Skip to content
Disclosery

Farther Finance Advisors, LLC

Follow

13F filer, CIK 1992825, SAN FRANCISCO, CA

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

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

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

Largest buys vs the previous quarter

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

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

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

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001992825-26-000003, largest first. % of portfolio is the value over $10,576,336,699, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CHEFCHEFS WHSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 19 shares; 2025Q2: 6 shares; 2025Q3: 152 shares; 2025Q4: 175 shares; 2026Q1: 417 shares 417$24.4K<0.01%+242Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,334 shares 1,334$24.4K<0.01%+334Timeline
BKUBANKUNITED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 342 shares; 2025Q1: 330 shares; 2025Q2: 328 shares; 2025Q3: 486 shares; 2025Q4: 514 shares; 2026Q1: 534 shares 534$24.2K<0.01%+20Timeline
WTREWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares 1,098$24K<0.01%0Timeline
CVICVR ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,684 shares; 2025Q1: 1,964 shares; 2025Q2: 493 shares; 2025Q3: 638 shares; 2025Q4: 547 shares; 2026Q1: 760 shares 760$24K<0.01%+213Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,811 shares; 2025Q3: 3,382 shares; 2025Q4: 2,610 shares; 2026Q1: 1,569 shares 1,569$24K<0.01%-1,041Timeline
RZVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 269 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 191 shares; 2026Q1: 193 shares 193$24K<0.01%+2Timeline
FOXFFOX FACTORY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 87 shares; 2025Q3: 996 shares; 2025Q4: 2,075 shares; 2026Q1: 1,408 shares 1,408$24K<0.01%-667Timeline
NBRNABORS INDUSTRIES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 281 shares; 2026Q1: 302 shares 302$24K<0.01%+21Timeline
PDPAGERDUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86 shares; 2025Q1: 76 shares; 2025Q2: 1,263 shares; 2025Q3: 97 shares; 2025Q4: 110 shares; 2026Q1: 3,791 shares 3,791$24K<0.01%+3,681Timeline
GLOFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares 454$23.9K<0.01%0Timeline
SMIGETF 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: 812 shares; 2026Q1: 812 shares 812$23.9K<0.01%0Timeline
WORWORTHINGTON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29 shares; 2025Q1: 79 shares; 2025Q2: 179 shares; 2025Q3: 374 shares; 2025Q4: 678 shares; 2026Q1: 455 shares 455$23.9K<0.01%-223Timeline
FTNJPUTNAM 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: 2,738 shares 2,738$23.8K<0.01%newTimeline
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 649 shares; 2026Q1: 649 shares 649$23.8K<0.01%0Timeline
UCOPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares 640$23.8K<0.01%0Timeline
SLQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 150 shares; 2025Q2: 117 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 473 shares 473$23.8K<0.01%+388Timeline
CBZCBIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: 106 shares; 2025Q2: 92 shares; 2025Q3: 101 shares; 2025Q4: 93 shares; 2026Q1: 900 shares 900$23.8K<0.01%+807Timeline
DRLLEA 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: 600 shares; 2025Q3: 709 shares; 2025Q4: 1,115 shares; 2026Q1: 626 shares 626$23.7K<0.01%-489Timeline
PFFVGLOBAL 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: 34,100 shares; 2025Q3: 29,200 shares; 2025Q4: 25,050 shares; 2026Q1: 1,087 shares 1,087$23.7K<0.01%-23,963Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,301 shares; 2025Q1: 653 shares; 2025Q2: 599 shares; 2025Q3: 223 shares; 2025Q4: 240 shares; 2026Q1: 288 shares 288$23.6K<0.01%+48Timeline
KMTSKESTRA MED 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: not reported; 2025Q4: 1,183 shares; 2026Q1: 1,179 shares 1,179$23.6K<0.01%-4Timeline
OIO-I GLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 156 shares; 2025Q3: 948 shares; 2025Q4: 1,778 shares; 2026Q1: 2,222 shares 2,222$23.6K<0.01%+444Timeline
INSPINSPIRE MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 485 shares; 2025Q1: 526 shares; 2025Q2: 603 shares; 2025Q3: 475 shares; 2025Q4: 1,948 shares; 2026Q1: 439 shares 439$23.5K<0.01%-1,509Timeline
VRDNVIRIDIAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 449 shares; 2025Q3: 1,940 shares; 2025Q4: 1,355 shares; 2026Q1: 1,229 shares 1,229$23.5K<0.01%-126Timeline
ILPTINDUSTRIAL LOGISTICS PPTYS TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 571 shares; 2025Q1: 2,134 shares; 2025Q2: 3,933 shares; 2025Q3: 4,067 shares; 2025Q4: 4,071 shares; 2026Q1: 4,204 shares 4,204$23.5K<0.01%+133Timeline
FRMIFERMI 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: 2,925 shares; 2026Q1: 4,373 shares 4,373$23.5K<0.01%+1,448Timeline
GFFGRIFFON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183 shares; 2025Q1: 180 shares; 2025Q2: 172 shares; 2025Q3: 165 shares; 2025Q4: 302 shares; 2026Q1: 320 shares 320$23.4K<0.01%+18Timeline
WRBYWARBY PARKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 1,193 shares; 2025Q4: 1,687 shares; 2026Q1: 1,091 shares 1,091$23.4K<0.01%-596Timeline
GNMAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 493 shares; 2026Q1: 526 shares 526$23.3K<0.01%+33Timeline
LXPLXP INDUSTRIAL 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: 472 shares; 2026Q1: 506 shares 506$23.3K<0.01%+34Timeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238 shares; 2025Q1: 181 shares; 2025Q2: 173 shares; 2025Q3: 191 shares; 2025Q4: 546 shares; 2026Q1: 1,125 shares 1,125$23.2K<0.01%+579Timeline
ROUSLATTICE STRATEGIES 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: 388 shares; 2025Q4: 388 shares; 2026Q1: 388 shares 388$23.1K<0.01%0Timeline
FRMEFIRST MERCHANTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 49 shares; 2025Q2: 48 shares; 2025Q3: 60 shares; 2025Q4: 598 shares; 2026Q1: 587 shares 587$23.1K<0.01%-11Timeline
NHCNATIONAL HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 39 shares; 2025Q2: 25 shares; 2025Q3: 44 shares; 2025Q4: 155 shares; 2026Q1: 146 shares 146$23.1K<0.01%-9Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 33 shares; 2025Q2: 67 shares; 2025Q3: 167 shares; 2025Q4: 165 shares; 2026Q1: 253 shares 253$23.1K<0.01%+88Timeline
FPFFIRST TR INTER DURATN PFD &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 1,308 shares; 2026Q1: 1,308 shares 1,308$23.1K<0.01%0Timeline
TALTAL ED GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 762 shares; 2025Q1: 842 shares; 2025Q2: 872 shares; 2025Q3: 403 shares; 2025Q4: 362 shares; 2026Q1: 2,052 shares 2,052$23K<0.01%+1,690Timeline
JTEKJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285 shares; 2026Q1: 285 shares 285$23K<0.01%0Timeline
AMPHAMPHASTAR PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143 shares; 2025Q1: 135 shares; 2025Q2: 207 shares; 2025Q3: 944 shares; 2025Q4: 1,381 shares; 2026Q1: 1,136 shares 1,136$23K<0.01%-245Timeline
PACGRUPO AEROPORTUNARIO DEL PACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 35 shares; 2025Q2: 27 shares; 2025Q3: 59 shares; 2025Q4: 75 shares; 2026Q1: 92 shares 92$23K<0.01%+17Timeline
KOSKOSMOS ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,919 shares; 2025Q1: 10,573 shares; 2025Q2: 10,829 shares; 2025Q3: 12,009 shares; 2025Q4: 10,153 shares; 2026Q1: 8,545 shares 8,545$23K<0.01%-1,608Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 355 shares; 2025Q1: 1,434 shares; 2025Q2: 1,435 shares; 2025Q3: 1,497 shares; 2025Q4: 1,852 shares; 2026Q1: 2,788 shares 2,788$23K<0.01%+936Timeline
LCIILCI INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 257 shares; 2025Q1: 288 shares; 2025Q2: 63 shares; 2025Q3: 68 shares; 2025Q4: 123 shares; 2026Q1: 187 shares 187$23K<0.01%+64Timeline
AXGNAXOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 34 shares; 2025Q3: 98 shares; 2025Q4: 682 shares; 2026Q1: 682 shares 682$22.9K<0.01%0Timeline
IOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,529 shares; 2025Q2: 5,870 shares; 2025Q3: 2,670 shares; 2025Q4: 2,645 shares; 2026Q1: 645 shares 645$22.8K<0.01%-2,000Timeline
GARPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 352 shares 352$22.8K<0.01%+277Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 408 shares 408$22.8K<0.01%+172Timeline
MSEXMIDDLESEX WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 90 shares; 2025Q2: 14 shares; 2025Q3: 302 shares; 2025Q4: 241 shares; 2026Q1: 432 shares 432$22.8K<0.01%+191Timeline
XEVTXEATON VANCE TAX ADVT DIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 733 shares; 2025Q4: 913 shares; 2026Q1: 916 shares 916$22.7K<0.01%+3Timeline
ARKGARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 290 shares; 2025Q1: 699 shares; 2025Q2: 665 shares; 2025Q3: 930 shares; 2025Q4: 939 shares; 2026Q1: 839 shares 839$22.7K<0.01%-100Timeline
PSTLPOSTAL REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 1,008 shares; 2025Q4: 1,289 shares; 2026Q1: 1,214 shares 1,214$22.7K<0.01%-75Timeline
CVBFCVB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 894 shares; 2025Q1: 826 shares; 2025Q2: 809 shares; 2025Q3: 851 shares; 2025Q4: 1,108 shares; 2026Q1: 1,162 shares 1,162$22.7K<0.01%+54Timeline
PFLDETF 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: 1,111 shares; 2025Q4: 1,245 shares; 2026Q1: 1,165 shares 1,165$22.7K<0.01%-80Timeline
DJDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 493 shares; 2025Q2: 136 shares; 2025Q3: not reported; 2025Q4: 383 shares; 2026Q1: 383 shares 383$22.7K<0.01%0Timeline
AAMIACADIAN ASSET MANAGEMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 238 shares; 2025Q3: 312 shares; 2025Q4: 358 shares; 2026Q1: 403 shares 403$22.6K<0.01%+45Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 375 shares; 2025Q2: 414 shares; 2025Q3: 370 shares; 2025Q4: 389 shares; 2026Q1: 559 shares 559$22.6K<0.01%+170Timeline
LEGRFIRST 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: 388 shares; 2026Q1: 388 shares 388$22.6K<0.01%0Timeline
ROCKGIBRALTAR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 379 shares; 2025Q1: 258 shares; 2025Q2: 196 shares; 2025Q3: 178 shares; 2025Q4: 163 shares; 2026Q1: 571 shares 571$22.6K<0.01%+408Timeline
KREFKKR REAL ESTATE FIN TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 2,413 shares; 2025Q2: 240 shares; 2025Q3: 33 shares; 2025Q4: 53 shares; 2026Q1: 3,754 shares 3,754$22.6K<0.01%+3,701Timeline
