Skip to content

Farther Finance Advisors, LLC

Follow

13F filer, CIK 1992825, SAN FRANCISCO, CA

Farther Finance Advisors, LLC reported $10,589,666,431 across 5,757 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-07. Its ten largest share positions make up 21.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001992825-26-000003

Period
2026-03-31
Reported value
$10.6B
Holdings
5,757
Top 10 weight
21.11%
New
527
Sold out
227

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+86,354$56.8M
DFIVadded+783,668$41.8M
VEAadded+603,810$39.3M
VOOadded+61,130$36.8M
SGOVadded+359,190$36.1M

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
BNDreduced-193,898-$14.2M
BILreduced-151,077-$13.8M
OEFreduced-38,282-$12.3M
SPYMreduced-155,096-$12M
CGGRreduced-282,163-$11.5M

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 0001992825-26-000003, largest first. % of portfolio is the value over $10,576,336,699, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CRAKVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares 2,050$99.3K<0.01%0Timeline
DHCDIVERSIFIED HEALTHCARE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 3,774 shares; 2025Q2: 10,161 shares; 2025Q3: 10,270 shares; 2025Q4: 14,626 shares; 2026Q1: 14,635 shares 14,635$99.2K<0.01%+9Timeline
OTTROTTER TAIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 2,664 shares; 2025Q2: 1,729 shares; 2025Q3: 1,269 shares; 2025Q4: 1,254 shares; 2026Q1: 1,123 shares 1,123$99.1K<0.01%-131Timeline
NHYMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,007 shares 4,007$99K<0.01%newTimeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 410 shares; 2025Q4: 196 shares; 2026Q1: 1,759 shares 1,759$99K<0.01%+1,563Timeline
STCESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 1,822 shares; 2025Q3: 1,811 shares; 2025Q4: 2,520 shares; 2026Q1: 1,890 shares 1,890$98.7K<0.01%-630Timeline
MISLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 2,158 shares; 2026Q1: 2,158 shares 2,158$98.7K<0.01%0Timeline
JMIAJUMIA TECHNOLOGIES AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,562 shares; 2025Q3: 13,614 shares; 2025Q4: 14,048 shares; 2026Q1: 14,191 shares 14,191$98.6K<0.01%+143Timeline
TEITEMPLETON EMERGING MKTS INCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,550 shares; 2025Q4: 16,150 shares; 2026Q1: 16,150 shares 16,150$98.5K<0.01%0Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 602 shares; 2025Q1: 3,719 shares; 2025Q2: 1,885 shares; 2025Q3: 686 shares; 2025Q4: 2,031 shares; 2026Q1: 1,179 shares 1,179$98.5K<0.01%-852Timeline
FYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,887 shares; 2025Q1: 2,252 shares; 2025Q2: 2,363 shares; 2025Q3: 2,368 shares; 2025Q4: 2,371 shares; 2026Q1: 2,646 shares 2,646$98.5K<0.01%+275Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98 shares; 2025Q1: 62 shares; 2025Q2: 79 shares; 2025Q3: 601 shares; 2025Q4: 1,327 shares; 2026Q1: 1,514 shares 1,514$98.3K<0.01%+187Timeline
DFTTNORTHERN LIGHTS FD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,915 shares 3,915$97.8K<0.01%newTimeline
PBPROSPERITY BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 64 shares; 2025Q2: 86 shares; 2025Q3: 190 shares; 2025Q4: 1,273 shares; 2026Q1: 1,444 shares 1,444$97.3K<0.01%+171Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,596 shares; 2025Q1: 7,371 shares; 2025Q2: 4,997 shares; 2025Q3: 4,530 shares; 2025Q4: 14,509 shares; 2026Q1: 1,964 shares 1,964$97.2K<0.01%-12,545Timeline
KNGZFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,815 shares; 2025Q3: 281 shares; 2025Q4: 1,173 shares; 2026Q1: 2,694 shares 2,694$97.1K<0.01%+1,521Timeline
SASEABRIDGE GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 2,760 shares; 2026Q1: 3,199 shares 3,199$96.9K<0.01%+439Timeline
ERICTELEFONAKTIEBOLAGET LM ERICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,507 shares; 2025Q1: 1,558 shares; 2025Q2: 1,494 shares; 2025Q3: 1,473 shares; 2025Q4: 6,795 shares; 2026Q1: 8,458 shares 8,458$96.8K<0.01%+1,663Timeline
EMQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,327 shares; 2025Q1: 1,334 shares; 2025Q2: 1,330 shares; 2025Q3: 1,329 shares; 2025Q4: 2,452 shares; 2026Q1: 2,935 shares 2,935$96.6K<0.01%+483Timeline
SGSWEETGREEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 18 shares; 2025Q2: 13 shares; 2025Q3: 25 shares; 2025Q4: 18,373 shares; 2026Q1: 17,859 shares 17,859$96.6K<0.01%-514Timeline
IDUBETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,829 shares 3,829$96.6K<0.01%newTimeline
EWAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194 shares; 2026Q1: 3,437 shares 3,437$96.5K<0.01%+3,243Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 837 shares; 2025Q1: 200 shares; 2025Q2: 296 shares; 2025Q3: 284 shares; 2025Q4: 574 shares; 2026Q1: 1,551 shares 1,551$96.4K<0.01%+977Timeline
AVNVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,320 shares; 2026Q1: 1,212 shares 1,212$96.3K<0.01%-108Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 809 shares; 2025Q1: 226 shares; 2025Q2: 134 shares; 2025Q3: 6,743 shares; 2025Q4: 562 shares; 2026Q1: 965 shares 965$96.2K<0.01%+403Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 198 shares; 2025Q3: 230 shares; 2025Q4: 897 shares; 2026Q1: 990 shares 990$96.1K<0.01%+93Timeline
ENVAENOVA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 371 shares; 2025Q1: 286 shares; 2025Q2: 281 shares; 2025Q3: 238 shares; 2025Q4: 302 shares; 2026Q1: 700 shares 700$95.8K<0.01%+398Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,567 shares; 2025Q1: 1,007 shares; 2025Q2: 1,200 shares; 2025Q3: 2,151 shares; 2025Q4: 3,089 shares; 2026Q1: 4,140 shares 4,140$95.7K<0.01%+1,051Timeline
FXFINVESCO CURRENCYSHARES SWISSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 860 shares 860$95.5K<0.01%+740Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168 shares; 2025Q1: 165 shares; 2025Q2: 173 shares; 2025Q3: 355 shares; 2025Q4: 760 shares; 2026Q1: 689 shares 689$95.5K<0.01%-71Timeline
TXNMTXNM ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 357 shares; 2025Q1: 1,167 shares; 2025Q2: 1,159 shares; 2025Q3: 1,193 shares; 2025Q4: 1,461 shares; 2026Q1: 1,627 shares 1,627$95.5K<0.01%+166Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,051 shares; 2025Q1: 430 shares; 2025Q2: 512 shares; 2025Q3: 519 shares; 2025Q4: 751 shares; 2026Q1: 968 shares 968$95.5K<0.01%+217Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,062 shares; 2025Q1: 492 shares; 2025Q2: 189 shares; 2025Q3: 451 shares; 2025Q4: 571 shares; 2026Q1: 1,117 shares 1,117$95.3K<0.01%+546Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 183 shares; 2025Q2: 302 shares; 2025Q3: 601 shares; 2025Q4: 926 shares; 2026Q1: 926 shares 926$95.1K<0.01%0Timeline
VNETVNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 12,078 shares; 2025Q4: 13,689 shares; 2026Q1: 11,036 shares 11,036$94.8K<0.01%-2,653Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 914 shares; 2025Q1: 777 shares; 2025Q2: 3,066 shares; 2025Q3: 1,496 shares; 2025Q4: 1,291 shares; 2026Q1: 1,123 shares 1,123$94.7K<0.01%-168Timeline
UITBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,586 shares; 2025Q3: 2,077 shares; 2025Q4: 2,076 shares; 2026Q1: 2,011 shares 2,011$94.5K<0.01%-65Timeline
CNOBCONNECTONE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 392 shares; 2025Q2: 1,471 shares; 2025Q3: 1,517 shares; 2025Q4: 3,475 shares; 2026Q1: 3,508 shares 3,508$94.5K<0.01%+33Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,682 shares; 2025Q1: 11,489 shares; 2025Q2: 11,685 shares; 2025Q3: 6,675 shares; 2025Q4: 6,820 shares; 2026Q1: 6,826 shares 6,826$94.5K<0.01%+6Timeline
DRSLEONARDO DRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 128 shares; 2025Q2: 148 shares; 2025Q3: 167 shares; 2025Q4: 1,736 shares; 2026Q1: 2,059 shares 2,059$94.4K<0.01%+323Timeline
CRKCOMSTOCK RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,654 shares; 2025Q1: 4,654 shares; 2025Q2: 4,733 shares; 2025Q3: 5,633 shares; 2025Q4: 6,435 shares; 2026Q1: 4,909 shares 4,909$94.4K<0.01%-1,526Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 403 shares; 2025Q2: 420 shares; 2025Q3: 2,239 shares; 2025Q4: 1,224 shares; 2026Q1: 4,640 shares 4,640$94.2K<0.01%+3,416Timeline
BYBYLINE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,408 shares; 2025Q3: 3,051 shares; 2025Q4: 3,161 shares; 2026Q1: 2,951 shares 2,951$94.2K<0.01%-210Timeline
AROCARCHROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 364 shares; 2025Q1: 964 shares; 2025Q2: 1,094 shares; 2025Q3: 1,640 shares; 2025Q4: 2,915 shares; 2026Q1: 2,754 shares 2,754$94K<0.01%-161Timeline
LMATLEMAITRE VASCULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 985 shares; 2025Q1: 783 shares; 2025Q2: 795 shares; 2025Q3: 822 shares; 2025Q4: 899 shares; 2026Q1: 862 shares 862$93.7K<0.01%-37Timeline
LOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 2,272 shares; 2025Q4: 4,271 shares; 2026Q1: 3,961 shares 3,961$93.6K<0.01%-310Timeline
EWPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,636 shares; 2026Q1: 1,700 shares 1,700$93.4K<0.01%-44,936Timeline
VIPSVIPSHOP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 546 shares; 2025Q1: 825 shares; 2025Q2: 2,551 shares; 2025Q3: 2,628 shares; 2025Q4: 8,648 shares; 2026Q1: 6,212 shares 6,212$93.3K<0.01%-2,436Timeline
XAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,503 shares; 2026Q1: 2,503 shares 2,503$93.3K<0.01%0Timeline
CTBICOMMUNITY TR BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: 1,148 shares; 2025Q4: 1,303 shares; 2026Q1: 1,513 shares 1,513$93.2K<0.01%+210Timeline
INVINNVENTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 21,760 shares 21,760$93.1K<0.01%+16,760Timeline
MLNVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,039 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,938 shares; 2026Q1: 5,316 shares 5,316$92.9K<0.01%+3,378Timeline
JIGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 193 shares; 2025Q3: 734 shares; 2025Q4: 1,370 shares; 2026Q1: 1,229 shares 1,229$92.8K<0.01%-141Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,775 shares; 2025Q1: 3,345 shares; 2025Q2: 1,016 shares; 2025Q3: 1,294 shares; 2025Q4: 2,013 shares; 2026Q1: 2,154 shares 2,154$92.5K<0.01%+141Timeline
RESRPC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,160 shares; 2025Q1: 12,594 shares; 2025Q2: 12,769 shares; 2025Q3: 12,783 shares; 2025Q4: 13,632 shares; 2026Q1: 13,749 shares 13,749$92.3K<0.01%+117Timeline
NXPNUVEEN SELECT TAX-FREE INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 970 shares; 2025Q2: not reported; 2025Q3: 14,500 shares; 2025Q4: 10,500 shares; 2026Q1: 6,428 shares 6,428$92.2K<0.01%-4,072Timeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 1,017 shares; 2025Q4: 1,032 shares; 2026Q1: 1,531 shares 1,531$92.2K<0.01%+499Timeline
QNSTQUINSTREET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 733 shares; 2025Q2: 7,221 shares; 2025Q3: 7,166 shares; 2025Q4: 7,896 shares; 2026Q1: 7,684 shares 7,684$92.1K<0.01%-212Timeline
BBHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 486 shares 486$92K<0.01%+285Timeline
EJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,979 shares; 2025Q2: 1,164 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 3,055 shares 3,055$91.8K<0.01%+2,270Timeline
INDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 989 shares; 2025Q1: 966 shares; 2025Q2: 1,316 shares; 2025Q3: 1,440 shares; 2025Q4: 1,371 shares; 2026Q1: 2,171 shares 2,171$91.6K<0.01%+800Timeline
KBWYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,971 shares 5,971$91K<0.01%newTimeline
NFRAFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 144 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 136 shares; 2026Q1: 1,422 shares 1,422$90.9K<0.01%+1,286Timeline
VOTETCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,179 shares; 2025Q4: 1,179 shares; 2026Q1: 1,179 shares 1,179$90.8K<0.01%0Timeline
EWHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900$90.7K<0.01%0Timeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 417 shares; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 12,050 shares; 2025Q4: 21,940 shares; 2026Q1: 19,835 shares 19,835$90.6K<0.01%-2,105Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 882 shares; 2025Q1: 843 shares; 2025Q2: 754 shares; 2025Q3: 2,044 shares; 2025Q4: 1,727 shares; 2026Q1: 3,573 shares 3,573$90.6K<0.01%+1,846Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,833 shares; 2025Q1: 2,177 shares; 2025Q2: 6,213 shares; 2025Q3: 6,218 shares; 2025Q4: 4,190 shares; 2026Q1: 1,411 shares 1,411$90.4K<0.01%-2,779Timeline
NMAXNEWSMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 346 shares; 2025Q3: 375 shares; 2025Q4: 784 shares; 2026Q1: 16,394 shares 16,394$90.2K<0.01%+15,610Timeline
HNDLSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,620 shares; 2025Q1: 11,917 shares; 2025Q2: 10,946 shares; 2025Q3: 9,560 shares; 2025Q4: 9,150 shares; 2026Q1: 4,104 shares 4,104$90K<0.01%-5,046Timeline
CECOCECO ENVIRONMENTAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 445 shares; 2025Q2: 1,445 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares; 2026Q1: 1,462 shares 1,462$89.9K<0.01%+2Timeline
HOGHARLEY DAVIDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,320 shares; 2025Q1: 3,073 shares; 2025Q2: 3,011 shares; 2025Q3: 3,021 shares; 2025Q4: 4,119 shares; 2026Q1: 4,421 shares 4,421$89.9K<0.01%+302Timeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 612 shares; 2025Q1: 1,422 shares; 2025Q2: 1,366 shares; 2025Q3: 7,159 shares; 2025Q4: 10,702 shares; 2026Q1: 9,778 shares 9,778$89.9K<0.01%-924Timeline
ARKFARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 29 shares; 2025Q2: 2,809 shares; 2025Q3: 2,944 shares; 2025Q4: 3,378 shares; 2026Q1: 2,364 shares 2,364$89.7K<0.01%-1,014Timeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 211 shares; 2025Q1: 727 shares; 2025Q2: 1,162 shares; 2025Q3: 3,135 shares; 2025Q4: 1,789 shares; 2026Q1: 1,812 shares 1,812$89.7K<0.01%+23Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,206 shares; 2025Q1: 75 shares; 2025Q2: 381 shares; 2025Q3: 818 shares; 2025Q4: 1,358 shares; 2026Q1: 1,182 shares 1,182$89.6K<0.01%-176Timeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 146 shares; 2025Q3: 343 shares; 2025Q4: 142 shares; 2026Q1: 5,076 shares 5,076$89.2K<0.01%+4,934Timeline
SGDMSPROTT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 505 shares; 2025Q4: 690 shares; 2026Q1: 1,127 shares 1,127$89.2K<0.01%+437Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 614 shares; 2025Q1: 1,271 shares; 2025Q2: 872 shares; 2025Q3: 919 shares; 2025Q4: 4,068 shares; 2026Q1: 4,085 shares 4,085$89K<0.01%+17Timeline
CMRECOSTAMARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76 shares; 2025Q1: 44 shares; 2025Q2: 388 shares; 2025Q3: 151 shares; 2025Q4: 1,198 shares; 2026Q1: 5,215 shares 5,215$88.7K<0.01%+4,017Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 465 shares; 2025Q1: 450 shares; 2025Q2: 374 shares; 2025Q3: 19,722 shares; 2025Q4: 22,402 shares; 2026Q1: 3,842 shares 3,842$88.6K<0.01%-18,560Timeline
EUADSPINNAKER ETF SERIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 688 shares; 2025Q2: 688 shares; 2025Q3: 1,258 shares; 2025Q4: 1,958 shares; 2026Q1: 2,058 shares 2,058$88.5K<0.01%+100Timeline
FMTMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500$88.5K<0.01%newTimeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,404 shares; 2025Q1: 1,163 shares; 2025Q2: 328 shares; 2025Q3: 437 shares; 2025Q4: 4,374 shares; 2026Q1: 3,582 shares 3,582$88.4K<0.01%-792Timeline
TJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,249 shares; 2025Q3: 3,249 shares; 2025Q4: 3,249 shares; 2026Q1: 3,249 shares 3,249$88.3K<0.01%0Timeline
STKCOLUMBIA SELIGM PREM TECH GRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 2,462 shares; 2025Q2: 2,462 shares; 2025Q3: 2,462 shares; 2025Q4: 2,258 shares; 2026Q1: 2,258 shares 2,258$88K<0.01%0Timeline
CRCCALIFORNIA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,942 shares; 2025Q1: 1,966 shares; 2025Q2: 771 shares; 2025Q3: 662 shares; 2025Q4: 653 shares; 2026Q1: 1,331 shares 1,331$87.9K<0.01%+678Timeline
UAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,625 shares 2,625$87.8K<0.01%newTimeline
IYLDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,843 shares; 2025Q1: 4,030 shares; 2025Q2: 4,067 shares; 2025Q3: 4,032 shares; 2025Q4: 4,016 shares; 2026Q1: 4,017 shares 4,017$87.7K<0.01%+1Timeline
TMDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800$87.5K<0.01%0Timeline
SFLSFL CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,288 shares; 2025Q1: 5,986 shares; 2025Q2: 5,986 shares; 2025Q3: 5,986 shares; 2025Q4: 6,902 shares; 2026Q1: 8,226 shares 8,226$87.4K<0.01%+1,324Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 592 shares; 2025Q2: 570 shares; 2025Q3: 620 shares; 2025Q4: 956 shares; 2026Q1: 1,517 shares 1,517$87.4K<0.01%+561Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,290 shares; 2025Q1: 3,819 shares; 2025Q2: 2,917 shares; 2025Q3: 1,962 shares; 2025Q4: 2,373 shares; 2026Q1: 743 shares 743$86.9K<0.01%-1,630Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 787 shares; 2025Q1: 597 shares; 2025Q2: 762 shares; 2025Q3: 602 shares; 2025Q4: 2,601 shares; 2026Q1: 3,136 shares 3,136$86.7K<0.01%+535Timeline
BCEBCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,751 shares; 2025Q1: 6,311 shares; 2025Q2: 5,816 shares; 2025Q3: 6,958 shares; 2025Q4: 6,566 shares; 2026Q1: 3,417 shares 3,417$86.7K<0.01%-3,149Timeline
SRPTSAREPTA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304 shares; 2025Q1: 85 shares; 2025Q2: 105 shares; 2025Q3: 127 shares; 2025Q4: 6,169 shares; 2026Q1: 3,918 shares 3,918$86.7K<0.01%-2,251Timeline
FEMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,996 shares 2,996$86.6K<0.01%newTimeline
FMAOFARMERS & MERCHANTS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 966 shares; 2025Q3: 2,185 shares; 2025Q4: 2,531 shares; 2026Q1: 3,329 shares 3,329$86.4K<0.01%+798Timeline
HFNDTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 869 shares; 2025Q3: 70,912 shares; 2025Q4: 22,856 shares; 2026Q1: 3,698 shares 3,698$86.3K<0.01%-19,158Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 673 shares; 2026Q1: 701 shares 701$86K<0.01%+28Timeline
OMEROMEROS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,044 shares; 2025Q1: 6,044 shares; 2025Q2: 7,497 shares; 2025Q3: 6,102 shares; 2025Q4: 7,106 shares; 2026Q1: 7,106 shares 7,106$85.8K<0.01%0Timeline
SDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 770 shares; 2026Q1: 1,323 shares 1,323$85.8K<0.01%+553Timeline
PARRPAR PAC HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 428 shares; 2025Q2: 1,181 shares; 2025Q3: 1,232 shares; 2025Q4: 1,354 shares; 2026Q1: 1,390 shares 1,390$85.7K<0.01%+36Timeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: not reported; 2025Q3: 174 shares; 2025Q4: 793 shares; 2026Q1: 745 shares 745$85.7K<0.01%-48Timeline
EBMTEAGLE BANCORP MONT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 6,241 shares; 2025Q3: 4,137 shares; 2025Q4: 4,127 shares; 2026Q1: 4,103 shares 4,103$85.6K<0.01%-24Timeline
SNPEDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,555 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares; 2025Q4: 1,424 shares; 2026Q1: 1,424 shares 1,424$85.5K<0.01%0Timeline
BKCHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238 shares; 2025Q1: 123 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 1,521 shares; 2026Q1: 1,521 shares 1,521$85.3K<0.01%0Timeline
PAGSPAGSEGURO DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,634 shares; 2025Q4: 8,002 shares; 2026Q1: 8,076 shares 8,076$85K<0.01%+74Timeline
FTKFLOTEK INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,433 shares; 2025Q4: 243 shares; 2026Q1: 5,243 shares 5,243$84.9K<0.01%+5,000Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122 shares; 2025Q1: 104 shares; 2025Q2: 103 shares; 2025Q3: 67 shares; 2025Q4: 186 shares; 2026Q1: 103 shares 103$84.7K<0.01%-83Timeline
PMBSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136 shares; 2025Q4: 209 shares; 2026Q1: 1,711 shares 1,711$84.6K<0.01%+1,502Timeline
ECBKECB BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$84.5K<0.01%0Timeline
PKSTPEAKSTONE REALTY TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 655 shares; 2025Q1: 1,152 shares; 2025Q2: 993 shares; 2025Q3: 2,000 shares; 2025Q4: 3,151 shares; 2026Q1: 4,043 shares 4,043$84.4K<0.01%+892Timeline
UOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,640 shares; 2025Q4: 2,189 shares; 2026Q1: 2,189 shares 2,189$84.3K<0.01%0Timeline
BUFZFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,200 shares 3,200$84.3K<0.01%newTimeline
XFOFXCOHEN & STEERS CLOSED-ENDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: not reported; 2026Q1: 6,430 shares 6,430$84.2K<0.01%newTimeline
XBMEXBLACKROCK HEALTH SCIENCES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,187 shares 2,187$84.2K<0.01%+137Timeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1,352 shares; 2025Q2: 1,924 shares; 2025Q3: 558 shares; 2025Q4: 336 shares; 2026Q1: 958 shares 958$84K<0.01%+622Timeline
CWKCUSHMAN AND WAKEFIELD LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,346 shares; 2026Q1: 6,715 shares 6,715$83.9K<0.01%+369Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,548 shares; 2025Q1: 2,860 shares; 2025Q2: 4,285 shares; 2025Q3: 464 shares; 2025Q4: 315 shares; 2026Q1: 2,460 shares 2,460$83.9K<0.01%+2,145Timeline
SMOGVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 602 shares 602$83.7K<0.01%+152Timeline
ECOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,823 shares; 2025Q3: 4,548 shares; 2025Q4: 6,243 shares; 2026Q1: 3,138 shares 3,138$83.7K<0.01%-3,105Timeline
PBFSPIONEER BANCORP INC MDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,016 shares; 2026Q1: 6,103 shares 6,103$83.7K<0.01%+87Timeline
TCVEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,994 shares 2,994$83.4K<0.01%newTimeline
UCBUNITED CMNTY BKS BLAIRSVLE GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,480 shares; 2025Q1: 2,481 shares; 2025Q2: 2,437 shares; 2025Q3: 2,485 shares; 2025Q4: 2,540 shares; 2026Q1: 2,610 shares 2,610$83.4K<0.01%+70Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 829 shares; 2025Q1: 767 shares; 2025Q2: 5,188 shares; 2025Q3: 5,241 shares; 2025Q4: 10,073 shares; 2026Q1: 1,576 shares 1,576$83.4K<0.01%-8,497Timeline
VOYGVOYAGER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,610 shares; 2025Q4: 3,492 shares; 2026Q1: 3,499 shares 3,499$83.1K<0.01%+7Timeline
TLTDFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 929 shares; 2026Q1: 868 shares 868$83.1K<0.01%-61Timeline
MAXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: 3,340 shares; 2025Q2: 1,190 shares; 2025Q3: 1,151 shares; 2025Q4: 1,151 shares; 2026Q1: 2,941 shares 2,941$83K<0.01%+1,790Timeline
IJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,510 shares; 2025Q2: 13,387 shares; 2025Q3: 3,189 shares; 2025Q4: 2,562 shares; 2026Q1: 2,275 shares 2,275$83K<0.01%-287Timeline
OCTWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,144 shares; 2025Q1: 2,144 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 21,006 shares; 2026Q1: 2,144 shares 2,144$82.8K<0.01%-18,862Timeline
WTAIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,824 shares; 2025Q4: 2,957 shares; 2026Q1: 2,853 shares 2,853$82.6K<0.01%-104Timeline
FIGSFIGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 5,158 shares; 2025Q3: 5,556 shares; 2025Q4: 5,581 shares; 2026Q1: 5,631 shares 5,631$82.3K<0.01%+50Timeline
EOTEATON VANCE NATL MUN OPPORTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 4,830 shares 4,830$82.3K<0.01%+3,830Timeline
PCNPIMCO CORPORATE & INCM STRGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,212 shares; 2025Q1: 6,212 shares; 2025Q2: 6,212 shares; 2025Q3: 6,212 shares; 2025Q4: 6,799 shares; 2026Q1: 6,820 shares 6,820$82K<0.01%+21Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 90 shares; 2025Q2: 151 shares; 2025Q3: 171 shares; 2025Q4: 248 shares; 2026Q1: 726 shares 726$81.9K<0.01%+478Timeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 1,364 shares; 2025Q3: 1,174 shares; 2025Q4: 1,239 shares; 2026Q1: 1,290 shares 1,290$81.9K<0.01%+51Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,627 shares; 2025Q1: 899 shares; 2025Q2: 184 shares; 2025Q3: 220 shares; 2025Q4: 379 shares; 2026Q1: 1,119 shares 1,119$81.7K<0.01%+740Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121 shares; 2025Q1: 111 shares; 2025Q2: 125 shares; 2025Q3: 792 shares; 2025Q4: 3,048 shares; 2026Q1: 2,678 shares 2,678$81.6K<0.01%-370Timeline
BF-ABROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,783 shares; 2025Q1: 2,870 shares; 2025Q2: 2,840 shares; 2025Q3: 2,863 shares; 2025Q4: 2,898 shares; 2026Q1: 3,036 shares 3,036$81.5K<0.01%+138Timeline
SMBVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,720 shares 4,720$81.5K<0.01%newTimeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 444 shares; 2025Q1: 425 shares; 2025Q2: 492 shares; 2025Q3: 1,026 shares; 2025Q4: 1,411 shares; 2026Q1: 1,590 shares 1,590$81.2K<0.01%+179Timeline
AMOMEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,029 shares; 2025Q1: 2,197 shares; 2025Q2: 2,016 shares; 2025Q3: 2,016 shares; 2025Q4: 2,016 shares; 2026Q1: 1,685 shares 1,685$81.2K<0.01%-331Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 1,150 shares; 2025Q3: 8,837 shares; 2025Q4: 9,213 shares; 2026Q1: 3,548 shares 3,548$81.1K<0.01%-5,665Timeline
CPSMCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800$80.9K<0.01%0Timeline
DIVIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,164 shares; 2025Q1: 1,166 shares; 2025Q2: 1,187 shares; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$80.7K<0.01%0Timeline
DGIIDIGI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 2,038 shares; 2025Q3: 2,049 shares; 2025Q4: 1,629 shares; 2026Q1: 1,642 shares 1,642$80.6K<0.01%+13Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 411 shares; 2025Q2: 3,573 shares; 2025Q3: 3,164 shares; 2025Q4: 3,176 shares; 2026Q1: 752 shares 752$80.5K<0.01%-2,424Timeline
OLNOLIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 932 shares; 2025Q1: 2,645 shares; 2025Q2: 2,732 shares; 2025Q3: 2,557 shares; 2025Q4: 2,556 shares; 2026Q1: 2,749 shares 2,749$80.4K<0.01%+193Timeline
OCTMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,214 shares; 2025Q2: 8,214 shares; 2025Q3: 4,107 shares; 2025Q4: 2,464 shares; 2026Q1: 2,464 shares 2,464$80.3K<0.01%0Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,662 shares; 2025Q1: 2,010 shares; 2025Q2: 2,536 shares; 2025Q3: 2,658 shares; 2025Q4: 3,307 shares; 2026Q1: 3,106 shares 3,106$80.2K<0.01%-201Timeline
LRGELEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 320 shares; 2026Q1: 1,055 shares 1,055$79.9K<0.01%+735Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,769 shares; 2025Q1: 1,914 shares; 2025Q2: 1,532 shares; 2025Q3: 1,712 shares; 2025Q4: 283 shares; 2026Q1: 314 shares 314$79.7K<0.01%+31Timeline
NSLRNEOSTELLAR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,397 shares; 2025Q3: 20,132 shares; 2025Q4: 23,038 shares; 2026Q1: 6,978 shares 6,978$79.7K<0.01%-16,060Timeline
SLSRSOLARIS RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000$79.5K<0.01%0Timeline
VRTSVIRTUS INVT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 1 shares; 2025Q2: 142 shares; 2025Q3: 185 shares; 2025Q4: 234 shares; 2026Q1: 606 shares 606$79.5K<0.01%+372Timeline
MINNTRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,576 shares; 2025Q1: 3,576 shares; 2025Q2: 3,576 shares; 2025Q3: 3,576 shares; 2025Q4: 3,576 shares; 2026Q1: 3,576 shares 3,576$79.3K<0.01%0Timeline
ADTADT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29 shares; 2025Q1: 43 shares; 2025Q2: 568 shares; 2025Q3: 5,930 shares; 2025Q4: 21,590 shares; 2026Q1: 12,093 shares 12,093$79.2K<0.01%-9,497Timeline
SMBSSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149 shares; 2025Q3: 568 shares; 2025Q4: 238 shares; 2026Q1: 3,106 shares 3,106$79.1K<0.01%+2,868Timeline
RIETETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 14,599 shares; 2025Q4: 12,612 shares; 2026Q1: 8,794 shares 8,794$79.1K<0.01%-3,818Timeline
INEQCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$79K<0.01%0Timeline
WINNHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,815 shares; 2025Q4: 2,815 shares; 2026Q1: 2,815 shares 2,815$78.9K<0.01%0Timeline
VERIVERITONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,665 shares; 2025Q1: 37,665 shares; 2025Q2: 37,590 shares; 2025Q3: 37,590 shares; 2025Q4: 44,090 shares; 2026Q1: 44,090 shares 44,090$78.9K<0.01%0Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 1,053 shares; 2025Q2: 100 shares; 2025Q3: 111 shares; 2025Q4: 349 shares; 2026Q1: 2,049 shares 2,049$78.8K<0.01%+1,700Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,163 shares; 2025Q1: 2,893 shares; 2025Q2: 848 shares; 2025Q3: 2,407 shares; 2025Q4: 1,204 shares; 2026Q1: 1,121 shares 1,121$78.7K<0.01%-83Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 227 shares; 2025Q2: 228 shares; 2025Q3: 255 shares; 2025Q4: 361 shares; 2026Q1: 414 shares 414$78.6K<0.01%+53Timeline
FSECFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,785 shares 1,785$78.4K<0.01%newTimeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 918 shares; 2025Q2: 903 shares; 2025Q3: 1,128 shares; 2025Q4: 980 shares; 2026Q1: 959 shares 959$78.4K<0.01%-21Timeline
GSGISHARES S&P GSCI COMMODITY-Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,456 shares 2,456$78.4K<0.01%newTimeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 566 shares; 2025Q1: 4,618 shares; 2025Q2: 4,070 shares; 2025Q3: 38,477 shares; 2025Q4: 36,554 shares; 2026Q1: 1,242 shares 1,242$78.3K<0.01%-35,312Timeline
DRIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 108 shares; 2025Q2: 228 shares; 2025Q3: 230 shares; 2025Q4: 2,075 shares; 2026Q1: 2,526 shares 2,526$78.1K<0.01%+451Timeline
JPEMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,031 shares; 2025Q1: 793 shares; 2025Q2: 740 shares; 2025Q3: 552 shares; 2025Q4: 1,248 shares; 2026Q1: 1,248 shares 1,248$77.9K<0.01%0Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 486 shares; 2025Q1: 473 shares; 2025Q2: 492 shares; 2025Q3: 610 shares; 2025Q4: 1,044 shares; 2026Q1: 1,132 shares 1,132$77.9K<0.01%+88Timeline
LEALEAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 253 shares; 2025Q2: 315 shares; 2025Q3: 422 shares; 2025Q4: 448 shares; 2026Q1: 637 shares 637$77.8K<0.01%+189Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 1,558 shares; 2026Q1: 1,577 shares 1,577$77.7K<0.01%+19Timeline
WSFSWSFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 572 shares; 2025Q1: 174 shares; 2025Q2: 1,250 shares; 2025Q3: 3,722 shares; 2025Q4: 3,276 shares; 2026Q1: 1,176 shares 1,176$77.6K<0.01%-2,100Timeline
ECECOPETROL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,524 shares; 2025Q1: 1,712 shares; 2025Q2: 1,625 shares; 2025Q3: 1,213 shares; 2025Q4: 3,898 shares; 2026Q1: 5,350 shares 5,350$77.5K<0.01%+1,452Timeline
FTSFORTIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 286 shares; 2025Q1: 1,106 shares; 2025Q2: 1,291 shares; 2025Q3: 1,312 shares; 2025Q4: 1,369 shares; 2026Q1: 1,377 shares 1,377$77.5K<0.01%+8Timeline
WTVWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,641 shares; 2026Q1: 819 shares 819$77.3K<0.01%-1,822Timeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 1,220 shares; 2025Q2: 1,188 shares; 2025Q3: 1,212 shares; 2025Q4: 1,098 shares; 2026Q1: 1,237 shares 1,237$77.3K<0.01%+139Timeline
REALTHE REALREAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 7,275 shares; 2025Q4: 7,348 shares; 2026Q1: 8,328 shares 8,328$77.3K<0.01%+980Timeline
JBSJBS N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,919 shares; 2025Q4: 4,142 shares; 2026Q1: 4,262 shares 4,262$77.2K<0.01%+120Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 751 shares; 2025Q1: 748 shares; 2025Q2: 684 shares; 2025Q3: 5,181 shares; 2025Q4: 1,507 shares; 2026Q1: 1,660 shares 1,660$77.2K<0.01%+153Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 35 shares; 2025Q2: 17 shares; 2025Q3: 301 shares; 2025Q4: 740 shares; 2026Q1: 866 shares 866$77.2K<0.01%+126Timeline
BEPCBROOKFIELD RENEWABLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 453 shares; 2025Q1: 498 shares; 2025Q2: 605 shares; 2025Q3: 1,696 shares; 2025Q4: 1,765 shares; 2026Q1: 1,908 shares 1,908$77.1K<0.01%+143Timeline
KORPAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 850 shares; 2026Q1: 1,650 shares 1,650$77.1K<0.01%+800Timeline
STNSTANTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 9 shares; 2025Q2: 24 shares; 2025Q3: 168 shares; 2025Q4: 213 shares; 2026Q1: 882 shares 882$77.1K<0.01%+669Timeline
JOEST JOE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 51 shares; 2025Q2: 45 shares; 2025Q3: 242 shares; 2025Q4: 1,120 shares; 2026Q1: 1,193 shares 1,193$76.8K<0.01%+73Timeline
WABCWESTAMERICA BANCORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 14 shares; 2025Q4: 1,461 shares; 2026Q1: 1,477 shares 1,477$76.7K<0.01%+16Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 760 shares; 2025Q2: 262 shares; 2025Q3: 305 shares; 2025Q4: 485 shares; 2026Q1: 449 shares 449$76.7K<0.01%-36Timeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 467 shares; 2025Q2: 417 shares; 2025Q3: 669 shares; 2025Q4: 743 shares; 2026Q1: 759 shares 759$76.7K<0.01%+16Timeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,310 shares 5,310$76.6K<0.01%newTimeline
BTOHANCOCK JOHN FINL OPPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,225 shares; 2026Q1: 2,145 shares 2,145$76.3K<0.01%+920Timeline
CWBCCOMMUNITY WEST BANCSHARES NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 314 shares; 2025Q1: 258 shares; 2025Q2: 4 shares; 2025Q3: 111 shares; 2025Q4: 3,381 shares; 2026Q1: 3,288 shares 3,288$76.3K<0.01%-93Timeline
ESEESCO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 137 shares; 2025Q2: 148 shares; 2025Q3: 73 shares; 2025Q4: 157 shares; 2026Q1: 260 shares 260$76.3K<0.01%+103Timeline
NATNORDIC AMERICAN TANKERS LIMIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,132 shares; 2025Q1: 6,847 shares; 2025Q2: 5,288 shares; 2025Q3: 5,668 shares; 2025Q4: 11,294 shares; 2026Q1: 13,270 shares 13,270$76K<0.01%+1,976Timeline
SLFSUN LIFE FINANCIAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 282 shares; 2025Q2: 1,116 shares; 2025Q3: 1,302 shares; 2025Q4: 1,207 shares; 2026Q1: 1,208 shares 1,208$76K<0.01%+1Timeline
PRAXPRAXIS PRECISION MEDICINES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 368 shares; 2026Q1: 238 shares 238$76K<0.01%-130Timeline
GOODGLADSTONE COMMERCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 455 shares; 2025Q1: 457 shares; 2025Q2: 550 shares; 2025Q3: 489 shares; 2025Q4: 1,509 shares; 2026Q1: 6,569 shares 6,569$75.9K<0.01%+5,060Timeline
