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Farther Finance Advisors, LLC

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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
HTOH2O AMERICAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 13 shares; 2025Q2: 15 shares; 2025Q3: 394 shares; 2025Q4: 813 shares; 2026Q1: 832 shares 832$48.6K<0.01%+19Timeline
XYLDGLOBAL 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: 1,465 shares; 2025Q4: 453 shares; 2026Q1: 1,232 shares 1,232$48.4K<0.01%+779Timeline
ACVVIRTUS DIVERSIFIED INCM & COQuarterly 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: 1,977 shares; 2025Q4: 1,977 shares; 2026Q1: 1,977 shares 1,977$48.4K<0.01%0Timeline
MSBMESABI TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 858 shares; 2025Q3: 861 shares; 2025Q4: 1,491 shares; 2026Q1: 1,498 shares 1,498$48.4K<0.01%+7Timeline
IVOVVANGUARD ADMIRAL FDS 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: not reported; 2026Q1: 472 shares 472$48.4K<0.01%newTimeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,273 shares; 2025Q1: 11,844 shares; 2025Q2: 16,551 shares; 2025Q3: 11,629 shares; 2025Q4: 3,235 shares; 2026Q1: 2,223 shares 2,223$48.3K<0.01%-1,012Timeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,961 shares; 2025Q1: 6,130 shares; 2025Q2: 4,250 shares; 2025Q3: 2,526 shares; 2025Q4: 11,381 shares; 2026Q1: 13,650 shares 13,650$48.2K<0.01%+2,269Timeline
PHIPLDT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 114 shares; 2025Q3: 351 shares; 2025Q4: 1,306 shares; 2026Q1: 2,255 shares 2,255$48K<0.01%+949Timeline
PLMRPALOMAR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 554 shares; 2025Q1: 117 shares; 2025Q2: 952 shares; 2025Q3: 215 shares; 2025Q4: 490 shares; 2026Q1: 411 shares 411$47.9K<0.01%-79Timeline
PCHIFUNDVANTAGE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,975 shares; 2025Q3: 4,975 shares; 2025Q4: 3,225 shares; 2026Q1: 1,953 shares 1,953$47.8K<0.01%-1,272Timeline
FISRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,470 shares; 2025Q1: 1,610 shares; 2025Q2: 2,688 shares; 2025Q3: 534 shares; 2025Q4: 1,390 shares; 2026Q1: 1,853 shares 1,853$47.5K<0.01%+463Timeline
FLCHFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,113 shares; 2025Q1: 1,799 shares; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 331 shares; 2026Q1: 2,111 shares 2,111$47.4K<0.01%+1,780Timeline
INDSPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 43 shares; 2025Q2: 45 shares; 2025Q3: 1,292 shares; 2025Q4: 1,297 shares; 2026Q1: 1,268 shares 1,268$47.3K<0.01%-29Timeline
KALUKAISER ALUMINIUM CORPORATIONQuarterly 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: 56 shares; 2025Q4: 274 shares; 2026Q1: 361 shares 361$47.2K<0.01%+87Timeline
SHYLDBX 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: 1,068 shares 1,068$47.2K<0.01%newTimeline
ETBEATON VANCE TAX MNGED BUY WRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 4,674 shares; 2025Q4: 4,674 shares; 2026Q1: 3,210 shares 3,210$47.2K<0.01%-1,464Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 119 shares; 2025Q2: 108 shares; 2025Q3: 174 shares; 2025Q4: 538 shares; 2026Q1: 1,474 shares 1,474$47.2K<0.01%+936Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 609 shares; 2025Q1: 260 shares; 2025Q2: 346 shares; 2025Q3: 839 shares; 2025Q4: 1,561 shares; 2026Q1: 1,376 shares 1,376$47.1K<0.01%-185Timeline
KEXKIRBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 71 shares; 2025Q2: 80 shares; 2025Q3: 138 shares; 2025Q4: 203 shares; 2026Q1: 349 shares 349$47.1K<0.01%+146Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 443 shares; 2025Q1: 337 shares; 2025Q2: 112 shares; 2025Q3: 313 shares; 2025Q4: 482 shares; 2026Q1: 369 shares 369$47K<0.01%-113Timeline
JBGSJBG SMITH PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 227 shares; 2025Q1: 2,617 shares; 2025Q2: 2,720 shares; 2025Q3: 3,289 shares; 2025Q4: 2,788 shares; 2026Q1: 3,253 shares 3,253$47K<0.01%+465Timeline
PGYPAGAYA TECHNOLOGIES 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: 22 shares; 2025Q4: 33 shares; 2026Q1: 4,015 shares 4,015$47K<0.01%+3,982Timeline
ONEVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 694 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 348 shares 348$46.9K<0.01%newTimeline
BUFFINNOVATOR 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: 944 shares 944$46.8K<0.01%newTimeline
FMHIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,024 shares; 2025Q1: 1,945 shares; 2025Q2: 995 shares; 2025Q3: 1,207 shares; 2025Q4: 539 shares; 2026Q1: 980 shares 980$46.8K<0.01%+441Timeline
WINAWINMARK 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: 31 shares; 2025Q4: 38 shares; 2026Q1: 108 shares 108$46.8K<0.01%+70Timeline
EMCRDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,807 shares; 2025Q2: 1,807 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,239 shares 1,239$46.7K<0.01%-211Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 690 shares; 2026Q1: 931 shares 931$46.7K<0.01%+241Timeline
RLAYRELAY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,287 shares; 2025Q1: 193 shares; 2025Q2: 16,702 shares; 2025Q3: 3,530 shares; 2025Q4: 4,140 shares; 2026Q1: 4,301 shares 4,301$46.3K<0.01%+161Timeline
PMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: 510 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 1,160 shares 1,160$46.3K<0.01%+1,090Timeline
DFVXDIMENSIONAL 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: 616 shares 616$46K<0.01%newTimeline
PNRGPRIMEENERGY RESOURCES CORPQuarterly 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: 1,800 shares; 2025Q3: 1,700 shares; 2025Q4: 1,097 shares; 2026Q1: 200 shares 200$45.9K<0.01%-897Timeline
SSLSASOL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 209 shares; 2025Q2: 691 shares; 2025Q3: 868 shares; 2025Q4: 3,706 shares; 2026Q1: 3,799 shares 3,799$45.9K<0.01%+93Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 291 shares; 2025Q2: 779 shares; 2025Q3: 791 shares; 2025Q4: 935 shares; 2026Q1: 506 shares 506$45.9K<0.01%-429Timeline
UGPULTRAPAR PARTICIPACOES SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,413 shares; 2025Q1: 5,429 shares; 2025Q2: 5,677 shares; 2025Q3: 5,759 shares; 2025Q4: 6,840 shares; 2026Q1: 8,165 shares 8,165$45.9K<0.01%+1,325Timeline
SPNTSIRIUSPOINT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,263 shares; 2025Q1: 3,547 shares; 2025Q2: 3,240 shares; 2025Q3: 1,968 shares; 2025Q4: 2,291 shares; 2026Q1: 2,122 shares 2,122$45.9K<0.01%-169Timeline
GOLYSTRATEGY SHSQuarterly 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: 400 shares; 2026Q1: 1,500 shares 1,500$45.8K<0.01%+1,100Timeline
TFPMTRIPLE FLAG PRECIOUS METALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,896 shares; 2025Q1: 1,450 shares; 2025Q2: 1,420 shares; 2025Q3: 1,240 shares; 2025Q4: 1,265 shares; 2026Q1: 1,274 shares 1,274$45.7K<0.01%+9Timeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: 290 shares; 2025Q2: 170 shares; 2025Q3: 145 shares; 2025Q4: 454 shares; 2026Q1: 488 shares 488$45.7K<0.01%+34Timeline
JOYYJOYY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 640 shares; 2025Q3: 603 shares; 2025Q4: 695 shares; 2026Q1: 782 shares 782$45.6K<0.01%+87Timeline
UNFIUNITED NAT FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 1,077 shares; 2025Q3: 618 shares; 2025Q4: 993 shares; 2026Q1: 1,017 shares 1,017$45.6K<0.01%+24Timeline
CALYCALLAWAY GOLF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 272 shares; 2025Q3: 1,509 shares; 2025Q4: 2,710 shares; 2026Q1: 3,294 shares 3,294$45.5K<0.01%+584Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 191 shares; 2025Q2: 223 shares; 2025Q3: 411 shares; 2025Q4: 410 shares; 2026Q1: 314 shares 314$45.5K<0.01%-96Timeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 445 shares; 2025Q2: 2,262 shares; 2025Q3: 140 shares; 2025Q4: 178 shares; 2026Q1: 138 shares 138$45.4K<0.01%-40Timeline
SPBSPECTRUM BRANDS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 221 shares; 2025Q2: 225 shares; 2025Q3: 300 shares; 2025Q4: 635 shares; 2026Q1: 610 shares 610$45.3K<0.01%-25Timeline
UUUUENERGY FUELS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 115 shares; 2025Q2: 43 shares; 2025Q3: 1,686 shares; 2025Q4: 987 shares; 2026Q1: 2,526 shares 2,526$45.3K<0.01%+1,539Timeline
ARDTARDENT HEALTH 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: 255 shares; 2026Q1: 5,224 shares 5,224$45.3K<0.01%+4,969Timeline
VSATVIASAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79 shares; 2025Q1: 65 shares; 2025Q2: 51 shares; 2025Q3: 89 shares; 2025Q4: 709 shares; 2026Q1: 1,001 shares 1,001$45.3K<0.01%+292Timeline
SKYDPARAMOUNT SKYDANCE 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: 5,961 shares; 2026Q1: 4,890 shares 4,890$45.2K<0.01%-1,071Timeline
SIGISELECTIVE INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 57 shares; 2025Q2: 29 shares; 2025Q3: 99 shares; 2025Q4: 759 shares; 2026Q1: 596 shares 596$45.2K<0.01%-163Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,349 shares; 2025Q1: 4,257 shares; 2025Q2: 4,020 shares; 2025Q3: 3,627 shares; 2025Q4: 1,542 shares; 2026Q1: 831 shares 831$45.1K<0.01%-711Timeline
QGROAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425$45.1K<0.01%0Timeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 297 shares; 2025Q2: 126 shares; 2025Q3: 1,605 shares; 2025Q4: 1,851 shares; 2026Q1: 599 shares 599$45.1K<0.01%-1,252Timeline
AMBAAMBARELLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,902 shares; 2025Q1: 1,917 shares; 2025Q2: 1,954 shares; 2025Q3: 1,973 shares; 2025Q4: 1,001 shares; 2026Q1: 882 shares 882$45.1K<0.01%-119Timeline
IMNMIMMUNOME 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: not reported; 2025Q4: 15 shares; 2026Q1: 1,999 shares 1,999$44.9K<0.01%+1,984Timeline
HODLVANECK BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 525 shares; 2025Q2: 925 shares; 2025Q3: 2,899 shares; 2025Q4: 3,348 shares; 2026Q1: 2,325 shares 2,325$44.8K<0.01%-1,023Timeline
ESGFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 293 shares; 2026Q1: 293 shares 293$44.8K<0.01%0Timeline
KCKINGSOFT CLOUD HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 9,053 shares; 2025Q4: 6,261 shares; 2026Q1: 3,219 shares 3,219$44.7K<0.01%-3,042Timeline
CGCVCAPITAL GROUP CONSERVATIVE EQuarterly 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: 478 shares; 2026Q1: 1,494 shares 1,494$44.6K<0.01%+1,016Timeline
IRMDIRADIMED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 48 shares; 2025Q4: 445 shares; 2026Q1: 460 shares 460$44.4K<0.01%+15Timeline
SCHLSCHOLASTIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,076 shares; 2025Q2: 1,155 shares; 2025Q3: 1,330 shares; 2025Q4: 1,127 shares; 2026Q1: 1,145 shares 1,145$44.4K<0.01%+18Timeline
CCSICONSENSUS CLOUD SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 247 shares; 2025Q3: 122 shares; 2025Q4: 333 shares; 2026Q1: 1,872 shares 1,872$44.3K<0.01%+1,539Timeline