PRCTPROCEPT BIOROBOTICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 24 shares; 2025Q2: 30 shares; 2025Q3: 38 shares; 2025Q4: 357 shares; 2026Q1: 888 shares 888$22.5K<0.01%+531Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 13 shares; 2025Q3: 57 shares; 2025Q4: 200 shares; 2026Q1: 218 shares 218$22.4K<0.01%+18Timeline
EXTREXTREME NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,011 shares; 2025Q1: 913 shares; 2025Q2: 1,187 shares; 2025Q3: 2,201 shares; 2025Q4: 2,158 shares; 2026Q1: 1,473 shares 1,473$22.4K<0.01%-685Timeline
MMSIMERIT MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 783 shares; 2025Q1: 440 shares; 2025Q2: 397 shares; 2025Q3: 400 shares; 2025Q4: 290 shares; 2026Q1: 327 shares 327$22.3K<0.01%+37Timeline
AIEQAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 512 shares 512$22.3K<0.01%+231Timeline
NSANATIONAL STORAGE AFFILIATESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,558 shares; 2025Q1: 1,502 shares; 2025Q2: 187 shares; 2025Q3: 822 shares; 2025Q4: 329 shares; 2026Q1: 579 shares 579$22.3K<0.01%+250Timeline
AZZAZZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 515 shares; 2025Q1: 212 shares; 2025Q2: 61 shares; 2025Q3: 72 shares; 2025Q4: 155 shares; 2026Q1: 176 shares 176$22.2K<0.01%+21Timeline
TTANSERVICETITAN 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: 92 shares; 2025Q4: 266 shares; 2026Q1: 355 shares 355$22.2K<0.01%+89Timeline
DLXDELUXE CORP MEDIUM TERM NTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62 shares; 2025Q1: 55 shares; 2025Q2: 13 shares; 2025Q3: 29 shares; 2025Q4: 758 shares; 2026Q1: 792 shares 792$22.1K<0.01%+34Timeline
XTNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232$22K<0.01%0Timeline
BRBRBELLRING BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 338 shares; 2025Q1: 314 shares; 2025Q2: 316 shares; 2025Q3: 735 shares; 2025Q4: 2,402 shares; 2026Q1: 1,409 shares 1,409$22K<0.01%-993Timeline
ASRGRUPO AEROPORTUARIO DEL SUREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 58 shares; 2025Q4: 62 shares; 2026Q1: 64 shares 64$22K<0.01%+2Timeline
OPPJWISDOMTREE 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: 50 shares; 2025Q4: 73 shares; 2026Q1: 393 shares 393$22K<0.01%+320Timeline
ACMRACM RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 76 shares; 2025Q2: 46 shares; 2025Q3: 342 shares; 2025Q4: 650 shares; 2026Q1: 543 shares 543$22K<0.01%-107Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 56 shares; 2025Q3: 40 shares; 2025Q4: 54 shares; 2026Q1: 62 shares 62$22K<0.01%+8Timeline
SKYCHAMPION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,299 shares; 2025Q1: 1,172 shares; 2025Q2: 987 shares; 2025Q3: 855 shares; 2025Q4: 311 shares; 2026Q1: 296 shares 296$22K<0.01%-15Timeline
SPFFGLOBAL 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: 2,436 shares; 2025Q4: 2,653 shares; 2026Q1: 2,475 shares 2,475$21.9K<0.01%-178Timeline
RFICOHEN & STEERS TOTAL RETURNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 451 shares; 2025Q2: 1,474 shares; 2025Q3: 1,474 shares; 2025Q4: 1,968 shares; 2026Q1: 1,968 shares 1,968$21.9K<0.01%0Timeline
DXCDXC TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 662 shares; 2025Q1: 779 shares; 2025Q2: 837 shares; 2025Q3: 637 shares; 2025Q4: 1,088 shares; 2026Q1: 1,748 shares 1,748$21.9K<0.01%+660Timeline
MLRGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 251 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 242 shares 242$21.9K<0.01%0Timeline
HAPNHAPPEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,503 shares; 2025Q1: 1,359 shares; 2025Q2: 1,386 shares; 2025Q3: 1,525 shares; 2025Q4: 1,572 shares; 2026Q1: 1,529 shares 1,529$21.9K<0.01%-43Timeline
ANABANAPTYSBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 1,877 shares; 2025Q2: 337 shares; 2025Q3: 275 shares; 2025Q4: 384 shares; 2026Q1: 384 shares 384$21.8K<0.01%0Timeline
UTZUTZ BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 63 shares; 2025Q2: 19 shares; 2025Q3: 1,994 shares; 2025Q4: 4,356 shares; 2026Q1: 2,818 shares 2,818$21.8K<0.01%-1,538Timeline
HYTBLACKROCK CORPOR HI YLD FD 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: not reported; 2026Q1: 2,530 shares 2,530$21.6K<0.01%newTimeline
BTCWWISDOMTREE BITCOIN FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 515 shares; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 300 shares 300$21.6K<0.01%-200Timeline
FPROFIDELITY COVINGTON 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: 940 shares; 2026Q1: 940 shares 940$21.6K<0.01%0Timeline
LEGNLEGEND BIOTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 466 shares; 2025Q2: 69 shares; 2025Q3: 35 shares; 2025Q4: 941 shares; 2026Q1: 1,132 shares 1,132$21.6K<0.01%+191Timeline
PDXPIMCO DYNAMIC INCOME STRATEGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$21.5K<0.01%newTimeline
EMEQNOMURA 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: 468 shares 468$21.5K<0.01%newTimeline
ERXDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 236 shares; 2026Q1: 225 shares 225$21.5K<0.01%-11Timeline
GTXGARRETT MOTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 41 shares; 2025Q4: 1,050 shares; 2026Q1: 1,153 shares 1,153$21.4K<0.01%+103Timeline
SIMSSPDR 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: 504 shares; 2025Q3: 505 shares; 2025Q4: 506 shares; 2026Q1: 506 shares 506$21.4K<0.01%0Timeline
ROGROGERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 69 shares; 2025Q4: 140 shares; 2026Q1: 202 shares 202$21.4K<0.01%+62Timeline
WWWWOLVERINE WORLD WIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 231 shares; 2025Q1: 629 shares; 2025Q2: 757 shares; 2025Q3: 780 shares; 2025Q4: 1,218 shares; 2026Q1: 1,307 shares 1,307$21.4K<0.01%+89Timeline
EWTXEDGEWISE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 374 shares; 2025Q3: 558 shares; 2025Q4: 659 shares; 2026Q1: 645 shares 645$21.4K<0.01%-14Timeline
AFKVANECK 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: 808 shares; 2026Q1: 808 shares 808$21.3K<0.01%0Timeline
BHEBENCHMARK ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 17 shares; 2025Q3: 111 shares; 2025Q4: 350 shares; 2026Q1: 372 shares 372$21.3K<0.01%+22Timeline
SPUTINNOVATOR 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: 800 shares 800$21.3K<0.01%newTimeline
SXCSUNCOKE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 12 shares; 2025Q2: 1,797 shares; 2025Q3: 2,262 shares; 2025Q4: 3,831 shares; 2026Q1: 3,330 shares 3,330$21.2K<0.01%-501Timeline
SLABSILICON LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 21 shares; 2025Q4: 97 shares; 2026Q1: 102 shares 102$21.2K<0.01%+5Timeline
QUBTQUANTUM COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 50 shares; 2025Q2: 182 shares; 2025Q3: 1,501 shares; 2025Q4: 3,973 shares; 2026Q1: 3,188 shares 3,188$21.2K<0.01%-785Timeline
CARSCARS COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,194 shares; 2025Q1: 12,605 shares; 2025Q2: 4,389 shares; 2025Q3: 2,319 shares; 2025Q4: 2,371 shares; 2026Q1: 2,562 shares 2,562$21.2K<0.01%+191Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,017 shares; 2025Q1: 1,007 shares; 2025Q2: 308 shares; 2025Q3: 313 shares; 2025Q4: 218 shares; 2026Q1: 226 shares 226$21.1K<0.01%+8Timeline
RINGISHARES 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: 80 shares; 2025Q4: 125 shares; 2026Q1: 255 shares 255$21.1K<0.01%+130Timeline
KGEIKOLIBRI GLOBAL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,144 shares; 2025Q3: 4,144 shares; 2025Q4: 4,144 shares; 2026Q1: 4,145 shares 4,145$21.1K<0.01%+1Timeline
BTBTBIT DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,613 shares; 2025Q1: 36,596 shares; 2025Q2: 36,246 shares; 2025Q3: 36,306 shares; 2025Q4: 38,750 shares; 2026Q1: 15,166 shares 15,166$20.9K<0.01%-23,584Timeline
CARAVIS BUDGET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 21 shares; 2025Q2: 9 shares; 2025Q3: 21 shares; 2025Q4: 31 shares; 2026Q1: 123 shares 123$20.9K<0.01%+92Timeline
EMOCLEARBRIDGE ENERGY MIDSTREAMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 287 shares; 2026Q1: 409 shares 409$20.9K<0.01%+122Timeline
WSBCWESBANCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 163 shares; 2025Q2: 203 shares; 2025Q3: 224 shares; 2025Q4: 618 shares; 2026Q1: 604 shares 604$20.9K<0.01%-14Timeline
CARECARTER BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 699 shares; 2025Q4: 833 shares; 2026Q1: 893 shares 893$20.9K<0.01%+60Timeline
KWRQUAKER HOUGHTONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 1 shares; 2025Q2: 4 shares; 2025Q3: 103 shares; 2025Q4: 273 shares; 2026Q1: 167 shares 167$20.7K<0.01%-106Timeline
RIGEL PHARMACEUTICALS INCRIGEL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 667 shares; 2025Q1: 695 shares; 2025Q2: 722 shares; 2025Q3: 730 shares; 2025Q4: 772 shares; 2026Q1: 752 shares 752$20.7K<0.01%-20
LSBKLAKE SHORE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,354 shares; 2026Q1: 1,354 shares 1,354$20.6K<0.01%0Timeline
EBSEMERGENT BIOSOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 495 shares; 2025Q1: 3,670 shares; 2025Q2: 475 shares; 2025Q3: 1,336 shares; 2025Q4: 6,163 shares; 2026Q1: 2,464 shares 2,464$20.6K<0.01%-3,699Timeline
CPNQCALAMOS 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: 80 shares; 2026Q1: 780 shares 780$20.6K<0.01%+700Timeline
NDMONUVEEN DYNAMIC MUN OPPORTUNIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$20.6K<0.01%newTimeline
IBDYISHARES 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: 68 shares; 2025Q4: not reported; 2026Q1: 800 shares 800$20.6K<0.01%newTimeline
CWCOCONSOLIDATED WATER CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 543 shares; 2025Q4: 563 shares; 2026Q1: 622 shares 622$20.6K<0.01%+59Timeline
MRSKNORTHERN 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: 585 shares 585$20.5K<0.01%newTimeline
SIZEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 358 shares; 2025Q1: 369 shares; 2025Q2: 134 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 128 shares 128$20.5K<0.01%-5Timeline
NVGSNAVIGATOR HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,976 shares; 2025Q1: 1,976 shares; 2025Q2: 1,976 shares; 2025Q3: 1,976 shares; 2025Q4: 2,254 shares; 2026Q1: 1,060 shares 1,060$20.4K<0.01%-1,194Timeline
STXKEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 625 shares; 2026Q1: 609 shares 609$20.4K<0.01%-16Timeline
FLYFIREFLY AEROSPACE 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: 150 shares; 2026Q1: 685 shares 685$20.4K<0.01%+535Timeline