SPHRSPHERE ENTERTAINMENT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 524 shares; 2025Q3: 603 shares; 2025Q4: 639 shares; 2026Q1: 632 shares 632$75.7K<0.01%-7Timeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,340 shares; 2025Q1: 771 shares; 2025Q2: 768 shares; 2025Q3: 2,486 shares; 2025Q4: 5,001 shares; 2026Q1: 9,290 shares 9,290$75.7K<0.01%+4,289Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 832 shares; 2025Q1: 666 shares; 2025Q2: 576 shares; 2025Q3: 575 shares; 2025Q4: 331 shares; 2026Q1: 311 shares 311$75.7K<0.01%-20Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 2,049 shares 2,049$75.6K<0.01%+1,612Timeline
FSEAFIRST SEACOAST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000$75.5K<0.01%0Timeline
CPROCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 2,772 shares 2,772$75.4K<0.01%+2,022Timeline
PXIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,267 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300$75.2K<0.01%0Timeline
XETYXEATON VANCE TAX-MANAGED DIVEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,481 shares; 2025Q1: 5,044 shares; 2025Q2: 5,096 shares; 2025Q3: 5,184 shares; 2025Q4: 5,275 shares; 2026Q1: 5,376 shares 5,376$74.8K<0.01%+101Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: 15 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 649 shares; 2026Q1: 2,955 shares 2,955$74.7K<0.01%+2,306Timeline
DLBDOLBY LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 743 shares; 2025Q2: 715 shares; 2025Q3: 830 shares; 2025Q4: 1,232 shares; 2026Q1: 1,229 shares 1,229$74.6K<0.01%-3Timeline
AMTXAEMETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 25,001 shares 25,001$74.5K<0.01%+25,000Timeline
NUWNUVEEN AMT-FREE MUN VALUE FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 967 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 967 shares; 2026Q1: 5,167 shares 5,167$74.4K<0.01%+4,200Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,395 shares; 2025Q1: 1,112 shares; 2025Q2: 1,219 shares; 2025Q3: 1,956 shares; 2025Q4: 2,465 shares; 2026Q1: 1,766 shares 1,766$74.3K<0.01%-699Timeline
ISRAVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 1,020 shares; 2025Q3: 1,207 shares; 2025Q4: 1,207 shares; 2026Q1: 1,207 shares 1,207$74.3K<0.01%0Timeline
COMTISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,738 shares; 2025Q1: 2,718 shares; 2025Q2: 2,831 shares; 2025Q3: 1,883 shares; 2025Q4: 2,627 shares; 2026Q1: 2,228 shares 2,228$74.3K<0.01%-399Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 521 shares; 2025Q1: 396 shares; 2025Q2: 393 shares; 2025Q3: 411 shares; 2025Q4: 496 shares; 2026Q1: 517 shares 517$74.2K<0.01%+21Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 9 shares; 2025Q3: 108 shares; 2025Q4: 3,483 shares; 2026Q1: 3,812 shares 3,812$74.1K<0.01%+329Timeline
PSCTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 870 shares; 2025Q4: 1,195 shares; 2026Q1: 1,216 shares 1,216$74K<0.01%+21Timeline
VSDAVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,360 shares; 2026Q1: 1,360 shares 1,360$73.9K<0.01%0Timeline
KNSAKINIKSA PHARMACEUTICALS INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 1,358 shares; 2025Q4: 1,554 shares; 2026Q1: 1,536 shares 1,536$73.9K<0.01%-18Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,015 shares; 2025Q1: 878 shares; 2025Q2: 662 shares; 2025Q3: 1,115 shares; 2025Q4: 1,107 shares; 2026Q1: 1,109 shares 1,109$73.9K<0.01%+2Timeline
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,001 shares; 2025Q1: 8,227 shares; 2025Q2: 6,188 shares; 2025Q3: 5,141 shares; 2025Q4: 7,754 shares; 2026Q1: 9,179 shares 9,179$73.8K<0.01%+1,425Timeline
DRDDRDGOLD LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 281 shares; 2025Q1: 772 shares; 2025Q2: 898 shares; 2025Q3: 1,690 shares; 2025Q4: 2,256 shares; 2026Q1: 2,397 shares 2,397$73.8K<0.01%+141Timeline
CHWCALAMOS GBL DYN INCOME FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,700 shares; 2025Q1: 10,209 shares; 2025Q2: 9,159 shares; 2025Q3: 9,159 shares; 2025Q4: 9,159 shares; 2026Q1: 9,861 shares 9,861$73.5K<0.01%+702Timeline
ARKWARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 603 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 603 shares 603$73.1K<0.01%+394Timeline
QAINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 236 shares; 2025Q1: 901 shares; 2025Q2: 1,811 shares; 2025Q3: 901 shares; 2025Q4: 908 shares; 2026Q1: 2,132 shares 2,132$73K<0.01%+1,224Timeline
GSBDGOLDMAN SACHS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: 8,315 shares; 2026Q1: 8,315 shares 8,315$72.8K<0.01%0Timeline
GTGOODYEAR TIRE & RUBR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215 shares; 2025Q1: 4,083 shares; 2025Q2: 10,100 shares; 2025Q3: 10,029 shares; 2025Q4: 11,181 shares; 2026Q1: 10,853 shares 10,853$72.8K<0.01%-328Timeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,058 shares; 2025Q1: 1,033 shares; 2025Q2: 1,282 shares; 2025Q3: 1,598 shares; 2025Q4: 1,732 shares; 2026Q1: 1,991 shares 1,991$72.8K<0.01%+259Timeline
ALGMALLEGRO MICROSYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213 shares; 2025Q1: 338 shares; 2025Q2: 224 shares; 2025Q3: 234 shares; 2025Q4: 2,142 shares; 2026Q1: 2,185 shares 2,185$72.8K<0.01%+43Timeline
TKCTURKCELL ILETISIMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 709 shares; 2025Q1: 694 shares; 2025Q2: 2,795 shares; 2025Q3: 2,889 shares; 2025Q4: 8,603 shares; 2026Q1: 11,984 shares 11,984$72.6K<0.01%+3,381Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 275 shares; 2025Q1: 220 shares; 2025Q2: 178 shares; 2025Q3: 411 shares; 2025Q4: 807 shares; 2026Q1: 690 shares 690$72.6K<0.01%-117Timeline
YLDPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,174 shares; 2026Q1: 3,844 shares 3,844$72.4K<0.01%-330Timeline
LUNRINTUITIVE MACHINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,001 shares; 2025Q1: 6 shares; 2025Q2: 12 shares; 2025Q3: 1,021 shares; 2025Q4: 1,418 shares; 2026Q1: 3,572 shares 3,572$72.3K<0.01%+2,154Timeline
NVSTENVISTA HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183 shares; 2025Q1: 188 shares; 2025Q2: 323 shares; 2025Q3: 1,349 shares; 2025Q4: 2,711 shares; 2026Q1: 2,790 shares 2,790$72.3K<0.01%+79Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,273 shares; 2025Q1: 1,824 shares; 2025Q2: 1,510 shares; 2025Q3: 1,850 shares; 2025Q4: 3,894 shares; 2026Q1: 2,002 shares 2,002$72K<0.01%-1,892Timeline
ZIMZIM INTEGRATED SHIPPING SERVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,544 shares; 2025Q1: 2,544 shares; 2025Q2: 2,556 shares; 2025Q3: 2,478 shares; 2025Q4: 2,489 shares; 2026Q1: 2,771 shares 2,771$71.9K<0.01%+282Timeline
NWBINORTHWEST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 2,358 shares; 2025Q4: 5,395 shares; 2026Q1: 5,560 shares 5,560$71.7K<0.01%+165Timeline
MEMMATTHEWS ASIA FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,203 shares; 2025Q3: 1,728 shares; 2025Q4: 1,989 shares; 2026Q1: 1,900 shares 1,900$71.2K<0.01%-89Timeline
HIMXHIMAX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,423 shares; 2025Q3: 3,544 shares; 2025Q4: 8,106 shares; 2026Q1: 8,885 shares 8,885$71.1K<0.01%+779Timeline
CCOICOGENT COMM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 186 shares; 2025Q2: 740 shares; 2025Q3: 1,336 shares; 2025Q4: 2,092 shares; 2026Q1: 3,875 shares 3,875$71K<0.01%+1,783Timeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 43 shares; 2025Q2: 448 shares; 2025Q3: 1,228 shares; 2025Q4: 1,784 shares; 2026Q1: 2,154 shares 2,154$70.8K<0.01%+370Timeline
RHPRYMAN HOSPITALITY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 385 shares; 2025Q1: 398 shares; 2025Q2: 399 shares; 2025Q3: 366 shares; 2025Q4: 811 shares; 2026Q1: 765 shares 765$70.7K<0.01%-46Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105 shares; 2025Q1: 175 shares; 2025Q2: 1,052 shares; 2025Q3: 1,216 shares; 2025Q4: 1,254 shares; 2026Q1: 1,406 shares 1,406$70.7K<0.01%+152Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 507 shares; 2025Q3: 379 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381$70.6K<0.01%0Timeline
WITWIPRO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,123 shares; 2025Q1: 8,200 shares; 2025Q2: 5,582 shares; 2025Q3: 7,164 shares; 2025Q4: 34,918 shares; 2026Q1: 33,430 shares 33,430$70.5K<0.01%-1,488Timeline
TPHTRI POINTE HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143 shares; 2025Q1: 134 shares; 2025Q2: 340 shares; 2025Q3: 1,383 shares; 2025Q4: 1,876 shares; 2026Q1: 1,511 shares 1,511$70.3K<0.01%-365Timeline
BIPCBROOKFIELD INFRASTRUCTURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 53 shares; 2025Q2: 746 shares; 2025Q3: 1,434 shares; 2025Q4: 1,598 shares; 2026Q1: 1,778 shares 1,778$70.3K<0.01%+180Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,472 shares; 2025Q1: 2,954 shares; 2025Q2: 2,848 shares; 2025Q3: 2,892 shares; 2025Q4: 2,390 shares; 2026Q1: 2,650 shares 2,650$69.8K<0.01%+260Timeline
GOPTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 169 shares; 2025Q4: 2,591 shares; 2026Q1: 1,840 shares 1,840$69.6K<0.01%-751Timeline
LOARLOAR HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 509 shares; 2025Q4: 1,042 shares; 2026Q1: 1,188 shares 1,188$69.5K<0.01%+146Timeline
TEXTEREX CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 209 shares; 2025Q2: 218 shares; 2025Q3: 336 shares; 2025Q4: 368 shares; 2026Q1: 1,151 shares 1,151$69.4K<0.01%+783Timeline
RCATRED CAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 960 shares; 2025Q4: 7,562 shares; 2026Q1: 5,707 shares 5,707$69.3K<0.01%-1,855Timeline
CFFNCAPITOL FED FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 32,505 shares; 2025Q2: 32,804 shares; 2025Q3: 25,954 shares; 2025Q4: 9,678 shares; 2026Q1: 9,620 shares 9,620$69.3K<0.01%-58Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 534 shares 534$69.1K<0.01%+294Timeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 759 shares; 2025Q1: 1,291 shares; 2025Q2: 1,016 shares; 2025Q3: 980 shares; 2025Q4: 2,562 shares; 2026Q1: 3,946 shares 3,946$69.1K<0.01%+1,384Timeline
PFISPEOPLES FINL SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 1,272 shares 1,272$69K<0.01%+1,266Timeline
LEUCENTRUS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,003 shares; 2025Q1: 13 shares; 2025Q2: 284 shares; 2025Q3: 327 shares; 2025Q4: 363 shares; 2026Q1: 376 shares 376$68.9K<0.01%+13Timeline
BTTBLACKROCK MUN TARGET TERM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000$68.6K<0.01%newTimeline
FCVTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares 1,529$68.6K<0.01%0Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 96 shares; 2025Q2: 160 shares; 2025Q3: 179 shares; 2025Q4: 218 shares; 2026Q1: 222 shares 222$68.5K<0.01%+4Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 709 shares; 2025Q1: 364 shares; 2025Q2: 343 shares; 2025Q3: 1,293 shares; 2025Q4: 572 shares; 2026Q1: 540 shares 540$68.4K<0.01%-32Timeline
PVHPVH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 248 shares; 2025Q1: 257 shares; 2025Q2: 390 shares; 2025Q3: 892 shares; 2025Q4: 994 shares; 2026Q1: 894 shares 894$68.4K<0.01%-100Timeline
JIVEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 536 shares; 2025Q4: 64,212 shares; 2026Q1: 789 shares 789$68.3K<0.01%-63,423Timeline
MATXMATSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,156 shares; 2025Q1: 615 shares; 2025Q2: 877 shares; 2025Q3: 367 shares; 2025Q4: 393 shares; 2026Q1: 414 shares 414$68.3K<0.01%+21Timeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 274 shares; 2025Q1: 22 shares; 2025Q2: 247 shares; 2025Q3: 255 shares; 2025Q4: 379 shares; 2026Q1: 780 shares 780$68.2K<0.01%+401Timeline
XMCRXMFS CHARTER INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,228 shares; 2025Q2: 11,257 shares; 2025Q3: 11,287 shares; 2025Q4: 11,318 shares; 2026Q1: 11,329 shares 11,329$68.2K<0.01%+11Timeline
