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IFP Advisors, Inc

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13F filer, CIK 1641866, TAMPA, FL

IFP Advisors, Inc reported $4,822,613,853 across 5,032 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-13. Its ten largest share positions make up 14.55% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001641866-26-000003

Period
2026-03-31
Reported value
$4.82B
Holdings
5,032
Top 10 weight
14.55%
New
355
Sold out
222

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+112,325$19.6M
MSFTadded+51,221$19M
IWMadded+61,584$15.3M
IVEadded+63,824$13.5M
AAPLadded+52,487$13.3M

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
GFIreduced-334,248-$15.2M
IVWreduced-125,209-$14.2M
RSPRexited-281,946-$9.48M
HDVreduced-67,284-$9.13M
ISHARES TRexited-321,346-$8.07M

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 0001641866-26-000003, largest first. % of portfolio is the value over $4,822,613,853, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 617 shares; 2025Q1: 479 shares; 2025Q2: 853 shares; 2025Q3: 876 shares; 2025Q4: 1,697 shares; 2026Q1: 1,343 shares 1,343$166K<0.01%-354Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 2,957 shares; 2025Q1: 2,386 shares; 2025Q2: 1,813 shares; 2025Q3: 3,824 shares; 2025Q4: 2,096 shares; 2026Q1: 1,747 shares 1,747$165K<0.01%-349Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,331 shares; 2024Q4: 12,818 shares; 2025Q1: 1,249 shares; 2025Q2: 977 shares; 2025Q3: 751 shares; 2025Q4: 776 shares; 2026Q1: 1,895 shares 1,895$165K<0.01%+1,119Timeline
JMSIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares; 2026Q1: 3,304 shares 3,304$164K<0.01%+762Timeline
BJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 2,944 shares; 2025Q2: 4,007 shares; 2025Q3: 3,911 shares; 2025Q4: 3,911 shares; 2026Q1: 3,071 shares 3,071$164K<0.01%-840Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 1,289 shares; 2026Q1: 1,289 shares 1,289$164K<0.01%0Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 1,824 shares; 2025Q1: 2,120 shares; 2025Q2: 2,580 shares; 2025Q3: 2,575 shares; 2025Q4: 2,205 shares; 2026Q1: 1,986 shares 1,986$164K<0.01%-219Timeline
DAXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,874 shares 3,874$163K<0.01%newTimeline
FNGSBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,338 shares; 2025Q1: 1,223 shares; 2025Q2: 1,212 shares; 2025Q3: 2,112 shares; 2025Q4: 2,074 shares; 2026Q1: 2,735 shares 2,735$163K<0.01%+661Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 0 shares; 2025Q3: 39 shares; 2025Q4: 1,838 shares; 2026Q1: 501 shares 501$163K<0.01%-1,337Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 11,911 shares; 2025Q1: 11,077 shares; 2025Q2: 8,457 shares; 2025Q3: 5,146 shares; 2025Q4: 6,618 shares; 2026Q1: 7,289 shares 7,289$163K<0.01%+671Timeline
BSJRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 4,490 shares; 2025Q1: 4,490 shares; 2025Q2: 4,490 shares; 2025Q3: 4,490 shares; 2025Q4: 4,490 shares; 2026Q1: 7,277 shares 7,277$163K<0.01%+2,787Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,956 shares; 2024Q4: 7,165 shares; 2025Q1: 7,079 shares; 2025Q2: 387 shares; 2025Q3: 1,639 shares; 2025Q4: 4,959 shares; 2026Q1: 5,295 shares 5,295$163K<0.01%+336Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 429 shares; 2025Q1: 443 shares; 2025Q2: 768 shares; 2025Q3: 996 shares; 2025Q4: 1,516 shares; 2026Q1: 1,527 shares 1,527$162K<0.01%+11Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 494 shares; 2025Q1: 550 shares; 2025Q2: 420 shares; 2025Q3: 2,833 shares; 2025Q4: 2,878 shares; 2026Q1: 2,807 shares 2,807$162K<0.01%-71Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 284 shares; 2025Q1: 313 shares; 2025Q2: 347 shares; 2025Q3: 317 shares; 2025Q4: 282 shares; 2026Q1: 310 shares 310$162K<0.01%+28Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 337 shares; 2025Q1: 496 shares; 2025Q2: 520 shares; 2025Q3: 388 shares; 2025Q4: 384 shares; 2026Q1: 348 shares 348$162K<0.01%-36Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 514 shares; 2025Q1: 538 shares; 2025Q2: 554 shares; 2025Q3: 544 shares; 2025Q4: 628 shares; 2026Q1: 895 shares 895$161K<0.01%+267Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 897 shares; 2025Q3: 1,036 shares; 2025Q4: 2,448 shares; 2026Q1: 2,426 shares 2,426$161K<0.01%-22Timeline
SPHRSPHERE ENTERTAINMENT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 1,962 shares; 2025Q4: 1,702 shares; 2026Q1: 1,369 shares 1,369$161K<0.01%-333Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 6,287 shares; 2025Q4: 7,795 shares; 2026Q1: 6,763 shares 6,763$161K<0.01%-1,032Timeline
EVSDMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,018 shares; 2026Q1: 3,141 shares 3,141$160K<0.01%+123Timeline
CTASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 4,121 shares; 2025Q1: 8,102 shares; 2025Q2: 9,299 shares; 2025Q3: 9,750 shares; 2025Q4: 9,845 shares; 2026Q1: 5,281 shares 5,281$160K<0.01%-4,564Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 241 shares; 2025Q1: 232 shares; 2025Q2: 200 shares; 2025Q3: 491 shares; 2025Q4: 664 shares; 2026Q1: 482 shares 482$159K<0.01%-182Timeline
GAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 4,327 shares; 2025Q1: 4,182 shares; 2025Q2: 4,219 shares; 2025Q3: 4,219 shares; 2025Q4: 3,927 shares; 2026Q1: 3,927 shares 3,927$159K<0.01%0Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,526 shares; 2024Q4: 4,949 shares; 2025Q1: 4,799 shares; 2025Q2: 5,732 shares; 2025Q3: 6,303 shares; 2025Q4: 7,327 shares; 2026Q1: 7,343 shares 7,343$159K<0.01%+16Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 10,813 shares; 2025Q1: 2,704 shares; 2025Q2: 2,496 shares; 2025Q3: 1,990 shares; 2025Q4: 2,176 shares; 2026Q1: 1,561 shares 1,561$159K<0.01%-615Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,754 shares; 2025Q1: 2,721 shares; 2025Q2: 2,879 shares; 2025Q3: 4,508 shares; 2025Q4: 3,025 shares; 2026Q1: 5,199 shares 5,199$158K<0.01%+2,174Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 292 shares; 2025Q1: 1,073 shares; 2025Q2: 1,124 shares; 2025Q3: 1,232 shares; 2025Q4: 1,215 shares; 2026Q1: 1,105 shares 1,105$158K<0.01%-110Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 479 shares; 2025Q1: 502 shares; 2025Q2: 913 shares; 2025Q3: 902 shares; 2025Q4: 1,261 shares; 2026Q1: 972 shares 972$158K<0.01%-289Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 528 shares; 2025Q3: 489 shares; 2025Q4: 592 shares; 2026Q1: 689 shares 689$158K<0.01%+97Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,766 shares; 2025Q1: 3,264 shares; 2025Q2: 2,079 shares; 2025Q3: 3,897 shares; 2025Q4: 5,416 shares; 2026Q1: 5,775 shares 5,775$158K<0.01%+359Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,804 shares; 2025Q1: 2,367 shares; 2025Q2: 5,293 shares; 2025Q3: 5,467 shares; 2025Q4: 6,010 shares; 2026Q1: 4,705 shares 4,705$157K<0.01%-1,305Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 952 shares; 2025Q1: 1,044 shares; 2025Q2: 625 shares; 2025Q3: 1,047 shares; 2025Q4: 1,193 shares; 2026Q1: 1,356 shares 1,356$157K<0.01%+163Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 2,150 shares; 2025Q1: 2,248 shares; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: 1,968 shares; 2026Q1: 1,363 shares 1,363$157K<0.01%-605Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 448 shares; 2025Q1: 2,612 shares; 2025Q2: 3,529 shares; 2025Q3: 8,001 shares; 2025Q4: 7,708 shares; 2026Q1: 4,201 shares 4,201$156K<0.01%-3,507Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 81 shares; 2025Q3: 126 shares; 2025Q4: 822 shares; 2026Q1: 761 shares 761$156K<0.01%-61Timeline
INFQINFLEQTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,500 shares; 2025Q4: 16,175 shares; 2026Q1: 13,175 shares 13,175$155K<0.01%-3,000Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 2,841 shares; 2025Q1: 3,648 shares; 2025Q2: 4,489 shares; 2025Q3: 4,909 shares; 2025Q4: 5,856 shares; 2026Q1: 8,110 shares 8,110$155K<0.01%+2,254Timeline
TMSLT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,228 shares; 2025Q2: 4,228 shares; 2025Q3: 4,228 shares; 2025Q4: 4,228 shares; 2026Q1: 4,228 shares 4,228$155K<0.01%0Timeline
KXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 2,487 shares; 2025Q1: 2,487 shares; 2025Q2: 2,750 shares; 2025Q3: 2,487 shares; 2025Q4: 2,487 shares; 2026Q1: 2,313 shares 2,313$155K<0.01%-174Timeline