UDNINVESCO DB US DLR INDEX 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: 1,129 shares 1,129$20.4K<0.01%newTimeline
CONCONCENTRA GROUP HOLDINGS PARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 210 shares; 2025Q2: 167 shares; 2025Q3: 574 shares; 2025Q4: 826 shares; 2026Q1: 959 shares 959$20.4K<0.01%+133Timeline
NZFNUVEEN MUN CR INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 860 shares; 2026Q1: 1,643 shares 1,643$20.4K<0.01%+783Timeline
ETHVVANECK ETHEREUM 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: 706 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650$20.4K<0.01%0Timeline
CALXCALIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,544 shares; 2025Q1: 66 shares; 2025Q2: 83 shares; 2025Q3: 338 shares; 2025Q4: 551 shares; 2026Q1: 434 shares 434$20.3K<0.01%-117Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,503 shares; 2025Q1: 3,410 shares; 2025Q2: 3,410 shares; 2025Q3: 3,410 shares; 2025Q4: 1,907 shares; 2026Q1: 1,067 shares 1,067$20.3K<0.01%-840Timeline
TMCTMC THE METALS COMPANY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 1,005 shares; 2025Q4: 5,686 shares; 2026Q1: 4,507 shares 4,507$20.3K<0.01%-1,179Timeline
CVLCMORGAN 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: 874 shares; 2026Q1: 250 shares 250$20.2K<0.01%-624Timeline
GSATGLOBALSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 314 shares; 2025Q4: 276 shares; 2026Q1: 294 shares 294$20.2K<0.01%+18Timeline
FTMUPUTNAM 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: 2,576 shares 2,576$20K<0.01%newTimeline
POSTPOST HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 49 shares; 2025Q2: 5,604 shares; 2025Q3: 256 shares; 2025Q4: 290 shares; 2026Q1: 206 shares 206$20K<0.01%-84Timeline
IFNABERDEEN INDIA FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,892 shares; 2025Q1: 4,660 shares; 2025Q2: 4,660 shares; 2025Q3: 4,896 shares; 2025Q4: 1,619 shares; 2026Q1: 1,793 shares 1,793$20K<0.01%+174Timeline
UTESETFIS SER 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: not reported; 2026Q1: 248 shares 248$20K<0.01%newTimeline
RCIROGERS COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: not reported; 2025Q2: 283 shares; 2025Q3: 379 shares; 2025Q4: 786 shares; 2026Q1: 524 shares 524$20K<0.01%-262Timeline
AVMUAMERICAN 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: not reported; 2026Q1: 435 shares 435$19.9K<0.01%newTimeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,935 shares; 2025Q1: 1,623 shares; 2025Q2: 1,640 shares; 2025Q3: 1,653 shares; 2025Q4: 2,858 shares; 2026Q1: 489 shares 489$19.9K<0.01%-2,369Timeline
BEKEKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 812 shares; 2025Q1: 840 shares; 2025Q2: 709 shares; 2025Q3: 767 shares; 2025Q4: 805 shares; 2026Q1: 1,342 shares 1,342$19.9K<0.01%+537Timeline
CBXOCALAMOS 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: 900 shares 900$19.9K<0.01%newTimeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 638 shares; 2025Q1: 659 shares; 2025Q2: 270 shares; 2025Q3: 327 shares; 2025Q4: 452 shares; 2026Q1: 551 shares 551$19.9K<0.01%+99Timeline
LAPRINNOVATOR 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: 793 shares; 2025Q3: 793 shares; 2025Q4: 793 shares; 2026Q1: 793 shares 793$19.8K<0.01%0Timeline
CAMTCAMTEK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 281 shares; 2025Q2: 118 shares; 2025Q3: 100 shares; 2025Q4: 132 shares; 2026Q1: 125 shares 125$19.8K<0.01%-7Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 935 shares; 2025Q1: 976 shares; 2025Q2: 914 shares; 2025Q3: 1,063 shares; 2025Q4: 1,810 shares; 2026Q1: 1,334 shares 1,334$19.8K<0.01%-476Timeline
ALKSALKERMES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 192 shares; 2025Q2: 769 shares; 2025Q3: 213 shares; 2025Q4: 751 shares; 2026Q1: 565 shares 565$19.8K<0.01%-186Timeline
BCUSEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,059 shares; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 613 shares; 2025Q4: 613 shares; 2026Q1: 613 shares 613$19.8K<0.01%0Timeline
VVXV2X INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 102 shares; 2025Q4: 387 shares; 2026Q1: 285 shares 285$19.8K<0.01%-102Timeline
CLSKCLEANSPARK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,600 shares; 2025Q1: 26,306 shares; 2025Q2: 4,496 shares; 2025Q3: 1,960 shares; 2025Q4: 1,667 shares; 2026Q1: 2,294 shares 2,294$19.8K<0.01%+627Timeline
NTSKNETSKOPE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,420 shares; 2026Q1: 2,358 shares 2,358$19.7K<0.01%+938Timeline
HHHHOWARD HUGHES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 210 shares; 2026Q1: 313 shares 313$19.7K<0.01%+103Timeline
PRGPROG HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 602 shares; 2025Q2: 680 shares; 2025Q3: 728 shares; 2025Q4: 562 shares; 2026Q1: 695 shares 695$19.7K<0.01%+133Timeline
AVNTAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 61 shares; 2025Q2: 44 shares; 2025Q3: 159 shares; 2025Q4: 352 shares; 2026Q1: 542 shares 542$19.7K<0.01%+190Timeline
DCOMDIME COML BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 185 shares; 2025Q4: 714 shares; 2026Q1: 575 shares 575$19.7K<0.01%-139Timeline
GQINATIXIS 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: 405 shares; 2026Q1: 359 shares 359$19.7K<0.01%-46Timeline
MMSMAXIMUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 820 shares; 2025Q1: 155 shares; 2025Q2: 120 shares; 2025Q3: 168 shares; 2025Q4: 284 shares; 2026Q1: 313 shares 313$19.6K<0.01%+29Timeline
CRGYCRESCENT ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,155 shares; 2025Q1: 350 shares; 2025Q2: 7 shares; 2025Q3: 67 shares; 2025Q4: 1,761 shares; 2026Q1: 1,539 shares 1,539$19.6K<0.01%-222Timeline
RYLDGLOBAL 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: 2,302 shares; 2025Q3: 1,552 shares; 2025Q4: 2,876 shares; 2026Q1: 1,304 shares 1,304$19.6K<0.01%-1,572Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 22 shares; 2025Q3: 37 shares; 2025Q4: 106 shares; 2026Q1: 348 shares 348$19.6K<0.01%+242Timeline
IEUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares 289$19.6K<0.01%0Timeline
FGMFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 319 shares 319$19.5K<0.01%0Timeline
SWIMLATHAM 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: 3,647 shares; 2025Q4: 4,116 shares; 2026Q1: 3,643 shares 3,643$19.5K<0.01%-473Timeline
CYDCHINA YUCHAI INTL 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: 250 shares; 2026Q1: 494 shares 494$19.5K<0.01%+244Timeline
OUSTOUSTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 864 shares; 2026Q1: 1,047 shares 1,047$19.5K<0.01%+183Timeline
NCIQHASHDEX NASDAQ CME CRYPTOQuarterly 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: 1,250 shares; 2025Q4: 250 shares; 2026Q1: 1,123 shares 1,123$19.5K<0.01%+873Timeline
ZLABZAI LAB LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 576 shares; 2025Q4: 1,329 shares; 2026Q1: 957 shares 957$19.5K<0.01%-372Timeline
VCELVERICEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,241 shares; 2025Q1: 31 shares; 2025Q2: 61 shares; 2025Q3: 448 shares; 2025Q4: 970 shares; 2026Q1: 595 shares 595$19.4K<0.01%-375Timeline
ADNTADIENT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 337 shares; 2025Q2: 219 shares; 2025Q3: 287 shares; 2025Q4: 723 shares; 2026Q1: 929 shares 929$19.4K<0.01%+206Timeline
INRINFINITY NAT RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 110 shares; 2025Q4: 963 shares; 2026Q1: 1,134 shares 1,134$19.3K<0.01%+171Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 59 shares; 2025Q2: 81 shares; 2025Q3: 145 shares; 2025Q4: 151 shares; 2026Q1: 200 shares 200$19.3K<0.01%+49Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 97 shares; 2025Q2: 733 shares; 2025Q3: 5,161 shares; 2025Q4: 541 shares; 2026Q1: 1,022 shares 1,022$19.3K<0.01%+481Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,754 shares; 2025Q1: 2,381 shares; 2025Q2: 1,328 shares; 2025Q3: 2,316 shares; 2025Q4: 4,349 shares; 2026Q1: 3,139 shares 3,139$19.3K<0.01%-1,210Timeline
TBLLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182$19.2K<0.01%0Timeline
PSRINVESCO ACTIVELY MANAGED EXCQuarterly 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: 206 shares 206$19.2K<0.01%newTimeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 863 shares; 2025Q1: 803 shares; 2025Q2: 2,381 shares; 2025Q3: 385 shares; 2025Q4: 660 shares; 2026Q1: 253 shares 253$19.2K<0.01%-407Timeline
TDOCTELADOC HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 1,899 shares; 2025Q2: 9,960 shares; 2025Q3: 356 shares; 2025Q4: 1,984 shares; 2026Q1: 3,623 shares 3,623$19.1K<0.01%+1,639Timeline
BBEUJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459 shares; 2025Q1: 51 shares; 2025Q2: 661 shares; 2025Q3: 667 shares; 2025Q4: 682 shares; 2026Q1: 260 shares 260$19.1K<0.01%-422Timeline
IMXIINTERNATIONAL MONEY EXPRESSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 17 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 83 shares; 2026Q1: 1,210 shares 1,210$19.1K<0.01%+1,127Timeline
NRTNORTH EUROPEAN OIL RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,201 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 2,201 shares; 2026Q1: 2,201 shares 2,201$19.1K<0.01%0Timeline
EVTCEVERTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 94 shares; 2025Q2: 258 shares; 2025Q3: 71 shares; 2025Q4: 317 shares; 2026Q1: 685 shares 685$19.1K<0.01%+368Timeline
BITFBITFARMS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: 11,010 shares; 2026Q1: 9,610 shares 9,610$19K<0.01%-1,400Timeline
SYNASYNAPTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: 119 shares; 2025Q2: 139 shares; 2025Q3: 149 shares; 2025Q4: 218 shares; 2026Q1: 262 shares 262$19K<0.01%+44Timeline
HCKTHACKETT GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,610 shares; 2025Q1: 12,864 shares; 2025Q2: 14,847 shares; 2025Q3: 19,397 shares; 2025Q4: 5,856 shares; 2026Q1: 1,471 shares 1,471$19K<0.01%-4,385Timeline
NEWTNEWTEKONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,998 shares; 2025Q1: 2,006 shares; 2025Q2: 2,072 shares; 2025Q3: 2,047 shares; 2025Q4: 1,678 shares; 2026Q1: 1,712 shares 1,712$19K<0.01%+34Timeline
CNKCINEMARK HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168 shares; 2025Q1: 228 shares; 2025Q2: 307 shares; 2025Q3: 267 shares; 2025Q4: 434 shares; 2026Q1: 664 shares 664$19K<0.01%+230Timeline
EMBXVANECK FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 377 shares 377$18.9K<0.01%newTimeline
