795$101K<0.01%-1,950Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 33 shares; 2025Q1: 68 shares; 2025Q2: 160 shares; 2025Q3: 174 shares; 2025Q4: 596 shares; 2026Q1: 587 shares 587$101K<0.01%-9Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,776 shares; 2024Q4: 19,225 shares; 2025Q1: 9,398 shares; 2025Q2: 9,399 shares; 2025Q3: 9,407 shares; 2025Q4: 9,631 shares; 2026Q1: 9,889 shares 9,889$101K<0.01%+258Timeline
TTANSERVICETITAN 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: 875 shares; 2025Q3: 697 shares; 2025Q4: 906 shares; 2026Q1: 1,586 shares 1,586$101K<0.01%+680Timeline
GLXYGALAXY DIGITAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,297 shares; 2025Q3: 5,297 shares; 2025Q4: 5,342 shares; 2026Q1: 5,451 shares 5,451$101K<0.01%+109Timeline
LINELINEAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 245 shares; 2025Q1: 210 shares; 2025Q2: 572 shares; 2025Q3: 775 shares; 2025Q4: 764 shares; 2026Q1: 3,064 shares 3,064$100K<0.01%+2,300Timeline
FLHYFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 4,157 shares 4,157$100K<0.01%+3,757Timeline
PRAPROASSURANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,723 shares; 2024Q4: 4,676 shares; 2025Q1: 4,719 shares; 2025Q2: 5,086 shares; 2025Q3: 5,098 shares; 2025Q4: 5,040 shares; 2026Q1: 4,059 shares 4,059$100K<0.01%-981Timeline
QSRRESTAURANT BRANDS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 236 shares; 2025Q1: 379 shares; 2025Q2: 230 shares; 2025Q3: 361 shares; 2025Q4: 1,067 shares; 2026Q1: 1,357 shares 1,357$100K<0.01%+290Timeline
TMHCTAYLOR MORRISON HOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 130 shares; 2025Q1: 177 shares; 2025Q2: 897 shares; 2025Q3: 1,163 shares; 2025Q4: 1,728 shares; 2026Q1: 1,706 shares 1,706$99.4K<0.01%-22Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 3,267 shares; 2025Q1: 1,888 shares; 2025Q2: 1,516 shares; 2025Q3: 1,243 shares; 2025Q4: 1,290 shares; 2026Q1: 1,736 shares 1,736$99.3K<0.01%+446Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 813 shares; 2025Q1: 868 shares; 2025Q2: 2,103 shares; 2025Q3: 2,255 shares; 2025Q4: 3,157 shares; 2026Q1: 3,896 shares 3,896$99.3K<0.01%+739Timeline
LINCLINCOLN EDL SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 31 shares; 2025Q3: 15 shares; 2025Q4: 504 shares; 2026Q1: 2,436 shares 2,436$99.1K<0.01%+1,932Timeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,026 shares; 2026Q1: 1,063 shares 1,063$98.5K<0.01%+37Timeline
UPWKUPWORK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 18 shares; 2025Q2: 3,503 shares; 2025Q3: 6,232 shares; 2025Q4: 8,003 shares; 2026Q1: 8,959 shares 8,959$98.2K<0.01%+956Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 99 shares; 2025Q1: 197 shares; 2025Q2: 776 shares; 2025Q3: 709 shares; 2025Q4: 531 shares; 2026Q1: 651 shares 651$98K<0.01%+120Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 102 shares; 2025Q1: 147 shares; 2025Q2: 389 shares; 2025Q3: 568 shares; 2025Q4: 518 shares; 2026Q1: 567 shares 567$97.9K<0.01%+49Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 7,562 shares; 2025Q1: 5,263 shares; 2025Q2: 6,650 shares; 2025Q3: 8,468 shares; 2025Q4: 9,035 shares; 2026Q1: 10,309 shares 10,309$97.7K<0.01%+1,274Timeline