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 159 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 124 shares; 2026Q1: 130 shares 130$155K<0.01%+6
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 16 shares; 2025Q1: 530 shares; 2025Q2: 400 shares; 2025Q3: 390 shares; 2025Q4: 389 shares; 2026Q1: 196 shares 196$155K<0.01%-193Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,222 shares; 2025Q1: 1,104 shares; 2025Q2: 1,477 shares; 2025Q3: 2,011 shares; 2025Q4: 2,156 shares; 2026Q1: 1,190 shares 1,190$155K<0.01%-966Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 4,354 shares; 2025Q1: 5,060 shares; 2025Q2: 4,958 shares; 2025Q3: 4,998 shares; 2025Q4: 5,715 shares; 2026Q1: 7,979 shares 7,979$153K<0.01%+2,264Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 409 shares; 2025Q1: 404 shares; 2025Q2: 238 shares; 2025Q3: 672 shares; 2025Q4: 3,505 shares; 2026Q1: 2,847 shares 2,847$153K<0.01%-658Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 2,165 shares; 2025Q1: 2,049 shares; 2025Q2: 1,428 shares; 2025Q3: 1,244 shares; 2025Q4: 1,218 shares; 2026Q1: 1,268 shares 1,268$153K<0.01%+50Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 738 shares; 2025Q1: 1,387 shares; 2025Q2: 616 shares; 2025Q3: 1,258 shares; 2025Q4: 2,704 shares; 2026Q1: 3,711 shares 3,711$153K<0.01%+1,007Timeline
KAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,841 shares; 2024Q4: 8,040 shares; 2025Q1: 7,540 shares; 2025Q2: 5,353 shares; 2025Q3: 5,358 shares; 2025Q4: 5,658 shares; 2026Q1: 5,658 shares 5,658$152K<0.01%0Timeline
FCPIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,774 shares; 2025Q1: 3,774 shares; 2025Q2: 3,705 shares; 2025Q3: 3,705 shares; 2025Q4: 3,082 shares; 2026Q1: 3,082 shares 3,082$152K<0.01%0Timeline
JUSTGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,150 shares; 2025Q1: 2,051 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,637 shares; 2026Q1: 1,637 shares 1,637$151K<0.01%0Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,183 shares; 2025Q1: 1,224 shares; 2025Q2: 1,542 shares; 2025Q3: 1,483 shares; 2025Q4: 1,367 shares; 2026Q1: 1,683 shares 1,683$151K<0.01%+316Timeline
FNXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 1,178 shares; 2026Q1: 1,178 shares 1,178$151K<0.01%0Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,336 shares; 2025Q1: 3,068 shares; 2025Q2: 1,971 shares; 2025Q3: 982 shares; 2025Q4: 824 shares; 2026Q1: 740 shares 740$151K<0.01%-84Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,937 shares; 2024Q4: 5,034 shares; 2025Q1: 4,744 shares; 2025Q2: 2,805 shares; 2025Q3: 5,329 shares; 2025Q4: 5,717 shares; 2026Q1: 4,248 shares 4,248$151K<0.01%-1,469Timeline
CLIPGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,515 shares; 2025Q1: 1,531 shares; 2025Q2: 1,532 shares; 2025Q3: 1,531 shares; 2025Q4: 1,508 shares; 2026Q1: 1,501 shares 1,501$151K<0.01%-7Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 598 shares; 2025Q1: 602 shares; 2025Q2: 1,388 shares; 2025Q3: 1,692 shares; 2025Q4: 1,084 shares; 2026Q1: 1,082 shares 1,082$151K<0.01%-2Timeline
RAUSEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,805 shares; 2026Q1: 5,925 shares 5,925$150K<0.01%+4,120Timeline
FPFDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 3,646 shares; 2025Q1: 4,986 shares; 2025Q2: 6,187 shares; 2025Q3: 7,021 shares; 2025Q4: 8,265 shares; 2026Q1: 7,000 shares 7,000$150K<0.01%-1,265Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 2,745 shares; 2025Q1: 3,488 shares; 2025Q2: 1,860 shares; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares; 2026Q1: 1,764 shares 1,764$150K<0.01%+601Timeline
FLQSFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,631 shares; 2024Q4: 12,583 shares; 2025Q1: 12,611 shares; 2025Q2: 12,775 shares; 2025Q3: 3,217 shares; 2025Q4: 3,496 shares; 2026Q1: 3,507 shares 3,507$150K<0.01%+11Timeline
FDMOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 730 shares; 2025Q1: 729 shares; 2025Q2: 799 shares; 2025Q3: 1,019 shares; 2025Q4: 1,412 shares; 2026Q1: 1,863 shares 1,863$149K<0.01%+451Timeline
REVSCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 5,200 shares 5,200$149K<0.01%+4,833Timeline
MSGEMADISON SQUARE GARDEN ENTMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 24 shares; 2025Q4: 2,854 shares; 2026Q1: 2,522 shares 2,522$149K<0.01%-332Timeline
BELFBBEL FUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750$148K<0.01%newTimeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 4,831 shares; 2025Q1: 9,462 shares; 2025Q2: 9,956 shares; 2025Q3: 10,380 shares; 2025Q4: 8,358 shares; 2026Q1: 4,912 shares 4,912$148K<0.01%-3,446Timeline
UVEUNIVERSAL INS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 251 shares; 2025Q2: 868 shares; 2025Q3: 472 shares; 2025Q4: 2,796 shares; 2026Q1: 4,326 shares 4,326$148K<0.01%+1,530Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 374 shares; 2025Q1: 700 shares; 2025Q2: 1,439 shares; 2025Q3: 1,478 shares; 2025Q4: 1,570 shares; 2026Q1: 1,791 shares 1,791$148K<0.01%+221Timeline
FMATFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,503 shares; 2024Q4: 1,505 shares; 2025Q1: 2,537 shares; 2025Q2: 2,544 shares; 2025Q3: 2,548 shares; 2025Q4: 2,554 shares; 2026Q1: 2,560 shares 2,560$148K<0.01%+6Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 1,780 shares; 2025Q3: 4,274 shares; 2025Q4: 3,385 shares; 2026Q1: 3,263 shares 3,263$148K<0.01%-122Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 769 shares; 2025Q1: 841 shares; 2025Q2: 661 shares; 2025Q3: 723 shares; 2025Q4: 815 shares; 2026Q1: 744 shares 744$148K<0.01%-71Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 0 shares; 2025Q3: 519 shares; 2025Q4: 2,874 shares; 2026Q1: 3,324 shares 3,324$147K<0.01%+450Timeline
QQQHNEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,754 shares; 2025Q2: 3,459 shares; 2025Q3: 3,070 shares; 2025Q4: 765 shares; 2026Q1: 2,876 shares 2,876$147K<0.01%+2,111Timeline
BFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: 2,224 shares; 2025Q2: 3,502 shares; 2025Q3: 3,502 shares; 2025Q4: 3,502 shares; 2026Q1: 3,075 shares 3,075$147K<0.01%-427Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 5,977 shares; 2025Q1: 5,977 shares; 2025Q2: 4,295 shares; 2025Q3: 6,319 shares; 2025Q4: 6,368 shares; 2026Q1: 6,440 shares 6,440$147K<0.01%+72Timeline
CGCBCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 157 shares; 2025Q1: 181 shares; 2025Q2: 186 shares; 2025Q3: 1,066 shares; 2025Q4: 4,834 shares; 2026Q1: 5,580 shares 5,580$147K<0.01%+746Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 1,073 shares; 2025Q1: 1,073 shares; 2025Q2: 1,479 shares; 2025Q3: 1,131 shares; 2025Q4: 1,135 shares; 2026Q1: 1,566 shares 1,566$146K<0.01%+431Timeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 1,015 shares; 2025Q1: 1,021 shares; 2025Q2: 506 shares; 2025Q3: 550 shares; 2025Q4: 524 shares; 2026Q1: 415 shares 415$146K<0.01%-109Timeline
PNFPPINNACLE FINL PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,691 shares 1,691$146K<0.01%newTimeline
EQWLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 914 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,058 shares; 2026Q1: 1,263 shares 1,263$146K<0.01%+205Timeline
XDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,357 shares; 2024Q4: 4,357 shares; 2025Q1: 4,357 shares; 2025Q2: 3,607 shares; 2025Q3: 3,606 shares; 2025Q4: 3,606 shares; 2026Q1: 3,606 shares 3,606$145K<0.01%0Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 74,534 shares; 2025Q1: 74,501 shares; 2025Q2: 1,707 shares; 2025Q3: 1,579 shares; 2025Q4: 1,532 shares; 2026Q1: 1,533 shares 1,533$145K<0.01%+1Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,063 shares; 2024Q4: 4,675 shares; 2025Q1: 748 shares; 2025Q2: 1,963 shares; 2025Q3: 1,522 shares; 2025Q4: 1,679 shares; 2026Q1: 2,259 shares 2,259$145K<0.01%+580Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 848 shares; 2025Q1: 712 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 43 shares; 2026Q1: 527 shares 527$145K<0.01%+484Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 2,863 shares; 2025Q1: 2,863 shares; 2025Q2: 2,863 shares; 2025Q3: 2,863 shares; 2025Q4: 2,863 shares; 2026Q1: 2,863 shares 2,863$144K<0.01%0Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 0 shares; 2025Q3: 12 shares; 2025Q4: 642 shares; 2026Q1: 992 shares 992$144K<0.01%+350Timeline
SMLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 893 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 1,052 shares; 2025Q4: 1,052 shares; 2026Q1: 1,052 shares 1,052$144K<0.01%0Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,969 shares; 2024Q4: 10,943 shares; 2025Q1: 9,624 shares; 2025Q2: 9,216 shares; 2025Q3: 9,041 shares; 2025Q4: 9,138 shares; 2026Q1: 9,741 shares 9,741$144K<0.01%+603Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 689 shares; 2025Q3: 704 shares; 2025Q4: 864 shares; 2026Q1: 838 shares 838$144K<0.01%-26Timeline
CFOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,421 shares; 2025Q1: 2,421 shares; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 1,939 shares; 2026Q1: 1,939 shares 1,939$144K<0.01%0Timeline
LEVILEVI STRAUSS & CO NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 2,388 shares; 2025Q2: 1,990 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares; 2026Q1: 7,773 shares 7,773$144K<0.01%+5,445Timeline
BATRAATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 4 shares; 2025Q1: 10 shares; 2025Q2: 32 shares; 2025Q3: 463 shares; 2025Q4: 3,836 shares; 2026Q1: 3,034 shares 3,034$143K<0.01%-802Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 6,291 shares; 2025Q1: 6,366 shares; 2025Q2: 6,207 shares; 2025Q3: 5,518 shares; 2025Q4: 6,827 shares; 2026Q1: 6,908 shares 6,908$143K<0.01%+81Timeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 421 shares 421$143K<0.01%newTimeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 65 shares; 2025Q4: 1,312 shares; 2026Q1: 1,943 shares 1,943$143K<0.01%+631Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 3,974 shares; 2025Q1: 3,812 shares; 2025Q2: 3,577 shares; 2025Q3: 3,592 shares; 2025Q4: 3,611 shares; 2026Q1: 2,875 shares 2,875$143K<0.01%-736Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 2,983 shares; 2025Q1: 3,308 shares; 2025Q2: 3,421 shares; 2025Q3: 2,184 shares; 2025Q4: 2,762 shares; 2026Q1: 1,723 shares 1,723$142K<0.01%-1,039Timeline
CSQCALAMOS STRATEGIC TOTAL RETUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,273 shares; 2024Q4: 8,273 shares; 2025Q1: 8,273 shares; 2025Q2: 8,273 shares; 2025Q3: 8,273 shares; 2025Q4: 8,273 shares; 2026Q1: 8,273 shares 8,273$142K<0.01%0Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 99 shares; 2025Q1: 2,337 shares; 2025Q2: 5,200 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares 4,600$142K<0.01%0Timeline
YDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,384 shares; 2024Q4: 5,373 shares; 2025Q1: 5,373 shares; 2025Q2: 5,373 shares; 2025Q3: 5,373 shares; 2025Q4: 5,373 shares; 2026Q1: 5,373 shares 5,373$141K<0.01%0Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,743 shares; 2024Q4: 9,847 shares; 2025Q1: 9,330 shares; 2025Q2: 2,096 shares; 2025Q3: 1,144 shares; 2025Q4: 837 shares; 2026Q1: 721 shares 721$141K<0.01%-116Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 4,824 shares; 2025Q1: 4,279 shares; 2025Q2: 4,188 shares; 2025Q3: 4,279 shares; 2025Q4: 4,038 shares; 2026Q1: 3,805 shares 3,805$141K<0.01%-233Timeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 8,938 shares; 2025Q1: 3,286 shares; 2025Q2: 1,390 shares; 2025Q3: 2,001 shares; 2025Q4: 2,120 shares; 2026Q1: 1,817 shares 1,817$141K<0.01%-303Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 3,006 shares; 2025Q1: 3,041 shares; 2025Q2: 2,763 shares; 2025Q3: 3,349 shares; 2025Q4: 3,233 shares; 2026Q1: 2,329 shares 2,329$141K<0.01%-904Timeline
BXSLBLACKSTONE SECD LENDING FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 27,003 shares; 2025Q1: 15,612 shares; 2025Q2: 26,529 shares; 2025Q3: 9,708 shares; 2025Q4: 7,736 shares; 2026Q1: 5,934 shares 5,934$141K<0.01%-1,802Timeline
TIGOMILLICOM INTL CELLULAR S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,002 shares; 2025Q4: 1,090 shares; 2026Q1: 1,875 shares 1,875$141K<0.01%+785Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 4,695 shares; 2025Q1: 5,115 shares; 2025Q2: 6,121 shares; 2025Q3: 8,468 shares; 2025Q4: 8,528 shares; 2026Q1: 6,239 shares 6,239$140K<0.01%-2,289Timeline
FXZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,944 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 1,844 shares; 2026Q1: 1,839 shares 1,839$140K<0.01%-5Timeline
BEPCBROOKFIELD RENEWABLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,351 shares; 2025Q1: 2,507 shares; 2025Q2: 2,527 shares; 2025Q3: 2,528 shares; 2025Q4: 2,098 shares; 2026Q1: 3,513 shares 3,513$140K<0.01%+1,415Timeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 964 shares; 2025Q1: 1,369 shares; 2025Q2: 2,697 shares; 2025Q3: 2,372 shares; 2025Q4: 2,427 shares; 2026Q1: 2,343 shares 2,343$140K<0.01%-84Timeline
TJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 4,645 shares; 2025Q3: 4,691 shares; 2025Q4: 4,762 shares; 2026Q1: 4,762 shares 4,762$140K<0.01%0Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 6,100 shares; 2025Q3: 7,900 shares; 2025Q4: 8,639 shares; 2026Q1: 9,805 shares 9,805$140K<0.01%+1,166Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 2,507 shares; 2025Q1: 2,862 shares; 2025Q2: 2,789 shares; 2025Q3: 2,658 shares; 2025Q4: 1,246 shares; 2026Q1: 1,075 shares 1,075$140K<0.01%-171Timeline
IESCIES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 25 shares; 2025Q1: 2,689 shares; 2025Q2: 83 shares; 2025Q3: 212 shares; 2025Q4: 319 shares; 2026Q1: 293 shares 293$140K<0.01%-26Timeline
TPLCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,368 shares; 2025Q3: 2,456 shares; 2025Q4: 2,909 shares; 2026Q1: 3,003 shares 3,003$139K<0.01%+94Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 118 shares; 2025Q1: 408 shares; 2025Q2: 328 shares; 2025Q3: 56 shares; 2025Q4: 3,050 shares; 2026Q1: 1,360 shares 1,360$139K<0.01%-1,690Timeline
DLBDOLBY LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 2,147 shares; 2025Q1: 2,413 shares; 2025Q2: 2,675 shares; 2025Q3: 2,568 shares; 2025Q4: 2,444 shares; 2026Q1: 2,310 shares 2,310$139K<0.01%-134Timeline
GMUBGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,721 shares 2,721$139K<0.01%newTimeline
BKEBUCKLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,161 shares; 2025Q1: 2,161 shares; 2025Q2: 2,431 shares; 2025Q3: 2,435 shares; 2025Q4: 2,481 shares; 2026Q1: 2,752 shares 2,752$139K<0.01%+271Timeline
PZZAPAPA JOHNS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 0 shares; 2025Q1: 6,653 shares; 2025Q2: 7,513 shares; 2025Q3: 1,510 shares; 2025Q4: 1,498 shares; 2026Q1: 4,259 shares 4,259$138K<0.01%+2,761Timeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,786 shares; 2024Q4: 4,822 shares; 2025Q1: 4,081 shares; 2025Q2: 4,664 shares; 2025Q3: 4,253 shares; 2025Q4: 5,045 shares; 2026Q1: 8,010 shares 8,010$138K<0.01%+2,965Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 1,206 shares; 2026Q1: 1,206 shares 1,206$138K<0.01%0Timeline
RFVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 627 shares; 2025Q3: 1,071 shares; 2025Q4: 1,059 shares; 2026Q1: 1,059 shares 1,059$138K<0.01%0Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 195 shares; 2025Q1: 201 shares; 2025Q2: 882 shares; 2025Q3: 879 shares; 2025Q4: 942 shares; 2026Q1: 940 shares 940$138K<0.01%-2Timeline
ADXADAMS DIVERSIFIED EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 1,620 shares; 2025Q3: 1,978 shares; 2025Q4: 4,339 shares; 2026Q1: 6,265 shares 6,265$137K<0.01%+1,926Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 812 shares; 2025Q1: 1,796 shares; 2025Q2: 1,055 shares; 2025Q3: 1,104 shares; 2025Q4: 1,150 shares; 2026Q1: 915 shares 915$137K<0.01%-235Timeline
RNGRINGCENTRAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,886 shares; 2025Q1: 2,886 shares; 2025Q2: 2,784 shares; 2025Q3: 3,659 shares; 2025Q4: 3,944 shares; 2026Q1: 3,672 shares 3,672$137K<0.01%-272Timeline
GFSGLOBALFOUNDRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 98 shares; 2025Q1: 97 shares; 2025Q2: 897 shares; 2025Q3: 2,475 shares; 2025Q4: 4,909 shares; 2026Q1: 3,068 shares 3,068$136K<0.01%-1,841Timeline
ZMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,946 shares; 2025Q3: 4,946 shares; 2025Q4: 4,946 shares; 2026Q1: 4,946 shares 4,946$136K<0.01%0Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 1,297 shares; 2025Q1: 1,088 shares; 2025Q2: 0 shares; 2025Q3: 1,144 shares; 2025Q4: 1,538 shares; 2026Q1: 2,228 shares 2,228$136K<0.01%+690Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 67 shares; 2025Q1: 68 shares; 2025Q2: 45 shares; 2025Q3: 67 shares; 2025Q4: 78 shares; 2026Q1: 71 shares 71$136K<0.01%-7Timeline
LGCYLEGACY ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,825 shares; 2025Q1: 15,925 shares; 2025Q2: 10,825 shares; 2025Q3: 10,825 shares; 2025Q4: 10,825 shares; 2026Q1: 10,825 shares 10,825$136K<0.01%0Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 167 shares; 2025Q1: 866 shares; 2025Q2: 824 shares; 2025Q3: 453 shares; 2025Q4: 229 shares; 2026Q1: 454 shares 454$136K<0.01%+225Timeline
FGF&G ANNUITIES & LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 196 shares; 2025Q3: 195 shares; 2025Q4: 3,792 shares; 2026Q1: 5,343 shares 5,343$135K<0.01%+1,551Timeline
DUSADAVIS FUNDAMENTAL ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,907 shares; 2024Q4: 2,665 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares; 2026Q1: 2,665 shares 2,665$135K<0.01%0Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 753 shares; 2025Q1: 432 shares; 2025Q2: 1,173 shares; 2025Q3: 1,401 shares; 2025Q4: 3,226 shares; 2026Q1: 1,680 shares 1,680$135K<0.01%-1,546Timeline
EPOLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,709 shares 3,709$135K<0.01%newTimeline
IGLDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 5,720 shares; 2025Q1: 5,720 shares; 2025Q2: 5,370 shares; 2025Q3: 5,280 shares; 2025Q4: 5,280 shares; 2026Q1: 5,280 shares 5,280$135K<0.01%0Timeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 3,306 shares; 2025Q1: 3,527 shares; 2025Q2: 2,427 shares; 2025Q3: 6,030 shares; 2025Q4: 4,123 shares; 2026Q1: 4,739 shares 4,739$135K<0.01%+616Timeline
EVIMMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,089 shares; 2026Q1: 2,554 shares 2,554$134K<0.01%+465Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,615 shares; 2024Q4: 10,671 shares; 2025Q1: 11,624 shares; 2025Q2: 11,632 shares; 2025Q3: 4,049 shares; 2025Q4: 3,490 shares; 2026Q1: 3,883 shares 3,883$134K<0.01%+393Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 2,798 shares; 2025Q1: 2,736 shares; 2025Q2: 1,482 shares; 2025Q3: 1,985 shares; 2025Q4: 2,638 shares; 2026Q1: 2,825 shares 2,825$134K<0.01%+187Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,031 shares; 2024Q4: 4,664 shares; 2025Q1: 3,406 shares; 2025Q2: 2,090 shares; 2025Q3: 5,447 shares; 2025Q4: 4,619 shares; 2026Q1: 3,800 shares 3,800$134K<0.01%-819Timeline
CORPPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,626 shares; 2025Q1: 2,626 shares; 2025Q2: 3,976 shares; 2025Q3: 3,976 shares; 2025Q4: 3,976 shares; 2026Q1: 1,376 shares 1,376$133K<0.01%-2,600Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 5,094 shares; 2025Q1: 4,540 shares; 2025Q2: 2,078 shares; 2025Q3: 1,816 shares; 2025Q4: 2,207 shares; 2026Q1: 1,644 shares 1,644$133K<0.01%-563Timeline
LWLAMB WESTON HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,696 shares; 2025Q1: 1,867 shares; 2025Q2: 2,138 shares; 2025Q3: 2,253 shares; 2025Q4: 2,678 shares; 2026Q1: 3,147 shares 3,147$133K<0.01%+469Timeline
DDSDILLARDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 646 shares; 2025Q1: 331 shares; 2025Q2: 23 shares; 2025Q3: 42 shares; 2025Q4: 44 shares; 2026Q1: 232 shares 232$133K<0.01%+188Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 680 shares; 2025Q1: 686 shares; 2025Q2: 561 shares; 2025Q3: 408 shares; 2025Q4: 405 shares; 2026Q1: 392 shares 392$133K<0.01%-13Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 219 shares; 2025Q1: 223 shares; 2025Q2: 4 shares; 2025Q3: 116 shares; 2025Q4: 112 shares; 2026Q1: 768 shares 768$132K<0.01%+656Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 335 shares; 2025Q1: 924 shares; 2025Q2: 728 shares; 2025Q3: 657 shares; 2025Q4: 542 shares; 2026Q1: 530 shares 530$132K<0.01%-12Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 2,942 shares; 2025Q1: 1,471 shares; 2025Q2: 1,501 shares; 2025Q3: 968 shares; 2025Q4: 526 shares; 2026Q1: 726 shares 726$132K<0.01%+200Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 316 shares; 2025Q1: 681 shares; 2025Q2: 399 shares; 2025Q3: 360 shares; 2025Q4: 300 shares; 2026Q1: 538 shares 538$132K<0.01%+238Timeline
NMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,400 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,479 shares 4,479$132K<0.01%-221Timeline
MSIFMSC INCOME FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,439 shares; 2025Q4: 6,328 shares; 2026Q1: 10,777 shares 10,777$131K<0.01%+4,449Timeline
EGUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares; 2026Q1: 2,745 shares 2,745$131K<0.01%0Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 2,191 shares; 2025Q1: 2,590 shares; 2025Q2: 2,844 shares; 2025Q3: 1,859 shares; 2025Q4: 2,179 shares; 2026Q1: 2,180 shares 2,180$131K<0.01%+1Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,576 shares; 2024Q4: 7,297 shares; 2025Q1: 7,549 shares; 2025Q2: 7,528 shares; 2025Q3: 6,367 shares; 2025Q4: 6,290 shares; 2026Q1: 3,262 shares 3,262$131K<0.01%-3,028Timeline
EHCENCOMPASS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 2,656 shares; 2025Q1: 2,814 shares; 2025Q2: 2,477 shares; 2025Q3: 2,640 shares; 2025Q4: 1,225 shares; 2026Q1: 1,344 shares 1,344$130K<0.01%+119Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 2,887 shares; 2025Q1: 2,973 shares; 2025Q2: 2,477 shares; 2025Q3: 3,730 shares; 2025Q4: 5,337 shares; 2026Q1: 4,918 shares 4,918$129K<0.01%-419Timeline
FTDRFRONTDOOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 2,426 shares; 2025Q2: 2,560 shares; 2025Q3: 2,564 shares; 2025Q4: 2,574 shares; 2026Q1: 2,443 shares 2,443$129K<0.01%-131Timeline
EIPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,442 shares; 2025Q1: 22,081 shares; 2025Q2: 22,047 shares; 2025Q3: 20,997 shares; 2025Q4: 4,015 shares; 2026Q1: 4,013 shares 4,013$129K<0.01%-2Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 437 shares; 2025Q1: 549 shares; 2025Q2: 1,176 shares; 2025Q3: 2,386 shares; 2025Q4: 4,350 shares; 2026Q1: 4,375 shares 4,375$129K<0.01%+25Timeline
KNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 1,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500$129K<0.01%0Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,611 shares; 2025Q1: 1,421 shares; 2025Q2: 602 shares; 2025Q3: 357 shares; 2025Q4: 319 shares; 2026Q1: 803 shares 803$129K<0.01%+484Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,342 shares; 2025Q1: 1,350 shares; 2025Q2: 1,427 shares; 2025Q3: 787 shares; 2025Q4: 728 shares; 2026Q1: 751 shares 751$129K<0.01%+23Timeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 134 shares; 2025Q1: 113 shares; 2025Q2: 25 shares; 2025Q3: 583 shares; 2025Q4: 556 shares; 2026Q1: 1,977 shares 1,977$129K<0.01%+1,421Timeline
IBTOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 3,075 shares; 2025Q1: 3,892 shares; 2025Q2: 6,962 shares; 2025Q3: 3,887 shares; 2025Q4: 5,010 shares; 2026Q1: 5,247 shares 5,247$128K<0.01%+237Timeline
IBTPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,008 shares; 2025Q1: 3,784 shares; 2025Q2: 6,710 shares; 2025Q3: 3,702 shares; 2025Q4: 4,770 shares; 2026Q1: 4,987 shares 4,987$128K<0.01%+217Timeline
QDFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 1,614 shares; 2026Q1: 1,614 shares 1,614$128K<0.01%0Timeline
MASIMASIMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 0 shares; 2025Q1: 4 shares; 2025Q2: 0 shares; 2025Q3: 16 shares; 2025Q4: 509 shares; 2026Q1: 717 shares 717$128K<0.01%+208Timeline
SPSKTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,982 shares; 2024Q4: 4,059 shares; 2025Q1: 4,262 shares; 2025Q2: 4,535 shares; 2025Q3: 5,335 shares; 2025Q4: 5,953 shares; 2026Q1: 7,109 shares 7,109$127K<0.01%+1,156Timeline
SHYMBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,643 shares; 2025Q4: 5,732 shares; 2026Q1: 5,772 shares 5,772$127K<0.01%+40Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 162 shares; 2025Q1: 111 shares; 2025Q2: 654 shares; 2025Q3: 587 shares; 2025Q4: 1,356 shares; 2026Q1: 1,356 shares 1,356$127K<0.01%0Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 45 shares; 2025Q1: 407 shares; 2025Q2: 1,001 shares; 2025Q3: 771 shares; 2025Q4: 317 shares; 2026Q1: 317 shares 317$127K<0.01%0Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,246 shares; 2025Q1: 862 shares; 2025Q2: 711 shares; 2025Q3: 636 shares; 2025Q4: 936 shares; 2026Q1: 782 shares 782$127K<0.01%-154Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 224 shares; 2025Q1: 509 shares; 2025Q2: 917 shares; 2025Q3: 1,186 shares; 2025Q4: 1,041 shares; 2026Q1: 839 shares 839$126K<0.01%-202Timeline
SYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,570 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares 1,670$126K<0.01%0Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 2,547 shares; 2025Q1: 2,719 shares; 2025Q2: 3,058 shares; 2025Q3: 3,058 shares; 2025Q4: 3,058 shares; 2026Q1: 2,805 shares 2,805$126K<0.01%-253Timeline
FDHYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 346 shares; 2025Q4: 2,932 shares; 2026Q1: 2,586 shares 2,586$126K<0.01%-346Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 90 shares; 2025Q1: 151 shares; 2025Q2: 23 shares; 2025Q3: 905 shares; 2025Q4: 9,443 shares; 2026Q1: 1,751 shares 1,751$125K<0.01%-7,692Timeline
FFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 1,691 shares; 2025Q1: 2,558 shares; 2025Q2: 2,558 shares; 2025Q3: 2,557 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares 2,240$125K<0.01%0Timeline
TTETOTALENERGIES SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,428 shares; 2026Q1: 1,374 shares 1,374$125K<0.01%-54Timeline
VTEIVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,250 shares 1,250$125K<0.01%+250Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 28 shares; 2025Q1: 69 shares; 2025Q2: 1,476 shares; 2025Q3: 1,510 shares; 2025Q4: 1,729 shares; 2026Q1: 1,520 shares 1,520$125K<0.01%-209Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 6,620 shares; 2025Q2: 14,814 shares; 2025Q3: 6,770 shares; 2025Q4: 7,956 shares; 2026Q1: 8,650 shares 8,650$125K<0.01%+694Timeline
PALCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,190 shares; 2025Q3: 2,379 shares; 2025Q4: 2,443 shares; 2026Q1: 2,401 shares 2,401$124K<0.01%-42Timeline
NEUNEWMARKET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 113 shares; 2025Q1: 85 shares; 2025Q2: 26 shares; 2025Q3: 387 shares; 2025Q4: 230 shares; 2026Q1: 194 shares 194$124K<0.01%-36Timeline
PSLVSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,535 shares; 2024Q4: 6,535 shares; 2025Q1: 6,535 shares; 2025Q2: 6,565 shares; 2025Q3: 5,095 shares; 2025Q4: 5,095 shares; 2026Q1: 5,095 shares 5,095$124K<0.01%0Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 6,094 shares; 2025Q1: 2,429 shares; 2025Q2: 2,409 shares; 2025Q3: 1,805 shares; 2025Q4: 1,535 shares; 2026Q1: 1,790 shares 1,790$124K<0.01%+255Timeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 83 shares; 2025Q1: 668 shares; 2025Q2: 0 shares; 2025Q3: 10,815 shares; 2025Q4: 12,378 shares; 2026Q1: 8,600 shares 8,600$124K<0.01%-3,778Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 219 shares; 2025Q1: 192 shares; 2025Q2: 256 shares; 2025Q3: 240 shares; 2025Q4: 1,622 shares; 2026Q1: 1,710 shares 1,710$124K<0.01%+88Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 2,746 shares; 2025Q1: 1,798 shares; 2025Q2: 1,947 shares; 2025Q3: 1,837 shares; 2025Q4: 1,488 shares; 2026Q1: 1,370 shares 1,370$124K<0.01%-118Timeline
DGICADONEGAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 1 shares; 2025Q2: 110 shares; 2025Q3: 255 shares; 2025Q4: 3,768 shares; 2026Q1: 7,210 shares 7,210$124K<0.01%+3,442Timeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,794 shares; 2025Q1: 1,824 shares; 2025Q2: 1,930 shares; 2025Q3: 1,900 shares; 2025Q4: 2,029 shares; 2026Q1: 2,001 shares 2,001$123K<0.01%-28Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 927 shares; 2025Q1: 1,071 shares; 2025Q2: 1,321 shares; 2025Q3: 1,323 shares; 2025Q4: 1,525 shares; 2026Q1: 1,531 shares 1,531$123K<0.01%+6Timeline
IFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 4,139 shares 4,139$123K<0.01%+3,939Timeline
OUTOUTFRONT MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,313 shares; 2025Q2: 3,525 shares; 2025Q3: 4,178 shares; 2025Q4: 3,389 shares; 2026Q1: 4,644 shares 4,644$123K<0.01%+1,255Timeline
BMRNBIOMARIN PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 4,131 shares; 2025Q1: 118 shares; 2025Q2: 1,749 shares; 2025Q3: 2,373 shares; 2025Q4: 2,090 shares; 2026Q1: 2,178 shares 2,178$123K<0.01%+88Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 853 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 1,822 shares; 2025Q4: 3,658 shares; 2026Q1: 3,154 shares 3,154$123K<0.01%-504Timeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,921 shares 1,921$123K<0.01%+321Timeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 526 shares; 2025Q1: 1,121 shares; 2025Q2: 1,745 shares; 2025Q3: 3,984 shares; 2025Q4: 7,592 shares; 2026Q1: 11,320 shares 11,320$123K<0.01%+3,728Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 4,048 shares; 2025Q1: 4,048 shares; 2025Q2: 4,801 shares; 2025Q3: 4,645 shares; 2025Q4: 4,645 shares; 2026Q1: 4,592 shares 4,592$123K<0.01%-53Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 4,075 shares; 2025Q1: 4,352 shares; 2025Q2: 5,664 shares; 2025Q3: 2,934 shares; 2025Q4: 3,049 shares; 2026Q1: 3,133 shares 3,133$123K<0.01%+84Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 125 shares; 2025Q1: 697 shares; 2025Q2: 680 shares; 2025Q3: 94 shares; 2025Q4: 106 shares; 2026Q1: 2,304 shares 2,304$122K<0.01%+2,198Timeline
DUGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,268 shares 7,268$122K<0.01%newTimeline
CXDOCREXENDO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,870 shares; 2024Q4: 41,870 shares; 2025Q1: 40,870 shares; 2025Q2: 41,860 shares; 2025Q3: 31,860 shares; 2025Q4: 17,090 shares; 2026Q1: 19,794 shares 19,794$122K<0.01%+2,704Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 187 shares; 2025Q1: 169 shares; 2025Q2: 0 shares; 2025Q3: 1,988 shares; 2025Q4: 18,646 shares; 2026Q1: 5,483 shares 5,483$122K<0.01%-13,163Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 3,759 shares; 2025Q1: 3,759 shares; 2025Q2: 3,509 shares; 2025Q3: 3,509 shares; 2025Q4: 3,891 shares; 2026Q1: 3,892 shares 3,892$122K<0.01%+1Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,173 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 2,056 shares; 2026Q1: 2,062 shares 2,062$122K<0.01%+6Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,980 shares; 2024Q4: 20,205 shares; 2025Q1: 4,225 shares; 2025Q2: 5,334 shares; 2025Q3: 11,678 shares; 2025Q4: 18,120 shares; 2026Q1: 13,929 shares 13,929$122K<0.01%-4,191Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 702 shares; 2026Q1: 977 shares 977$122K<0.01%+275Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 341 shares; 2025Q2: 336 shares; 2025Q3: 440 shares; 2025Q4: 427 shares; 2026Q1: 1,565 shares 1,565$121K<0.01%+1,138Timeline
SMBVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 7,050 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000$121K<0.01%0Timeline
CFLTCONFLUENT INC-CLASS AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 4,945 shares; 2025Q1: 4,882 shares; 2025Q2: 4,711 shares; 2025Q3: 7,221 shares; 2025Q4: 9,634 shares; 2026Q1: 3,891 shares 3,891$121K<0.01%-5,743Timeline
XSWSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 1,486 shares; 2025Q3: 1,307 shares; 2025Q4: 1,122 shares; 2026Q1: 847 shares 847$121K<0.01%-275Timeline
RSJNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 4,490 shares; 2025Q1: 4,490 shares; 2025Q2: 3,490 shares; 2025Q3: 3,490 shares; 2025Q4: 3,490 shares; 2026Q1: 3,490 shares 3,490$121K<0.01%0Timeline
CAIQCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,050 shares 5,050$120K<0.01%newTimeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,301 shares; 2024Q4: 26,691 shares; 2025Q1: 25,894 shares; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 1,600 shares; 2026Q1: 1,606 shares 1,606$120K<0.01%+6Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 224 shares; 2025Q1: 223 shares; 2025Q2: 1,069 shares; 2025Q3: 1,192 shares; 2025Q4: 1,367 shares; 2026Q1: 1,122 shares 1,122$120K<0.01%-245Timeline
JULUAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,191 shares; 2025Q4: 4,191 shares; 2026Q1: 4,191 shares 4,191$120K<0.01%0Timeline