ECPGENCORE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 238 shares; 2026Q1: 267 shares 267$18.9K<0.01%+29Timeline
FIBKFIRST INTST BANCSYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 96 shares; 2025Q2: 49 shares; 2025Q3: 61 shares; 2025Q4: 470 shares; 2026Q1: 564 shares 564$18.9K<0.01%+94Timeline
CBTJCALAMOS 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$18.9K<0.01%newTimeline
BSMVINVESCO 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: not reported; 2025Q2: not reported; 2025Q3: 6,429 shares; 2025Q4: 6,429 shares; 2026Q1: 901 shares 901$18.9K<0.01%-5,528Timeline
LZBLA Z BOY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 451 shares; 2025Q2: 330 shares; 2025Q3: 424 shares; 2025Q4: 475 shares; 2026Q1: 590 shares 590$18.8K<0.01%+115Timeline
REXREX AMERICAN RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 114 shares; 2025Q3: 271 shares; 2025Q4: 383 shares; 2026Q1: 423 shares 423$18.8K<0.01%+40Timeline
GPREGREEN PLAINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,111 shares; 2025Q2: 1,625 shares; 2025Q3: 620 shares; 2025Q4: 711 shares; 2026Q1: 1,158 shares 1,158$18.8K<0.01%+447Timeline
IRTCIRHYTHM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 117 shares; 2025Q2: 165 shares; 2025Q3: 177 shares; 2025Q4: 164 shares; 2026Q1: 158 shares 158$18.7K<0.01%-6Timeline
GDOWSTRN AST GLBL CORP OPP FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares; 2026Q1: 1,714 shares 1,714$18.7K<0.01%0Timeline
XIMRFIRST 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: 774 shares; 2025Q2: 3,151 shares; 2025Q3: 3,146 shares; 2025Q4: 3,055 shares; 2026Q1: 598 shares 598$18.5K<0.01%-2,457Timeline
ABVXABIVAX SAQuarterly 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: 8 shares; 2025Q4: 28 shares; 2026Q1: 161 shares 161$18.5K<0.01%+133Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253 shares; 2025Q1: 477 shares; 2025Q2: 173 shares; 2025Q3: 213 shares; 2025Q4: 414 shares; 2026Q1: 325 shares 325$18.5K<0.01%-89Timeline
AIRAAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 83 shares; 2025Q3: 128 shares; 2025Q4: 159 shares; 2026Q1: 166 shares 166$18.5K<0.01%+7Timeline
AAPADVANCE AUTO PARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136 shares; 2025Q1: 142 shares; 2025Q2: 252 shares; 2025Q3: 751 shares; 2025Q4: 316 shares; 2026Q1: 339 shares 339$18.4K<0.01%+23Timeline
CTLPCANTALOUPE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 4,493 shares; 2025Q2: 7,296 shares; 2025Q3: 3,116 shares; 2025Q4: 1,663 shares; 2026Q1: 1,702 shares 1,702$18.4K<0.01%+39Timeline
EGHT8X8 INC NEWQuarterly 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: 691 shares; 2026Q1: 10,552 shares 10,552$18.4K<0.01%+9,861Timeline
UDOWPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360 shares 360$18.3K<0.01%newTimeline
XIJNFIRST 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: 777 shares; 2025Q2: 692 shares; 2025Q3: 686 shares; 2025Q4: 595 shares; 2026Q1: 599 shares 599$18.3K<0.01%+4Timeline
ERIEERIE INDTY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 33 shares; 2025Q2: 49 shares; 2025Q3: 72 shares; 2025Q4: 86 shares; 2026Q1: 74 shares 74$18.3K<0.01%-12Timeline
EUENCORE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,018 shares; 2025Q1: 2,002 shares; 2025Q2: 2,608 shares; 2025Q3: 8,405 shares; 2025Q4: 8,418 shares; 2026Q1: 9,544 shares 9,544$18.2K<0.01%+1,126Timeline
CHCTCOMMUNITY HEALTHCARE TR 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: 141 shares; 2025Q4: 1,229 shares; 2026Q1: 1,150 shares 1,150$18.2K<0.01%-79Timeline
MRCYMERCURY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 55 shares; 2025Q3: 68 shares; 2025Q4: 134 shares; 2026Q1: 243 shares 243$18.2K<0.01%+109Timeline
AGROADECOAGRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 344 shares; 2026Q1: 1,223 shares 1,223$18.1K<0.01%+879Timeline
POETPOET TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,739 shares; 2025Q2: 4,330 shares; 2025Q3: 5,164 shares; 2025Q4: 5,128 shares; 2026Q1: 3,237 shares 3,237$18.1K<0.01%-1,891Timeline
BGSB & G FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 2,510 shares; 2025Q4: 1,864 shares; 2026Q1: 3,739 shares 3,739$18.1K<0.01%+1,875Timeline
NLOPNET LEASE OFFICE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 109 shares; 2025Q2: 142 shares; 2025Q3: 147 shares; 2025Q4: 546 shares; 2026Q1: 1,548 shares 1,548$18.1K<0.01%+1,002Timeline
VITLVITAL FARMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 7 shares; 2025Q2: 320 shares; 2025Q3: 25 shares; 2025Q4: 55 shares; 2026Q1: 1,347 shares 1,347$18.1K<0.01%+1,292Timeline
TBBBBBB FOODS 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: 428 shares; 2025Q4: 824 shares; 2026Q1: 516 shares 516$18K<0.01%-308Timeline
IDYAIDEAYA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 60 shares; 2025Q2: 88 shares; 2025Q3: 339 shares; 2025Q4: 919 shares; 2026Q1: 554 shares 554$18K<0.01%-365Timeline
UVSPUNIVEST FINANCIAL CORPORATIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 18 shares; 2025Q4: 509 shares; 2026Q1: 516 shares 516$18K<0.01%+7Timeline
AMSFAMERISAFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 40 shares; 2025Q2: 4 shares; 2025Q3: 152 shares; 2025Q4: 255 shares; 2026Q1: 550 shares 550$17.9K<0.01%+295Timeline
CWENACLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 146 shares; 2025Q2: 844 shares; 2025Q3: 776 shares; 2025Q4: 335 shares; 2026Q1: 450 shares 450$17.9K<0.01%+115Timeline
FULCFULCRUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,021 shares; 2025Q2: 3,415 shares; 2025Q3: 7,112 shares; 2025Q4: 2,190 shares; 2026Q1: 2,390 shares 2,390$17.9K<0.01%+200Timeline
BTZBLACKROCK CR ALLOCATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,758 shares; 2026Q1: 1,758 shares 1,758$17.9K<0.01%0Timeline
EEMAISHARES 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: 185 shares 185$17.8K<0.01%newTimeline
FTXLFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,546 shares; 2025Q1: 7,019 shares; 2025Q2: 3,849 shares; 2025Q3: 396 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117$17.8K<0.01%0Timeline
NMAINUVEEN MULTI ASSET INCOME FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 996 shares; 2026Q1: 1,408 shares 1,408$17.7K<0.01%+412Timeline
AKRACADIA RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 641 shares; 2025Q1: 642 shares; 2025Q2: 620 shares; 2025Q3: 662 shares; 2025Q4: 849 shares; 2026Q1: 921 shares 921$17.7K<0.01%+72Timeline
DAREDARE BIOSCIENCE 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: 9,325 shares 9,325$17.7K<0.01%newTimeline
OSGOCTAVE SPECIALTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 256 shares; 2025Q2: not reported; 2025Q3: 105 shares; 2025Q4: 122 shares; 2026Q1: 3,852 shares 3,852$17.7K<0.01%+3,730Timeline
OPPEWISDOMTREE 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: 325 shares 325$17.7K<0.01%newTimeline
JHSCJOHN HANCOCK 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: not reported; 2026Q1: 410 shares 410$17.7K<0.01%newTimeline
TGTXTG THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203 shares; 2025Q1: 562 shares; 2025Q2: 230 shares; 2025Q3: 260 shares; 2025Q4: 382 shares; 2026Q1: 525 shares 525$17.6K<0.01%+143Timeline
SHOOMADDEN STEVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 876 shares; 2025Q2: 528 shares; 2025Q3: 548 shares; 2025Q4: 983 shares; 2026Q1: 517 shares 517$17.6K<0.01%-466Timeline
FTMHPUTNAM 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: 1,508 shares; 2026Q1: 1,519 shares 1,519$17.6K<0.01%+11Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 978 shares; 2025Q2: 819 shares; 2025Q3: 1,842 shares; 2025Q4: 1,432 shares; 2026Q1: 1,114 shares 1,114$17.5K<0.01%-318Timeline
TRMKTRUSTMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 51 shares; 2025Q2: 50 shares; 2025Q3: 77 shares; 2025Q4: 133 shares; 2026Q1: 412 shares 412$17.5K<0.01%+279Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,319 shares; 2025Q1: 1,309 shares; 2025Q2: 511 shares; 2025Q3: 309 shares; 2025Q4: 10,871 shares; 2026Q1: 696 shares 696$17.5K<0.01%-10,175Timeline
PSIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,800 shares; 2025Q1: 180 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 180 shares 180$17.5K<0.01%-825Timeline
BANCBANC OF CALIFORNIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 292 shares; 2025Q2: 99 shares; 2025Q3: 159 shares; 2025Q4: 734 shares; 2026Q1: 983 shares 983$17.4K<0.01%+249Timeline
DWMWISDOMTREE 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: 245 shares 245$17.4K<0.01%newTimeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 77 shares; 2025Q2: 90 shares; 2025Q3: 84 shares; 2025Q4: 209 shares; 2026Q1: 222 shares 222$17.3K<0.01%+13Timeline
CACCAMDEN NATL 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: 347 shares; 2026Q1: 358 shares 358$17.2K<0.01%+11Timeline
PDTHANCOCK JOHN PREM DIVID 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: 1,255 shares; 2025Q4: 1,279 shares; 2026Q1: 1,303 shares 1,303$17.2K<0.01%+24Timeline
LBRDALIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 367 shares; 2025Q1: 566 shares; 2025Q2: 130 shares; 2025Q3: 229 shares; 2025Q4: 93 shares; 2026Q1: 343 shares 343$17.2K<0.01%+250Timeline
SPEUSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 569 shares; 2025Q1: 657 shares; 2025Q2: 340 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 331 shares 331$17.2K<0.01%0Timeline
AISPAIRSHIP AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138 shares; 2026Q1: 7,573 shares 7,573$17.2K<0.01%+7,435Timeline
BZKANZHUN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 283 shares; 2025Q1: 483 shares; 2025Q2: 233 shares; 2025Q3: 242 shares; 2025Q4: 294 shares; 2026Q1: 1,275 shares 1,275$17.2K<0.01%+981Timeline
RUSHARUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,574 shares; 2025Q1: 977 shares; 2025Q2: 146 shares; 2025Q3: 511 shares; 2025Q4: 376 shares; 2026Q1: 260 shares 260$17.2K<0.01%-116Timeline
GHYGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 427 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 394 shares; 2025Q4: 394 shares; 2026Q1: 381 shares 381$17.2K<0.01%-13Timeline
RUNSUNRUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262 shares; 2025Q1: 201 shares; 2025Q2: 406 shares; 2025Q3: 564 shares; 2025Q4: 1,449 shares; 2026Q1: 1,213 shares 1,213$17.2K<0.01%-236Timeline
NXDRNEXTDOOR HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares; 2025Q4: 12,022 shares; 2026Q1: 12,254 shares 12,254$17.2K<0.01%+232Timeline