CXMSPRINKLR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,671 shares; 2025Q1: 75 shares; 2025Q2: 2,071 shares; 2025Q3: 2,361 shares; 2025Q4: 2,559 shares; 2026Q1: 7,392 shares 7,392$44.2K<0.01%+4,833Timeline
PFDFLAHERTY & CRUMRINE PFD INCOQuarterly 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: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900$44.1K<0.01%0Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,991 shares; 2025Q1: 3,869 shares; 2025Q2: 2,712 shares; 2025Q3: 1,916 shares; 2025Q4: 1,081 shares; 2026Q1: 1,504 shares 1,504$44.1K<0.01%+423Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213 shares; 2025Q1: 104 shares; 2025Q2: 106 shares; 2025Q3: 166 shares; 2025Q4: 281 shares; 2026Q1: 325 shares 325$43.9K<0.01%+44Timeline
DMLPDORCHESTER MINERALS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: not reported; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares 1,601$43.9K<0.01%0Timeline
VFMVVANGUARD WELLINGTON 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: not reported; 2026Q1: 328 shares 328$43.9K<0.01%newTimeline
SFIXSTITCH FIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 4,094 shares; 2025Q2: 5,918 shares; 2025Q3: 6,390 shares; 2025Q4: 9,719 shares; 2026Q1: 12,924 shares 12,924$43.8K<0.01%+3,205Timeline
SNDRSCHNEIDER NATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 56 shares; 2025Q2: 45 shares; 2025Q3: 713 shares; 2025Q4: 1,823 shares; 2026Q1: 1,652 shares 1,652$43.8K<0.01%-171Timeline
SWANAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,569 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,718 shares; 2025Q4: 1,718 shares; 2026Q1: 1,400 shares 1,400$43.6K<0.01%-318Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 832 shares; 2025Q1: 663 shares; 2025Q2: 698 shares; 2025Q3: 860 shares; 2025Q4: 1,168 shares; 2026Q1: 1,949 shares 1,949$43.5K<0.01%+781Timeline
ETGEATON VANCE TX ADV GLBL DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100$43.5K<0.01%0Timeline
DUKHNORTHERN 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: 1,812 shares 1,812$43.4K<0.01%newTimeline
PSNPARSONS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 30 shares; 2025Q2: 328 shares; 2025Q3: 106 shares; 2025Q4: 756 shares; 2026Q1: 785 shares 785$43.3K<0.01%+29Timeline
CPRXCATALYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,690 shares; 2025Q1: 1,664 shares; 2025Q2: 1,522 shares; 2025Q3: 1,641 shares; 2025Q4: 1,544 shares; 2026Q1: 1,743 shares 1,743$43.3K<0.01%+199Timeline
GKOSGLAUKOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62 shares; 2025Q1: 68 shares; 2025Q2: 189 shares; 2025Q3: 193 shares; 2025Q4: 408 shares; 2026Q1: 383 shares 383$43.1K<0.01%-25Timeline
ALAITHE ALGER 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: 430 shares; 2025Q4: 1,283 shares; 2026Q1: 1,283 shares 1,283$43.1K<0.01%0Timeline
DFENDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 174 shares; 2025Q3: 457 shares; 2025Q4: 494 shares; 2026Q1: 638 shares 638$43.1K<0.01%+144Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 740 shares; 2025Q1: 874 shares; 2025Q2: 430 shares; 2025Q3: 324 shares; 2025Q4: 1,396 shares; 2026Q1: 2,305 shares 2,305$43K<0.01%+909Timeline
CNXCCONCENTRIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 35 shares; 2025Q2: 31 shares; 2025Q3: 55 shares; 2025Q4: 1,277 shares; 2026Q1: 1,614 shares 1,614$42.9K<0.01%+337Timeline
CLMCORNERSTONE STRATEGIC INVESTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,089 shares; 2025Q2: 4,804 shares; 2025Q3: 4,804 shares; 2025Q4: 5,804 shares; 2026Q1: 5,804 shares 5,804$42.8K<0.01%0Timeline
ARKXARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 437 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: not reported; 2025Q4: 1,205 shares; 2026Q1: 1,430 shares 1,430$42.8K<0.01%+225Timeline
PHEQMORGAN STANLEY 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: 1,327 shares; 2026Q1: 1,327 shares 1,327$42.6K<0.01%0Timeline
FMSFRESENIUS MEDICAL CARE AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 774 shares; 2025Q1: 765 shares; 2025Q2: 768 shares; 2025Q3: 799 shares; 2025Q4: 980 shares; 2026Q1: 1,907 shares 1,907$42.6K<0.01%+927Timeline
PDMPIEDMONT REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,434 shares; 2025Q1: 4,471 shares; 2025Q2: 4,145 shares; 2025Q3: 7,444 shares; 2025Q4: 7,194 shares; 2026Q1: 6,584 shares 6,584$42.6K<0.01%-610Timeline
FROGJFROG LTDQuarterly 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: 150 shares; 2025Q4: 628 shares; 2026Q1: 879 shares 879$42.6K<0.01%+251Timeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 553 shares; 2025Q3: 481 shares; 2025Q4: 416 shares; 2026Q1: 333 shares 333$42.5K<0.01%-83Timeline
RDNTRADNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 35 shares; 2025Q2: 37 shares; 2025Q3: 439 shares; 2025Q4: 561 shares; 2026Q1: 767 shares 767$42.4K<0.01%+206Timeline
DNNDENISON MINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164 shares; 2025Q1: 1,164 shares; 2025Q2: 1,214 shares; 2025Q3: 13,164 shares; 2025Q4: 10,384 shares; 2026Q1: 11,590 shares 11,590$42.4K<0.01%+1,206Timeline
SLXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 0 shares; 2025Q3: 157 shares; 2025Q4: 610 shares; 2026Q1: 455 shares 455$42.4K<0.01%-155Timeline
NMLNEUBERGER ENGY INFRSTR & INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,867 shares; 2025Q2: 3,947 shares; 2025Q3: 4,026 shares; 2025Q4: 4,110 shares; 2026Q1: 4,183 shares 4,183$42.4K<0.01%+73Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 709 shares; 2025Q2: 784 shares; 2025Q3: 649 shares; 2025Q4: 628 shares; 2026Q1: 763 shares 763$42.3K<0.01%+135Timeline
HIWHIGHWOODS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 445 shares; 2025Q1: 447 shares; 2025Q2: 451 shares; 2025Q3: 514 shares; 2025Q4: 1,983 shares; 2026Q1: 1,969 shares 1,969$42.2K<0.01%-14Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 154 shares; 2025Q2: 276 shares; 2025Q3: 351 shares; 2025Q4: 680 shares; 2026Q1: 469 shares 469$42K<0.01%-211Timeline
ITMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 894 shares; 2025Q1: 895 shares; 2025Q2: 898 shares; 2025Q3: 900 shares; 2025Q4: 903 shares; 2026Q1: 905 shares 905$42K<0.01%+2Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 982 shares; 2025Q1: 394 shares; 2025Q2: 401 shares; 2025Q3: 467 shares; 2025Q4: 360 shares; 2026Q1: 297 shares 297$41.9K<0.01%-63Timeline
PSETPRINCIPAL 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: 299 shares; 2025Q3: 299 shares; 2025Q4: 599 shares; 2026Q1: 599 shares 599$41.9K<0.01%0Timeline
EVXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 312 shares; 2025Q2: 1,006 shares; 2025Q3: 1,094 shares; 2025Q4: 1,184 shares; 2026Q1: 1,063 shares 1,063$41.8K<0.01%-121Timeline
CSTMCONSTELLIUM SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 21 shares; 2025Q4: 1,488 shares; 2026Q1: 1,529 shares 1,529$41.8K<0.01%+41Timeline
BBDBANCO BRADESCO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 1,596 shares; 2025Q4: 5,730 shares; 2026Q1: 11,183 shares 11,183$41.7K<0.01%+5,453Timeline
ASCARDMORE SHIPPING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,519 shares; 2025Q1: 2,144 shares; 2025Q2: 1,504 shares; 2025Q3: 1,849 shares; 2025Q4: 2,328 shares; 2026Q1: 2,740 shares 2,740$41.7K<0.01%+412Timeline
NOGNORTHERN OIL & GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,736 shares; 2025Q1: 3,748 shares; 2025Q2: 1,357 shares; 2025Q3: 1,323 shares; 2025Q4: 1,260 shares; 2026Q1: 1,510 shares 1,510$41.7K<0.01%+250Timeline
MLABMESA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 535 shares; 2025Q4: 424 shares; 2026Q1: 469 shares 469$41.5K<0.01%+45Timeline
TMHCTAYLOR MORRISON HOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 529 shares; 2025Q1: 791 shares; 2025Q2: 743 shares; 2025Q3: 673 shares; 2025Q4: 941 shares; 2026Q1: 710 shares 710$41.4K<0.01%-231Timeline
LILI AUTO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 726 shares; 2025Q1: 796 shares; 2025Q2: 340 shares; 2025Q3: 406 shares; 2025Q4: 1,674 shares; 2026Q1: 2,252 shares 2,252$41.4K<0.01%+578Timeline
GOGOGOGO 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: 11 shares; 2025Q4: 10,076 shares; 2026Q1: 10,311 shares 10,311$41.3K<0.01%+235Timeline
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 63 shares; 2025Q2: 3 shares; 2025Q3: 28 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35$41.3K<0.01%0
HMYHARMONY GOLD MNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 246 shares; 2025Q1: 1,064 shares; 2025Q2: 984 shares; 2025Q3: 2,773 shares; 2025Q4: 1,751 shares; 2026Q1: 2,554 shares 2,554$41.3K<0.01%+803Timeline
NMRKNEWMARK GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 483 shares; 2025Q1: 481 shares; 2025Q2: 429 shares; 2025Q3: 1,879 shares; 2025Q4: 2,676 shares; 2026Q1: 2,766 shares 2,766$41.2K<0.01%+90Timeline
FETHFIDELITY ETHEREUM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,552 shares; 2025Q1: 2,925 shares; 2025Q2: 1,000 shares; 2025Q3: 1,620 shares; 2025Q4: 2,106 shares; 2026Q1: 1,929 shares 1,929$41.2K<0.01%-177Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 841 shares; 2025Q1: 988 shares; 2025Q2: 1,625 shares; 2025Q3: 1,804 shares; 2025Q4: 663 shares; 2026Q1: 631 shares 631$41.1K<0.01%-32Timeline
DBXDROPBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 173 shares; 2025Q1: 7,371 shares; 2025Q2: 9,012 shares; 2025Q3: 8,285 shares; 2025Q4: 6,182 shares; 2026Q1: 1,780 shares 1,780$41.1K<0.01%-4,402Timeline
ANGIANGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: 555 shares; 2025Q3: 2,494 shares; 2025Q4: 578 shares; 2026Q1: 5,960 shares 5,960$41.1K<0.01%+5,382Timeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 284 shares; 2025Q4: 267 shares; 2026Q1: 943 shares 943$41.1K<0.01%+676Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,155 shares; 2025Q1: 1,159 shares; 2025Q2: 1,334 shares; 2025Q3: 1,500 shares; 2025Q4: 1,465 shares; 2026Q1: 1,458 shares 1,458$41K<0.01%-7Timeline
NMMNAVIOS MARITIME PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 411 shares; 2025Q1: 522 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares 605$41K<0.01%0Timeline
APPNAPPIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 554 shares; 2025Q4: 1,615 shares; 2026Q1: 1,702 shares 1,702$40.9K<0.01%+87Timeline
KJANINNOVATOR 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: 978 shares 978$40.9K<0.01%newTimeline
IIPRINNOVATIVE INDL PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 786 shares; 2025Q1: 748 shares; 2025Q2: 783 shares; 2025Q3: 1,390 shares; 2025Q4: 1,402 shares; 2026Q1: 828 shares 828$40.9K<0.01%-574Timeline
MIYBLACKROCK MUNIYIELD MICH QUQuarterly 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: 3,402 shares 3,402$40.9K<0.01%newTimeline
CPSUCALAMOS 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: 1,500 shares; 2026Q1: 1,500 shares 1,500$40.8K<0.01%0Timeline
SONOSONOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 1,151 shares; 2025Q2: 3,714 shares; 2025Q3: 3,759 shares; 2025Q4: 3,940 shares; 2026Q1: 2,976 shares 2,976$40.8K<0.01%-964Timeline
COLMCOLUMBIA SPORTSWEAR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 249 shares; 2025Q2: 137 shares; 2025Q3: 152 shares; 2025Q4: 449 shares; 2026Q1: 747 shares 747$40.8K<0.01%+298Timeline
NBHNEUBERGER MUN FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,211 shares; 2025Q1: 4,046 shares; 2025Q2: 4,046 shares; 2025Q3: 4,046 shares; 2025Q4: 4,046 shares; 2026Q1: 4,046 shares 4,046$40.8K<0.01%0Timeline
ESNTESSENT GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,156 shares; 2025Q1: 2,043 shares; 2025Q2: 511 shares; 2025Q3: 508 shares; 2025Q4: 961 shares; 2026Q1: 700 shares 700$40.8K<0.01%-261Timeline
WTTRSELECT WATER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 493 shares; 2025Q2: 1,005 shares; 2025Q3: 2,615 shares; 2025Q4: 3,222 shares; 2026Q1: 2,703 shares 2,703$40.8K<0.01%-519Timeline
RSBTTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,247 shares; 2025Q2: 2,247 shares; 2025Q3: 2,247 shares; 2025Q4: 2,166 shares; 2026Q1: 2,166 shares 2,166$40.7K<0.01%0Timeline
NTCTNETSCOUT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 640 shares; 2025Q3: 669 shares; 2025Q4: 1,290 shares; 2026Q1: 1,257 shares 1,257$40.6K<0.01%-33Timeline
STNGSCORPIO TANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217 shares; 2025Q1: 185 shares; 2025Q2: 201 shares; 2025Q3: 231 shares; 2025Q4: 295 shares; 2026Q1: 548 shares 548$40.6K<0.01%+253Timeline
AVMAAMERICAN 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: 600 shares; 2026Q1: 600 shares 600$40.6K<0.01%0Timeline
DTDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares 468$40.4K<0.01%0Timeline
SVOLSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,470 shares; 2025Q1: 25,947 shares; 2025Q2: 2,244 shares; 2025Q3: 3,399 shares; 2025Q4: 17,620 shares; 2026Q1: 2,618 shares 2,618$40.3K<0.01%-15,002Timeline
BLBDBLUE BIRD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 520 shares; 2025Q1: 651 shares; 2025Q2: 825 shares; 2025Q3: 859 shares; 2025Q4: 793 shares; 2026Q1: 685 shares 685$40.2K<0.01%-108Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 16 shares; 2025Q3: 22 shares; 2025Q4: 326 shares; 2026Q1: 420 shares 420$40.2K<0.01%+94Timeline
COHUCOHU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 530 shares; 2025Q2: 715 shares; 2025Q3: 1,004 shares; 2025Q4: 1,456 shares; 2026Q1: 1,264 shares 1,264$40.2K<0.01%-192Timeline
OMCLOMNICELL COMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146 shares; 2025Q1: 143 shares; 2025Q2: 132 shares; 2025Q3: 1,168 shares; 2025Q4: 1,161 shares; 2026Q1: 1,184 shares 1,184$40.2K<0.01%+23Timeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 560 shares; 2025Q1: 85 shares; 2025Q2: 79 shares; 2025Q3: 93 shares; 2025Q4: 309 shares; 2026Q1: 398 shares 398$40.2K<0.01%+89Timeline
SNCYSUN CTRY AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,300 shares; 2025Q1: 2,917 shares; 2025Q2: 2,300 shares; 2025Q3: 2,322 shares; 2025Q4: 2,650 shares; 2026Q1: 2,376 shares 2,376$40.1K<0.01%-274Timeline
LWLGLIGHTWAVE LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: not reported; 2025Q3: 6,100 shares; 2025Q4: 9,155 shares; 2026Q1: 5,855 shares 5,855$40K<0.01%-3,300Timeline
FMATFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 685 shares 685$40K<0.01%+677Timeline
VSTSVESTIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 382 shares; 2025Q2: 2 shares; 2025Q3: 1,881 shares; 2025Q4: 5,193 shares; 2026Q1: 5,104 shares 5,104$39.9K<0.01%-89Timeline
ENICENEL CHILE SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 1,845 shares; 2025Q3: 2,715 shares; 2025Q4: 4,593 shares; 2026Q1: 9,733 shares 9,733$39.9K<0.01%+5,140Timeline
LIONLIONSGATE STUDIOS 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: 131 shares; 2025Q4: 5,970 shares; 2026Q1: 4,183 shares 4,183$39.8K<0.01%-1,787Timeline
STVNSTEVANATO GROUP S P AQuarterly 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: 1,694 shares; 2025Q4: 8,324 shares; 2026Q1: 2,893 shares 2,893$39.8K<0.01%-5,431Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117 shares; 2025Q1: 967 shares; 2025Q2: 588 shares; 2025Q3: 289 shares; 2025Q4: 856 shares; 2026Q1: 954 shares 954$39.8K<0.01%+98Timeline
GNKGENCO SHIPPING & TRADING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,147 shares; 2025Q1: 812 shares; 2025Q2: 3,275 shares; 2025Q3: 3,150 shares; 2025Q4: 2,467 shares; 2026Q1: 1,712 shares 1,712$39.8K<0.01%-755Timeline
TIGOMILLICOM INTL CELLULAR S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 1,025 shares; 2025Q4: 1,095 shares; 2026Q1: 517 shares 517$39.8K<0.01%-578Timeline
IOVAIOVANCE BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,639 shares; 2025Q1: 15,705 shares; 2025Q2: 16,236 shares; 2025Q3: 14,622 shares; 2025Q4: 8,131 shares; 2026Q1: 11,508 shares 11,508$39.7K<0.01%+3,377Timeline
WELDTEMA 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: 300 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares 780$39.5K<0.01%0Timeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 128 shares; 2025Q4: 141 shares; 2026Q1: 267 shares 267$39.5K<0.01%+126Timeline
AEHRAEHR TEST SYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 644 shares; 2025Q1: 970 shares; 2025Q2: 1,855 shares; 2025Q3: 855 shares; 2025Q4: 966 shares; 2026Q1: 997 shares 997$39.5K<0.01%+31Timeline
CIONCION INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,826 shares; 2025Q1: 5,826 shares; 2025Q2: 5,826 shares; 2025Q3: 5,826 shares; 2025Q4: 5,826 shares; 2026Q1: 5,826 shares 5,826$39.4K<0.01%0Timeline
ABCBAMERIS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,090 shares; 2025Q1: 284 shares; 2025Q2: 492 shares; 2025Q3: 483 shares; 2025Q4: 432 shares; 2026Q1: 502 shares 502$39.4K<0.01%+70Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 5 shares; 2025Q3: 20 shares; 2025Q4: 42 shares; 2026Q1: 1,671 shares 1,671$39.4K<0.01%+1,629Timeline
BATTAMPLIFY 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: 2,500 shares; 2026Q1: 2,619 shares 2,619$39.4K<0.01%+119Timeline
NSSCNAPCO SEC TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,830 shares; 2025Q1: 3,832 shares; 2025Q2: 1,793 shares; 2025Q3: 1,541 shares; 2025Q4: 1,256 shares; 2026Q1: 996 shares 996$39.3K<0.01%-260Timeline
BCCBOISE CASCADE CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 478 shares; 2025Q2: 443 shares; 2025Q3: 454 shares; 2025Q4: 470 shares; 2026Q1: 522 shares 522$39.2K<0.01%+52Timeline
HEDJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 918 shares; 2026Q1: 742 shares 742$39.2K<0.01%-176Timeline
USLMUNITED STS LIME & MINERALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156 shares; 2025Q1: 165 shares; 2025Q2: 208 shares; 2025Q3: 281 shares; 2025Q4: 283 shares; 2026Q1: 288 shares 288$39.1K<0.01%+5Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 846 shares; 2025Q1: 2,290 shares; 2025Q2: 1,139 shares; 2025Q3: 783 shares; 2025Q4: 646 shares; 2026Q1: 1,816 shares 1,816$39.1K<0.01%+1,170Timeline
SFYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 310 shares 310$39.1K<0.01%+308Timeline
MZTIMARZETTI COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 448 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 132 shares; 2025Q4: 314 shares; 2026Q1: 282 shares 282$39.1K<0.01%-32Timeline
XSHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,187 shares; 2025Q1: 5,187 shares; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,969 shares; 2026Q1: 2,969 shares 2,969$39K<0.01%0Timeline
TPYPTORTOISE CAPITAL SERIES TRUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 910 shares; 2025Q3: 932 shares; 2025Q4: 932 shares; 2026Q1: 932 shares 932$39K<0.01%0Timeline
FIGRFIGURE TECHNOLOGY SOLUTIOQuarterly 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: 124 shares; 2026Q1: 1,184 shares 1,184$38.9K<0.01%+1,060Timeline
FSLYFASTLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 1,273 shares; 2025Q3: 65 shares; 2025Q4: 1,446 shares; 2026Q1: 1,202 shares 1,202$38.9K<0.01%-244Timeline
UTLUNITIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 29 shares; 2025Q3: 133 shares; 2025Q4: 299 shares; 2026Q1: 734 shares 734$38.8K<0.01%+435Timeline
ERASERASCA 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: 100 shares; 2025Q4: 2,328 shares; 2026Q1: 2,334 shares 2,334$38.7K<0.01%+6Timeline
HTRBHARTFORD FDS EXCHANGE TRADEDQuarterly 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: 2,753 shares; 2026Q1: 1,146 shares 1,146$38.7K<0.01%-1,607Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 41 shares; 2025Q2: 105 shares; 2025Q3: 117 shares; 2025Q4: 119 shares; 2026Q1: 187 shares 187$38.7K<0.01%+68Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116 shares; 2025Q1: 58 shares; 2025Q2: 68 shares; 2025Q3: 104 shares; 2025Q4: 184 shares; 2026Q1: 139 shares 139$38.7K<0.01%-45Timeline
LNNLINDSAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 173 shares; 2025Q4: 215 shares; 2026Q1: 330 shares 330$38.7K<0.01%+115Timeline
NMZNUVEEN MUN HIGH INCOME OPPORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,347 shares; 2025Q1: 3,347 shares; 2025Q2: 3,347 shares; 2025Q3: 3,347 shares; 2025Q4: 3,721 shares; 2026Q1: 3,728 shares 3,728$38.5K<0.01%+7Timeline
BEDYBNY MELLON ETF TRUST 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: 1,426 shares; 2026Q1: 1,426 shares 1,426$38.5K<0.01%0Timeline
LEOBNY MELLON STRATEGIC MUNS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,062 shares; 2025Q2: 6,062 shares; 2025Q3: 6,062 shares; 2025Q4: 6,062 shares; 2026Q1: 6,062 shares 6,062$38.4K<0.01%0Timeline
TGRWT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 937 shares; 2026Q1: 937 shares 937$38.4K<0.01%0Timeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 725 shares; 2025Q1: 422 shares; 2025Q2: 1,133 shares; 2025Q3: 1,101 shares; 2025Q4: 357 shares; 2026Q1: 1,444 shares 1,444$38.3K<0.01%+1,087Timeline
AGMFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 104 shares; 2025Q2: 101 shares; 2025Q3: 138 shares; 2025Q4: 212 shares; 2026Q1: 257 shares 257$38.2K<0.01%+45Timeline
WTPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,198 shares; 2026Q1: 1,198 shares 1,198$38.2K<0.01%0Timeline
LAZLAZARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: 1,244 shares; 2025Q2: 1,169 shares; 2025Q3: 1,091 shares; 2025Q4: 1,160 shares; 2026Q1: 910 shares 910$38.2K<0.01%-250Timeline
CNNECANNAE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71 shares; 2025Q1: 61 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 639 shares; 2026Q1: 3,334 shares 3,334$38.1K<0.01%+2,695Timeline
VISTVISTA ENERGY S.A.B. DE C.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 411 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 551 shares; 2025Q4: 551 shares; 2026Q1: 551 shares 551$38.1K<0.01%0Timeline