REYNREYNOLDS CONSUMER PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 888 shares; 2025Q1: 798 shares; 2025Q2: 5,455 shares; 2025Q3: 8,228 shares; 2025Q4: 7,041 shares; 2026Q1: 4,614 shares 4,614$97.7K<0.01%-2,427Timeline
GIBCGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 900 shares; 2025Q1: 947 shares; 2025Q2: 1,452 shares; 2025Q3: 1,133 shares; 2025Q4: 1,097 shares; 2026Q1: 1,334 shares 1,334$97.5K<0.01%+237Timeline
SAMBOSTON BEER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 93 shares; 2025Q1: 2 shares; 2025Q2: 11 shares; 2025Q3: 634 shares; 2025Q4: 343 shares; 2026Q1: 423 shares 423$97.5K<0.01%+80Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 560 shares; 2025Q1: 580 shares; 2025Q2: 697 shares; 2025Q3: 595 shares; 2025Q4: 376 shares; 2026Q1: 469 shares 469$97.4K<0.01%+93Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 36 shares; 2025Q1: 24 shares; 2025Q2: 119 shares; 2025Q3: 136 shares; 2025Q4: 114 shares; 2026Q1: 476 shares 476$97.4K<0.01%+362Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: 143 shares; 2025Q3: 33 shares; 2025Q4: 1,212 shares; 2026Q1: 2,424 shares 2,424$97.3K<0.01%+1,212Timeline
SRPTSAREPTA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 116 shares; 2025Q1: 133 shares; 2025Q2: 14 shares; 2025Q3: 1,105 shares; 2025Q4: 5,922 shares; 2026Q1: 4,469 shares 4,469$97.2K<0.01%-1,453Timeline
EMGFISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 2,086 shares; 2025Q1: 2,039 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,161 shares; 2026Q1: 1,606 shares 1,606$97K<0.01%+445Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 535 shares; 2025Q1: 707 shares; 2025Q2: 3,802 shares; 2025Q3: 1,689 shares; 2025Q4: 1,771 shares; 2026Q1: 2,352 shares 2,352$97K<0.01%+581Timeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 75 shares; 2025Q1: 166 shares; 2025Q2: 819 shares; 2025Q3: 1,294 shares; 2025Q4: 1,888 shares; 2026Q1: 1,289 shares 1,289$96.9K<0.01%-599Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 1,942 shares; 2025Q1: 809 shares; 2025Q2: 997 shares; 2025Q3: 996 shares; 2025Q4: 979 shares; 2026Q1: 1,349 shares 1,349$96.8K<0.01%+370Timeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 64 shares; 2025Q1: 94 shares; 2025Q2: 271 shares; 2025Q3: 252 shares; 2025Q4: 65 shares; 2026Q1: 1,242 shares 1,242$96.7K<0.01%+1,177Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 345 shares; 2025Q1: 393 shares; 2025Q2: 1,358 shares; 2025Q3: 1,297 shares; 2025Q4: 989 shares; 2026Q1: 1,281 shares 1,281$96.6K<0.01%+292Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 536 shares; 2025Q1: 642 shares; 2025Q2: 1,174 shares; 2025Q3: 583 shares; 2025Q4: 597 shares; 2026Q1: 704 shares 704$96.5K<0.01%+107Timeline
HUNHUNTSMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 385 shares; 2025Q1: 3,177 shares; 2025Q2: 8,956 shares; 2025Q3: 7,450 shares; 2025Q4: 5,568 shares; 2026Q1: 7,240 shares 7,240$96.4K<0.01%+1,672Timeline
PTGXPROTAGONIST THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 89 shares; 2025Q2: 226 shares; 2025Q3: 540 shares; 2025Q4: 559 shares; 2026Q1: 911 shares 911$96K<0.01%+352Timeline
CNXCCONCENTRIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 419 shares; 2025Q1: 1,376 shares; 2025Q2: 4,433 shares; 2025Q3: 4,146 shares; 2025Q4: 1,549 shares; 2026Q1: 3,509 shares 3,509$96K<0.01%+1,960Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 3,993 shares; 2025Q1: 3,536 shares; 2025Q2: 2,836 shares; 2025Q3: 3,329 shares; 2025Q4: 2,070 shares; 2026Q1: 2,070 shares 2,070$95.7K<0.01%0Timeline
SWXSOUTHWEST GAS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 123 shares; 2025Q1: 136 shares; 2025Q2: 440 shares; 2025Q3: 545 shares; 2025Q4: 530 shares; 2026Q1: 1,099 shares 1,099$95.5K<0.01%+569Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 2,905 shares; 2025Q1: 3,133 shares; 2025Q2: 2,271 shares; 2025Q3: 1,762 shares; 2025Q4: 1,589 shares; 2026Q1: 1,463 shares 1,463$95.5K<0.01%-126Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 1,787 shares; 2025Q1: 3,261 shares; 2025Q2: 3,075 shares; 2025Q3: 756 shares; 2025Q4: 2,062 shares; 2026Q1: 5,585 shares 5,585$95.2K<0.01%+3,523Timeline
VSECVSE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 112 shares; 2025Q3: 105 shares; 2025Q4: 258 shares; 2026Q1: 516 shares 516$95.2K<0.01%+258Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 787 shares 787$95.1K<0.01%+384Timeline
DONWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: 2,199 shares; 2025Q2: 2,199 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares 1,810$95.1K<0.01%0Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 357 shares; 2025Q1: 413 shares; 2025Q2: 540 shares; 2025Q3: 458 shares; 2025Q4: 374 shares; 2026Q1: 374 shares 374$95K<0.01%0Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 1,478 shares; 2025Q1: 2,066 shares; 2025Q2: 3,248 shares; 2025Q3: 8,897 shares; 2025Q4: 5,894 shares; 2026Q1: 2,563 shares 2,563$94.9K<0.01%-3,331Timeline
PPLTABRDN PLATINUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 1,708 shares; 2026Q1: 531 shares 531$94.6K<0.01%-1,177Timeline
NTBBANK OF N T BUTTERFIELD & SOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 139 shares; 2025Q1: 256 shares; 2025Q2: 779 shares; 2025Q3: 645 shares; 2025Q4: 1,346 shares; 2026Q1: 1,802 shares 1,802$94.6K<0.01%+456Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 110 shares; 2025Q2: 1,467 shares; 2025Q3: 2,659 shares; 2025Q4: 1,239 shares; 2026Q1: 15,716 shares 15,716$94.3K<0.01%+14,477Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,341 shares; 2025Q1: 1,309 shares; 2025Q2: 1,283 shares; 2025Q3: 1,208 shares; 2025Q4: 709 shares; 2026Q1: 450 shares 450$93.9K<0.01%-259Timeline