JOUTJOHNSON OUTDOORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 428 shares; 2025Q3: 333 shares; 2025Q4: 360 shares; 2026Q1: 365 shares 365$17.1K<0.01%+5Timeline
THRMGENTHERM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: not reported; 2025Q3: 312 shares; 2025Q4: 812 shares; 2026Q1: 606 shares 606$17.1K<0.01%-206Timeline
PHYLPGIM 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: 265 shares; 2025Q4: 219 shares; 2026Q1: 493 shares 493$17.1K<0.01%+274Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82 shares; 2025Q1: 119 shares; 2025Q2: 68 shares; 2025Q3: 181 shares; 2025Q4: 228 shares; 2026Q1: 229 shares 229$17.1K<0.01%+1Timeline
KSSKOHLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 192 shares; 2025Q2: 251 shares; 2025Q3: 499 shares; 2025Q4: 1,666 shares; 2026Q1: 1,323 shares 1,323$17K<0.01%-343Timeline
FBKFB FINL CORPQuarterly 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: 23 shares; 2025Q4: 310 shares; 2026Q1: 322 shares 322$16.9K<0.01%+12Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 508 shares; 2025Q1: 358 shares; 2025Q2: 331 shares; 2025Q3: 948 shares; 2025Q4: 1,670 shares; 2026Q1: 1,022 shares 1,022$16.9K<0.01%-648Timeline
XCHYXCALAMOS CONV & HIGH INCOME FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,507 shares; 2026Q1: 1,507 shares 1,507$16.8K<0.01%0Timeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69 shares; 2025Q1: 73 shares; 2025Q2: 46 shares; 2025Q3: 48 shares; 2025Q4: 66 shares; 2026Q1: 181 shares 181$16.8K<0.01%+115Timeline
CRVLCORVEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 564 shares; 2025Q1: 816 shares; 2025Q2: 378 shares; 2025Q3: 379 shares; 2025Q4: 104 shares; 2026Q1: 312 shares 312$16.7K<0.01%+208Timeline
DATPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 504 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 488 shares 488$16.7K<0.01%0Timeline
PAMPAMPA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 91 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191$16.7K<0.01%0Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 919 shares; 2025Q1: 186 shares; 2025Q2: 87 shares; 2025Q3: 320 shares; 2025Q4: 6,007 shares; 2026Q1: 398 shares 398$16.6K<0.01%-5,609Timeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 911 shares; 2025Q1: 726 shares; 2025Q2: 8,496 shares; 2025Q3: 902 shares; 2025Q4: 444 shares; 2026Q1: 287 shares 287$16.6K<0.01%-157Timeline
NTBBANK OF N T BUTTERFIELD & SOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 63 shares; 2025Q2: 42 shares; 2025Q3: 55 shares; 2025Q4: 301 shares; 2026Q1: 312 shares 312$16.5K<0.01%+11Timeline
CVGWCALAVO GROWERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 118 shares; 2025Q2: 18 shares; 2025Q3: 344 shares; 2025Q4: 619 shares; 2026Q1: 630 shares 630$16.5K<0.01%+11Timeline
TCHIISHARES 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: 800 shares; 2026Q1: 765 shares 765$16.5K<0.01%-35Timeline
LASELASER PHOTONICS 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: 16,000 shares 16,000$16.5K<0.01%newTimeline
UMHUMH PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 2,000 shares; 2025Q2: 1,114 shares; 2025Q3: 1,168 shares; 2025Q4: 1,504 shares; 2026Q1: 1,121 shares 1,121$16.4K<0.01%-383Timeline
NTLAINTELLIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 123 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 260 shares; 2026Q1: 1,234 shares 1,234$16.4K<0.01%+974Timeline
GRFSGRIFOLS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,521 shares; 2025Q1: 906 shares; 2025Q2: 1,002 shares; 2025Q3: 1,627 shares; 2025Q4: 1,642 shares; 2026Q1: 1,984 shares 1,984$16.4K<0.01%+342Timeline
VSHVISHAY INTERTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 592 shares; 2025Q1: 540 shares; 2025Q2: 293 shares; 2025Q3: 654 shares; 2025Q4: 1,162 shares; 2026Q1: 888 shares 888$16.3K<0.01%-274Timeline
VNDAVANDA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 528 shares; 2025Q1: 225 shares; 2025Q2: 1,660 shares; 2025Q3: 1,960 shares; 2025Q4: 1,942 shares; 2026Q1: 2,308 shares 2,308$16.3K<0.01%+366Timeline
DRHDIAMONDROCK HOSPITALITY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 30 shares; 2025Q3: 456 shares; 2025Q4: 1,705 shares; 2026Q1: 1,737 shares 1,737$16.3K<0.01%+32Timeline
AVBPARRIVENT BIOPHARMA 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: 335 shares; 2026Q1: 671 shares 671$16.3K<0.01%+336Timeline
ENVXENOVIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 260 shares; 2025Q3: 7,466 shares; 2025Q4: 6,984 shares; 2026Q1: 3,268 shares 3,268$16.2K<0.01%-3,716Timeline
RAAXVANECK 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: 396 shares 396$16.2K<0.01%newTimeline
IBHIISHARES 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: 699 shares; 2025Q4: 699 shares; 2026Q1: 699 shares 699$16.2K<0.01%0Timeline
DEMZADVISORS INNER CIRCLE FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 399 shares 399$16.2K<0.01%+59Timeline
UVEUNIVERSAL INS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 7 shares; 2025Q4: 21 shares; 2026Q1: 499 shares 499$16.2K<0.01%+478Timeline
IDGTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 60 shares; 2025Q4: 87 shares; 2026Q1: 163 shares 163$16.2K<0.01%+76Timeline
PSQOPALMER SQUARE FUNDS 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: 185 shares; 2025Q4: 517 shares; 2026Q1: 785 shares 785$16.2K<0.01%+268Timeline
PDSPRECISION DRILLING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 23 shares; 2026Q1: 173 shares 173$16.1K<0.01%+150Timeline
MHOM/I HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 808 shares; 2025Q1: 173 shares; 2025Q2: 100 shares; 2025Q3: 87 shares; 2025Q4: 112 shares; 2026Q1: 131 shares 131$16.1K<0.01%+19Timeline
DRNZREX 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: 478 shares; 2026Q1: 658 shares 658$16.1K<0.01%+180Timeline
AIC3 AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,381 shares; 2025Q1: 1,231 shares; 2025Q2: 1,571 shares; 2025Q3: 1,289 shares; 2025Q4: 2,141 shares; 2026Q1: 1,897 shares 1,897$16.1K<0.01%-244Timeline
EEFTEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 23 shares; 2025Q3: 80 shares; 2025Q4: 134 shares; 2026Q1: 243 shares 243$16K<0.01%+109Timeline
ASMAVINO SILVER & GOLD MINES LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,180 shares; 2025Q3: 2,430 shares; 2025Q4: 2,510 shares; 2026Q1: 2,430 shares 2,430$16K<0.01%-80Timeline
DXPEDXP ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 172 shares; 2025Q2: 120 shares; 2025Q3: 187 shares; 2025Q4: 87 shares; 2026Q1: 112 shares 112$16K<0.01%+25Timeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 58 shares; 2025Q2: 63 shares; 2025Q3: 65 shares; 2025Q4: 138 shares; 2026Q1: 337 shares 337$16K<0.01%+199Timeline
FWDIFORWARD INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,588 shares 3,588$15.9K<0.01%newTimeline
DEFTDEFI 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: 407,632 shares; 2025Q4: 3,800 shares; 2026Q1: 23,059 shares 23,059$15.9K<0.01%+19,259Timeline
SBSAFE BULKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29 shares; 2025Q1: 123 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 2,268 shares; 2026Q1: 2,467 shares 2,467$15.9K<0.01%+199Timeline
MCYMERCURY GENL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,224 shares; 2025Q1: 830 shares; 2025Q2: 521 shares; 2025Q3: 451 shares; 2025Q4: 166 shares; 2026Q1: 183 shares 183$15.9K<0.01%+17Timeline
LTHLIFE TIME GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 303 shares; 2025Q2: 12,450 shares; 2025Q3: 14,934 shares; 2025Q4: 1,273 shares; 2026Q1: 608 shares 608$15.9K<0.01%-665Timeline
THFFFIRST FINANCIAL 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: 101 shares; 2025Q4: 254 shares; 2026Q1: 250 shares 250$15.9K<0.01%-4Timeline
CAECAE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 623 shares; 2025Q1: 560 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 608 shares; 2026Q1: 597 shares 597$15.9K<0.01%-11Timeline
FBPFIRST BANCORP CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 680 shares; 2025Q1: 1,383 shares; 2025Q2: 1,314 shares; 2025Q3: 1,339 shares; 2025Q4: 652 shares; 2026Q1: 733 shares 733$15.8K<0.01%+81Timeline
WLFCWILLIS LEASE FIN 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: 49 shares; 2025Q4: 89 shares; 2026Q1: 90 shares 90$15.8K<0.01%+1Timeline
ARCBARCBEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73 shares; 2025Q1: 72 shares; 2025Q2: 384 shares; 2025Q3: 392 shares; 2025Q4: 452 shares; 2026Q1: 158 shares 158$15.7K<0.01%-294Timeline
SQQQPROSHARES 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: 348 shares; 2026Q1: 203 shares 203$15.7K<0.01%-145Timeline
XHRXENIA HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 599 shares; 2025Q1: 576 shares; 2025Q2: 940 shares; 2025Q3: 970 shares; 2025Q4: 991 shares; 2026Q1: 1,075 shares 1,075$15.7K<0.01%+84Timeline
LBTYALIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 997 shares; 2025Q1: 1,215 shares; 2025Q2: 653 shares; 2025Q3: 611 shares; 2025Q4: 1,560 shares; 2026Q1: 1,295 shares 1,295$15.7K<0.01%-265Timeline
KVLEKRANESHARES 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: 629 shares 629$15.7K<0.01%newTimeline
DNUTKRISPY KREME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 5 shares; 2025Q2: 5,257 shares; 2025Q3: 5,399 shares; 2025Q4: 4,808 shares; 2026Q1: 4,631 shares 4,631$15.7K<0.01%-177Timeline
FTBDFIDELITY 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: 318 shares; 2026Q1: 318 shares 318$15.7K<0.01%0Timeline
NNENANO NUCLEAR ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 620 shares; 2026Q1: 766 shares 766$15.6K<0.01%+146Timeline
XBOEXBLACKROCK ENHANCED GLOBALQuarterly 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: 930 shares; 2025Q4: 930 shares; 2026Q1: 1,406 shares 1,406$15.6K<0.01%+476Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 21 shares; 2025Q2: 11 shares; 2025Q3: 268 shares; 2025Q4: 35 shares; 2026Q1: 62 shares 62$15.6K<0.01%+27Timeline
DEAEASTERLY GOVT PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,038 shares; 2025Q3: 1,075 shares; 2025Q4: 907 shares; 2026Q1: 734 shares 734$15.5K<0.01%-173Timeline
RNWRENEW ENERGY GLOBAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 823 shares; 2025Q1: not reported; 2025Q2: 2,005 shares; 2025Q3: 1,753 shares; 2025Q4: 5,503 shares; 2026Q1: 3,236 shares 3,236$15.5K<0.01%-2,267Timeline
STRASTRATEGIC ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 17 shares; 2025Q2: 7 shares; 2025Q3: 46 shares; 2025Q4: 162 shares; 2026Q1: 186 shares 186$15.5K<0.01%+24Timeline