SMHXVANECK 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: 2,075 shares; 2026Q1: 1,000 shares 1,000$37.9K<0.01%-1,075Timeline
PTCTPTC THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 2,634 shares; 2025Q3: 223 shares; 2025Q4: 351 shares; 2026Q1: 551 shares 551$37.9K<0.01%+200Timeline
BTQBTQ TECHNOLOGIES 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: 21,705 shares; 2026Q1: 14,574 shares 14,574$37.7K<0.01%-7,131Timeline
HAYWHAYWARD HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 341 shares; 2025Q3: 483 shares; 2025Q4: 3,716 shares; 2026Q1: 2,781 shares 2,781$37.5K<0.01%-935Timeline
FEOERBB FUND 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: 1,710 shares; 2025Q4: not reported; 2026Q1: 734 shares 734$37.5K<0.01%newTimeline
FLGVFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,491 shares; 2025Q1: 18,222 shares; 2025Q2: 1,845 shares; 2025Q3: 2,083 shares; 2025Q4: 1,845 shares; 2026Q1: 1,844 shares 1,844$37.5K<0.01%-1Timeline
NMIHNMI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,066 shares; 2025Q1: 558 shares; 2025Q2: 396 shares; 2025Q3: 384 shares; 2025Q4: 1,004 shares; 2026Q1: 999 shares 999$37.3K<0.01%-5Timeline
PTNQPACER 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: not reported; 2025Q3: not reported; 2025Q4: 503 shares; 2026Q1: 507 shares 507$37.2K<0.01%+4Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 132 shares; 2025Q4: 220 shares; 2026Q1: 1,099 shares 1,099$37.2K<0.01%+879Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 737 shares; 2025Q1: 459 shares; 2025Q2: 259 shares; 2025Q3: 398 shares; 2025Q4: 486 shares; 2026Q1: 241 shares 241$37.2K<0.01%-245Timeline
ANDEANDERSONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 45 shares; 2025Q2: 351 shares; 2025Q3: 450 shares; 2025Q4: 488 shares; 2026Q1: 510 shares 510$37.1K<0.01%+22Timeline
WGOWINNEBAGO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 722 shares; 2025Q2: 1,107 shares; 2025Q3: 1,301 shares; 2025Q4: 1,034 shares; 2026Q1: 1,225 shares 1,225$37K<0.01%+191Timeline
FTFFRANKLIN LTD DURATION INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 6,333 shares 6,333$37K<0.01%+6,114Timeline
IVOLKRANESHARES 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: 1,990 shares 1,990$37K<0.01%newTimeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 638 shares 638$36.9K<0.01%+611Timeline
SSBSOUTHSTATE BK 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: 140 shares; 2025Q4: 199 shares; 2026Q1: 393 shares 393$36.8K<0.01%+194Timeline
MINABERDEEN INTER INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,565 shares; 2025Q2: 14,661 shares; 2025Q3: 14,694 shares; 2025Q4: 14,727 shares; 2026Q1: 14,763 shares 14,763$36.8K<0.01%+36Timeline
INTAINTAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302 shares; 2025Q1: 526 shares; 2025Q2: 731 shares; 2025Q3: 672 shares; 2025Q4: 280 shares; 2026Q1: 1,467 shares 1,467$36.7K<0.01%+1,187Timeline
MXLMAXLINEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: not reported; 2025Q2: 3,062 shares; 2025Q3: 2,093 shares; 2025Q4: 2,185 shares; 2026Q1: 2,070 shares 2,070$36.6K<0.01%-115Timeline
EGBNEAGLE BANCORPORATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 608 shares; 2025Q4: 1,390 shares; 2026Q1: 1,443 shares 1,443$36.6K<0.01%+53Timeline
TUTELUS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 2,321 shares; 2025Q2: 2,167 shares; 2025Q3: 2,926 shares; 2025Q4: 359 shares; 2026Q1: 2,819 shares 2,819$36.6K<0.01%+2,460Timeline
IQQQPROSHARES 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: 97,051 shares; 2026Q1: 872 shares 872$36.5K<0.01%-96,179Timeline
HCIHCI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 73 shares; 2025Q2: 125 shares; 2025Q3: 113 shares; 2025Q4: 184 shares; 2026Q1: 237 shares 237$36.5K<0.01%+53Timeline
YELPYELP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 269 shares; 2025Q1: 1,096 shares; 2025Q2: 522 shares; 2025Q3: 611 shares; 2025Q4: 282 shares; 2026Q1: 1,443 shares 1,443$36.3K<0.01%+1,161Timeline
APRHINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,023 shares; 2025Q1: 4,492 shares; 2025Q2: 1,420 shares; 2025Q3: 1,439 shares; 2025Q4: 1,458 shares; 2026Q1: 1,478 shares 1,478$36.3K<0.01%+20Timeline
FLVAMERICAN 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: 474 shares; 2026Q1: 474 shares 474$36.3K<0.01%0Timeline
IZRLARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 1,283 shares; 2025Q2: 1,675 shares; 2025Q3: 1,275 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares 1,324$36.3K<0.01%0Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,826 shares; 2025Q1: 5,654 shares; 2025Q2: 5,182 shares; 2025Q3: 6,907 shares; 2025Q4: 7,615 shares; 2026Q1: 12,202 shares 12,202$36.2K<0.01%+4,587Timeline
SQLVLEGG 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: 811 shares; 2026Q1: 811 shares 811$36K<0.01%0Timeline
HYGHISHARES U S 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: 386 shares; 2025Q4: 432 shares; 2026Q1: 419 shares 419$35.9K<0.01%-13Timeline
CTMXCYTOMX THERAPEUTICS 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: 7,970 shares; 2025Q4: 7,875 shares; 2026Q1: 7,875 shares 7,875$35.9K<0.01%0Timeline
CPERUNITED STS COMMODITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 1,040 shares 1,040$35.7K<0.01%+1,021Timeline
ITGRINTEGER HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 664 shares; 2025Q1: 50 shares; 2025Q2: 64 shares; 2025Q3: 177 shares; 2025Q4: 519 shares; 2026Q1: 413 shares 413$35.7K<0.01%-106Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,295 shares; 2025Q1: 1,293 shares; 2025Q2: 294 shares; 2025Q3: 1,085 shares; 2025Q4: 2,269 shares; 2026Q1: 1,499 shares 1,499$35.7K<0.01%-770Timeline
CAKECHEESECAKE FACTORY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 328 shares; 2025Q2: 389 shares; 2025Q3: 521 shares; 2025Q4: 626 shares; 2026Q1: 643 shares 643$35.6K<0.01%+17Timeline
HAEHAEMONETICS CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 67 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 787 shares; 2026Q1: 632 shares 632$35.5K<0.01%-155Timeline
MANMANPOWERGROUP INC WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 12 shares; 2025Q2: 33 shares; 2025Q3: 12 shares; 2025Q4: 487 shares; 2026Q1: 1,236 shares 1,236$35.5K<0.01%+749Timeline
IETCISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 722 shares; 2025Q1: 419 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 398 shares; 2026Q1: 398 shares 398$35.5K<0.01%0Timeline
OIIOCEANEERING INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,059 shares; 2025Q1: 110 shares; 2025Q2: 93 shares; 2025Q3: 76 shares; 2025Q4: 564 shares; 2026Q1: 1,033 shares 1,033$35.5K<0.01%+469Timeline
PRLBPROTO LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 309 shares; 2025Q1: 60 shares; 2025Q2: 502 shares; 2025Q3: 510 shares; 2025Q4: 600 shares; 2026Q1: 610 shares 610$35.5K<0.01%+10Timeline
GLDDGREAT LAKES DREDGE & DOCK COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 828 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 637 shares; 2025Q4: 2,111 shares; 2026Q1: 2,084 shares 2,084$35.4K<0.01%-27Timeline
ENZLISHARES 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: 830 shares 830$35.3K<0.01%newTimeline
MGFABERDEEN GOVT MARKETS INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,488 shares; 2025Q2: 3,527 shares; 2025Q3: 3,563 shares; 2025Q4: 3,600 shares; 2026Q1: 12,039 shares 12,039$35.3K<0.01%+8,439Timeline
UVVUNIVERSAL CORP VA MTNS BK ENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86 shares; 2025Q1: 103 shares; 2025Q2: 154 shares; 2025Q3: 266 shares; 2025Q4: 466 shares; 2026Q1: 674 shares 674$35.2K<0.01%+208Timeline
JHXJAMES HARDIE INDS PLCQuarterly 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: 2,315 shares; 2026Q1: 1,835 shares 1,835$35.2K<0.01%-480Timeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 300 shares; 2025Q2: 320 shares; 2025Q3: 345 shares; 2025Q4: 464 shares; 2026Q1: 522 shares 522$35.2K<0.01%+58Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71 shares; 2025Q1: 74 shares; 2025Q2: 246 shares; 2025Q3: 392 shares; 2025Q4: 851 shares; 2026Q1: 422 shares 422$35.2K<0.01%-429Timeline
VBFINVESCO BD 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: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350$35.2K<0.01%0Timeline
NUVNUVEEN MUN VALUE FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,033 shares; 2025Q1: 3,869 shares; 2025Q2: 3,877 shares; 2025Q3: 3,877 shares; 2025Q4: 3,877 shares; 2026Q1: 3,877 shares 3,877$35.1K<0.01%0Timeline
EPOLISHARES 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: 1,436 shares; 2025Q4: 1,178 shares; 2026Q1: 959 shares 959$35K<0.01%-219Timeline
TDVGT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 946 shares; 2025Q1: 948 shares; 2025Q2: 950 shares; 2025Q3: 952 shares; 2025Q4: 954 shares; 2026Q1: 782 shares 782$35K<0.01%-172Timeline
VLGEAVILLAGE SUPER MKT 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: 420 shares; 2025Q4: 932 shares; 2026Q1: 815 shares 815$34.9K<0.01%-117Timeline
BSMBLACK STONE MINERALS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares 2,375$34.9K<0.01%0Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69 shares; 2025Q1: 135 shares; 2025Q2: 81 shares; 2025Q3: 78 shares; 2025Q4: 445 shares; 2026Q1: 675 shares 675$34.8K<0.01%+230Timeline
JUCYETF 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: 125 shares; 2025Q4: 124 shares; 2026Q1: 1,566 shares 1,566$34.7K<0.01%+1,442Timeline
DIODDIODES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 295 shares; 2025Q2: 354 shares; 2025Q3: 389 shares; 2025Q4: 589 shares; 2026Q1: 504 shares 504$34.7K<0.01%-85Timeline
ALKTALKAMI TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 2,916 shares; 2025Q4: 2,263 shares; 2026Q1: 2,169 shares 2,169$34.7K<0.01%-94Timeline
FLTWFRANKLIN 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: 84 shares; 2025Q4: 95 shares; 2026Q1: 503 shares 503$34.6K<0.01%+408Timeline
PTGXPROTAGONIST THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 389 shares; 2025Q2: 93 shares; 2025Q3: 141 shares; 2025Q4: 297 shares; 2026Q1: 333 shares 333$34.5K<0.01%+36Timeline
AUPHAURINIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 2,065 shares; 2025Q4: 2,490 shares; 2026Q1: 2,222 shares 2,222$34.4K<0.01%-268Timeline
SLVMSYLVAMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 248 shares; 2025Q1: 365 shares; 2025Q2: 385 shares; 2025Q3: 319 shares; 2025Q4: 838 shares; 2026Q1: 804 shares 804$34.3K<0.01%-34Timeline
IGBHISHARES U S 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: 1,351 shares; 2025Q4: 1,501 shares; 2026Q1: 1,415 shares 1,415$34.3K<0.01%-86Timeline
LTCLTC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69 shares; 2025Q1: 291 shares; 2025Q2: 264 shares; 2025Q3: 313 shares; 2025Q4: 900 shares; 2026Q1: 910 shares 910$34.2K<0.01%+10Timeline