NICNICOLET BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 202 shares; 2025Q3: 347 shares; 2025Q4: 346 shares; 2026Q1: 630 shares 630$93.7K<0.01%+284Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 361 shares; 2025Q1: 541 shares; 2025Q2: 963 shares; 2025Q3: 1,130 shares; 2025Q4: 1,548 shares; 2026Q1: 1,420 shares 1,420$93.6K<0.01%-128Timeline
CELCCELCUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 24 shares; 2025Q4: 343 shares; 2026Q1: 820 shares 820$93.6K<0.01%+477Timeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 281 shares; 2025Q1: 661 shares; 2025Q2: 496 shares; 2025Q3: 574 shares; 2025Q4: 779 shares; 2026Q1: 1,675 shares 1,675$93.5K<0.01%+896Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 299 shares 299$93.4K<0.01%+154Timeline
FMSFRESENIUS MEDICAL CARE AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 805 shares; 2025Q1: 1,202 shares; 2025Q2: 2,906 shares; 2025Q3: 2,972 shares; 2025Q4: 2,752 shares; 2026Q1: 4,135 shares 4,135$93.3K<0.01%+1,383Timeline
FFINFIRST FINL BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 258 shares; 2025Q1: 382 shares; 2025Q2: 1,928 shares; 2025Q3: 2,320 shares; 2025Q4: 2,133 shares; 2026Q1: 3,164 shares 3,164$93.2K<0.01%+1,031Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 149 shares; 2025Q1: 197 shares; 2025Q2: 1,275 shares; 2025Q3: 2,121 shares; 2025Q4: 1,690 shares; 2026Q1: 2,297 shares 2,297$93.1K<0.01%+607Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 1,226 shares; 2025Q1: 2,304 shares; 2025Q2: 3,768 shares; 2025Q3: 3,784 shares; 2025Q4: 4,091 shares; 2026Q1: 6,468 shares 6,468$92.9K<0.01%+2,377Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 928 shares; 2025Q1: 938 shares; 2025Q2: 1,048 shares; 2025Q3: 1,033 shares; 2025Q4: 1,242 shares; 2026Q1: 1,005 shares 1,005$92.8K<0.01%-237Timeline
EQHEQUITABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,756 shares; 2025Q1: 2,904 shares; 2025Q2: 1,784 shares; 2025Q3: 1,793 shares; 2025Q4: 1,975 shares; 2026Q1: 2,501 shares 2,501$92.8K<0.01%+526Timeline
AWPABRDN GLOBAL PREMIER PPTYS 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: 8,333 shares 8,333$92.1K<0.01%newTimeline
TALOTALOS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 103 shares; 2025Q1: 1,324 shares; 2025Q2: 6,560 shares; 2025Q3: 5,294 shares; 2025Q4: 5,656 shares; 2026Q1: 5,834 shares 5,834$91.9K<0.01%+178Timeline
NSPINSPERITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 2,401 shares; 2025Q1: 2,468 shares; 2025Q2: 3,162 shares; 2025Q3: 3,697 shares; 2025Q4: 4,566 shares; 2026Q1: 3,393 shares 3,393$91.7K<0.01%-1,173Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 115 shares; 2025Q1: 73 shares; 2025Q2: 453 shares; 2025Q3: 451 shares; 2025Q4: 466 shares; 2026Q1: 2,501 shares 2,501$91.7K<0.01%+2,035Timeline
DXDYNEX CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 569 shares; 2025Q1: 431 shares; 2025Q2: 1,811 shares; 2025Q3: 2,326 shares; 2025Q4: 7,118 shares; 2026Q1: 7,181 shares 7,181$91.6K<0.01%+63Timeline
PFFAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 3,000 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500$91.6K<0.01%0Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 696 shares; 2026Q1: 1,200 shares 1,200$91.4K<0.01%+504Timeline