HSHPHIMALAYA SHIPPING 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: 310 shares; 2025Q4: 329 shares; 2026Q1: 1,132 shares 1,132$15.4K<0.01%+803Timeline
PXEINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 406 shares 406$15.4K<0.01%newTimeline
LQDALIQUIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105 shares; 2025Q1: 141 shares; 2025Q2: 328 shares; 2025Q3: 363 shares; 2025Q4: 556 shares; 2026Q1: 410 shares 410$15.4K<0.01%-146Timeline
IFLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 821 shares; 2025Q2: 832 shares; 2025Q3: 844 shares; 2025Q4: 850 shares; 2026Q1: 848 shares 848$15.3K<0.01%-2Timeline
TOWNTOWNEBANK PORTSMOUTH VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 191 shares; 2025Q2: 11 shares; 2025Q3: 21 shares; 2025Q4: 405 shares; 2026Q1: 448 shares 448$15.2K<0.01%+43Timeline
IYGISHARES 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: 315 shares; 2026Q1: 183 shares 183$15.2K<0.01%-132Timeline
PSNLPERSONALIS 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: 10,069 shares; 2025Q4: 2,489 shares; 2026Q1: 2,311 shares 2,311$15.2K<0.01%-178Timeline
SFNCSIMMONS FIRST NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148 shares; 2025Q1: 143 shares; 2025Q2: 136 shares; 2025Q3: 169 shares; 2025Q4: 555 shares; 2026Q1: 777 shares 777$15.1K<0.01%+222Timeline
GDIVHARBOR 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: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 895 shares 895$15.1K<0.01%-246Timeline
CORTCORCEPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 241 shares; 2025Q2: 910 shares; 2025Q3: 969 shares; 2025Q4: 805 shares; 2026Q1: 359 shares 359$15.1K<0.01%-446Timeline
JBLUJETBLUE AIRWAYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,119 shares; 2025Q1: 1,880 shares; 2025Q2: 2,874 shares; 2025Q3: 2,431 shares; 2025Q4: 2,610 shares; 2026Q1: 3,304 shares 3,304$15K<0.01%+694Timeline
XNCRXENCOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 923 shares; 2025Q2: not reported; 2025Q3: 3,735 shares; 2025Q4: 2,773 shares; 2026Q1: 1,196 shares 1,196$15K<0.01%-1,577Timeline
TOUST ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425$15K<0.01%0Timeline
MCBMETROPOLITAN BK HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 15 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 174 shares; 2026Q1: 180 shares 180$15K<0.01%+6Timeline
DBBINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 630 shares; 2026Q1: 630 shares 630$15K<0.01%0Timeline
KYMRKYMERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 624 shares; 2025Q3: 84 shares; 2025Q4: 165 shares; 2026Q1: 176 shares 176$14.9K<0.01%+11Timeline
ABGASBURY AUTOMOTIVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97 shares; 2025Q1: 96 shares; 2025Q2: 48 shares; 2025Q3: 81 shares; 2025Q4: 143 shares; 2026Q1: 77 shares 77$14.9K<0.01%-66Timeline
SFBSSERVISFIRST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214 shares; 2025Q1: 92 shares; 2025Q2: 72 shares; 2025Q3: 93 shares; 2025Q4: 166 shares; 2026Q1: 204 shares 204$14.9K<0.01%+38Timeline
CMCOCOLUMBUS MCKINNON CORP N YQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 10 shares; 2025Q2: 38 shares; 2025Q3: 376 shares; 2025Q4: 1,154 shares; 2026Q1: 1,041 shares 1,041$14.9K<0.01%-113Timeline
XERSXERIS BIOPHARMA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 2,381 shares; 2025Q4: 2,571 shares; 2026Q1: 2,469 shares 2,469$14.9K<0.01%-102Timeline
SAFTSAFETY INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 54 shares; 2025Q2: 35 shares; 2025Q3: 38 shares; 2025Q4: 205 shares; 2026Q1: 207 shares 207$14.9K<0.01%+2Timeline
BLFSBIOLIFE SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,593 shares; 2025Q1: 1,339 shares; 2025Q2: 687 shares; 2025Q3: 719 shares; 2025Q4: 771 shares; 2026Q1: 771 shares 771$14.9K<0.01%0Timeline
CRICARTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 36 shares; 2025Q2: 22 shares; 2025Q3: 45 shares; 2025Q4: 61 shares; 2026Q1: 417 shares 417$14.8K<0.01%+356Timeline
VECOVEECO INSTRS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 7 shares; 2025Q3: 79 shares; 2025Q4: 346 shares; 2026Q1: 428 shares 428$14.8K<0.01%+82Timeline
EHABENHABIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 21 shares; 2025Q3: 501 shares; 2025Q4: 1,440 shares; 2026Q1: 1,062 shares 1,062$14.8K<0.01%-378Timeline
LPLLG DISPLAY CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 296 shares; 2026Q1: 3,736 shares 3,736$14.8K<0.01%+3,440Timeline
ABMABM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,408 shares; 2025Q1: 3,856 shares; 2025Q2: 686 shares; 2025Q3: 680 shares; 2025Q4: 420 shares; 2026Q1: 383 shares 383$14.8K<0.01%-37Timeline
BRSLBRIGHTSTAR LOTTERY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 33 shares; 2025Q2: 32 shares; 2025Q3: 67 shares; 2025Q4: 97 shares; 2026Q1: 1,157 shares 1,157$14.8K<0.01%+1,060Timeline
BLMNBLOOMIN BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,847 shares; 2025Q1: 29,362 shares; 2025Q2: 13,275 shares; 2025Q3: 1,168 shares; 2025Q4: 1,149 shares; 2026Q1: 2,704 shares 2,704$14.8K<0.01%+1,555Timeline
AMRZAMRIZE 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: 143 shares; 2025Q4: 206 shares; 2026Q1: 268 shares 268$14.8K<0.01%+62Timeline
METCRAMACO RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,501 shares; 2025Q1: 810 shares; 2025Q2: 3,920 shares; 2025Q3: 756 shares; 2025Q4: 858 shares; 2026Q1: 997 shares 997$14.8K<0.01%+139Timeline
OISOIL STS INTL 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: 63 shares; 2025Q4: 1,241 shares; 2026Q1: 1,325 shares 1,325$14.7K<0.01%+84Timeline
CDNACAREDX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,606 shares; 2025Q1: 140 shares; 2025Q2: 209 shares; 2025Q3: 862 shares; 2025Q4: 765 shares; 2026Q1: 821 shares 821$14.7K<0.01%+56Timeline
BUYWNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,087 shares; 2025Q1: 1,087 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 1,038 shares 1,038$14.6K<0.01%0Timeline
OMABGRUPO AEROPORTUARIO DEL CENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 83 shares; 2025Q4: 122 shares; 2026Q1: 127 shares 127$14.6K<0.01%+5Timeline
SUPNSUPERNUS PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 152 shares; 2025Q2: 62 shares; 2025Q3: 108 shares; 2025Q4: 320 shares; 2026Q1: 283 shares 283$14.6K<0.01%-37Timeline
RAVIFLEXSHARES 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: 192 shares; 2026Q1: 194 shares 194$14.6K<0.01%+2Timeline
LRMRLARIMAR 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: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,106 shares 3,106$14.5K<0.01%+106Timeline
LQDWISHARES 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: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$14.5K<0.01%0Timeline
BRSPBRIGHTSPIRE CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,434 shares; 2025Q1: 1,430 shares; 2025Q2: 2,227 shares; 2025Q3: 2,256 shares; 2025Q4: 2,611 shares; 2026Q1: 2,607 shares 2,607$14.5K<0.01%-4Timeline
IMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 620 shares; 2025Q2: 550 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495$14.5K<0.01%0Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 147 shares; 2025Q3: 211 shares; 2025Q4: 523 shares; 2026Q1: 560 shares 560$14.5K<0.01%+37Timeline
XMTRXOMETRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 108 shares; 2025Q2: 341 shares; 2025Q3: 345 shares; 2025Q4: 397 shares; 2026Q1: 346 shares 346$14.5K<0.01%-51Timeline
LACLITHIUM AMERS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: 1,157 shares; 2025Q2: 607 shares; 2025Q3: 1,600 shares; 2025Q4: 25,284 shares; 2026Q1: 3,661 shares 3,661$14.5K<0.01%-21,623Timeline
AMRXAMNEAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 10 shares; 2025Q3: 149 shares; 2025Q4: 249 shares; 2026Q1: 1,136 shares 1,136$14.4K<0.01%+887Timeline
VFVAVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107$14.4K<0.01%0Timeline
AQWAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750$14.4K<0.01%newTimeline
RFVINVESCO 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: 17 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110$14.4K<0.01%0Timeline
BHVNBIOHAVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 486 shares; 2025Q2: 829 shares; 2025Q3: 1,247 shares; 2025Q4: 1,766 shares; 2026Q1: 1,493 shares 1,493$14.4K<0.01%-273Timeline
ONTONTERRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1,390 shares; 2025Q2: 653 shares; 2025Q3: 623 shares; 2025Q4: 691 shares; 2026Q1: 642 shares 642$14.4K<0.01%-49Timeline
DNOWDNOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262 shares; 2025Q1: 629 shares; 2025Q2: 308 shares; 2025Q3: 299 shares; 2025Q4: 1,170 shares; 2026Q1: 1,213 shares 1,213$14.4K<0.01%+43Timeline
NEOGNEOGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 807 shares; 2025Q3: 1,040 shares; 2025Q4: 1,146 shares; 2026Q1: 1,527 shares 1,527$14.3K<0.01%+381Timeline
SHLSSHOALS TECHNOLOGIES GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 15 shares; 2025Q2: 557 shares; 2025Q3: 2,032 shares; 2025Q4: 1,928 shares; 2026Q1: 2,077 shares 2,077$14.3K<0.01%+149Timeline
NSPINSPERITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,736 shares; 2025Q1: 1,529 shares; 2025Q2: 124 shares; 2025Q3: 102 shares; 2025Q4: 991 shares; 2026Q1: 529 shares 529$14.3K<0.01%-462Timeline
HOVRNEW HORIZON AIRCRAFT 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: not reported; 2026Q1: 10,000 shares 10,000$14.3K<0.01%newTimeline
GOAUETF 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: 4 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 308 shares 308$14.3K<0.01%-4Timeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 326 shares; 2025Q1: 540 shares; 2025Q2: 592 shares; 2025Q3: 1,049 shares; 2025Q4: 1,182 shares; 2026Q1: 1,377 shares 1,377$14.3K<0.01%+195Timeline
JULHINNOVATOR 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: 361 shares; 2025Q4: 573 shares; 2026Q1: 578 shares 578$14.3K<0.01%+5Timeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 24 shares; 2025Q3: 33 shares; 2025Q4: 39 shares; 2026Q1: 55 shares 55$14.2K<0.01%+16Timeline
SATOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$14.2K<0.01%0Timeline
SMOTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277,580 shares; 2025Q1: 226,920 shares; 2025Q2: 153,785 shares; 2025Q3: 64,654 shares; 2025Q4: 25,667 shares; 2026Q1: 404 shares 404$14.2K<0.01%-25,263Timeline