FHBFIRST HAWAIIAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,988 shares; 2025Q1: 1,858 shares; 2025Q2: 585 shares; 2025Q3: 1,023 shares; 2025Q4: 2,821 shares; 2026Q1: 2,725 shares 2,725$68.1K<0.01%-96Timeline
RYLGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,417 shares; 2025Q1: 5,878 shares; 2025Q2: 6,130 shares; 2025Q3: 2,590 shares; 2025Q4: 4,057 shares; 2026Q1: 3,101 shares 3,101$68K<0.01%-956Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 795 shares; 2025Q1: 785 shares; 2025Q2: 1,003 shares; 2025Q3: 933 shares; 2025Q4: 1,697 shares; 2026Q1: 2,116 shares 2,116$67.9K<0.01%+419Timeline
BOATTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 1,675 shares 1,675$67.9K<0.01%+1,000Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 520 shares; 2025Q2: 773 shares; 2025Q3: 791 shares; 2025Q4: 874 shares; 2026Q1: 940 shares 940$67.8K<0.01%+66Timeline
EISISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 572 shares; 2025Q4: 572 shares; 2026Q1: 572 shares 572$67.8K<0.01%0Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,318 shares; 2025Q1: 1,884 shares; 2025Q2: 1,380 shares; 2025Q3: 569 shares; 2025Q4: 267 shares; 2026Q1: 417 shares 417$67.4K<0.01%+150Timeline
AEGAEGON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 756 shares; 2025Q1: 1,414 shares; 2025Q2: 563 shares; 2025Q3: 4,230 shares; 2025Q4: 7,813 shares; 2026Q1: 9,138 shares 9,138$67.3K<0.01%+1,325Timeline
FLSPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,454 shares 2,454$67.3K<0.01%newTimeline
KARSKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 2,091 shares; 2026Q1: 2,091 shares 2,091$67.3K<0.01%0Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: 67 shares; 2025Q3: 83 shares; 2025Q4: 1,393 shares; 2026Q1: 1,421 shares 1,421$67.3K<0.01%+28Timeline
MCHMATTHEWS ASIA FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,520 shares; 2025Q1: 3,520 shares; 2025Q2: 2,160 shares; 2025Q3: 2,540 shares; 2025Q4: 2,540 shares; 2026Q1: 2,540 shares 2,540$67.2K<0.01%0Timeline
ILCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,489 shares; 2025Q2: 656 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720$67.2K<0.01%0Timeline
CGAUCENTERRA GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,701 shares; 2025Q3: 4,258 shares; 2025Q4: 4,010 shares; 2026Q1: 3,645 shares 3,645$67.1K<0.01%-365Timeline
BBCAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 5 shares; 2025Q3: 488 shares; 2025Q4: 706 shares; 2026Q1: 707 shares 707$66.9K<0.01%+1Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 537 shares; 2025Q1: 553 shares; 2025Q2: 589 shares; 2025Q3: 419 shares; 2025Q4: 619 shares; 2026Q1: 552 shares 552$66.7K<0.01%-67Timeline
DKLDELEK LOGISTICS PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 2,285 shares; 2025Q4: 1,185 shares; 2026Q1: 1,320 shares 1,320$66.6K<0.01%+135Timeline
TSLXSIXTH STREET SPECIALTY LENDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 4,700 shares; 2025Q4: 3,425 shares; 2026Q1: 3,669 shares 3,669$66.4K<0.01%+244Timeline
XEMDBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 630 shares; 2025Q4: 331 shares; 2026Q1: 1,513 shares 1,513$66.4K<0.01%+1,182Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 149 shares; 2025Q1: 100 shares; 2025Q2: 17 shares; 2025Q3: 45 shares; 2025Q4: 301 shares; 2026Q1: 602 shares 602$66.3K<0.01%+301Timeline
INMDINMODE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,555 shares; 2025Q1: 2,016 shares; 2025Q2: 8,110 shares; 2025Q3: 8,310 shares; 2025Q4: 8,031 shares; 2026Q1: 4,837 shares 4,837$66.3K<0.01%-3,194Timeline
ASBASSOCIATED BANC-CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,950 shares; 2025Q1: 4,072 shares; 2025Q2: 1,885 shares; 2025Q3: 2,022 shares; 2025Q4: 2,306 shares; 2026Q1: 2,529 shares 2,529$66.2K<0.01%+223Timeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 382 shares; 2025Q2: 408 shares; 2025Q3: 400 shares; 2025Q4: 642 shares; 2026Q1: 652 shares 652$66.1K<0.01%+10Timeline
RUSHBRUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 572 shares; 2025Q4: 574 shares; 2026Q1: 1,018 shares 1,018$66.1K<0.01%+444Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,434 shares; 2025Q1: 253 shares; 2025Q2: 1,450 shares; 2025Q3: 700 shares; 2025Q4: 1,757 shares; 2026Q1: 818 shares 818$66.1K<0.01%-939Timeline
FICSFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,888 shares; 2025Q3: 2,888 shares; 2025Q4: 1,664 shares; 2026Q1: 1,664 shares 1,664$65.8K<0.01%0Timeline
EQWLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570$65.8K<0.01%0Timeline
EHCENCOMPASS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 261 shares; 2025Q1: 269 shares; 2025Q2: 306 shares; 2025Q3: 1,201 shares; 2025Q4: 484 shares; 2026Q1: 676 shares 676$65.8K<0.01%+192Timeline
XSLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 1,521 shares; 2025Q2: 1,543 shares; 2025Q3: 1,523 shares; 2025Q4: 1,154 shares; 2026Q1: 1,387 shares 1,387$65.8K<0.01%+233Timeline
MMUWESTERN ASSET MANAGED MUNS FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,079 shares; 2025Q2: 6,404 shares; 2025Q3: 6,404 shares; 2025Q4: 6,404 shares; 2026Q1: 6,404 shares 6,404$65.8K<0.01%0Timeline
CPTLGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,135 shares; 2025Q1: 1,139 shares; 2025Q2: 1,539 shares; 2025Q3: 1,543 shares; 2025Q4: 1,549 shares; 2026Q1: 1,568 shares 1,568$65.6K<0.01%+19Timeline
GAMGENERAL AMERN INVS CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100$65.2K<0.01%0Timeline
EPRTESSENTIAL PPTYS RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,617 shares; 2025Q1: 1,137 shares; 2025Q2: 1,132 shares; 2025Q3: 1,344 shares; 2025Q4: 1,883 shares; 2026Q1: 2,127 shares 2,127$65.1K<0.01%+244Timeline
XJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,485 shares 1,485$65.1K<0.01%newTimeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 672 shares; 2025Q1: 846 shares; 2025Q2: 751 shares; 2025Q3: 929 shares; 2025Q4: 826 shares; 2026Q1: 1,105 shares 1,105$64.8K<0.01%+279Timeline
PFLTPENNANTPARK FLOATING RATE CAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 1,516 shares; 2025Q2: 1,594 shares; 2025Q3: 8,968 shares; 2025Q4: 5,886 shares; 2026Q1: 8,087 shares 8,087$64.8K<0.01%+2,201Timeline
AXIAYAXIA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,107 shares; 2025Q1: 911 shares; 2025Q2: 1,220 shares; 2025Q3: 1,224 shares; 2025Q4: 4,891 shares; 2026Q1: 5,597 shares 5,597$64.7K<0.01%+706Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159 shares; 2025Q1: 211 shares; 2025Q2: 369 shares; 2025Q3: 398 shares; 2025Q4: 735 shares; 2026Q1: 949 shares 949$64.6K<0.01%+214Timeline
NVRIENVIRI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 1,455 shares; 2025Q2: 2,723 shares; 2025Q3: 2,806 shares; 2025Q4: 3,094 shares; 2026Q1: 3,274 shares 3,274$64.6K<0.01%+180Timeline
CECELANESE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,098 shares; 2025Q1: 1,431 shares; 2025Q2: 654 shares; 2025Q3: 490 shares; 2025Q4: 602 shares; 2026Q1: 1,014 shares 1,014$64.5K<0.01%+412Timeline
PZZAPAPA JOHNS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 336 shares; 2025Q2: 947 shares; 2025Q3: 1,157 shares; 2025Q4: 1,287 shares; 2026Q1: 1,964 shares 1,964$64.5K<0.01%+677Timeline
PUMPPROPETRO HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,442 shares; 2025Q1: 15,442 shares; 2025Q2: 15,789 shares; 2025Q3: 15,534 shares; 2025Q4: 4,746 shares; 2026Q1: 4,753 shares 4,753$64.2K<0.01%+7Timeline
ITRIITRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 738 shares; 2025Q1: 813 shares; 2025Q2: 1,240 shares; 2025Q3: 4,466 shares; 2025Q4: 4,182 shares; 2026Q1: 709 shares 709$64.1K<0.01%-3,473Timeline
UAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 188 shares; 2025Q2: 123 shares; 2025Q3: 162 shares; 2025Q4: 171 shares; 2026Q1: 11,433 shares 11,433$64K<0.01%+11,262Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 63 shares; 2025Q2: 73 shares; 2025Q3: 133 shares; 2025Q4: 961 shares; 2026Q1: 665 shares 665$64K<0.01%-296Timeline
HCSGHEALTHCARE SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,715 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,742 shares; 2025Q4: 3,619 shares; 2026Q1: 3,582 shares 3,582$63.9K<0.01%-37Timeline
XBGYXBLACKROCK ENHANCED INTL DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,021 shares; 2025Q3: 28,150 shares; 2025Q4: 22,972 shares; 2026Q1: 11,536 shares 11,536$63.7K<0.01%-11,436Timeline
KDKKODIAK AI INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,178 shares; 2026Q1: 8,833 shares 8,833$63.6K<0.01%+1,655Timeline
CVSACOVISTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 8 shares; 2025Q2: 16 shares; 2025Q3: 785 shares; 2025Q4: 470 shares; 2026Q1: 545 shares 545$63.6K<0.01%+75Timeline
DDFNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,335 shares 3,335$63.5K<0.01%newTimeline
HYHGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,646 shares; 2025Q1: 1,646 shares; 2025Q2: 852 shares; 2025Q3: 968 shares; 2025Q4: 1,023 shares; 2026Q1: 991 shares 991$63.2K<0.01%-32Timeline
CGUICAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500$63.2K<0.01%0Timeline
OUTOUTFRONT MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 922 shares; 2025Q2: 758 shares; 2025Q3: 908 shares; 2025Q4: 2,339 shares; 2026Q1: 2,370 shares 2,370$63.2K<0.01%+31Timeline
SBRSABINE RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 865 shares; 2026Q1: 865 shares 865$63.1K<0.01%0Timeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 179 shares; 2025Q1: 150 shares; 2025Q2: 57 shares; 2025Q3: 73 shares; 2025Q4: 414 shares; 2026Q1: 171 shares 171$63.1K<0.01%-243Timeline
GLADGLADSTONE CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,913 shares; 2025Q1: 3,409 shares; 2025Q2: 2,501 shares; 2025Q3: 2,470 shares; 2025Q4: 2,505 shares; 2026Q1: 3,594 shares 3,594$62.8K<0.01%+1,089Timeline
FMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,250 shares; 2025Q1: 11,520 shares; 2025Q2: 2,578 shares; 2025Q3: 3,052 shares; 2025Q4: 3,341 shares; 2026Q1: 1,236 shares 1,236$62.8K<0.01%-2,105Timeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 104 shares; 2025Q2: 87 shares; 2025Q3: 169 shares; 2025Q4: 269 shares; 2026Q1: 436 shares 436$62.7K<0.01%+167Timeline
MGRCMCGRATH RENTCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61 shares; 2025Q1: 45 shares; 2025Q2: 48 shares; 2025Q3: 49 shares; 2025Q4: 52 shares; 2026Q1: 560 shares 560$62.7K<0.01%+508Timeline
SGDJSPROTT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: 514 shares; 2026Q1: 697 shares 697$62.7K<0.01%+183Timeline
HEZUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 1,416 shares; 2026Q1: 1,416 shares 1,416$62.7K<0.01%0Timeline
IMVTIMMUNOVANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 2 shares; 2025Q2: 2,857 shares; 2025Q3: 2,502 shares; 2025Q4: 2,477 shares; 2026Q1: 2,486 shares 2,486$62.4K<0.01%+9Timeline
DMAXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 2,345 shares 2,345$62.4K<0.01%+2,335Timeline
BTALAGF INVTS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,116 shares; 2025Q2: 8,450 shares; 2025Q3: 131 shares; 2025Q4: 939 shares; 2026Q1: 4,512 shares 4,512$62.3K<0.01%+3,573Timeline
OMAHTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,374 shares; 2026Q1: 3,464 shares 3,464$62.2K<0.01%-7,910Timeline
UEURBAN EDGE PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,825 shares; 2025Q1: 10,218 shares; 2025Q2: 5,935 shares; 2025Q3: 3,509 shares; 2025Q4: 3,381 shares; 2026Q1: 3,126 shares 3,126$62.2K<0.01%-255Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,509 shares; 2025Q1: 2,591 shares; 2025Q2: 1,805 shares; 2025Q3: 549 shares; 2025Q4: 843 shares; 2026Q1: 975 shares 975$62.1K<0.01%+132Timeline