BMNRBITMINE IMMERSION TECHS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,530 shares; 2025Q4: 3,962 shares; 2026Q1: 4,620 shares 4,620$91.4K<0.01%+658Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 1,086 shares; 2025Q1: 1,874 shares; 2025Q2: 5,950 shares; 2025Q3: 5,423 shares; 2025Q4: 2,011 shares; 2026Q1: 3,958 shares 3,958$91.3K<0.01%+1,947Timeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 427 shares; 2025Q1: 1,252 shares; 2025Q2: 3,435 shares; 2025Q3: 3,393 shares; 2025Q4: 3,774 shares; 2026Q1: 1,825 shares 1,825$91.2K<0.01%-1,949Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 236 shares; 2025Q1: 340 shares; 2025Q2: 958 shares; 2025Q3: 938 shares; 2025Q4: 986 shares; 2026Q1: 1,193 shares 1,193$91K<0.01%+207Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 1,063 shares; 2025Q1: 1,178 shares; 2025Q2: 1,554 shares; 2025Q3: 1,587 shares; 2025Q4: 1,343 shares; 2026Q1: 1,876 shares 1,876$90.8K<0.01%+533Timeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 538 shares; 2025Q1: 578 shares; 2025Q2: 1,454 shares; 2025Q3: 1,202 shares; 2025Q4: 1,282 shares; 2026Q1: 1,531 shares 1,531$90.7K<0.01%+249Timeline
SKWDSKYWARD SPECIALTY INS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 34 shares; 2025Q2: 91 shares; 2025Q3: 27 shares; 2025Q4: 283 shares; 2026Q1: 2,074 shares 2,074$90.6K<0.01%+1,791Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 1,001 shares; 2025Q1: 1,019 shares; 2025Q2: 2,555 shares; 2025Q3: 2,624 shares; 2025Q4: 3,891 shares; 2026Q1: 4,708 shares 4,708$90.5K<0.01%+817Timeline
PDOPIMCO DYNAMIC INCOME OPRNTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000$90.5K<0.01%0Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,295 shares; 2026Q1: 1,295 shares 1,295$90.3K<0.01%0Timeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,814 shares; 2024Q4: 4,256 shares; 2025Q1: 4,234 shares; 2025Q2: 8,728 shares; 2025Q3: 4,270 shares; 2025Q4: 4,025 shares; 2026Q1: 8,159 shares 8,159$90.2K<0.01%+4,134Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 615 shares; 2025Q1: 583 shares; 2025Q2: 561 shares; 2025Q3: 507 shares; 2025Q4: 561 shares; 2026Q1: 761 shares 761$90.2K<0.01%+200Timeline
FLLAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,189 shares 3,189$90.2K<0.01%newTimeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 1,997 shares; 2025Q4: 1,970 shares; 2026Q1: 1,970 shares 1,970$90.2K<0.01%0Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,825 shares; 2025Q1: 1,930 shares; 2025Q2: 1,393 shares; 2025Q3: 556 shares; 2025Q4: 272 shares; 2026Q1: 586 shares 586$90.1K<0.01%+314Timeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 139 shares; 2025Q1: 324 shares; 2025Q2: 425 shares; 2025Q3: 636 shares; 2025Q4: 802 shares; 2026Q1: 977 shares 977$90.1K<0.01%+175Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,923 shares; 2025Q1: 659 shares; 2025Q2: 1,234 shares; 2025Q3: 1,110 shares; 2025Q4: 951 shares; 2026Q1: 1,200 shares 1,200$89.4K<0.01%+249Timeline