EVEREVERQUOTE 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: 128 shares; 2026Q1: 964 shares 964$14.2K<0.01%+836Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 338 shares; 2025Q1: 328 shares; 2025Q2: 266 shares; 2025Q3: 241 shares; 2025Q4: 324 shares; 2026Q1: 288 shares 288$14.2K<0.01%-36Timeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,030 shares; 2025Q1: 1,120 shares; 2025Q2: 334 shares; 2025Q3: 472 shares; 2025Q4: 394 shares; 2026Q1: 250 shares 250$14.2K<0.01%-144Timeline
PREFPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,700 shares; 2025Q1: 14,289 shares; 2025Q2: 915 shares; 2025Q3: 732 shares; 2025Q4: 745 shares; 2026Q1: 751 shares 751$14.1K<0.01%+6Timeline
IYTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187$14.1K<0.01%0Timeline
AMRNAMARIN CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 937 shares; 2025Q4: 942 shares; 2026Q1: 962 shares 962$14.1K<0.01%+20Timeline
PBIPITNEY BOWES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 76 shares; 2025Q2: 42 shares; 2025Q3: 98 shares; 2025Q4: 651 shares; 2026Q1: 1,263 shares 1,263$14K<0.01%+612Timeline
CENTACENTRAL GARDEN & PET COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 39 shares; 2025Q2: 55 shares; 2025Q3: 104 shares; 2025Q4: 652 shares; 2026Q1: 437 shares 437$14K<0.01%-215Timeline
WDFCWD 40 COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 156 shares; 2025Q2: 159 shares; 2025Q3: 28 shares; 2025Q4: 78 shares; 2026Q1: 68 shares 68$14K<0.01%-10Timeline
WPPWPP PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 543 shares; 2025Q1: 486 shares; 2025Q2: 577 shares; 2025Q3: 664 shares; 2025Q4: 1,889 shares; 2026Q1: 866 shares 866$13.9K<0.01%-1,023Timeline
ADAMADAMAS TRUST INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 1,587 shares; 2025Q3: 1,733 shares; 2025Q4: 1,824 shares; 2026Q1: 1,883 shares 1,883$13.8K<0.01%+59Timeline
TENBTENABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 42 shares; 2025Q2: 34 shares; 2025Q3: 92 shares; 2025Q4: 101 shares; 2026Q1: 812 shares 812$13.8K<0.01%+711Timeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 530 shares; 2025Q1: 143 shares; 2025Q2: 239 shares; 2025Q3: 244 shares; 2025Q4: 218 shares; 2026Q1: 275 shares 275$13.8K<0.01%+57Timeline
SNDXSYNDAX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 157 shares; 2025Q1: 71 shares; 2025Q2: 23 shares; 2025Q3: 37 shares; 2025Q4: 541 shares; 2026Q1: 578 shares 578$13.8K<0.01%+37Timeline
MRVIMARAVAI LIFESCIENCES HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,196 shares; 2025Q1: 122 shares; 2025Q2: 7,775 shares; 2025Q3: 18,757 shares; 2025Q4: 5,059 shares; 2026Q1: 4,804 shares 4,804$13.8K<0.01%-255Timeline
AXICYAXIA ENERGIA SAQuarterly 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: 1,158 shares; 2026Q1: 1,239 shares 1,239$13.7K<0.01%+81Timeline
TFIITFI INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 262 shares; 2025Q2: 59 shares; 2025Q3: 97 shares; 2025Q4: 137 shares; 2026Q1: 124 shares 124$13.7K<0.01%-13Timeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107 shares; 2026Q1: 187 shares 187$13.7K<0.01%+80Timeline
XISEFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,439 shares; 2025Q1: 8,513 shares; 2025Q2: 8,432 shares; 2025Q3: 8,429 shares; 2025Q4: 8,335 shares; 2026Q1: 460 shares 460$13.7K<0.01%-7,875Timeline
SGUSTAR GROUP LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100$13.7K<0.01%0Timeline
AGZISHARES 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: 125 shares 125$13.7K<0.01%newTimeline
MDPEDIATRIX MEDICAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 537 shares; 2025Q2: 186 shares; 2025Q3: 238 shares; 2025Q4: 677 shares; 2026Q1: 660 shares 660$13.7K<0.01%-17Timeline
ATROASTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 151 shares; 2026Q1: 193 shares 193$13.6K<0.01%+42Timeline
JKSJINKOSOLAR HLDG CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 320 shares; 2026Q1: 536 shares 536$13.6K<0.01%+216Timeline
HOMBHOME BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 61 shares; 2025Q2: 67 shares; 2025Q3: 115 shares; 2025Q4: 460 shares; 2026Q1: 500 shares 500$13.6K<0.01%+40Timeline
NSITINSIGHT ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73 shares; 2025Q1: 50 shares; 2025Q2: 39 shares; 2025Q3: 9 shares; 2025Q4: 71 shares; 2026Q1: 202 shares 202$13.6K<0.01%+131Timeline
MADEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$13.6K<0.01%0Timeline
ANGOANGIODYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 120 shares; 2025Q3: 819 shares; 2025Q4: 2,018 shares; 2026Q1: 1,137 shares 1,137$13.6K<0.01%-881Timeline
PRKPARK NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 70 shares; 2025Q2: 56 shares; 2025Q3: 61 shares; 2025Q4: 76 shares; 2026Q1: 83 shares 83$13.5K<0.01%+7Timeline
RWAYRUNWAY GROWTH FINANCE 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: 2,261 shares; 2025Q4: 1,307 shares; 2026Q1: 1,984 shares 1,984$13.5K<0.01%+677Timeline
WVEWAVE LIFE SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 1,511 shares; 2025Q2: 1,511 shares; 2025Q3: 1,570 shares; 2025Q4: 1,945 shares; 2026Q1: 1,972 shares 1,972$13.5K<0.01%+27Timeline
GMAYFIRST 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: 745 shares; 2025Q2: 826 shares; 2025Q3: 728 shares; 2025Q4: 370 shares; 2026Q1: 326 shares 326$13.4K<0.01%-44Timeline
FSCSFIRST 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: 380 shares; 2026Q1: 380 shares 380$13.4K<0.01%0Timeline
ASANASANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 532 shares; 2025Q2: 1,162 shares; 2025Q3: 2,553 shares; 2025Q4: 2,956 shares; 2026Q1: 2,114 shares 2,114$13.4K<0.01%-842Timeline
SMIZZACKS 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: 205 shares; 2025Q4: 355 shares; 2026Q1: 356 shares 356$13.3K<0.01%+1Timeline
AVEEAMERICAN 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: 208 shares; 2026Q1: 208 shares 208$13.3K<0.01%0Timeline
ASIXADVANSIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 241 shares; 2025Q2: 3,123 shares; 2025Q3: 320 shares; 2025Q4: 468 shares; 2026Q1: 529 shares 529$13.3K<0.01%+61Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295$13.2K<0.01%0Timeline
IOSPINNOSPEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 147 shares; 2025Q2: 135 shares; 2025Q3: 138 shares; 2025Q4: 195 shares; 2026Q1: 179 shares 179$13.2K<0.01%-16Timeline
THMINTERNATIONAL TOWER HILL MINQuarterly 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: 1,000 shares; 2025Q4: 2,500 shares; 2026Q1: 5,500 shares 5,500$13.1K<0.01%+3,000Timeline
PSILADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 756 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 756 shares; 2026Q1: 756 shares 756$13.1K<0.01%0Timeline
JBSSSANFILIPPO JOHN B & SON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 20 shares; 2025Q2: 19 shares; 2025Q3: 36 shares; 2025Q4: 154 shares; 2026Q1: 159 shares 159$13.1K<0.01%+5Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 339 shares; 2025Q1: 90 shares; 2025Q2: 137 shares; 2025Q3: 307 shares; 2025Q4: 494 shares; 2026Q1: 397 shares 397$13.1K<0.01%-97Timeline
FCFFIRST COMWLTH FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,246 shares; 2025Q1: 928 shares; 2025Q2: 623 shares; 2025Q3: 600 shares; 2025Q4: 512 shares; 2026Q1: 738 shares 738$13.1K<0.01%+226Timeline
MLKNMILLERKNOLL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 518 shares; 2025Q1: 661 shares; 2025Q2: 728 shares; 2025Q3: 743 shares; 2025Q4: 517 shares; 2026Q1: 903 shares 903$13.1K<0.01%+386Timeline
AIPARTERIS 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: 250 shares; 2025Q4: 695 shares; 2026Q1: 746 shares 746$13.1K<0.01%+51Timeline
VREVERIS RESIDENTIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 38 shares; 2025Q4: 535 shares; 2026Q1: 691 shares 691$13.1K<0.01%+156Timeline
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 136 shares; 2025Q3: 170 shares; 2025Q4: 266 shares; 2026Q1: 298 shares 298$13K<0.01%+32Timeline
ISVLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares 266$13K<0.01%0Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,555 shares; 2025Q1: 1,212 shares; 2025Q2: 13,700 shares; 2025Q3: 49,567 shares; 2025Q4: 36,693 shares; 2026Q1: 5,788 shares 5,788$13K<0.01%-30,905Timeline
TRNTRINITY INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 84 shares; 2025Q2: 241 shares; 2025Q3: 262 shares; 2025Q4: 466 shares; 2026Q1: 394 shares 394$13K<0.01%-72Timeline
PRVAPRIVIA HEALTH 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: 119 shares; 2025Q3: 261 shares; 2025Q4: 424 shares; 2026Q1: 617 shares 617$13K<0.01%+193Timeline
MSOSADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 2,528 shares; 2026Q1: 3,528 shares 3,528$13K<0.01%+1,000Timeline
PGHYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,349 shares; 2025Q4: 703 shares; 2026Q1: 664 shares 664$13K<0.01%-39Timeline
COURCOURSERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: not reported; 2025Q3: 516 shares; 2025Q4: 417 shares; 2026Q1: 2,219 shares 2,219$13K<0.01%+1,802Timeline
HTBKHERITAGE COMM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 47 shares; 2025Q3: 71 shares; 2025Q4: 1,023 shares; 2026Q1: 1,027 shares 1,027$13K<0.01%+4Timeline
LBTYKLIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,147 shares; 2025Q1: 1,011 shares; 2025Q2: 1,093 shares; 2025Q3: 983 shares; 2025Q4: 1,007 shares; 2026Q1: 1,096 shares 1,096$12.9K<0.01%+89Timeline
XTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 68 shares 68$12.9K<0.01%+23Timeline
FMBHFIRST MID BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 257 shares; 2025Q4: 292 shares; 2026Q1: 312 shares 312$12.9K<0.01%+20Timeline
JPREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 268 shares 268$12.9K<0.01%-15Timeline
PEJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 220 shares 220$12.9K<0.01%-153Timeline
FWRGFIRST WATCH RESTAURANT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 104 shares; 2025Q2: 100 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 1,176 shares 1,176$12.9K<0.01%+1,066Timeline
RRRRED ROCK RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 286 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 187 shares; 2025Q4: 195 shares; 2026Q1: 234 shares 234$12.9K<0.01%+39Timeline
SRVRPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 391 shares; 2025Q1: 395 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 408 shares; 2026Q1: 408 shares 408$12.8K<0.01%0Timeline
REPLREPLIMUNE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 2,004 shares; 2025Q4: 2,056 shares; 2026Q1: 1,684 shares 1,684$12.8K<0.01%-372Timeline