FSUNFIRSTSUN CAP BANCORPQuarterly 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: 3 shares; 2026Q1: 929 shares 929$34.1K<0.01%+926Timeline
TCBKTRICO BANCSHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 667 shares; 2025Q1: 661 shares; 2025Q2: 509 shares; 2025Q3: 524 shares; 2025Q4: 735 shares; 2026Q1: 711 shares 711$34.1K<0.01%-24Timeline
XRAYDENTSPLY SIRONA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 193 shares; 2025Q1: 553 shares; 2025Q2: 1,361 shares; 2025Q3: 1,722 shares; 2025Q4: 3,773 shares; 2026Q1: 2,920 shares 2,920$34K<0.01%-853Timeline
AMPXAMPRIUS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 3,985 shares; 2025Q2: 1 shares; 2025Q3: 77 shares; 2025Q4: 178 shares; 2026Q1: 2,193 shares 2,193$34K<0.01%+2,015Timeline
FCPTFOUR CORNERS PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 38 shares; 2025Q2: 32 shares; 2025Q3: 120 shares; 2025Q4: 1,115 shares; 2026Q1: 1,441 shares 1,441$33.9K<0.01%+326Timeline
DSPVIANT 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: not reported; 2025Q3: 3,553 shares; 2025Q4: 3,011 shares; 2026Q1: 3,017 shares 3,017$33.9K<0.01%+6Timeline
ROBTFIRST 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: not reported; 2025Q4: 907 shares; 2026Q1: 724 shares 724$33.9K<0.01%-183Timeline
CHPXGLOBAL 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: 575 shares; 2026Q1: 575 shares 575$33.9K<0.01%0Timeline
BHKBLACKROCK CORE BD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: not reported; 2025Q3: 3,529 shares; 2025Q4: 3,612 shares; 2026Q1: 3,699 shares 3,699$33.8K<0.01%+87Timeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 127 shares; 2025Q2: 101 shares; 2025Q3: 192 shares; 2025Q4: 408 shares; 2026Q1: 1,042 shares 1,042$33.8K<0.01%+634Timeline
LPTHLIGHTPATH 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: 3,000 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300$33.7K<0.01%0Timeline
WLKWESTLAKE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 99 shares; 2025Q2: 1,921 shares; 2025Q3: 503 shares; 2025Q4: 300 shares; 2026Q1: 289 shares 289$33.7K<0.01%-11Timeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 411 shares; 2025Q2: 378 shares; 2025Q3: 403 shares; 2025Q4: 669 shares; 2026Q1: 564 shares 564$33.7K<0.01%-105Timeline
KEPKOREA ELEC PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,676 shares; 2025Q1: 1,490 shares; 2025Q2: 1,559 shares; 2025Q3: 1,598 shares; 2025Q4: 1,911 shares; 2026Q1: 2,317 shares 2,317$33.7K<0.01%+406Timeline
UPSDETF 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: 1,315 shares 1,315$33.7K<0.01%newTimeline
IPGPIPG PHOTONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 17 shares; 2025Q2: 2 shares; 2025Q3: 57 shares; 2025Q4: 107 shares; 2026Q1: 291 shares 291$33.6K<0.01%+184Timeline
PSECPROSPECT CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,520 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 12,936 shares; 2026Q1: 12,822 shares 12,822$33.6K<0.01%-114Timeline
METLSPROTT 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: not reported; 2025Q3: not reported; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares 1,220$33.6K<0.01%0Timeline
ATENA10 NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76 shares; 2025Q1: 821 shares; 2025Q2: 71 shares; 2025Q3: 1,172 shares; 2025Q4: 2,255 shares; 2026Q1: 1,393 shares 1,393$33.5K<0.01%-862Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 483 shares; 2025Q1: 593 shares; 2025Q2: 305 shares; 2025Q3: 265 shares; 2025Q4: 283 shares; 2026Q1: 301 shares 301$33.5K<0.01%+18Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 549 shares; 2025Q2: 623 shares; 2025Q3: 1,066 shares; 2025Q4: 1,212 shares; 2026Q1: 998 shares 998$33.5K<0.01%-214Timeline
DQDAQO NEW ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 76 shares; 2025Q4: 1,330 shares; 2026Q1: 1,564 shares 1,564$33.5K<0.01%+234Timeline
JSTCTIDAL 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: 1,500 shares; 2025Q3: 1,703 shares; 2025Q4: 1,705 shares; 2026Q1: 1,705 shares 1,705$33.4K<0.01%0Timeline
NAMSNEWAMSTERDAM PHARMA COMPANYQuarterly 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: 16 shares; 2025Q4: 724 shares; 2026Q1: 1,018 shares 1,018$33.4K<0.01%+294Timeline
FLDRFIDELITY 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: 2,000 shares; 2026Q1: 667 shares 667$33.4K<0.01%-1,333Timeline
PAYOPAYONEER GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,335 shares; 2025Q2: 4,662 shares; 2025Q3: 4,939 shares; 2025Q4: 4,626 shares; 2026Q1: 6,905 shares 6,905$33.4K<0.01%+2,279Timeline
TALOTALOS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,040 shares; 2025Q1: 940 shares; 2025Q2: 1,364 shares; 2025Q3: 1,484 shares; 2025Q4: 2,215 shares; 2026Q1: 2,221 shares 2,221$33.2K<0.01%+6Timeline
KLICKULICKE & SOFFA INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 62 shares; 2025Q2: 23 shares; 2025Q3: 62 shares; 2025Q4: 339 shares; 2026Q1: 500 shares 500$33.1K<0.01%+161Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,197 shares; 2025Q1: 1,393 shares; 2025Q2: 1,363 shares; 2025Q3: 3,709 shares; 2025Q4: 7,938 shares; 2026Q1: 4,263 shares 4,263$33.1K<0.01%-3,675Timeline
QQQEDIREXION SHARES 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: 56 shares; 2025Q3: 161 shares; 2025Q4: 162 shares; 2026Q1: 334 shares 334$33.1K<0.01%+172Timeline
FFAFIRST TR ENHANCED EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600$33.1K<0.01%0Timeline
GNLGLOBAL NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,888 shares; 2025Q1: 4,358 shares; 2025Q2: 3,201 shares; 2025Q3: 3,035 shares; 2025Q4: 3,305 shares; 2026Q1: 3,485 shares 3,485$33K<0.01%+180Timeline
ASOACADEMY SPORTS & OUTDOORS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 517 shares; 2025Q2: 340 shares; 2025Q3: 421 shares; 2025Q4: 428 shares; 2026Q1: 571 shares 571$32.9K<0.01%+143Timeline
XJQCXNUVEEN CR STRATEGIES INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,156 shares; 2025Q1: 3,736 shares; 2025Q2: 8,902 shares; 2025Q3: 8,319 shares; 2025Q4: 8,343 shares; 2026Q1: 6,812 shares 6,812$32.9K<0.01%-1,531Timeline
ACIWACI WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,899 shares; 2025Q1: 100 shares; 2025Q2: 175 shares; 2025Q3: 164 shares; 2025Q4: 536 shares; 2026Q1: 802 shares 802$32.9K<0.01%+266Timeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 542 shares; 2025Q1: 575 shares; 2025Q2: 557 shares; 2025Q3: 652 shares; 2025Q4: 255 shares; 2026Q1: 418 shares 418$32.8K<0.01%+163Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,521 shares; 2025Q1: 3,274 shares; 2025Q2: 3,112 shares; 2025Q3: 3,087 shares; 2025Q4: 1,102 shares; 2026Q1: 503 shares 503$32.7K<0.01%-599Timeline
ACAARCOSA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 61 shares; 2025Q2: 162 shares; 2025Q3: 177 shares; 2025Q4: 307 shares; 2026Q1: 303 shares 303$32.7K<0.01%-4Timeline
UAAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 966 shares; 2025Q1: 1,069 shares; 2025Q2: 1,573 shares; 2025Q3: 2,905 shares; 2025Q4: 3,792 shares; 2026Q1: 5,687 shares 5,687$32.7K<0.01%+1,895Timeline
TXG10X GENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 258 shares; 2025Q1: 312 shares; 2025Q2: 411 shares; 2025Q3: 427 shares; 2025Q4: 671 shares; 2026Q1: 1,482 shares 1,482$32.7K<0.01%+811Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 381 shares; 2025Q2: 4,415 shares; 2025Q3: 8,318 shares; 2025Q4: 3,841 shares; 2026Q1: 1,746 shares 1,746$32.7K<0.01%-2,095Timeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93 shares; 2025Q1: 99 shares; 2025Q2: 136 shares; 2025Q3: 221 shares; 2025Q4: 343 shares; 2026Q1: 558 shares 558$32.6K<0.01%+215Timeline
OMFSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 524 shares; 2025Q2: 689 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 717 shares 717$32.6K<0.01%+27Timeline
AMRALPHA METALLURGICAL RESOUR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,537 shares; 2025Q1: 348 shares; 2025Q2: 178 shares; 2025Q3: 265 shares; 2025Q4: 91 shares; 2026Q1: 164 shares 164$32.5K<0.01%+73Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136 shares; 2025Q1: 165 shares; 2025Q2: 150 shares; 2025Q3: 1,149 shares; 2025Q4: 332 shares; 2026Q1: 347 shares 347$32.5K<0.01%+15Timeline
UWMCUWM HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 748 shares; 2025Q3: 569 shares; 2025Q4: 8,596 shares; 2026Q1: 8,932 shares 8,932$32.5K<0.01%+336Timeline
NEHINEOS 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: 975 shares 975$32.5K<0.01%newTimeline
ECHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 800 shares 800$32.5K<0.01%-100Timeline
CQPCHENIERE ENERGY PARTNERS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares 504$32.5K<0.01%0Timeline
KODKODIAK SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,006 shares; 2025Q2: 8,056 shares; 2025Q3: 2,212 shares; 2025Q4: 1,137 shares; 2026Q1: 758 shares 758$32.5K<0.01%-379Timeline
ACESALPS 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: 800 shares; 2025Q3: not reported; 2025Q4: 736 shares; 2026Q1: 964 shares 964$32.4K<0.01%+228Timeline
HYMCHYCROFT MINING HOLDING 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: not reported; 2026Q1: 920 shares 920$32.2K<0.01%newTimeline
INNSUMMIT HOTEL PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 25,582 shares; 2025Q2: 28,195 shares; 2025Q3: 26,856 shares; 2025Q4: 27,726 shares; 2026Q1: 7,580 shares 7,580$32.2K<0.01%-20,146Timeline
RWTREDWOOD TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 289 shares; 2025Q3: 1,213 shares; 2025Q4: 2,515 shares; 2026Q1: 5,709 shares 5,709$32.2K<0.01%+3,194Timeline
FTMAPUTNAM 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: 3,586 shares 3,586$32.1K<0.01%newTimeline
SAILSAILPOINT 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: 996 shares; 2025Q4: 3,070 shares; 2026Q1: 2,402 shares 2,402$32.1K<0.01%-668Timeline
MARMFIRST 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: 2,088 shares; 2025Q3: 806 shares; 2025Q4: 968 shares; 2026Q1: 958 shares 958$32.1K<0.01%-10Timeline
CUBICUSTOMERS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 435 shares; 2025Q2: 412 shares; 2025Q3: 672 shares; 2025Q4: 438 shares; 2026Q1: 451 shares 451$32K<0.01%+13Timeline
TIITITAN MNG 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: 100 shares; 2026Q1: 10,100 shares 10,100$31.9K<0.01%+10,000Timeline
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: 106 shares; 2025Q2: 47 shares; 2025Q3: 51 shares; 2025Q4: 411 shares; 2026Q1: 583 shares 583$31.9K<0.01%+172Timeline
NACPTIDAL 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: 333 shares; 2026Q1: 651 shares 651$31.9K<0.01%+318Timeline
IGPTINVESCO 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: 300 shares; 2026Q1: 536 shares 536$31.9K<0.01%+236Timeline
MBSFVALUED ADVISERS 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: 1,245 shares 1,245$31.9K<0.01%newTimeline