MANMANPOWERGROUP INC WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 393 shares; 2025Q1: 639 shares; 2025Q2: 1,773 shares; 2025Q3: 4,000 shares; 2025Q4: 1,947 shares; 2026Q1: 3,021 shares 3,021$89K<0.01%+1,074Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$89K<0.01%0Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 61 shares; 2025Q1: 103 shares; 2025Q2: 298 shares; 2025Q3: 297 shares; 2025Q4: 230 shares; 2026Q1: 1,048 shares 1,048$88.9K<0.01%+818Timeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 265 shares; 2025Q1: 447 shares; 2025Q2: 238 shares; 2025Q3: 200 shares; 2025Q4: 534 shares; 2026Q1: 1,102 shares 1,102$88.9K<0.01%+568Timeline

Options

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

SecurityTypeAmountValueChange
SPDR S&P 500 ETF TR CLL OPT…SPDR S&P 500 ETF TR CLL OPT 12/27… Stockcall5,400$3.51M+2,700
APPLE INC PUT OPT 12/27 210…APPLE INC PUT OPT 12/27 210.0 PUT Stockput9,400$2.39M+4,700
SPYSTATE STR SPDR S&P 500 ETF T SHSput3,000$1.95M0
SPDR S&P 500 ETF TR PUT OPT…SPDR S&P 500 ETF TR PUT OPT 03/27… Stockput2,200$1.43Mnew
AMAZON COM INC CLL OPT 12/2…AMAZON COM INC CLL OPT 12/27 230.… Stockcall600$173K+300
ALPHABET INC CLL OPT 12/27 …ALPHABET INC CLL OPT 12/27 300.0 … Stockcall600$125Knew

Sold out in Q1 2026

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

The largest 100 of 163. All 163

SecurityShares beforeValue beforeType
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL3,292$1.47Mshares
FLG-PUFLAGSTAR BANK NATIONAL ASSOC26,089$1.04Mshares
CCLCARNIVAL CORP29,347$896Kshares
EXASEXACT SCIENCES CORP5,158$524Kshares
CMACOMERICA INC4,831$420Kshares
SNVSYNOVUS FINANCIAL CORP7,789$390Kshares
CFLTCONFLUENT INC-CLASS A11,451$346Kshares
DAYDAYFORCE INC3,266$226Kshares
LGOLARGO INC126,561$119Kshares
CADECADENCE BANK2,505$107Kshares
XAWPXABRDN GLOBAL PREMIER PROPERT25,000$96Kshares
AGOXSTARBOARD INVT TR3,176$90.7Kshares
FYBRFRONTIER COMMUNICATIONS PARE2,359$89.8Kshares
XFLTXAI OCTAGON FLOATING RATE & AL17,000$81.6Kshares
TELFYTELEFONICA SA-SPON ADR19,848$80.4Kshares
HOUSANYWHERE REAL ESTATE INC5,210$73.8Kshares
REVGREV GROUP INC1,152$70.1Kshares
CIDARA THERAPEUTICS INC COM…CIDARA THERAPEUTICS INC COM NEW314$69.4Kshares
SIGNING DAY SPORTS INC COMM…SIGNING DAY SPORTS INC COMMON STO…67,300$63.6Kshares
CIVICIVITAS RESOURCES INC2,203$59.7Kshares
XMVTXBLACKROCK MUNIVEST FUND II4,250$45.9Kshares
TGNATEGNA INC2,293$44.5Kshares
THSTREEHOUSE FOODS INC1,831$43.2Kshares
NGDNEW GOLD INC4,666$40.6Kshares
BLACKROCK MUNI INC TR IIBLACKROCK MUNI INC TR II3,354$35Kshares
PDD 270617C00120000 PD…PDD 270617C00120000 PDD HOLD…500$31.9Kcall
RPVINVESCO EXCHANGE TRADED FD T300$31Kshares
HIHILLENBRAND INC916$29.1Kshares
PCHPOTLATCHDELTIC CORP708$28.2Kshares
NUVNUVEEN MUN VALUE FD INC3,100$28.1Kshares
ALEXALEXANDER & BALDWIN INC1,337$27.6Kshares
ZEUSOLYMPIC STEEL INC641$27.4Kshares
SAPIENS INTERNATIONAL CORPSAPIENS INTERNATIONAL CORP623$27.1Kshares
PIPRPIPER SANDLER COS74$25.1Kshares