PRDOPERDOCEO ED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,219 shares; 2025Q1: 2,876 shares; 2025Q2: 3,001 shares; 2025Q3: 2,323 shares; 2025Q4: 1,272 shares; 2026Q1: 1,643 shares 1,643$62K<0.01%+371Timeline
WSBFWATERSTONE FINL INC MDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,421 shares; 2025Q1: 11,359 shares; 2025Q2: 11,251 shares; 2025Q3: 11,317 shares; 2025Q4: 3,388 shares; 2026Q1: 3,390 shares 3,390$61.8K<0.01%+2Timeline
YGLDSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500$61.7K<0.01%newTimeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,644 shares; 2025Q1: 32,534 shares; 2025Q2: 19,799 shares; 2025Q3: 13,645 shares; 2025Q4: 10,365 shares; 2026Q1: 7,252 shares 7,252$61.4K<0.01%-3,113Timeline
ARLPALLIANCE RESOURCE PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 969 shares; 2025Q2: 2,506 shares; 2025Q3: 2,506 shares; 2025Q4: 1,767 shares; 2026Q1: 2,217 shares 2,217$61.1K<0.01%+450Timeline
NOVTNOVANTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 24 shares; 2025Q3: 35 shares; 2025Q4: 487 shares; 2026Q1: 516 shares 516$61.1K<0.01%+29Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,088 shares; 2025Q1: 7,073 shares; 2025Q2: 9,830 shares; 2025Q3: 12,251 shares; 2025Q4: 9,328 shares; 2026Q1: 9,140 shares 9,140$61.1K<0.01%-188Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 484 shares; 2025Q1: 243 shares; 2025Q2: 229 shares; 2025Q3: 401 shares; 2025Q4: 560 shares; 2026Q1: 868 shares 868$61K<0.01%+308Timeline
ILITISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 1,815 shares; 2026Q1: 3,532 shares 3,532$60.8K<0.01%+1,717Timeline
BCIABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,066 shares; 2025Q1: 880 shares; 2025Q2: 1,742 shares; 2025Q3: 1,380 shares; 2025Q4: 1,055 shares; 2026Q1: 2,512 shares 2,512$60.5K<0.01%+1,457Timeline
BNDINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,282 shares 1,282$60.5K<0.01%newTimeline
GMOIGMO ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 800 shares; 2026Q1: 1,650 shares 1,650$60.4K<0.01%+850Timeline
SNFCASECURITY NATL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,078 shares; 2025Q1: 6,078 shares; 2025Q2: 6,078 shares; 2025Q3: 6,382 shares; 2025Q4: 6,382 shares; 2026Q1: 6,385 shares 6,385$60.4K<0.01%+3Timeline
OSCVETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,524 shares 1,524$60.2K<0.01%newTimeline
RYNRAYONIER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: 236 shares; 2025Q2: 160 shares; 2025Q3: 59 shares; 2025Q4: 97 shares; 2026Q1: 2,878 shares 2,878$60K<0.01%+2,781Timeline
ASGLIBERTY ALL-STAR GROWTH FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,601 shares; 2025Q2: 3,601 shares; 2025Q3: 3,601 shares; 2025Q4: 12,436 shares; 2026Q1: 12,436 shares 12,436$59.9K<0.01%0Timeline
SMPLSIMPLY GOOD FOODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 202 shares; 2025Q2: 19 shares; 2025Q3: 70 shares; 2025Q4: 789 shares; 2026Q1: 4,216 shares 4,216$59.9K<0.01%+3,427Timeline
EMBDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 2,563 shares 2,563$59.9K<0.01%+2,552Timeline
CSTLCASTLE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 1 shares; 2025Q3: 1,392 shares; 2025Q4: 3,337 shares; 2026Q1: 2,388 shares 2,388$59.8K<0.01%-949Timeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 173 shares; 2025Q2: 162 shares; 2025Q3: 408 shares; 2025Q4: 777 shares; 2026Q1: 505 shares 505$59.8K<0.01%-272Timeline
HYXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 68 shares; 2025Q2: 30 shares; 2025Q3: 1,367 shares; 2025Q4: 1,897 shares; 2026Q1: 1,289 shares 1,289$59.6K<0.01%-608Timeline
FLLAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,085 shares 2,085$59.5K<0.01%newTimeline
BPOPPOPULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 198 shares; 2025Q1: 197 shares; 2025Q2: 418 shares; 2025Q3: 682 shares; 2025Q4: 678 shares; 2026Q1: 436 shares 436$59.5K<0.01%-242Timeline
CSGSCSG SYS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 386 shares; 2025Q2: 352 shares; 2025Q3: 410 shares; 2025Q4: 853 shares; 2026Q1: 741 shares 741$59.4K<0.01%-112Timeline
MIRMIRION TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 840 shares; 2025Q3: 1,651 shares; 2025Q4: 2,781 shares; 2026Q1: 3,179 shares 3,179$59.3K<0.01%+398Timeline
CSWCCAPITAL SOUTHWEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 417 shares; 2025Q2: 3,698 shares; 2025Q3: 5,275 shares; 2025Q4: 5,318 shares; 2026Q1: 2,702 shares 2,702$59.3K<0.01%-2,616Timeline
CHICALAMOS CONV OPPORTUNITIES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,340 shares; 2025Q4: 5,340 shares; 2026Q1: 5,340 shares 5,340$59.2K<0.01%0Timeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 599 shares; 2025Q1: 598 shares; 2025Q2: 2,598 shares; 2025Q3: 3,839 shares; 2025Q4: 4,699 shares; 2026Q1: 4,110 shares 4,110$59K<0.01%-589Timeline
ALGTALLEGIANT TRAVEL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 542 shares; 2025Q2: 597 shares; 2025Q3: 643 shares; 2025Q4: 696 shares; 2026Q1: 710 shares 710$59K<0.01%+14Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116 shares; 2025Q1: 120 shares; 2025Q2: 221 shares; 2025Q3: 266 shares; 2025Q4: 368 shares; 2026Q1: 402 shares 402$58.9K<0.01%+34Timeline
FFICFLUSHING FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 235 shares; 2025Q4: 296 shares; 2026Q1: 3,820 shares 3,820$58.9K<0.01%+3,524Timeline
GBDCGOLUB CAP BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,721 shares; 2025Q4: 4,944 shares; 2026Q1: 4,714 shares 4,714$58.9K<0.01%-230Timeline
FLXSFLEXSTEEL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,253 shares; 2026Q1: 1,253 shares 1,253$58.8K<0.01%0Timeline
TNDMTANDEM DIABETES CARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,766 shares; 2025Q1: 4,116 shares; 2025Q2: 2,637 shares; 2025Q3: 2,635 shares; 2025Q4: 3,600 shares; 2026Q1: 3,121 shares 3,121$58.7K<0.01%-479Timeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 428 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 1,568 shares; 2025Q4: 5,132 shares; 2026Q1: 5,076 shares 5,076$58.6K<0.01%-56Timeline
VSDMVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 573 shares; 2025Q3: 577 shares; 2025Q4: 770 shares; 2026Q1: 768 shares 768$58.5K<0.01%-2Timeline
QGENQIAGEN NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,730 shares; 2026Q1: 1,449 shares 1,449$58.5K<0.01%-281Timeline
ABCLABCELLERA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,893 shares; 2025Q1: 15,893 shares; 2025Q2: 15,893 shares; 2025Q3: 16,645 shares; 2025Q4: 16,645 shares; 2026Q1: 16,645 shares 16,645$58.4K<0.01%0Timeline
GTYGETTY RLTY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 383 shares; 2025Q2: 351 shares; 2025Q3: 1,364 shares; 2025Q4: 1,724 shares; 2026Q1: 1,820 shares 1,820$58.4K<0.01%+96Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 224 shares; 2025Q1: 199 shares; 2025Q2: 276 shares; 2025Q3: 767 shares; 2025Q4: 1,420 shares; 2026Q1: 1,086 shares 1,086$58.1K<0.01%-334Timeline
TNETTRINET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,738 shares; 2025Q1: 4,165 shares; 2025Q2: 4,456 shares; 2025Q3: 4,672 shares; 2025Q4: 951 shares; 2026Q1: 1,613 shares 1,613$58K<0.01%+662Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 10 shares; 2025Q2: 8 shares; 2025Q3: 184 shares; 2025Q4: 517 shares; 2026Q1: 376 shares 376$58K<0.01%-141Timeline
VPGVISHAY PRECISION GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 80 shares; 2025Q4: 1,024 shares; 2026Q1: 1,318 shares 1,318$58K<0.01%+294Timeline
BBDCBARINGS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 510 shares; 2025Q2: not reported; 2025Q3: 2,410 shares; 2025Q4: 3,992 shares; 2026Q1: 7,101 shares 7,101$57.9K<0.01%+3,109Timeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 111 shares; 2025Q2: 91 shares; 2025Q3: 104 shares; 2025Q4: 140 shares; 2026Q1: 109 shares 109$57.8K<0.01%-31Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 52 shares; 2025Q2: 88 shares; 2025Q3: 86 shares; 2025Q4: 508 shares; 2026Q1: 583 shares 583$57.7K<0.01%+75Timeline
EYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,939 shares; 2025Q1: 1,356 shares; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 1,029 shares; 2026Q1: 1,389 shares 1,389$57.7K<0.01%+360Timeline
RFGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 719 shares; 2025Q1: 526 shares; 2025Q2: 534 shares; 2025Q3: 443 shares; 2025Q4: 403 shares; 2026Q1: 1,038 shares 1,038$57.6K<0.01%+635Timeline
ETHWBITWISE ETHEREUM ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 8,917 shares; 2025Q3: 400 shares; 2025Q4: 433 shares; 2026Q1: 3,758 shares 3,758$57.5K<0.01%+3,325Timeline
PHRPHREESIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 3,032 shares; 2025Q3: 1,656 shares; 2025Q4: 2,064 shares; 2026Q1: 6,821 shares 6,821$57.3K<0.01%+4,757Timeline
EMMGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,594 shares 1,594$57.1K<0.01%newTimeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 497 shares; 2025Q2: 390 shares; 2025Q3: 1,863 shares; 2025Q4: 2,300 shares; 2026Q1: 1,266 shares 1,266$57.1K<0.01%-1,034Timeline
MDXGMIMEDX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,063 shares; 2025Q1: 17,592 shares; 2025Q2: 17,592 shares; 2025Q3: 17,668 shares; 2025Q4: 17,617 shares; 2026Q1: 14,448 shares 14,448$57.1K<0.01%-3,169Timeline
BXMTBLACKSTONE MORTGAGE TRUST INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,631 shares; 2025Q1: 722 shares; 2025Q2: 785 shares; 2025Q3: 732 shares; 2025Q4: 2,634 shares; 2026Q1: 3,036 shares 3,036$57K<0.01%+402Timeline
FYCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,671 shares; 2025Q1: 82 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 580 shares 580$56.9K<0.01%+558Timeline
RYTMRHYTHM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 29 shares; 2025Q3: 351 shares; 2025Q4: 642 shares; 2026Q1: 645 shares 645$56.8K<0.01%+3Timeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79 shares; 2025Q1: 183 shares; 2025Q2: 211 shares; 2025Q3: 864 shares; 2025Q4: 2,064 shares; 2026Q1: 1,578 shares 1,578$56.8K<0.01%-486Timeline
JPEFJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 787 shares; 2025Q3: 23,592 shares; 2025Q4: 26,553 shares; 2026Q1: 787 shares 787$56.8K<0.01%-25,766Timeline
ATRCATRICURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 59 shares; 2025Q3: 1,132 shares; 2025Q4: 2,746 shares; 2026Q1: 2,005 shares 2,005$56.8K<0.01%-741Timeline
AAOIAPPLIED OPTOELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 636 shares; 2026Q1: 656 shares 656$56.6K<0.01%+20Timeline
IMOSCHIPMOS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 1,185 shares; 2026Q1: 1,577 shares 1,577$56.6K<0.01%+392Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 509 shares; 2025Q3: 392 shares; 2025Q4: 1,292 shares; 2026Q1: 1,492 shares 1,492$56.5K<0.01%+200Timeline
DLYDOUBLELINE YIELD OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,064 shares; 2026Q1: 4,064 shares 4,064$56.4K<0.01%0Timeline
ENOVENOVIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 201 shares; 2025Q1: 737 shares; 2025Q2: 857 shares; 2025Q3: 1,224 shares; 2025Q4: 1,101 shares; 2026Q1: 2,413 shares 2,413$56.4K<0.01%+1,312Timeline
BUFYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500$56.4K<0.01%newTimeline
VGVENTURE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 826 shares; 2025Q3: 6,230 shares; 2025Q4: 19,320 shares; 2026Q1: 3,838 shares 3,838$56.3K<0.01%-15,482Timeline
BNDPVANGUARD QUANTITATIVE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 410 shares; 2026Q1: 760 shares 760$56.3K<0.01%+350Timeline
PCYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 704 shares; 2025Q1: 1,262 shares; 2025Q2: 865 shares; 2025Q3: 606 shares; 2025Q4: 12,600 shares; 2026Q1: 2,669 shares 2,669$56.1K<0.01%-9,931Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 162 shares; 2025Q3: 2,078 shares; 2025Q4: 4,258 shares; 2026Q1: 9,322 shares 9,322$55.9K<0.01%+5,064Timeline
OSWONESPAWORLD HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 454 shares; 2025Q4: 1,932 shares; 2026Q1: 2,380 shares 2,380$55.9K<0.01%+448Timeline
AHLTAMERICAN BEACON SELECT FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,594 shares; 2025Q1: 2,594 shares; 2025Q2: 2,241 shares; 2025Q3: 2,241 shares; 2025Q4: 1,974 shares; 2026Q1: 1,973 shares 1,973$55.8K<0.01%-1Timeline
ICOPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 1,136 shares 1,136$55.8K<0.01%+1,136Timeline
BFLYBUTTERFLY NETWORK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 12,183 shares; 2025Q4: 15,281 shares; 2026Q1: 13,635 shares 13,635$55.8K<0.01%-1,646Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,394 shares; 2025Q1: 1,194 shares; 2025Q2: 931 shares; 2025Q3: 781 shares; 2025Q4: 4,253 shares; 2026Q1: 1,296 shares 1,296$55.6K<0.01%-2,957Timeline
BATRKATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 67 shares; 2025Q2: 95 shares; 2025Q3: 761 shares; 2025Q4: 1,762 shares; 2026Q1: 1,310 shares 1,310$55.5K<0.01%-452Timeline
CXEMFS HIGH INCOME MUN TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000$55.4K<0.01%newTimeline
HOVHOVNANIAN ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,988 shares; 2025Q1: 2,913 shares; 2025Q2: 3,335 shares; 2025Q3: 3,089 shares; 2025Q4: 2,236 shares; 2026Q1: 497 shares 497$55.4K<0.01%-1,739Timeline
REZIRESIDEO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 860 shares; 2025Q1: 997 shares; 2025Q2: 839 shares; 2025Q3: 926 shares; 2025Q4: 1,268 shares; 2026Q1: 1,607 shares 1,607$55.4K<0.01%+339Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: 390 shares; 2025Q2: 383 shares; 2025Q3: 1,134 shares; 2025Q4: 1,539 shares; 2026Q1: 2,414 shares 2,414$55.4K<0.01%+875Timeline
PDNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 604 shares; 2025Q1: 71 shares; 2025Q2: 210 shares; 2025Q3: 265 shares; 2025Q4: 1,256 shares; 2026Q1: 1,255 shares 1,255$55.3K<0.01%-1Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 211 shares; 2025Q1: 225 shares; 2025Q2: 215 shares; 2025Q3: 216 shares; 2025Q4: 331 shares; 2026Q1: 395 shares 395$55.3K<0.01%+64Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 203 shares; 2025Q3: 208 shares; 2025Q4: 531 shares; 2026Q1: 949 shares 949$55.3K<0.01%+418Timeline
MYRGMYR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 12 shares; 2025Q2: 1 shares; 2025Q3: 49 shares; 2025Q4: 153 shares; 2026Q1: 191 shares 191$55.3K<0.01%+38Timeline
LEGLEGGETT & PLATT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 362 shares; 2025Q1: 19,327 shares; 2025Q2: 18,083 shares; 2025Q3: 17,797 shares; 2025Q4: 5,568 shares; 2026Q1: 5,613 shares 5,613$55.2K<0.01%+45Timeline
FFBC1ST FINL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 197 shares; 2025Q2: 63 shares; 2025Q3: 1,790 shares; 2025Q4: 1,900 shares; 2026Q1: 1,968 shares 1,968$55.2K<0.01%+68Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 72 shares; 2025Q2: 127 shares; 2025Q3: 3,309 shares; 2025Q4: 958 shares; 2026Q1: 640 shares 640$55.2K<0.01%-318Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 576 shares; 2025Q3: 1,123 shares; 2025Q4: 1,503 shares; 2026Q1: 1,932 shares 1,932$55.1K<0.01%+429Timeline
UYGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 760 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750$55K<0.01%0Timeline
DPGDUFF & PHELPS UTLITY AND INFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,547 shares; 2025Q2: 3,601 shares; 2025Q3: 3,652 shares; 2025Q4: 3,887 shares; 2026Q1: 3,751 shares 3,751$54.8K<0.01%-136Timeline
ZAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,100 shares 2,100$54.8K<0.01%newTimeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 402 shares; 2025Q1: 401 shares; 2025Q2: 472 shares; 2025Q3: 412 shares; 2025Q4: 469 shares; 2026Q1: 557 shares 557$54.8K<0.01%+88Timeline
EVLVEVOLV TECHNOLOGIES HLDNGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,758 shares; 2025Q2: 3,908 shares; 2025Q3: 12,304 shares; 2025Q4: 12,396 shares; 2026Q1: 9,091 shares 9,091$54.7K<0.01%-3,305Timeline
KRMNKARMAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291 shares; 2025Q3: 455 shares; 2025Q4: 530 shares; 2026Q1: 659 shares 659$54.5K<0.01%+129Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 408 shares; 2025Q2: 396 shares; 2025Q3: 417 shares; 2025Q4: 733 shares; 2026Q1: 321 shares 321$54.5K<0.01%-412Timeline
CCDCALAMOS DYNAMIC CONV & INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: not reported; 2025Q3: 2,460 shares; 2025Q4: 2,460 shares; 2026Q1: 2,460 shares 2,460$54.4K<0.01%0Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 627 shares; 2025Q1: 477 shares; 2025Q2: 433 shares; 2025Q3: 344 shares; 2025Q4: 102 shares; 2026Q1: 633 shares 633$54.4K<0.01%+531Timeline
FXYINVESCO CURRENCYSHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 428 shares; 2025Q2: 403 shares; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 940 shares 940$54.3K<0.01%+820Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 257 shares; 2025Q2: 178 shares; 2025Q3: 189 shares; 2025Q4: 251 shares; 2026Q1: 433 shares 433$54.3K<0.01%+182Timeline
ROIVROIVANT SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 2,067 shares; 2025Q3: 2,255 shares; 2025Q4: 3,600 shares; 2026Q1: 1,950 shares 1,950$54.3K<0.01%-1,650Timeline
BSACBANCO SANTANDER CHILE NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 194 shares; 2025Q2: 133 shares; 2025Q3: 504 shares; 2025Q4: 1,511 shares; 2026Q1: 1,610 shares 1,610$54.2K<0.01%+99Timeline
MCRIMONARCH CASINO & RESORT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 110 shares; 2025Q3: 329 shares; 2025Q4: 333 shares; 2026Q1: 560 shares 560$54K<0.01%+227Timeline
ELPCCOMPANHIA PARANAENSE DE ENERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 5,113 shares; 2026Q1: 4,401 shares 4,401$54K<0.01%-712Timeline
XGDVXGABELLI DIVID & INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276 shares; 2025Q1: 1,326 shares; 2025Q2: 1,831 shares; 2025Q3: 1,742 shares; 2025Q4: 1,746 shares; 2026Q1: 1,969 shares 1,969$53.9K<0.01%+223Timeline
CAPLCROSSAMERICA PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,571 shares 2,571$53.7K<0.01%newTimeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 141 shares; 2025Q3: 54 shares; 2025Q4: 1,050 shares; 2026Q1: 6,648 shares 6,648$53.6K<0.01%+5,598Timeline
GSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 726 shares; 2025Q2: 644 shares; 2025Q3: 2,034 shares; 2025Q4: 1,447 shares; 2026Q1: 1,403 shares 1,403$53.6K<0.01%-44Timeline
SDVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,750 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450$53.6K<0.01%0Timeline
IDEVOYA INFRASTRUCTURE INDLS &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 333 shares; 2025Q2: 49,961 shares; 2025Q3: 49,857 shares; 2025Q4: 47,171 shares; 2026Q1: 4,253 shares 4,253$53.5K<0.01%-42,918Timeline
BCRXBIOCRYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,462 shares; 2025Q2: 2,481 shares; 2025Q3: 10,590 shares; 2025Q4: 11,492 shares; 2026Q1: 5,690 shares 5,690$53.4K<0.01%-5,802Timeline
DMBBNY MELLON MUN BD INFRASTRUCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$53.3K<0.01%0Timeline
CNSCOHEN & STEERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 751 shares; 2025Q1: 111 shares; 2025Q2: 131 shares; 2025Q3: 125 shares; 2025Q4: 699 shares; 2026Q1: 857 shares 857$53.3K<0.01%+158Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 324 shares; 2025Q1: 345 shares; 2025Q2: 1,174 shares; 2025Q3: 1,189 shares; 2025Q4: 1,105 shares; 2026Q1: 1,331 shares 1,331$53.2K<0.01%+226Timeline
MRTNMARTEN TRANS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 106 shares; 2025Q4: 3,873 shares; 2026Q1: 3,972 shares 3,972$53.1K<0.01%+99Timeline
QIDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400$53K<0.01%0Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,402 shares; 2025Q1: 4,298 shares; 2025Q2: 3,126 shares; 2025Q3: 2,328 shares; 2025Q4: 2,894 shares; 2026Q1: 4,257 shares 4,257$53K<0.01%+1,363Timeline
SPYHNEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$52.9K<0.01%newTimeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,952 shares; 2025Q1: 3,742 shares; 2025Q2: 2,477 shares; 2025Q3: 2,477 shares; 2025Q4: 2,477 shares; 2026Q1: 2,477 shares 2,477$52.9K<0.01%0Timeline
NWNNORTHWEST NAT HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 388 shares; 2025Q1: 515 shares; 2025Q2: 687 shares; 2025Q3: 1,344 shares; 2025Q4: 986 shares; 2026Q1: 982 shares 982$52.7K<0.01%-4Timeline
PINKSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,553 shares; 2026Q1: 1,553 shares 1,553$52.6K<0.01%0Timeline
TPCTUTOR PERINI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 5 shares; 2025Q2: 29 shares; 2025Q3: 34 shares; 2025Q4: 743 shares; 2026Q1: 668 shares 668$52.6K<0.01%-75Timeline
SBSISOUTHSIDE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,406 shares; 2025Q1: 1,423 shares; 2025Q2: 1,441 shares; 2025Q3: 1,468 shares; 2025Q4: 1,652 shares; 2026Q1: 1,673 shares 1,673$52.6K<0.01%+21Timeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 447 shares; 2025Q1: 309 shares; 2025Q2: 107 shares; 2025Q3: 98 shares; 2025Q4: 144 shares; 2026Q1: 148 shares 148$52.5K<0.01%+4Timeline
VOLTTEMA ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,506 shares 1,506$52.4K<0.01%newTimeline
NBOSNEUBERGER BERMAN ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,977 shares; 2025Q1: 5,632 shares; 2025Q2: 5,202 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 1,950 shares 1,950$52.3K<0.01%+1,340Timeline
LTMLATAM AIRLINES GROUP SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 430 shares; 2025Q1: 386 shares; 2025Q2: 426 shares; 2025Q3: 501 shares; 2025Q4: 747 shares; 2026Q1: 1,029 shares 1,029$52.3K<0.01%+282Timeline
VTELVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 505 shares; 2026Q1: 508 shares 508$52.1K<0.01%+3Timeline
GCTGIGACLOUD TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 25 shares; 2025Q4: 26 shares; 2026Q1: 1,134 shares 1,134$52.1K<0.01%+1,108Timeline
VGHYVANGUARD FIXED INCOME SECS FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares 700$52K<0.01%0Timeline
RSIRUSH STREET INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,842 shares; 2025Q3: 2,687 shares; 2025Q4: 3,197 shares; 2026Q1: 2,359 shares 2,359$51.8K<0.01%-838Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,579 shares; 2025Q1: 3,709 shares; 2025Q2: 1,767 shares; 2025Q3: 1,923 shares; 2025Q4: 2,082 shares; 2026Q1: 2,177 shares 2,177$51.5K<0.01%+95Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117 shares; 2025Q1: 140 shares; 2025Q2: 208 shares; 2025Q3: 313 shares; 2025Q4: 444 shares; 2026Q1: 248 shares 248$51.4K<0.01%-196Timeline
WLDNWILLDAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,056 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 608 shares; 2026Q1: 650 shares 650$51.4K<0.01%+42Timeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 484 shares; 2025Q1: 218 shares; 2025Q2: 422 shares; 2025Q3: 586 shares; 2025Q4: 1,938 shares; 2026Q1: 1,885 shares 1,885$51.3K<0.01%-53Timeline
SBFGSB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 2,956 shares; 2025Q4: 139 shares; 2026Q1: 2,468 shares 2,468$51.2K<0.01%+2,329Timeline
PSOPEARSON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,756 shares; 2025Q1: 1,756 shares; 2025Q2: 1,351 shares; 2025Q3: 1,911 shares; 2025Q4: 2,947 shares; 2026Q1: 3,898 shares 3,898$51.2K<0.01%+951Timeline