EMTLSSGA ACTIVE 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: 481 shares; 2026Q1: 750 shares 750$31.8K<0.01%+269Timeline
TDCTERADATA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,597 shares; 2025Q1: 235 shares; 2025Q2: 384 shares; 2025Q3: 450 shares; 2025Q4: 4,247 shares; 2026Q1: 1,259 shares 1,259$31.8K<0.01%-2,988Timeline
ESNNORTHERN LTS 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: 1,800 shares 1,800$31.8K<0.01%newTimeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 282 shares; 2025Q2: 469 shares; 2025Q3: 512 shares; 2025Q4: 520 shares; 2026Q1: 1,007 shares 1,007$31.7K<0.01%+487Timeline
CCNECNB FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 30 shares; 2025Q4: 143 shares; 2026Q1: 1,082 shares 1,082$31.7K<0.01%+939Timeline
GLOBGLOBANT S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 387 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 452 shares; 2026Q1: 680 shares 680$31.7K<0.01%+228Timeline
AHRTAH RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 37 shares; 2025Q3: 49 shares; 2025Q4: 717 shares; 2026Q1: 5,860 shares 5,860$31.6K<0.01%+5,143Timeline
SNDASONIDA SENIOR LIVING 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: not reported; 2026Q1: 985 shares 985$31.6K<0.01%newTimeline
FRPTFRESHPET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57 shares; 2025Q1: 68 shares; 2025Q2: 56 shares; 2025Q3: 152 shares; 2025Q4: 606 shares; 2026Q1: 526 shares 526$31.6K<0.01%-80Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 523 shares; 2025Q2: 617 shares; 2025Q3: 615 shares; 2025Q4: 431 shares; 2026Q1: 379 shares 379$31.6K<0.01%-52Timeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95 shares; 2025Q1: 94 shares; 2025Q2: 816 shares; 2025Q3: 833 shares; 2025Q4: 844 shares; 2026Q1: 587 shares 587$31.5K<0.01%-257Timeline
PAHCPHIBRO ANIMAL HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 149 shares; 2025Q3: 341 shares; 2025Q4: 727 shares; 2026Q1: 574 shares 574$31.4K<0.01%-153Timeline
ADXADAMS DIVERSIFIED EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400$31.4K<0.01%0Timeline
ADEAADEIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 745 shares; 2025Q2: 78 shares; 2025Q3: 338 shares; 2025Q4: 1,200 shares; 2026Q1: 1,250 shares 1,250$31.3K<0.01%+50Timeline
KKR & CO INCKKR & CO 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: not reported; 2026Q1: 790 shares 790$31.3K<0.01%new
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,068 shares; 2025Q1: 1,340 shares; 2025Q2: 1,064 shares; 2025Q3: 1,844 shares; 2025Q4: 2,786 shares; 2026Q1: 2,786 shares 2,786$31.3K<0.01%0Timeline
BBCBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 198 shares; 2025Q1: 630 shares; 2025Q2: 730 shares; 2025Q3: 696 shares; 2025Q4: 777 shares; 2026Q1: 692 shares 692$31.2K<0.01%-85Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,349 shares; 2025Q1: 1,431 shares; 2025Q2: 1,694 shares; 2025Q3: 1,457 shares; 2025Q4: 1,428 shares; 2026Q1: 1,817 shares 1,817$31.2K<0.01%+389Timeline
SENEASENECA FOODS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121 shares; 2025Q1: 116 shares; 2025Q2: 111 shares; 2025Q3: 186 shares; 2025Q4: 197 shares; 2026Q1: 199 shares 199$31.2K<0.01%+2Timeline
KNTKKINETIK HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 110 shares; 2025Q2: 301 shares; 2025Q3: 258 shares; 2025Q4: 342 shares; 2026Q1: 679 shares 679$31.1K<0.01%+337Timeline
IMVPINVESCO INDIA EXCHANGE-TRADEQuarterly 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: 820 shares; 2025Q4: 2,550 shares; 2026Q1: 1,521 shares 1,521$31.1K<0.01%-1,029Timeline
JPSEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 194 shares; 2025Q2: 3 shares; 2025Q3: 2,915 shares; 2025Q4: 993 shares; 2026Q1: 588 shares 588$31K<0.01%-405Timeline
TYGTORTOISE ENERGY INFRSTRCTR CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143 shares; 2025Q1: 1,225 shares; 2025Q2: 1,453 shares; 2025Q3: 923 shares; 2025Q4: 383 shares; 2026Q1: 671 shares 671$30.9K<0.01%+288Timeline
RSSTTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: 6,925 shares; 2025Q2: 2,546 shares; 2025Q3: 1,537 shares; 2025Q4: 1,590 shares; 2026Q1: 1,078 shares 1,078$30.8K<0.01%-512Timeline
PTENPATTERSON-UTI ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,409 shares; 2025Q1: 1,409 shares; 2025Q2: 1,030 shares; 2025Q3: 867 shares; 2025Q4: 1,867 shares; 2026Q1: 2,972 shares 2,972$30.8K<0.01%+1,105Timeline
AMPYAMPLIFY ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 194 shares; 2025Q1: not reported; 2025Q2: 1,472 shares; 2025Q3: 5,240 shares; 2025Q4: 5,240 shares; 2026Q1: 5,240 shares 5,240$30.8K<0.01%0Timeline
AGGHSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,349 shares; 2025Q2: not reported; 2025Q3: 2,396 shares; 2025Q4: 1,490 shares; 2026Q1: 1,509 shares 1,509$30.7K<0.01%+19Timeline
EVTLVERTICAL AEROSPACE 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: 10,175 shares; 2026Q1: 13,575 shares 13,575$30.7K<0.01%+3,400Timeline
VFQYVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares 204$30.6K<0.01%0Timeline
ELVNENLIVEN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 688 shares; 2026Q1: 810 shares 810$30.6K<0.01%+122Timeline
AQNALGONQUIN POWER & UTILITIESQuarterly 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: 3,852 shares; 2026Q1: 4,906 shares 4,906$30.6K<0.01%+1,054Timeline
FINVFINVOLUTION GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,281 shares; 2025Q3: 3,612 shares; 2025Q4: 5,695 shares; 2026Q1: 6,256 shares 6,256$30.6K<0.01%+561Timeline
YPFYPF SOCIEDAD ANONIMAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 281 shares; 2025Q2: 250 shares; 2025Q3: 225 shares; 2025Q4: 425 shares; 2026Q1: 690 shares 690$30.6K<0.01%+265Timeline
TNCTENNANT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 619 shares; 2025Q2: 500 shares; 2025Q3: 503 shares; 2025Q4: 579 shares; 2026Q1: 442 shares 442$30.5K<0.01%-137Timeline
RPDRAPID7 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 54 shares; 2025Q2: not reported; 2025Q3: 276 shares; 2025Q4: 1,543 shares; 2026Q1: 5,589 shares 5,589$30.4K<0.01%+4,046Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 118 shares; 2025Q3: 114 shares; 2025Q4: 343 shares; 2026Q1: 269 shares 269$30.4K<0.01%-74Timeline
EZBCFRANKLIN TEMPLETON DIGITAL HQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 176 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 353 shares; 2026Q1: 771 shares 771$30.4K<0.01%+418Timeline
ZTOZTO EXPRESS CAYMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183 shares; 2025Q1: 303 shares; 2025Q2: 208 shares; 2025Q3: 343 shares; 2025Q4: 1,077 shares; 2026Q1: 1,225 shares 1,225$30.4K<0.01%+148Timeline
OPLNOPENLANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 84 shares; 2025Q2: 236 shares; 2025Q3: 559 shares; 2025Q4: 814 shares; 2026Q1: 1,031 shares 1,031$30.3K<0.01%+217Timeline
GLSIGREENWICH LIFESCIENCES 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: 919 shares; 2026Q1: 1,319 shares 1,319$30.3K<0.01%+400Timeline
CIBGRUPO CIBEST SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: 49 shares; 2025Q4: 321 shares; 2026Q1: 415 shares 415$30.2K<0.01%+94Timeline
WHDCACTUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 89 shares; 2025Q2: 49 shares; 2025Q3: 373 shares; 2025Q4: 541 shares; 2026Q1: 642 shares 642$30.2K<0.01%+101Timeline
HLIOHELIOS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 29 shares; 2025Q4: 44 shares; 2026Q1: 440 shares 440$30.1K<0.01%+396Timeline
BBSIBARRETT BUSINESS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 893 shares; 2025Q4: 1,456 shares; 2026Q1: 1,039 shares 1,039$30K<0.01%-417Timeline
CPNJCALAMOS 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: 1,105 shares; 2026Q1: 1,105 shares 1,105$30K<0.01%0Timeline
CSWCSW INDUSTRIALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 55 shares; 2025Q2: 59 shares; 2025Q3: 94 shares; 2025Q4: 80 shares; 2026Q1: 115 shares 115$29.9K<0.01%+35Timeline
BBDOBANCO BRADESCO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 361 shares; 2025Q1: 198 shares; 2025Q2: 11,172 shares; 2025Q3: 10,686 shares; 2025Q4: 10,691 shares; 2026Q1: 8,922 shares 8,922$29.9K<0.01%-1,769Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 32 shares; 2025Q2: 7 shares; 2025Q3: 188 shares; 2025Q4: 171 shares; 2026Q1: 334 shares 334$29.9K<0.01%+163Timeline
BFHBREAD FINANCIAL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 185 shares; 2025Q2: 404 shares; 2025Q3: 416 shares; 2025Q4: 1,507 shares; 2026Q1: 406 shares 406$29.9K<0.01%-1,101Timeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,269 shares; 2025Q1: 7,875 shares; 2025Q2: 3,813 shares; 2025Q3: 3,985 shares; 2025Q4: 8,654 shares; 2026Q1: 6,437 shares 6,437$29.9K<0.01%-2,217Timeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,060 shares; 2025Q1: 4,340 shares; 2025Q2: 4,694 shares; 2025Q3: 4,791 shares; 2025Q4: 2,981 shares; 2026Q1: 1,990 shares 1,990$29.9K<0.01%-991Timeline
NICNICOLET BANKSHARES 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 shares; 2025Q3: 81 shares; 2025Q4: 143 shares; 2026Q1: 199 shares 199$29.8K<0.01%+56Timeline
TELFYTELEFONICA SA-SPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,789 shares; 2025Q1: 430 shares; 2025Q2: 548 shares; 2025Q3: 928 shares; 2025Q4: 5,838 shares; 2026Q1: 6,842 shares 6,842$29.8K<0.01%+1,004Timeline
BOKFBOK FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 18 shares; 2025Q2: 14 shares; 2025Q3: 78 shares; 2025Q4: 213 shares; 2026Q1: 231 shares 231$29.6K<0.01%+18Timeline
KEKIMBALL ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,256 shares; 2026Q1: 1,251 shares 1,251$29.6K<0.01%-5Timeline
IMAXIMAX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 214 shares; 2025Q3: 1,215 shares; 2025Q4: 1,225 shares; 2026Q1: 765 shares 765$29.6K<0.01%-460Timeline
DEFRETF 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: 1,110 shares 1,110$29.5K<0.01%newTimeline
SBCFSEACOAST BKG CORP FLAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,209 shares; 2025Q1: 1,094 shares; 2025Q2: 853 shares; 2025Q3: 879 shares; 2025Q4: 989 shares; 2026Q1: 965 shares 965$29.5K<0.01%-24Timeline
FERFERROVIAL NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 78 shares; 2025Q4: 151 shares; 2026Q1: 439 shares 439$29.4K<0.01%+288Timeline
BBAXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 94 shares; 2025Q3: 469 shares; 2025Q4: 488 shares; 2026Q1: 490 shares 490$29.4K<0.01%+2Timeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 359 shares; 2025Q1: 1,920 shares; 2025Q2: 1,618 shares; 2025Q3: 1,739 shares; 2025Q4: 1,865 shares; 2026Q1: 1,110 shares 1,110$29.4K<0.01%-755Timeline
DVDOUBLEVERIFY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 101 shares; 2025Q2: 3,167 shares; 2025Q3: 133 shares; 2025Q4: 1,180 shares; 2026Q1: 3,002 shares 3,002$29.4K<0.01%+1,822Timeline