ALHCALIGNMENT HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 216 shares; 2025Q4: 650 shares; 2026Q1: 712 shares 712$12.7K<0.01%+62Timeline
FLNCFLUENCE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 2,790 shares; 2025Q3: 622 shares; 2025Q4: 3,377 shares; 2026Q1: 976 shares 976$12.7K<0.01%-2,401Timeline
HWCHANCOCK WHITNEY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105 shares; 2025Q1: 102 shares; 2025Q2: 87 shares; 2025Q3: 227 shares; 2025Q4: 142 shares; 2026Q1: 198 shares 198$12.7K<0.01%+56Timeline
GHTACOLLABORATIVE INVESTMNT SERQuarterly 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: 1,674 shares; 2025Q4: 1,427 shares; 2026Q1: 427 shares 427$12.7K<0.01%-1,000Timeline
BWBBRIDGEWATER BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 704 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 708 shares; 2026Q1: 706 shares 706$12.6K<0.01%-2Timeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 23 shares; 2025Q2: 27 shares; 2025Q3: 85 shares; 2025Q4: 84 shares; 2026Q1: 95 shares 95$12.6K<0.01%+11Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,433 shares; 2025Q1: 15,124 shares; 2025Q2: 17,662 shares; 2025Q3: 3,799 shares; 2025Q4: 4,450 shares; 2026Q1: 1,315 shares 1,315$12.6K<0.01%-3,135Timeline
AIOVIRTUS ARTIFICIAL INTELLIGENQuarterly 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: 575 shares 575$12.6K<0.01%newTimeline
QMOMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180$12.6K<0.01%0Timeline
VISNVISTANCE NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 958 shares; 2025Q4: 999 shares; 2026Q1: 684 shares 684$12.6K<0.01%-315Timeline
GRNITIDAL 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: not reported; 2026Q1: 656 shares 656$12.5K<0.01%newTimeline
IBTLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 629 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares 617$12.5K<0.01%0Timeline
JMEEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64 shares; 2025Q1: not reported; 2025Q2: 409 shares; 2025Q3: 198 shares; 2025Q4: 196 shares; 2026Q1: 186 shares 186$12.5K<0.01%-10Timeline
KALVKALVISTA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 688 shares; 2026Q1: 631 shares 631$12.5K<0.01%-57Timeline
WSWORTHINGTON STL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 12 shares; 2025Q3: 62 shares; 2025Q4: 112 shares; 2026Q1: 397 shares 397$12.3K<0.01%+285Timeline
ETOEATON VANCE TAX-ADVANTAGED GQuarterly 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: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450$12.3K<0.01%0Timeline
AGYSAGILYSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116 shares; 2025Q3: 366 shares; 2025Q4: 417 shares; 2026Q1: 176 shares 176$12.3K<0.01%-241Timeline
CODICOMPASS DIVERSIFIEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,219 shares; 2025Q1: 2,796 shares; 2025Q2: 583 shares; 2025Q3: 3,365 shares; 2025Q4: 1,106 shares; 2026Q1: 1,495 shares 1,495$12.2K<0.01%+389Timeline
RXORXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146 shares; 2025Q1: 138 shares; 2025Q2: 875 shares; 2025Q3: 754 shares; 2025Q4: 450 shares; 2026Q1: 809 shares 809$12.2K<0.01%+359Timeline
GMARFIRST 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: 755 shares; 2025Q2: 701 shares; 2025Q3: 696 shares; 2025Q4: 335 shares; 2026Q1: 291 shares 291$12.2K<0.01%-44Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114 shares; 2025Q1: 94 shares; 2025Q2: 126 shares; 2025Q3: 129 shares; 2025Q4: 97 shares; 2026Q1: 213 shares 213$12.1K<0.01%+116Timeline
MLTXMOONLAKE IMMUNOTHERAPEUTICSQuarterly 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: 25 shares; 2025Q4: 771 shares; 2026Q1: 733 shares 733$12.1K<0.01%-38Timeline
XAGDXABRDN GLOBAL DYNAMIC DIVIDENQuarterly 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: 1,100 shares; 2026Q1: 1,100 shares 1,100$12.1K<0.01%0Timeline
NVCRNOVOCURE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 254 shares; 2025Q1: 697 shares; 2025Q2: 494 shares; 2025Q3: 1,050 shares; 2025Q4: 744 shares; 2026Q1: 1,114 shares 1,114$12.1K<0.01%+370Timeline
RAREULTRAGENYX PHARMACEUTICAL INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 23 shares; 2025Q4: 137 shares; 2026Q1: 562 shares 562$12K<0.01%+425Timeline
MFAMFA FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 147 shares; 2025Q3: 72 shares; 2025Q4: 1,113 shares; 2026Q1: 1,246 shares 1,246$11.9K<0.01%+133Timeline
EFCELLINGTON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76 shares; 2025Q1: 221 shares; 2025Q2: 79 shares; 2025Q3: 499 shares; 2025Q4: 1,036 shares; 2026Q1: 1,001 shares 1,001$11.9K<0.01%-35Timeline
GBABGUGGENHEIM TAXABLE MUNICP BOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,335 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares 820$11.9K<0.01%0Timeline
GAPRFIRST 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: 758 shares; 2025Q2: 704 shares; 2025Q3: 699 shares; 2025Q4: 337 shares; 2026Q1: 293 shares 293$11.9K<0.01%-44Timeline
BKEBUCKLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 19 shares; 2025Q3: 29 shares; 2025Q4: 55 shares; 2026Q1: 233 shares 233$11.8K<0.01%+178Timeline
DVYAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares 243$11.8K<0.01%0Timeline
WCLDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 130 shares; 2025Q4: 507 shares; 2026Q1: 430 shares 430$11.8K<0.01%-77Timeline
CCRNCROSS CTRY HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159 shares; 2025Q1: 1,031 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 398 shares; 2026Q1: 1,263 shares 1,263$11.8K<0.01%+865Timeline
BCOBRINKS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 203 shares; 2025Q2: 66 shares; 2025Q3: 147 shares; 2025Q4: 138 shares; 2026Q1: 114 shares 114$11.8K<0.01%-24Timeline
GEOGEO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 351 shares; 2025Q1: 796 shares; 2025Q2: 760 shares; 2025Q3: 336 shares; 2025Q4: 637 shares; 2026Q1: 678 shares 678$11.8K<0.01%+41Timeline
GWRSGLOBAL WTR RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,284 shares; 2025Q4: 1,554 shares; 2026Q1: 1,536 shares 1,536$11.8K<0.01%-18Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,153 shares; 2026Q1: 575 shares 575$11.7K<0.01%-578Timeline
AZTAAZENTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 968 shares; 2025Q2: 1,371 shares; 2025Q3: 855 shares; 2025Q4: 844 shares; 2026Q1: 554 shares 554$11.7K<0.01%-290Timeline
GNOVFIRST 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: 878 shares; 2025Q2: 798 shares; 2025Q3: 699 shares; 2025Q4: 342 shares; 2026Q1: 299 shares 299$11.7K<0.01%-43Timeline
TREELENDINGTREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 124 shares; 2025Q3: 462 shares; 2025Q4: 561 shares; 2026Q1: 277 shares 277$11.7K<0.01%-284Timeline
GOCTFIRST 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: 790 shares; 2025Q2: 709 shares; 2025Q3: 701 shares; 2025Q4: 344 shares; 2026Q1: 301 shares 301$11.7K<0.01%-43Timeline
DFTXDEFINIUM 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: not reported; 2026Q1: 567 shares 567$11.7K<0.01%newTimeline
FNGSBANK OF MONTREALQuarterly 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: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192$11.7K<0.01%0Timeline
FDIGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 355 shares; 2026Q1: 355 shares 355$11.7K<0.01%0Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,731 shares; 2025Q1: 3,730 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares; 2025Q4: 1,806 shares; 2026Q1: 314 shares 314$11.6K<0.01%-1,492Timeline
VTMXVESTA REAL ESTATE 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: 165 shares; 2025Q4: 506 shares; 2026Q1: 339 shares 339$11.6K<0.01%-167Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 163 shares 163$11.6K<0.01%+140Timeline
BSTBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 309 shares 309$11.5K<0.01%+300Timeline
CBLCBL & ASSOC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 63 shares; 2025Q4: 275 shares; 2026Q1: 293 shares 293$11.5K<0.01%+18Timeline
PENGPENGUIN SOLUTIONS 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: 506 shares; 2025Q4: 1,452 shares; 2026Q1: 632 shares 632$11.5K<0.01%-820Timeline
NNINELNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 1,174 shares; 2025Q3: 935 shares; 2025Q4: 209 shares; 2026Q1: 90 shares 90$11.5K<0.01%-119Timeline
DDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282$11.5K<0.01%0Timeline
AVPTAVEPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 1,016 shares; 2025Q2: 1,520 shares; 2025Q3: 578 shares; 2025Q4: 768 shares; 2026Q1: 1,185 shares 1,185$11.5K<0.01%+417Timeline
SRRKSCHOLAR ROCK HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 309 shares; 2025Q1: 67 shares; 2025Q2: 424 shares; 2025Q3: 52 shares; 2025Q4: 438 shares; 2026Q1: 233 shares 233$11.5K<0.01%-205Timeline
VTVTVTV 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: 279 shares; 2026Q1: 283 shares 283$11.5K<0.01%+4Timeline
LLYVKLIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97 shares; 2026Q1: 121 shares 121$11.5K<0.01%+24Timeline
EZETFRANKLIN ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280 shares; 2025Q1: 376 shares; 2025Q2: 96 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 706 shares 706$11.5K<0.01%+74Timeline
TMCITREACE MED CONCEPTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,717 shares; 2025Q3: 698 shares; 2025Q4: 8,000 shares; 2026Q1: 8,127 shares 8,127$11.5K<0.01%+127Timeline
GTNGRAY MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 2,247 shares; 2025Q4: 2,094 shares; 2026Q1: 2,593 shares 2,593$11.4K<0.01%+499Timeline
HNIHNI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,944 shares; 2025Q1: 1,112 shares; 2025Q2: 759 shares; 2025Q3: 748 shares; 2025Q4: 327 shares; 2026Q1: 341 shares 341$11.4K<0.01%+14Timeline
ALXALEXANDERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 13 shares; 2025Q2: 10 shares; 2025Q3: 12 shares; 2025Q4: 45 shares; 2026Q1: 50 shares 50$11.4K<0.01%+5Timeline
PKBKPARKE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 372 shares; 2025Q4: 396 shares; 2026Q1: 398 shares 398$11.4K<0.01%+2Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,045 shares; 2025Q1: 1,502 shares; 2025Q2: not reported; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 245 shares 245$11.3K<0.01%+46Timeline
ICHRICHOR HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 5,975 shares; 2025Q3: 1,521 shares; 2025Q4: 20,868 shares; 2026Q1: 237 shares 237$11.3K<0.01%-20,631Timeline

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