MOFGMIDWESTONE FINANCIAL GROUP I645$24.8Kshares
DIS 260220C00120000 …DIS 260220C00120000 DISNEY…100$23.1Kcall
ZROZPIMCO ETF TR350$22.5Kshares
NUWNUVEEN AMT-FREE MUN VALUE FD1,500$21.5Kshares
BBUCBROOKFIELD BUSINESS HOLDINGS548$19.7Kshares
AGLAGILON HEALTH INC COM (DE)27,610$19Kshares
JAMFJAMF HOLDING CORP1,301$16.9Kshares
RAAAADVISOR MANAGED PORTFOLIOS637$15.9Kshares
GUESS? INCGUESS? INC874$14.6Kshares
NVDGRANITESHARES ETF TR2,025$14.5Kshares
FRGEFORGE GLOBAL HOLDINGS INC320$14.3Kshares
SQQQPROSHARES TR200$13.7Kshares
ZEEKR INTELLIGENT TECHNOLOGYZEEKR INTELLIGENT TECHNOLOGY522$13.6Kshares
EBEVENTBRITE INC-CLASS A2,709$12.1Kshares
ERXDIREXION SHARES ETF TRUST200$11.2Kshares
PVALPUTNAM ETF TRUST228$10.4Kshares
DDFNINNOVATOR ETFS TRUST500$9.59Kshares
RNAMAVIDITY BIOSCIENCES INC121$8.73Kshares
CIOCITY OFFICE REIT INC1,248$8.72Kshares
MKZRMACKENZIE RLTY CAP INC2,144$8.72Kshares
HIMUBLACKROCK ETF TRUST II169$8.23Kshares
FNDXSCHWAB STRATEGIC TR300$8.16Kshares
IBTGISHARES TR341$7.8Kshares
MBCNMIDDLEFIELD BANC CORP194$6.7Kshares
SARKINVESTMENT MANAGERS SER TR I209$6.32Kshares
SDSPROSHARES TR92$6.3Kshares
AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS259$5.58Kshares
CUREVAC N VCUREVAC N V1,095$4.95Kshares
CLBTCELLEBRITE DI LTD267$4.81Kshares
MERUS N VMERUS N V53$4.77Kshares
RNWRENEW ENERGY GLOBAL PLC758$4.28Kshares
WZRDETF OPPORTUNITIES TRUST190$4.19Kshares
FDTFIRST TR EXCH TRD ALPHDX FD49$3.89Kshares
DENNDENNY'S CORP558$3.47Kshares
MIND MEDICINE MINDMED INCMIND MEDICINE MINDMED INC254$3.4Kshares
YATSEN HLDG LTD SPONSORED A…YATSEN HLDG LTD SPONSORED ADS850$3.31Kshares
AFYAAFYA LTD190$2.93Kshares
HKDAMTD DIGITAL INC2,249$2.86Kshares
IBICISHARES TR109$2.79Kshares
VIOTVIOMI TECHNOLOGY CO LTD1,430$2.63Kshares
PTRNPATTERN GROUP INC214$2.47Kshares
AFCGADVANCED FLOWER CAP INC840$2.39Kshares
ADVADVANTAGE SOLUTIONS INC2,632$2.32Kshares
PLYMPLYMOUTH INDUSTRIAL REIT INC88$1.93Kshares
SOHO HOUSE & CO INCSOHO HOUSE & CO INC182$1.63Kshares
ITBISHARES TR14$1.35Kshares
FUBOFUBOTV INC525$1.32Kshares
FSFGFIRST SAVINGS FINANCIAL GRP40$1.27Kshares
TIDAL TRUST ITIDAL TRUST I76$1.24Kshares
TRUETRUECAR INC538$1.22Kshares
CANGCANGO INC765$1.15Kshares
LYRALYRA THERAPEUTICS INC COM NEW338$1.04Kshares
PGHYINVESCO EXCH TRADED FD TR II50$995shares
ACRVACRIVON THERAPEUTICS INC373$899shares
BANKFINANCIAL CORPBANKFINANCIAL CORP71$852shares
DVAXDYNAVAX TECHNOLOGIES CORP55$846shares
FETHFIDELITY ETHEREUM FD28$835shares
GLLPROSHARES TR II27$706shares
RAPTRAPT THERAPEUTICS INC20$678shares
GNLXGENELUX CORPORATION150$654shares
EWJISHARES INC8$646shares
SRADSPORTRADAR GROUP AG26$618shares
SSTKSHUTTERSTOCK INC27$516shares
TELOTELOMIR PHARMACEUTICALS INC379$504shares
NVXNOVONIX LIMITED469$474shares
SYNCHRONOSS TECHNOLOGIES INCSYNCHRONOSS TECHNOLOGIES INC51$437shares

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 0001710537-26-000005 superseded2026-05-14acceptance time not in the bulk data set
13F-HR/A 0001710537-26-000006 baserestatement2026-05-18acceptance time not in the bulk data set