HOSHORNBECK OFFSHORE SERVICES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,387 shares; 2025Q1: 5,974 shares; 2025Q2: 3,090 shares; 2025Q3: 73,996 shares; 2025Q4: 4,333 shares; 2026Q1: 3,129 shares 3,129$29.3K<0.01%-1,204Timeline
UAMYUNITED STATES ANTIMONY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,574 shares; 2025Q3: not reported; 2025Q4: 2,525 shares; 2026Q1: 3,525 shares 3,525$29.3K<0.01%+1,000Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,722 shares; 2025Q1: 1,909 shares; 2025Q2: 426 shares; 2025Q3: 1,001 shares; 2025Q4: 1,924 shares; 2026Q1: 1,041 shares 1,041$29.2K<0.01%-883Timeline
RNRGGLOBAL 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: 565 shares; 2025Q4: 777 shares; 2026Q1: 785 shares 785$29.1K<0.01%+8Timeline
BHFBRIGHTHOUSE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 448 shares; 2025Q2: 385 shares; 2025Q3: 259 shares; 2025Q4: 382 shares; 2026Q1: 488 shares 488$29.1K<0.01%+106Timeline
PBR-APETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,129 shares; 2025Q1: 1,277 shares; 2025Q2: 1,540 shares; 2025Q3: 1,916 shares; 2025Q4: 1,679 shares; 2026Q1: 1,587 shares 1,587$29K<0.01%-92Timeline
ACTENACT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,346 shares; 2025Q1: 965 shares; 2025Q2: 773 shares; 2025Q3: 677 shares; 2025Q4: 354 shares; 2026Q1: 714 shares 714$29K<0.01%+360Timeline
HEQTSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 169,796 shares; 2025Q2: 165,494 shares; 2025Q3: 56 shares; 2025Q4: not reported; 2026Q1: 923 shares 923$29K<0.01%newTimeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 9 shares; 2025Q3: 14 shares; 2025Q4: 83 shares; 2026Q1: 191 shares 191$28.9K<0.01%+108Timeline
TWSTTWIST BIOSCIENCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,429 shares; 2025Q1: 6,435 shares; 2025Q2: 4,960 shares; 2025Q3: 566 shares; 2025Q4: 336 shares; 2026Q1: 583 shares 583$28.9K<0.01%+247Timeline
ROADCONSTRUCTION PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79 shares; 2025Q1: 33 shares; 2025Q2: 81 shares; 2025Q3: 190 shares; 2025Q4: 253 shares; 2026Q1: 256 shares 256$28.9K<0.01%+3Timeline
OLPONE LIBERTY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61 shares; 2025Q1: 558 shares; 2025Q2: 528 shares; 2025Q3: 533 shares; 2025Q4: 729 shares; 2026Q1: 1,329 shares 1,329$28.8K<0.01%+600Timeline
BLBLACKLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 75 shares; 2026Q1: 788 shares 788$28.7K<0.01%+713Timeline
MXFMEXICO FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 1,348 shares; 2026Q1: 1,348 shares 1,348$28.7K<0.01%0Timeline
FEIMFREQUENCY ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,105 shares; 2025Q4: 1,263 shares; 2026Q1: 613 shares 613$28.6K<0.01%-650Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 279 shares; 2025Q1: 261 shares; 2025Q2: 149 shares; 2025Q3: 207 shares; 2025Q4: 335 shares; 2026Q1: 242 shares 242$28.6K<0.01%-93Timeline
CWSTCASELLA WASTE SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 28 shares; 2025Q2: 24 shares; 2025Q3: 236 shares; 2025Q4: 291 shares; 2026Q1: 351 shares 351$28.6K<0.01%+60Timeline
NGNOVAGOLD RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 183 shares; 2025Q2: 62 shares; 2025Q3: 1,062 shares; 2025Q4: 1,078 shares; 2026Q1: 3,053 shares 3,053$28.6K<0.01%+1,975Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 52 shares; 2025Q2: 15 shares; 2025Q3: 93 shares; 2025Q4: 254 shares; 2026Q1: 357 shares 357$28.6K<0.01%+103Timeline
RILYBRC GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 4,126 shares; 2025Q4: 4,028 shares; 2026Q1: 4,140 shares 4,140$28.4K<0.01%+112Timeline
GOLDGOLD COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,252 shares; 2025Q1: 2,267 shares; 2025Q2: 3,522 shares; 2025Q3: 615 shares; 2025Q4: 668 shares; 2026Q1: 680 shares 680$28.4K<0.01%+12Timeline
MACMACERICH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,324 shares; 2025Q1: 2,221 shares; 2025Q2: 195 shares; 2025Q3: 762 shares; 2025Q4: 1,347 shares; 2026Q1: 1,465 shares 1,465$28.4K<0.01%+118Timeline
SXTSENSIENT TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 71 shares; 2025Q2: 59 shares; 2025Q3: 74 shares; 2025Q4: 306 shares; 2026Q1: 310 shares 310$28.4K<0.01%+4Timeline
SXISTANDEX INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 50 shares; 2025Q2: 6 shares; 2025Q3: 49 shares; 2025Q4: 91 shares; 2026Q1: 109 shares 109$28.4K<0.01%+18Timeline
ETORETORO GROUP 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: 48,355 shares; 2025Q4: 332 shares; 2026Q1: 943 shares 943$28.3K<0.01%+611Timeline
RONBBARON 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: 1,235 shares 1,235$28.2K<0.01%newTimeline
CUKCARNIVAL PLCQuarterly 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: 396 shares; 2026Q1: 1,064 shares 1,064$28.2K<0.01%+668Timeline
APOGAPOGEE ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,454 shares; 2025Q1: 994 shares; 2025Q2: 662 shares; 2025Q3: 628 shares; 2025Q4: 67 shares; 2026Q1: 835 shares 835$28.2K<0.01%+768Timeline
LCIDLUCID 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: not reported; 2025Q3: 2,481 shares; 2025Q4: 2,680 shares; 2026Q1: 2,945 shares 2,945$28.2K<0.01%+265Timeline
FIVNFIVE9 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 747 shares; 2025Q1: 895 shares; 2025Q2: 697 shares; 2025Q3: 553 shares; 2025Q4: 950 shares; 2026Q1: 1,862 shares 1,862$28K<0.01%+912Timeline
PHINPHINIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234 shares; 2025Q1: 393 shares; 2025Q2: 298 shares; 2025Q3: 338 shares; 2025Q4: 357 shares; 2026Q1: 403 shares 403$28K<0.01%+46Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 289 shares; 2025Q1: 85 shares; 2025Q2: 523 shares; 2025Q3: 476 shares; 2025Q4: 2,274 shares; 2026Q1: 2,773 shares 2,773$28K<0.01%+499Timeline
FOLDAMICUS THERAPEUTICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81 shares; 2025Q1: 76 shares; 2025Q2: 32 shares; 2025Q3: 68 shares; 2025Q4: 1,871 shares; 2026Q1: 1,930 shares 1,930$27.9K<0.01%+59Timeline
QQQHNEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540$27.8K<0.01%0Timeline
CDCVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 391 shares 391$27.8K<0.01%-22Timeline
XNIEXVIRTUS EQUITY & CONV INCM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 1,172 shares 1,172$27.7K<0.01%+222Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,072 shares; 2025Q1: 1,095 shares; 2025Q2: 1,206 shares; 2025Q3: 1,253 shares; 2025Q4: 2,463 shares; 2026Q1: 1,530 shares 1,530$27.7K<0.01%-933Timeline
HUNHUNTSMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77 shares; 2025Q1: 1,123 shares; 2025Q2: 359 shares; 2025Q3: 371 shares; 2025Q4: 1,257 shares; 2026Q1: 2,126 shares 2,126$27.7K<0.01%+869Timeline
NUGTDIREXION SHARES 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: 45 shares; 2025Q4: 45 shares; 2026Q1: 135 shares 135$27.7K<0.01%+90Timeline
CPSACALAMOS 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: 13,423 shares; 2025Q4: 9,063 shares; 2026Q1: 1,025 shares 1,025$27.6K<0.01%-8,038Timeline
NAVINAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 265 shares; 2025Q3: 282 shares; 2025Q4: 298 shares; 2026Q1: 3,334 shares 3,334$27.6K<0.01%+3,036Timeline
GATXGATX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 53 shares; 2025Q2: 63 shares; 2025Q3: 127 shares; 2025Q4: 118 shares; 2026Q1: 161 shares 161$27.6K<0.01%+43Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,057 shares; 2025Q1: 1,540 shares; 2025Q2: 1,411 shares; 2025Q3: 770 shares; 2025Q4: 220 shares; 2026Q1: 166 shares 166$27.6K<0.01%-54Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 18 shares; 2025Q3: 73 shares; 2025Q4: 6,033 shares; 2026Q1: 739 shares 739$27.5K<0.01%-5,294Timeline
TILEINTERFACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,627 shares; 2025Q1: 3,299 shares; 2025Q2: 1,482 shares; 2025Q3: 846 shares; 2025Q4: 550 shares; 2026Q1: 1,072 shares 1,072$27.5K<0.01%+522Timeline
BTUPEABODY ENGR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 298 shares; 2025Q1: 5,016 shares; 2025Q2: 9,962 shares; 2025Q3: 10,092 shares; 2025Q4: 7,350 shares; 2026Q1: 835 shares 835$27.4K<0.01%-6,515Timeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,757 shares; 2025Q1: 7,732 shares; 2025Q2: 14,202 shares; 2025Q3: 19,590 shares; 2025Q4: 7,412 shares; 2026Q1: 8,963 shares 8,963$27.4K<0.01%+1,551Timeline
PRTAPROTHENA CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 353 shares; 2025Q1: 967 shares; 2025Q2: 2,457 shares; 2025Q3: 2,434 shares; 2025Q4: 2,434 shares; 2026Q1: 2,734 shares 2,734$27.4K<0.01%+300Timeline
UHAL-BU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126 shares; 2025Q1: 116 shares; 2025Q2: 181 shares; 2025Q3: 553 shares; 2025Q4: 621 shares; 2026Q1: 621 shares 621$27.4K<0.01%0Timeline
SPHSUBURBAN PROPANE PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 363 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,363 shares 1,363$27.3K<0.01%0Timeline
TXTERNIUM SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 187 shares; 2025Q2: 42 shares; 2025Q3: 141 shares; 2025Q4: 155 shares; 2026Q1: 669 shares 669$27.3K<0.01%+514Timeline
DMACDIAMEDICA THERAPEUTICS 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: 4,235 shares; 2026Q1: 4,235 shares 4,235$27.2K<0.01%0Timeline
HBDCTIDAL TRUST 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: 1,112 shares; 2026Q1: 1,112 shares 1,112$27.2K<0.01%0Timeline
EOSEEOS ENERGY ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 3,325 shares; 2025Q4: 3,896 shares; 2026Q1: 5,424 shares 5,424$27.1K<0.01%+1,528Timeline
GTOPGOLDMAN SACHS 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: 736 shares; 2026Q1: 736 shares 736$27.1K<0.01%0Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 69 shares; 2025Q3: 108 shares; 2025Q4: 240 shares; 2026Q1: 298 shares 298$27K<0.01%+58Timeline
CPRACALAMOS 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: 1,000 shares; 2026Q1: 1,000 shares 1,000$26.9K<0.01%0Timeline
VNAMGLOBAL 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: 1,170 shares; 2026Q1: 1,170 shares 1,170$26.9K<0.01%0Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,501 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 647 shares; 2026Q1: 647 shares 647$26.9K<0.01%0Timeline
BRCBRADY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,074 shares; 2025Q1: 231 shares; 2025Q2: 148 shares; 2025Q3: 157 shares; 2025Q4: 179 shares; 2026Q1: 325 shares 325$26.8K<0.01%+146Timeline
NGSNATURAL GAS SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 711 shares; 2026Q1: 716 shares 716$26.8K<0.01%+5Timeline
LBOEA 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: 1,284 shares; 2025Q3: 97,213 shares; 2025Q4: 18,765 shares; 2026Q1: 1,145 shares 1,145$26.7K<0.01%-17,620Timeline
VICRVICOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 1 shares; 2025Q3: 119 shares; 2025Q4: 130 shares; 2026Q1: 169 shares 169$26.7K<0.01%+39Timeline
KMPRKEMPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 9 shares; 2025Q4: 1,040 shares; 2026Q1: 890 shares 890$26.7K<0.01%-150Timeline
TGLSTECNOGLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 194 shares; 2025Q1: 192 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 242 shares; 2026Q1: 594 shares 594$26.7K<0.01%+352Timeline
CRMLCRITICAL METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 2,563 shares; 2026Q1: 3,211 shares 3,211$26.7K<0.01%+648Timeline
XEVVXEATON VANCE LIMITED DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 1,788 shares; 2026Q1: 2,838 shares 2,838$26.7K<0.01%+1,050Timeline
ITEQAMPLIFY 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: 425 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 450 shares 450$26.7K<0.01%+50Timeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 172 shares; 2025Q3: 200 shares; 2025Q4: 873 shares; 2026Q1: 1,684 shares 1,684$26.5K<0.01%+811Timeline
NZACSPDR INDEX SHS 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: 645 shares; 2026Q1: 645 shares 645$26.5K<0.01%0Timeline
OUSMALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,613 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 428 shares; 2025Q4: 603 shares; 2026Q1: 603 shares 603$26.5K<0.01%0Timeline
TKTEEKAY CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 1,358 shares; 2025Q3: 1,532 shares; 2025Q4: 1,811 shares; 2026Q1: 2,182 shares 2,182$26.5K<0.01%+371Timeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 278 shares; 2025Q1: 92 shares; 2025Q2: 87 shares; 2025Q3: 84 shares; 2025Q4: 305 shares; 2026Q1: 316 shares 316$26.5K<0.01%+11Timeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 4,729 shares; 2025Q3: 7,460 shares; 2025Q4: 559 shares; 2026Q1: 3,596 shares 3,596$26.4K<0.01%+3,037Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 493 shares; 2026Q1: 493 shares 493$26.4K<0.01%0Timeline
TMATNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares 1,116$26.4K<0.01%0Timeline
WOMNTIDAL 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: 345 shares; 2026Q1: 662 shares 662$26.3K<0.01%+317Timeline
PLGOPELAGOS INS CAP 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: 1,044 shares; 2025Q4: 1,462 shares; 2026Q1: 1,381 shares 1,381$26.2K<0.01%-81Timeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142 shares; 2025Q1: 21 shares; 2025Q2: 116 shares; 2025Q3: 373 shares; 2025Q4: 709 shares; 2026Q1: 1,106 shares 1,106$26.2K<0.01%+397Timeline
UFPIUFP INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 522 shares; 2025Q1: 517 shares; 2025Q2: 187 shares; 2025Q3: 201 shares; 2025Q4: 260 shares; 2026Q1: 287 shares 287$26.2K<0.01%+27Timeline
PLAYDAVE & BUSTERS ENTMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,236 shares; 2025Q3: 5 shares; 2025Q4: 380 shares; 2026Q1: 2,080 shares 2,080$26.1K<0.01%+1,700Timeline
TFINTRIUMPH FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 351 shares; 2025Q1: 215 shares; 2025Q2: 293 shares; 2025Q3: 336 shares; 2025Q4: 491 shares; 2026Q1: 433 shares 433$26.1K<0.01%-58Timeline
TRTOOTSIE ROLL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 415 shares; 2025Q2: 104 shares; 2025Q3: 255 shares; 2025Q4: 269 shares; 2026Q1: 606 shares 606$26.1K<0.01%+337Timeline
KEMXKRANESHARES 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: 80 shares; 2025Q4: 635 shares; 2026Q1: 635 shares 635$26.1K<0.01%0Timeline
ABRARBOR REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,309 shares; 2025Q1: 7,169 shares; 2025Q2: 5,622 shares; 2025Q3: 9,874 shares; 2025Q4: 2,817 shares; 2026Q1: 3,468 shares 3,468$26K<0.01%+651Timeline
DANDANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 76 shares; 2025Q2: 264 shares; 2025Q3: 340 shares; 2025Q4: 685 shares; 2026Q1: 758 shares 758$26K<0.01%+73Timeline
COMBGRANITESHARES 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: 1,000 shares 1,000$26K<0.01%newTimeline
LAURLAUREATE ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 28 shares; 2025Q2: 47 shares; 2025Q3: 76 shares; 2025Q4: 459 shares; 2026Q1: 737 shares 737$26K<0.01%+278Timeline
NPKINPK INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,454 shares; 2025Q3: 1,049 shares; 2025Q4: 1,486 shares; 2026Q1: 1,805 shares 1,805$25.9K<0.01%+319Timeline
ARRYARRAY TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 6,138 shares; 2025Q3: 50 shares; 2025Q4: 210 shares; 2026Q1: 3,431 shares 3,431$25.9K<0.01%+3,221Timeline
KDECINNOVATOR 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$25.8K<0.01%0Timeline
KFYKORN FERRYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,654 shares; 2025Q1: 1,752 shares; 2025Q2: 638 shares; 2025Q3: 734 shares; 2025Q4: 547 shares; 2026Q1: 412 shares 412$25.8K<0.01%-135Timeline
BMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,578 shares; 2025Q2: 748 shares; 2025Q3: 654 shares; 2025Q4: 650 shares; 2026Q1: 489 shares 489$25.8K<0.01%-161Timeline
NTSXWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,395 shares; 2025Q2: 3,920 shares; 2025Q3: 1,364 shares; 2025Q4: 2,594 shares; 2026Q1: 493 shares 493$25.8K<0.01%-2,101Timeline
DDWMWISDOMTREE 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: 577 shares 577$25.7K<0.01%newTimeline
SMINISHARES 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: 237 shares; 2025Q4: 565 shares; 2026Q1: 424 shares 424$25.7K<0.01%-141Timeline
CETCENTRAL SECS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 639 shares; 2025Q2: 639 shares; 2025Q3: 589 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515$25.7K<0.01%0Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 665 shares; 2025Q1: 705 shares; 2025Q2: 414 shares; 2025Q3: 3,279 shares; 2025Q4: 767 shares; 2026Q1: 671 shares 671$25.7K<0.01%-96Timeline
CUZCOUSINS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 318 shares; 2025Q3: 540 shares; 2025Q4: 1,232 shares; 2026Q1: 1,150 shares 1,150$25.6K<0.01%-82Timeline
BMABANCO MACRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 52 shares; 2025Q3: 358 shares; 2025Q4: 328 shares; 2026Q1: 328 shares 328$25.6K<0.01%0Timeline
BBAGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 455 shares; 2025Q1: 1,008 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 640 shares; 2026Q1: 555 shares 555$25.5K<0.01%-85Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,272 shares; 2025Q1: 2,930 shares; 2025Q2: 568 shares; 2025Q3: 584 shares; 2025Q4: 660 shares; 2026Q1: 1,028 shares 1,028$25.5K<0.01%+368Timeline
BILIBILIBILI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 762 shares; 2025Q1: 839 shares; 2025Q2: 669 shares; 2025Q3: 2,187 shares; 2025Q4: 782 shares; 2026Q1: 1,112 shares 1,112$25.5K<0.01%+330Timeline
XPELXPEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 50 shares; 2026Q1: 569 shares 569$25.4K<0.01%+519Timeline
BUFSFIRST 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: 1,100 shares 1,100$25.4K<0.01%newTimeline
CGSMCAPITAL 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: 106 shares; 2025Q4: 809 shares; 2026Q1: 966 shares 966$25.4K<0.01%+157Timeline
SPDSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,184 shares; 2025Q1: 2,184 shares; 2025Q2: 2,184 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 693 shares 693$25.4K<0.01%+690Timeline
MATMATTEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 318 shares; 2025Q1: 229 shares; 2025Q2: 899 shares; 2025Q3: 975 shares; 2025Q4: 2,023 shares; 2026Q1: 1,739 shares 1,739$25.3K<0.01%-284Timeline
GRVYGRAVITY CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 599 shares; 2026Q1: 404 shares 404$25.3K<0.01%-195Timeline
ICLICL GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 637 shares; 2025Q3: 1,143 shares; 2025Q4: 5,157 shares; 2026Q1: 4,789 shares 4,789$25.1K<0.01%-368Timeline
SBNDCOLUMBIA ETF TR IQuarterly 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: 1,338 shares; 2026Q1: 1,338 shares 1,338$25.1K<0.01%0Timeline
NGLNGL ENERGY PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$25K<0.01%0Timeline
LIVNLIVANOVA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 25 shares; 2025Q2: 30 shares; 2025Q3: 42 shares; 2025Q4: 175 shares; 2026Q1: 387 shares 387$25K<0.01%+212Timeline
BGIGETF 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: 751 shares 751$25K<0.01%newTimeline
FLOFLOWERS FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,543 shares; 2025Q1: 3,980 shares; 2025Q2: 645 shares; 2025Q3: 1,112 shares; 2025Q4: 3,070 shares; 2026Q1: 3,071 shares 3,071$25K<0.01%+1Timeline
KNKNOWLES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 118 shares; 2025Q2: 309 shares; 2025Q3: 263 shares; 2025Q4: 913 shares; 2026Q1: 952 shares 952$25K<0.01%+39Timeline
INOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,192 shares; 2025Q2: 3,094 shares; 2025Q3: 2,888 shares; 2025Q4: 2,016 shares; 2026Q1: 711 shares 711$24.9K<0.01%-1,305Timeline
TAILCAMBRIA 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: 1,460 shares; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 2,144 shares 2,144$24.9K<0.01%+2,133Timeline
KBRKBR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91 shares; 2025Q1: 1,367 shares; 2025Q2: 92 shares; 2025Q3: 322 shares; 2025Q4: 611 shares; 2026Q1: 663 shares 663$24.9K<0.01%+52Timeline
APEIAMERICAN PUB ED 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: 305 shares; 2025Q4: 582 shares; 2026Q1: 432 shares 432$24.8K<0.01%-150Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 517 shares; 2025Q1: 340 shares; 2025Q2: 291 shares; 2025Q3: 839 shares; 2025Q4: 1,284 shares; 2026Q1: 1,603 shares 1,603$24.8K<0.01%+319Timeline
WASHWASHINGTON TR BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 33 shares; 2025Q2: 17 shares; 2025Q3: 47 shares; 2025Q4: 130 shares; 2026Q1: 740 shares 740$24.7K<0.01%+610Timeline
INMUBLACKROCK ETF TRUST 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: 2,709 shares; 2026Q1: 1,034 shares 1,034$24.7K<0.01%-1,675Timeline
KTBKONTOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 367 shares; 2025Q1: 347 shares; 2025Q2: 251 shares; 2025Q3: 242 shares; 2025Q4: 319 shares; 2026Q1: 348 shares 348$24.7K<0.01%+29Timeline
VRRMVERRA MOBILITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 987 shares; 2025Q2: 1,447 shares; 2025Q3: 5,843 shares; 2025Q4: 2,721 shares; 2026Q1: 1,722 shares 1,722$24.6K<0.01%-999Timeline
CUREDIREXION SHARES 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: 257 shares; 2025Q3: 257 shares; 2025Q4: 248 shares; 2026Q1: 262 shares 262$24.6K<0.01%+14Timeline
BELFBBEL FUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 32 shares; 2025Q4: 149 shares; 2026Q1: 121 shares 121$24.6K<0.01%-28Timeline
CPNSCALAMOS 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: 900 shares; 2026Q1: 900 shares 900$24.5K<0.01%0Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 10,383 shares; 2025Q4: 9,806 shares; 2026Q1: 6,672 shares 6,672$24.5K<0.01%-3,134Timeline

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