CPACOPA HOLDINGS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 70 shares; 2025Q3: 260 shares; 2025Q4: 293 shares; 2026Q1: 434 shares 434$51.2K<0.01%+141Timeline
KAIKADANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 661 shares; 2025Q1: 655 shares; 2025Q2: 197 shares; 2025Q3: 1,503 shares; 2025Q4: 221 shares; 2026Q1: 175 shares 175$50.9K<0.01%-46Timeline
UHTUNIVERSAL HEALTH RLTY INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 598 shares; 2025Q3: 722 shares; 2025Q4: 1,246 shares; 2026Q1: 1,249 shares 1,249$50.7K<0.01%+3Timeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,839 shares; 2025Q1: 2,697 shares; 2025Q2: 3,092 shares; 2025Q3: 7,986 shares; 2025Q4: 8,687 shares; 2026Q1: 11,800 shares 11,800$50.7K<0.01%+3,113Timeline
GRBKGREEN BRICK PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93 shares; 2025Q1: 341 shares; 2025Q2: 299 shares; 2025Q3: 900 shares; 2025Q4: 807 shares; 2026Q1: 776 shares 776$50.7K<0.01%-31Timeline
FFINFIRST FINL BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 271 shares; 2025Q1: 320 shares; 2025Q2: 228 shares; 2025Q3: 243 shares; 2025Q4: 502 shares; 2026Q1: 1,694 shares 1,694$50.6K<0.01%+1,192Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 803 shares; 2025Q1: 661 shares; 2025Q2: 699 shares; 2025Q3: 809 shares; 2025Q4: 986 shares; 2026Q1: 552 shares 552$50.4K<0.01%-434Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 337 shares; 2025Q1: 364 shares; 2025Q2: 503 shares; 2025Q3: 3,952 shares; 2025Q4: 5,688 shares; 2026Q1: 2,582 shares 2,582$50.3K<0.01%-3,106Timeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176 shares; 2025Q1: 2,133 shares; 2025Q2: 861 shares; 2025Q3: 5,400 shares; 2025Q4: 8,392 shares; 2026Q1: 7,291 shares 7,291$50.3K<0.01%-1,101Timeline
SRADSPORTRADAR GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 640 shares; 2025Q4: 3,431 shares; 2026Q1: 3,025 shares 3,025$50.3K<0.01%-406Timeline
SHBISHORE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 212 shares; 2025Q4: 556 shares; 2026Q1: 2,673 shares 2,673$50.2K<0.01%+2,117Timeline
FTGSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 40,454 shares; 2025Q2: 35,159 shares; 2025Q3: 24,806 shares; 2025Q4: 25,954 shares; 2026Q1: 1,465 shares 1,465$50.2K<0.01%-24,489Timeline
AXSMAXSOME THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 39 shares; 2025Q2: 29 shares; 2025Q3: 39 shares; 2025Q4: 274 shares; 2026Q1: 292 shares 292$50.2K<0.01%+18Timeline
TRNOTERRENO RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 566 shares; 2025Q1: 564 shares; 2025Q2: 480 shares; 2025Q3: 538 shares; 2025Q4: 603 shares; 2026Q1: 812 shares 812$50.1K<0.01%+209Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 893 shares; 2025Q4: 941 shares; 2026Q1: 1,172 shares 1,172$49.9K<0.01%+231Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 404 shares; 2026Q1: 749 shares 749$49.8K<0.01%+345Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,120 shares; 2025Q1: 1,539 shares; 2025Q2: 1,039 shares; 2025Q3: 984 shares; 2025Q4: 1,701 shares; 2026Q1: 1,260 shares 1,260$49.8K<0.01%-441Timeline
PRGOPERRIGO CO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 200 shares; 2025Q2: 300 shares; 2025Q3: 5,100 shares; 2025Q4: 5,061 shares; 2026Q1: 4,520 shares 4,520$49.7K<0.01%-541Timeline
BLSHBULLISHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 423 shares; 2026Q1: 1,416 shares 1,416$49.7K<0.01%+993Timeline
KSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 486 shares; 2025Q4: 1,308 shares; 2026Q1: 1,253 shares 1,253$49.6K<0.01%-55Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,607 shares; 2025Q1: 2 shares; 2025Q2: 504 shares; 2025Q3: 1,800 shares; 2025Q4: 1,801 shares; 2026Q1: 1,850 shares 1,850$49.6K<0.01%+49Timeline
QCRHQCR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 576 shares; 2026Q1: 572 shares 572$49.5K<0.01%-4Timeline
PSFCOHEN & STEERS SELECT PFD &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,895 shares; 2025Q2: 2,501 shares; 2025Q3: 2,501 shares; 2025Q4: 2,501 shares; 2026Q1: 2,501 shares 2,501$49.5K<0.01%0Timeline
CEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,004 shares; 2025Q4: 4 shares; 2026Q1: 1,092 shares 1,092$49.2K<0.01%+1,088Timeline
BYLDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,923 shares; 2025Q2: 3,291 shares; 2025Q3: 3,252 shares; 2025Q4: 3,042 shares; 2026Q1: 2,177 shares 2,177$49.2K<0.01%-865Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 163 shares; 2025Q1: 317 shares; 2025Q2: 522 shares; 2025Q3: 717 shares; 2025Q4: 712 shares; 2026Q1: 540 shares 540$49.2K<0.01%-172Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 120 shares; 2025Q4: 644 shares; 2026Q1: 1,391 shares 1,391$49.1K<0.01%+747Timeline
VPCETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,916 shares; 2025Q1: 3,266 shares; 2025Q2: 3,266 shares; 2025Q3: 4,444 shares; 2025Q4: 4,509 shares; 2026Q1: 3,266 shares 3,266$49.1K<0.01%-1,243Timeline
YORWYORK WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 200 shares; 2025Q2: 217 shares; 2025Q3: 707 shares; 2025Q4: 1,148 shares; 2026Q1: 1,584 shares 1,584$49.1K<0.01%+436Timeline
DFVEDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500$48.8K<0.01%newTimeline
PJPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 466 shares 466$48.7K<0.01%newTimeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 809 shares; 2025Q2: 652 shares; 2025Q3: 2,705 shares; 2025Q4: 1,146 shares; 2026Q1: 1,397 shares 1,397$48.7K<0.01%+251Timeline

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
STATE STR SPDR S&P 500 ETF TSTATE STR SPDR S&P 500 ETF T PUTput10,700$7.01M-1,800
INVESCO QQQ TRINVESCO QQQ TR PUTput3,700$2.16Mnew
AMAZON COM INCAMAZON COM INC PUTput4,000$842K0
MICRON TECHNOLOGY INCMICRON TECHNOLOGY INC CALLcall1,700$625Knew
DOORDASH INCDOORDASH INC CL Aput4,000$602K0
TESLA INCTESLA INC PUTput1,300$496K0
MICROSOFT CORPMICROSOFT CORP PUTput1,000$370K-700
ACCENTURE PLC IRELANDACCENTURE PLC IRELAND PUTput1,200$238Knew
NEXTERA ENERGY INCNEXTERA ENERGY INC PUTput2,200$204Knew
VENTURE GLOBAL INCVENTURE GLOBAL INC PUTput10,000$147Knew
REDDIT INCREDDIT INC CALLcall1,000$136Knew
META PLATFORMS INCMETA PLATFORMS INC PUTput200$116Knew
HIMS & HERS HEALTH INCHIMS & HERS HEALTH INC CALLcall5,600$111Knew
STATE STR SPDR S&P 500 ETF TSTATE STR SPDR S&P 500 ETF T CALLcall100$65.5Knew
GLOBAL X FDSGLOBAL X FDS ARTIFICIAL ETFput1,000$47.3K0
KRANESHARES TRUSTKRANESHARES TRUST CALLcall1,000$28.3Knew
ETF SER SOLUTIONSETF SER SOLUTIONS US GLB JETSput1,000$25.3Knew
HEWLETT PACKARD ENTERPRISE CHEWLETT PACKARD ENTERPRISE C CALLcall1,000$24K0
BEYOND MEAT INCBEYOND MEAT INC COMcall28,500$17.7Knew
UNITED STS COMMODITY INDEX FUNITED STS COMMODITY INDEX F CM REP COPP FDcall500$17.2Knew
QORVO INCQORVO INC COMcall200$15.4K-200
SPDR SERIES TRUSTSPDR SERIES TRUST ST STR CONV ETFput200$10.9Knew
HIMAX TECHNOLOGIES INCHIMAX TECHNOLOGIES INC SPONSORED ADRcall1,200$9.6Knew
CLEANSPARK INCCLEANSPARK INC COM NEWcall1,000$8.62K0

Sold out in Q1 2026

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

The largest 100 of 227. All 227

SecurityShares beforeValue beforeType
JPLDJ P MORGAN EXCHANGE TRADED F104,553$5.47Mshares
CARZFIRST TR EXCHANGE-TRADED FD29,230$2.28Mshares
AZNASTRAZENECA PLC-SPONS ADR22,666$2.08Mshares
XFEBFIRST TR EXCHNG TRADED FD VI41,461$1.48Mshares
PIPRPIPER SANDLER COS2,522$857Kshares
JPMORGAN CHASE & COJPMORGAN CHASE & CO2,500$806Kput
STATE STR CORPSTATE STR CORP5,400$697Kput
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL1,318$588Kshares
CMACOMERICA INC6,616$575Kshares
QBSFAIM ETF PRODUCTS TRUST16,512$433Kshares
MSTXTIDAL TR II DEFIANCE DAILY TAR112,528$433Kshares
EXASEXACT SCIENCES CORP3,668$373Kshares
NETFLIX INC.NETFLIX INC.3,800$356Kput
PALANTIR TECHNOLOGIES INCPALANTIR TECHNOLOGIES INC2,000$356Kput
FIFTH THIRD BANCORPFIFTH THIRD BANCORP7,500$351Kput
CZAINVESCO EXCHANGE TRADED FD T3,140$348Kshares
BROADCOM INCBROADCOM INC1,000$346Kput
NVIDIA CORPORATIONNVIDIA CORPORATION1,800$336Kput
APPLE INCAPPLE INC1,200$326Kput
AMCOR PLCAMCOR PLC33,035$276Kshares
TPLCTIMOTHY PLAN5,649$257Kshares
KROGER COKROGER CO3,600$225Kput
META PLATFORMS INCMETA PLATFORMS INC300$198Kcall
INFQINFLEQTION INC11,790$184Kshares
OREILLY AUTOMOTIVE INCOREILLY AUTOMOTIVE INC2,000$182Kput
CFLTCONFLUENT INC-CLASS A6,015$182Kshares
SVACUSPRING VY ACQUISITION CORP I17,400$179Kshares
XBFZXBLACKROCK CA MUNI INC TR16,431$176Kshares
XMYDXBLACKROCK MUNIYIELD FUND13,545$142Kshares
REVGREV GROUP INC2,301$140Kshares
PKBINVESCO EXCHANGE TRADED FD T1,500$139Kshares
BSSXINVESCO EXCH TRD SLF IDX FD5,217$135Kshares
BSMWINVESCO EXCH TRD SLF IDX FD5,356$134Kshares
SNVSYNOVUS FINANCIAL CORP2,680$134Kshares
SCMSTELLUS CAP INVT CORP10,244$130Kshares
NKLRTERRA INNOVATUM GLOBAL NV23,190$107Kshares
PSCIINVESCO EXCH TRADED FD TR II700$105Kshares
RNAMAVIDITY BIOSCIENCES INC1,398$101Kshares
URTYPROSHARES TR1,860$98.9Kshares
MERUS N VMERUS N V1,010$90.9Kshares
PJIOPGIM ETF TR1,331$81.6Kshares
DAYDAYFORCE INC1,156$79.9Kshares
EQLALPS ETF TR1,714$79.5Kshares
BXMXNUVEEN S&P 500 BUY-WRITE INCOM5,179$76.1Kshares
QGRWWISDOMTREE TR1,279$75Kshares
ASTRIA THERAPEUTICS INCASTRIA THERAPEUTICS INC5,640$73.8Kshares
GKATADVISORS SER TR1,750$71.6Kshares
ETJEATON VANCE RISK-MANAGED DIV7,590$66.9Kshares
NVIDIA CORPORATIONNVIDIA CORPORATION300$56Kcall
DENISON MINES CORPDENISON MINES CORP20,000$53.2Kcall
SGMLSIGMA LITHIUM CORPORATION3,885$51.2Kshares
NOVO-NORDISK A SNOVO-NORDISK A S1,000$50.9Kcall
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR3,278$50Kshares
FYBRFRONTIER COMMUNICATIONS PARE1,312$50Kshares
MICROSOFT CORPMICROSOFT CORP100$48.4Kcall
DFIIFIRST TR EXCHANGE-TRADED FD2,600$46.4Kshares
TESLA INCTESLA INC100$45Kcall
PCHPOTLATCHDELTIC CORP1,093$43.5Kshares
NMARINNOVATOR ETFS TRUST1,400$41.3Kshares
FFWMFIRST FNDTN INC6,565$40.4Kshares
ESCO TECHNOLOGIES INCESCO TECHNOLOGIES INC200$39.1Kcall
FUBOFUBOTV INC15,045$37.9Kshares
KORUDIREXION SHARES ETF TRUST188$34.1Kshares
HOUSANYWHERE REAL ESTATE INC2,375$33.6Kshares
SELECT SECTOR SPDR TRSELECT SECTOR SPDR TR700$31.7Kput
TGNATEGNA INC1,548$30Kshares
IJUNINNOVATOR ETFS TRUST1,000$29.2Kshares
PRNTARK ETF TR1,252$28Kshares
IGEISHARES TR555$27.9Kshares
NUVEEN CALIFORNIA SELECT TA…NUVEEN CALIFORNIA SELECT TAX-F2,050$27.1Kshares
MVVPROSHARES TR383$26.7Kshares
MIDUDIREXION SHARES ETF TRUST524$26.6Kshares
UNHGTHEMES ETF TR1,573$26.4Kshares
DJIAGLOBAL X FDS1,188$26.1Kshares
QTRXQUANTERIX CORP4,078$25.9Kshares
CIVICIVITAS RESOURCES INC947$25.7Kshares
ECCEAGLE POINT CR CO4,202$24.2Kshares
FORWARD INDUSTRIES INC COM …FORWARD INDUSTRIES INC COM NEW3,532$23.3Kshares
CNEQTHE ALGER ETF TRUST662$22.8Kshares
CADECADENCE BANK531$22.8Kshares
BLACKSKY TECHNOLOGY INCBLACKSKY TECHNOLOGY INC1,200$22.5Kcall
TNADIREXION SHARES ETF TRUST487$22.2Kshares
INDIVIOR PLCINDIVIOR PLC618$22.2Kshares
KYIVKYIVSTAR GROUP LTD1,689$21.9Kshares
DVAXDYNAVAX TECHNOLOGIES CORP1,347$20.7Kshares
WDIWESTERN ASSET DIVERSIFIED IN1,500$20.7Kshares
VENTURE GLOBAL INCVENTURE GLOBAL INC3,000$20.5Kcall
JMIDJANUS DETROIT STR TR690$20.1Kshares
ORACLE CORPORACLE CORP100$19.5Kcall
FTWEQV VENTURES ACQUISITION C-A1,600$16.8Kshares
HARDSIMPLIFY EXCHANGE TRADED FUN540$16Kshares
JFLIJ P MORGAN EXCHANGE TRADED F304$15.4Kshares
XVVISHARES TR290$15.3Kshares
GUESS? INCGUESS? INC858$14.4Kshares
NIONIO INC2,600$13.3Kcall
MOFGMIDWESTONE FINANCIAL GROUP I319$12.3Kshares
SEMLER SCIENTIFIC INCSEMLER SCIENTIFIC INC800$12.2Kcall
OCTHINNOVATOR ETFS TRUST500$12Kshares
SEMLER SCIENTIFIC INCSEMLER SCIENTIFIC INC780$11.9Kshares
SAPIENS INTERNATIONAL CORPSAPIENS INTERNATIONAL CORP257$11.2Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001992825-26-000003 base2026-04-07acceptance time not in the bulk data set