AXSAXIS CAP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 575 shares; 2025Q2: 1,307 shares; 2025Q3: 2,074 shares; 2025Q4: 1,756 shares; 2026Q1: 1,179 shares 1,179$120K<0.01%-577Timeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 5,219 shares; 2025Q1: 5,470 shares; 2025Q2: 5,187 shares; 2025Q3: 3,236 shares; 2025Q4: 4,154 shares; 2026Q1: 3,056 shares 3,056$119K<0.01%-1,098Timeline
GIBCGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,113 shares; 2025Q1: 1,965 shares; 2025Q2: 1,300 shares; 2025Q3: 1,271 shares; 2025Q4: 1,740 shares; 2026Q1: 1,633 shares 1,633$119K<0.01%-107Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,988 shares; 2025Q1: 2,003 shares; 2025Q2: 4,974 shares; 2025Q3: 34,547 shares; 2025Q4: 5,686 shares; 2026Q1: 6,392 shares 6,392$119K<0.01%+706Timeline
CGMSCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,939 shares; 2025Q1: 2,959 shares; 2025Q2: 4,091 shares; 2025Q3: 3,751 shares; 2025Q4: 4,306 shares; 2026Q1: 4,378 shares 4,378$119K<0.01%+72Timeline
NNNNNN REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,494 shares; 2025Q1: 3,236 shares; 2025Q2: 1,336 shares; 2025Q3: 1,781 shares; 2025Q4: 3,140 shares; 2026Q1: 2,834 shares 2,834$119K<0.01%-306Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1,620 shares; 2025Q1: 1,594 shares; 2025Q2: 1,594 shares; 2025Q3: 1,570 shares; 2025Q4: 1,838 shares; 2026Q1: 1,839 shares 1,839$119K<0.01%+1Timeline
ALLWSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,989 shares; 2025Q2: 7,574 shares; 2025Q3: 6,692 shares; 2025Q4: 6,956 shares; 2026Q1: 4,119 shares 4,119$119K<0.01%-2,837Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 443 shares; 2025Q1: 203 shares; 2025Q2: 846 shares; 2025Q3: 1,339 shares; 2025Q4: 2,765 shares; 2026Q1: 1,999 shares 1,999$119K<0.01%-766Timeline
NODEVANECK FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,772 shares; 2025Q4: 3,872 shares; 2026Q1: 3,662 shares 3,662$119K<0.01%-210Timeline
IDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 2,624 shares; 2025Q1: 2,304 shares; 2025Q2: 2,226 shares; 2025Q3: 2,226 shares; 2025Q4: 3,668 shares; 2026Q1: 3,638 shares 3,638$118K<0.01%-30Timeline
BKTIBK TECHNOLOGIES CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,898 shares; 2025Q1: 2,348 shares; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares 1,587$118K<0.01%0Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 527 shares; 2025Q1: 564 shares; 2025Q2: 2,812 shares; 2025Q3: 6,972 shares; 2025Q4: 7,945 shares; 2026Q1: 4,510 shares 4,510$118K<0.01%-3,435Timeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 996 shares; 2025Q1: 486 shares; 2025Q2: 4,299 shares; 2025Q3: 3,756 shares; 2025Q4: 6,166 shares; 2026Q1: 25,560 shares 25,560$118K<0.01%+19,394Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,454 shares; 2025Q1: 1,510 shares; 2025Q2: 1,511 shares; 2025Q3: 1,464 shares; 2025Q4: 1,468 shares; 2026Q1: 1,741 shares 1,741$118K<0.01%+273Timeline
MSBIMIDLAND STATES BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,001 shares; 2025Q1: 5,001 shares; 2025Q2: 5,291 shares; 2025Q3: 5,366 shares; 2025Q4: 5,303 shares; 2026Q1: 5,303 shares 5,303$118K<0.01%0Timeline
TEXTEREX CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 169 shares; 2025Q1: 154 shares; 2025Q2: 322 shares; 2025Q3: 271 shares; 2025Q4: 315 shares; 2026Q1: 2,001 shares 2,001$118K<0.01%+1,686Timeline
REZIRESIDEO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 2,428 shares; 2025Q2: 3,341 shares; 2025Q3: 3,508 shares; 2025Q4: 3,508 shares; 2026Q1: 3,508 shares 3,508$118K<0.01%0Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 739 shares; 2025Q1: 1,129 shares; 2025Q2: 1,080 shares; 2025Q3: 1,137 shares; 2025Q4: 1,134 shares; 2026Q1: 1,133 shares 1,133$118K<0.01%-1Timeline
TRFKPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 912 shares; 2025Q4: 1,341 shares; 2026Q1: 1,894 shares 1,894$118K<0.01%+553Timeline
EEFTEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 129 shares; 2025Q1: 2,448 shares; 2025Q2: 3,716 shares; 2025Q3: 3,506 shares; 2025Q4: 2,974 shares; 2026Q1: 1,774 shares 1,774$118K<0.01%-1,200Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 2,872 shares; 2025Q3: 2,661 shares; 2025Q4: 2,571 shares; 2026Q1: 2,571 shares 2,571$118K<0.01%0Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 326 shares; 2025Q1: 345 shares; 2025Q2: 4 shares; 2025Q3: 29 shares; 2025Q4: 114 shares; 2026Q1: 733 shares 733$118K<0.01%+619Timeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: 3,790 shares; 2025Q1: 2,119 shares; 2025Q2: 110 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 1,289 shares 1,289$117K<0.01%+1,189Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,802 shares; 2025Q1: 1,783 shares; 2025Q2: 2,162 shares; 2025Q3: 2,150 shares; 2025Q4: 2,054 shares; 2026Q1: 2,036 shares 2,036$117K<0.01%-18Timeline
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,378 shares; 2025Q1: 21,007 shares; 2025Q2: 20,273 shares; 2025Q3: 2,671 shares; 2025Q4: 2,698 shares; 2026Q1: 2,986 shares 2,986$117K<0.01%+288Timeline
KNTKKINETIK HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 899 shares; 2025Q1: 4,698 shares; 2025Q2: 4,728 shares; 2025Q3: 2,673 shares; 2025Q4: 1,580 shares; 2026Q1: 2,417 shares 2,417$117K<0.01%+837Timeline
BSMQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,797 shares; 2025Q1: 1,806 shares; 2025Q2: 1,129 shares; 2025Q3: 3,628 shares; 2025Q4: 2,500 shares; 2026Q1: 4,947 shares 4,947$117K<0.01%+2,447Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,852 shares; 2025Q1: 2,419 shares; 2025Q2: 1,190 shares; 2025Q3: 1,043 shares; 2025Q4: 1,041 shares; 2026Q1: 918 shares 918$117K<0.01%-123Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 172 shares; 2025Q1: 147 shares; 2025Q2: 285 shares; 2025Q3: 256 shares; 2025Q4: 540 shares; 2026Q1: 571 shares 571$117K<0.01%+31Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 2,734 shares; 2025Q3: 2,233 shares; 2025Q4: 4,246 shares; 2026Q1: 4,815 shares 4,815$117K<0.01%+569Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 1,403 shares; 2025Q1: 3,230 shares; 2025Q2: 3,257 shares; 2025Q3: 1,643 shares; 2025Q4: 326 shares; 2026Q1: 1,060 shares 1,060$116K<0.01%+734Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 785 shares; 2025Q1: 733 shares; 2025Q2: 0 shares; 2025Q3: 583 shares; 2025Q4: 603 shares; 2026Q1: 811 shares 811$116K<0.01%+208Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 273 shares; 2025Q1: 266 shares; 2025Q2: 226 shares; 2025Q3: 134 shares; 2025Q4: 99 shares; 2026Q1: 108 shares 108$115K<0.01%+9Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,583 shares; 2025Q1: 1,603 shares; 2025Q2: 1,134 shares; 2025Q3: 1,052 shares; 2025Q4: 1,103 shares; 2026Q1: 866 shares 866$115K<0.01%-237Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,826 shares; 2025Q1: 1,280 shares; 2025Q2: 2,466 shares; 2025Q3: 2,236 shares; 2025Q4: 1,876 shares; 2026Q1: 2,307 shares 2,307$115K<0.01%+431Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 354 shares; 2025Q1: 224 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 353 shares 353$115K<0.01%+89Timeline
UNITUNITI GROUP LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,450 shares; 2025Q4: 12,193 shares; 2026Q1: 12,271 shares 12,271$115K<0.01%+78Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,859 shares; 2025Q1: 2,859 shares; 2025Q2: 3,523 shares; 2025Q3: 2,965 shares; 2025Q4: 2,650 shares; 2026Q1: 2,856 shares 2,856$115K<0.01%+206Timeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,100 shares; 2024Q4: 231,643 shares; 2025Q1: 193,438 shares; 2025Q2: 197,955 shares; 2025Q3: 201,485 shares; 2025Q4: 154,907 shares; 2026Q1: 10,536 shares 10,536$115K<0.01%-144,371Timeline
SPHBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,013 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 985 shares 985$114K<0.01%0Timeline
EQHEQUITABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 843 shares; 2025Q1: 972 shares; 2025Q2: 1,530 shares; 2025Q3: 2,841 shares; 2025Q4: 3,031 shares; 2026Q1: 3,077 shares 3,077$114K<0.01%+46Timeline
MCYMERCURY GENL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 133 shares; 2025Q1: 126 shares; 2025Q2: 280 shares; 2025Q3: 282 shares; 2025Q4: 506 shares; 2026Q1: 1,295 shares 1,295$114K<0.01%+789Timeline
CMDYISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,893 shares; 2025Q1: 1,943 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 1,921 shares; 2026Q1: 1,921 shares 1,921$114K<0.01%0Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,067 shares; 2025Q1: 1,057 shares; 2025Q2: 722 shares; 2025Q3: 899 shares; 2025Q4: 2,079 shares; 2026Q1: 1,817 shares 1,817$114K<0.01%-262Timeline
REVGREV GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 66 shares; 2025Q3: 761 shares; 2025Q4: 1,325 shares; 2026Q1: 1,783 shares 1,783$114K<0.01%+458Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,487 shares; 2025Q1: 31 shares; 2025Q2: 14 shares; 2025Q3: 70 shares; 2025Q4: 99 shares; 2026Q1: 104 shares 104$114K<0.01%+5Timeline
SLFSUN LIFE FINANCIAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,087 shares; 2025Q1: 2,087 shares; 2025Q2: 2,021 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares; 2026Q1: 1,817 shares 1,817$114K<0.01%-15Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,671 shares; 2025Q1: 2,212 shares; 2025Q2: 3,283 shares; 2025Q3: 2,839 shares; 2025Q4: 5,620 shares; 2026Q1: 4,763 shares 4,763$113K<0.01%-857Timeline
BCUSEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,546 shares; 2025Q1: 3,546 shares; 2025Q2: 3,546 shares; 2025Q3: 3,546 shares; 2025Q4: 3,546 shares; 2026Q1: 3,546 shares 3,546$113K<0.01%0Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 2,446 shares; 2025Q1: 2,865 shares; 2025Q2: 2,014 shares; 2025Q3: 1,039 shares; 2025Q4: 1,124 shares; 2026Q1: 1,741 shares 1,741$113K<0.01%+617Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 156 shares; 2025Q1: 229 shares; 2025Q2: 719 shares; 2025Q3: 904 shares; 2025Q4: 372 shares; 2026Q1: 376 shares 376$113K<0.01%+4Timeline
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 433 shares; 2025Q1: 72 shares; 2025Q2: 2,072 shares; 2025Q3: 2,000 shares; 2025Q4: 3,013 shares; 2026Q1: 2,012 shares 2,012$113K<0.01%-1,001Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,977 shares; 2024Q4: 5,977 shares; 2025Q1: 6,076 shares; 2025Q2: 6,076 shares; 2025Q3: 4,449 shares; 2025Q4: 4,449 shares; 2026Q1: 4,414 shares 4,414$112K<0.01%-35Timeline
CBTOCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,845 shares; 2026Q1: 5,595 shares 5,595$112K<0.01%-4,250Timeline
ARLPALLIANCE RESOURCE PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,469 shares; 2024Q4: 4,469 shares; 2025Q1: 4,469 shares; 2025Q2: 4,049 shares; 2025Q3: 4,049 shares; 2025Q4: 4,049 shares; 2026Q1: 4,049 shares 4,049$112K<0.01%0Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 360 shares; 2025Q1: 368 shares; 2025Q2: 508 shares; 2025Q3: 470 shares; 2025Q4: 566 shares; 2026Q1: 571 shares 571$111K<0.01%+5Timeline
NPBNORTHPOINTE BANCSHARES INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 6,438 shares; 2026Q1: 6,438 shares 6,438$111K<0.01%0Timeline
IEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 105 shares; 2025Q1: 76 shares; 2025Q2: 2,829 shares; 2025Q3: 3,498 shares; 2025Q4: 2,590 shares; 2026Q1: 1,635 shares 1,635$111K<0.01%-955Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 2,132 shares; 2025Q1: 2,004 shares; 2025Q2: 2,128 shares; 2025Q3: 1,953 shares; 2025Q4: 1,981 shares; 2026Q1: 2,295 shares 2,295$111K<0.01%+314Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 352 shares; 2025Q1: 349 shares; 2025Q2: 264 shares; 2025Q3: 455 shares; 2025Q4: 451 shares; 2026Q1: 414 shares 414$110K<0.01%-37Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,412 shares; 2025Q1: 4,173 shares; 2025Q2: 3,375 shares; 2025Q3: 2,611 shares; 2025Q4: 1,690 shares; 2026Q1: 1,634 shares 1,634$110K<0.01%-56Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 434 shares; 2025Q1: 424 shares; 2025Q2: 825 shares; 2025Q3: 750 shares; 2025Q4: 838 shares; 2026Q1: 750 shares 750$110K<0.01%-88Timeline
ZDEKINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,398 shares; 2025Q1: 2,398 shares; 2025Q2: 3,388 shares; 2025Q3: 3,608 shares; 2025Q4: 4,208 shares; 2026Q1: 4,308 shares 4,308$110K<0.01%+100Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,666 shares; 2025Q1: 1,395 shares; 2025Q2: 1,694 shares; 2025Q3: 2,105 shares; 2025Q4: 2,259 shares; 2026Q1: 1,762 shares 1,762$110K<0.01%-497Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 553 shares; 2025Q1: 530 shares; 2025Q2: 129 shares; 2025Q3: 200 shares; 2025Q4: 429 shares; 2026Q1: 471 shares 471$110K<0.01%+42Timeline
VFQYVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 736 shares; 2026Q1: 736 shares 736$110K<0.01%0Timeline
INFQINFLEQTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,175 shares 11,175$110K<0.01%newTimeline
KDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,613 shares; 2025Q1: 1,818 shares; 2025Q2: 2,320 shares; 2025Q3: 2,312 shares; 2025Q4: 4,260 shares; 2026Q1: 4,260 shares 4,260$109K<0.01%0Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 92 shares; 2025Q1: 66 shares; 2025Q2: 788 shares; 2025Q3: 1,077 shares; 2025Q4: 1,142 shares; 2026Q1: 1,090 shares 1,090$109K<0.01%-52Timeline
XENEXENON PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,958 shares; 2025Q1: 1,921 shares; 2025Q2: 1,865 shares; 2025Q3: 1,908 shares; 2025Q4: 1,877 shares; 2026Q1: 1,871 shares 1,871$109K<0.01%-6Timeline
ACTENACT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 0 shares; 2025Q3: 25 shares; 2025Q4: 97 shares; 2026Q1: 2,651 shares 2,651$108K<0.01%+2,554Timeline
OIIOCEANEERING INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 26 shares; 2025Q2: 2,985 shares; 2025Q3: 2,908 shares; 2025Q4: 3,048 shares; 2026Q1: 3,048 shares 3,048$108K<0.01%0Timeline
DOLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 2,486 shares; 2025Q3: 2,262 shares; 2025Q4: 2,272 shares; 2026Q1: 1,585 shares 1,585$108K<0.01%-687Timeline
HUNHUNTSMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,086 shares; 2025Q1: 1,230 shares; 2025Q2: 3,661 shares; 2025Q3: 2,200 shares; 2025Q4: 8,094 shares; 2026Q1: 8,085 shares 8,085$108K<0.01%-9Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 917 shares; 2025Q1: 1,395 shares; 2025Q2: 1,035 shares; 2025Q3: 905 shares; 2025Q4: 705 shares; 2026Q1: 694 shares 694$108K<0.01%-11Timeline
QMAGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,080 shares; 2025Q2: not reported; 2025Q3: 5,262 shares; 2025Q4: 5,262 shares; 2026Q1: 4,637 shares 4,637$107K<0.01%-625Timeline
SPUSTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,555 shares; 2025Q1: 1,634 shares; 2025Q2: 1,733 shares; 2025Q3: 1,824 shares; 2025Q4: 1,827 shares; 2026Q1: 2,229 shares 2,229$107K<0.01%+402Timeline
FCGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 3,075 shares; 2025Q3: 1,575 shares; 2025Q4: 5,575 shares; 2026Q1: 3,375 shares 3,375$107K<0.01%-2,200Timeline
BOHBANK OF HI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 785 shares; 2025Q1: 784 shares; 2025Q2: 816 shares; 2025Q3: 911 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares 1,440$107K<0.01%0Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,240 shares; 2024Q4: 6,240 shares; 2025Q1: 6,240 shares; 2025Q2: 6,240 shares; 2025Q3: 6,240 shares; 2025Q4: 6,240 shares; 2026Q1: 6,490 shares 6,490$107K<0.01%+250Timeline
BXMTBLACKSTONE MORTGAGE TRUST INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,196 shares; 2024Q4: 10,037 shares; 2025Q1: 4,738 shares; 2025Q2: 4,830 shares; 2025Q3: 4,749 shares; 2025Q4: 4,720 shares; 2026Q1: 5,573 shares 5,573$107K<0.01%+853Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 14,872 shares; 2025Q1: 3,491 shares; 2025Q2: 1,951 shares; 2025Q3: 3,614 shares; 2025Q4: 4,027 shares; 2026Q1: 6,352 shares 6,352$107K<0.01%+2,325Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 977 shares; 2026Q1: 977 shares 977$107K<0.01%0Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,830 shares; 2024Q4: 7,073 shares; 2025Q1: 7,282 shares; 2025Q2: 5,760 shares; 2025Q3: 2,759 shares; 2025Q4: 2,996 shares; 2026Q1: 1,972 shares 1,972$107K<0.01%-1,024Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,816 shares; 2024Q4: 484 shares; 2025Q1: 149 shares; 2025Q2: 0 shares; 2025Q3: 452 shares; 2025Q4: 465 shares; 2026Q1: 2,671 shares 2,671$106K<0.01%+2,206Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,530 shares; 2024Q4: 16,537 shares; 2025Q1: 16,869 shares; 2025Q2: 14,417 shares; 2025Q3: 4,613 shares; 2025Q4: 4,478 shares; 2026Q1: 4,479 shares 4,479$106K<0.01%+1Timeline
CQQQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,296 shares 2,296$106K<0.01%newTimeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,510 shares; 2024Q4: 88,142 shares; 2025Q1: 84,846 shares; 2025Q2: 50,378 shares; 2025Q3: 6,389 shares; 2025Q4: 6,588 shares; 2026Q1: 11,558 shares 11,558$106K<0.01%+4,970Timeline
LTCLTC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,395 shares; 2025Q1: 1,395 shares; 2025Q2: 1,691 shares; 2025Q3: 1,922 shares; 2025Q4: 1,734 shares; 2026Q1: 2,834 shares 2,834$105K<0.01%+1,100Timeline
AZZAZZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: 8 shares; 2025Q4: 14 shares; 2026Q1: 841 shares 841$105K<0.01%+827Timeline
ISPYPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,087 shares; 2025Q3: 2,351 shares; 2025Q4: 2,356 shares; 2026Q1: 2,423 shares 2,423$105K<0.01%+67Timeline
HCIHCI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 76 shares; 2025Q4: 110 shares; 2026Q1: 679 shares 679$105K<0.01%+569Timeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 770 shares; 2025Q1: 373 shares; 2025Q2: 1,040 shares; 2025Q3: 1,165 shares; 2025Q4: 1,673 shares; 2026Q1: 1,948 shares 1,948$104K<0.01%+275Timeline
FXDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,237 shares; 2025Q1: 2,237 shares; 2025Q2: 2,717 shares; 2025Q3: 2,159 shares; 2025Q4: 2,128 shares; 2026Q1: 1,627 shares 1,627$104K<0.01%-501Timeline
BIPBROOKFIELD INFRASTRUCTURE PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,451 shares; 2025Q1: 2,451 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,880 shares; 2026Q1: 2,880 shares 2,880$104K<0.01%0Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,822 shares; 2024Q4: 26,739 shares; 2025Q1: 25,804 shares; 2025Q2: 3,481 shares; 2025Q3: 3,157 shares; 2025Q4: 1,225 shares; 2026Q1: 1,258 shares 1,258$104K<0.01%+33Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 3,292 shares; 2025Q3: 3,304 shares; 2025Q4: 3,315 shares; 2026Q1: 6,194 shares 6,194$104K<0.01%+2,879Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 3,242 shares; 2025Q1: 6,862 shares; 2025Q2: 5,756 shares; 2025Q3: 6,892 shares; 2025Q4: 6,879 shares; 2026Q1: 6,953 shares 6,953$104K<0.01%+74Timeline
ADPVSERIES PORTFOLIOS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450$103K<0.01%0Timeline
ITEQAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,271 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares; 2025Q4: 1,773 shares; 2026Q1: 1,794 shares 1,794$103K<0.01%+21Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 497 shares; 2025Q1: 501 shares; 2025Q2: 734 shares; 2025Q3: 758 shares; 2025Q4: 360 shares; 2026Q1: 354 shares 354$103K<0.01%-6Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 205 shares; 2025Q1: 467 shares; 2025Q2: 4,952 shares; 2025Q3: 5,233 shares; 2025Q4: 4,984 shares; 2026Q1: 5,287 shares 5,287$103K<0.01%+303Timeline
BSMRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 2,208 shares; 2025Q1: 1,581 shares; 2025Q2: 1,587 shares; 2025Q3: 4,093 shares; 2025Q4: 4,099 shares; 2026Q1: 4,347 shares 4,347$103K<0.01%+248Timeline
EYENATIONAL VISION HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: 3,628 shares; 2025Q3: 3,905 shares; 2025Q4: 4,045 shares; 2026Q1: 3,964 shares 3,964$103K<0.01%-81Timeline
CBXACALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,665 shares 4,665$102K<0.01%newTimeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 0 shares; 2025Q3: 5,738 shares; 2025Q4: 5,562 shares; 2026Q1: 1,617 shares 1,617$102K<0.01%-3,945Timeline
GLXYGALAXY DIGITAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,833 shares; 2025Q3: 5,388 shares; 2025Q4: 10,456 shares; 2026Q1: 5,541 shares 5,541$102K<0.01%-4,915Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: 1,044 shares; 2025Q1: 939 shares; 2025Q2: 928 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 914 shares 914$102K<0.01%-1Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 132 shares; 2025Q1: 188 shares; 2025Q2: 128 shares; 2025Q3: 263 shares; 2025Q4: 339 shares; 2026Q1: 318 shares 318$102K<0.01%-21Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,640 shares; 2025Q1: 5,451 shares; 2025Q2: 7,551 shares; 2025Q3: 5,270 shares; 2025Q4: 5,220 shares; 2026Q1: 2,165 shares 2,165$101K<0.01%-3,055Timeline
CBTJCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,650 shares; 2025Q2: 3,090 shares; 2025Q3: 4,180 shares; 2025Q4: 6,340 shares; 2026Q1: 5,370 shares 5,370$101K<0.01%-970Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 736 shares; 2025Q1: 1,439 shares; 2025Q2: 1,454 shares; 2025Q3: 977 shares; 2025Q4: 1,014 shares; 2026Q1: 856 shares 856$101K<0.01%-158Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 576 shares; 2025Q1: 990 shares; 2025Q2: 927 shares; 2025Q3: 925 shares; 2025Q4: 1,090 shares; 2026Q1: 631 shares 631$101K<0.01%-459Timeline
EISISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 136 shares; 2025Q1: 798 shares; 2025Q2: 1,001 shares; 2025Q3: 1,291 shares; 2025Q4: 403 shares; 2026Q1: 867 shares 867$101K<0.01%+464Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,246 shares; 2025Q1: 2,754 shares; 2025Q2: 0 shares; 2025Q3: 6,690 shares; 2025Q4: 6,326 shares; 2026Q1: 6,122 shares 6,122$101K<0.01%-204Timeline
KSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 14,350 shares; 2025Q1: 14,350 shares; 2025Q2: 400 shares; 2025Q3: 760 shares; 2025Q4: 4,120 shares; 2026Q1: 3,560 shares 3,560$100K<0.01%-560Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 277 shares; 2025Q1: 318 shares; 2025Q2: 40 shares; 2025Q3: 185 shares; 2025Q4: 936 shares; 2026Q1: 870 shares 870$99.9K<0.01%-66Timeline
DFCADIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 2,003 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares; 2026Q1: 2,002 shares 2,002$99.8K<0.01%0Timeline
DDTOINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,673 shares; 2026Q1: 4,698 shares 4,698$99.6K<0.01%+25Timeline
FAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,921 shares; 2025Q1: 1,921 shares; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 1,921 shares; 2026Q1: 1,921 shares 1,921$99.5K<0.01%0Timeline
OVLHLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,550 shares; 2025Q3: 8,305 shares; 2025Q4: 5,159 shares; 2026Q1: 2,619 shares 2,619$99.2K<0.01%-2,540Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 99 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 1,100 shares; 2025Q4: 836 shares; 2026Q1: 890 shares 890$99.2K<0.01%+54Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 9,976 shares; 2025Q1: 8,843 shares; 2025Q2: 10,534 shares; 2025Q3: 10,476 shares; 2025Q4: 12,205 shares; 2026Q1: 10,451 shares 10,451$99.1K<0.01%-1,754Timeline
CLVTCLARIVATE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 20,555 shares; 2025Q1: 39,379 shares; 2025Q2: 38,309 shares; 2025Q3: 42,955 shares; 2025Q4: 44,069 shares; 2026Q1: 39,132 shares 39,132$99K<0.01%-4,937Timeline
MADEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,971 shares 2,971$99K<0.01%newTimeline
IVOLKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,187 shares; 2024Q4: 83,406 shares; 2025Q1: 70,455 shares; 2025Q2: 20,655 shares; 2025Q3: 5,462 shares; 2025Q4: 5,275 shares; 2026Q1: 5,275 shares 5,275$98.7K<0.01%0Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 642 shares; 2025Q2: 470 shares; 2025Q3: 628 shares; 2025Q4: 642 shares; 2026Q1: 625 shares 625$98.6K<0.01%-17Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,362 shares; 2025Q1: 3,740 shares; 2025Q2: 840 shares; 2025Q3: 2,071 shares; 2025Q4: 2,082 shares; 2026Q1: 2,035 shares 2,035$98.6K<0.01%-47Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,033 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares 1,053$98.4K<0.01%0Timeline
SLVRSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 1,663 shares 1,663$98.4K<0.01%+1,363Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 875 shares 875$98.2K<0.01%+333Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 1,672 shares; 2025Q1: 1,912 shares; 2025Q2: 2,254 shares; 2025Q3: 2,770 shares; 2025Q4: 2,856 shares; 2026Q1: 2,715 shares 2,715$98.2K<0.01%-141Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,545 shares; 2025Q1: 2,022 shares; 2025Q2: 4,890 shares; 2025Q3: 5,320 shares; 2025Q4: 4,131 shares; 2026Q1: 4,599 shares 4,599$98.1K<0.01%+468Timeline
BNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 970 shares; 2025Q3: 670 shares; 2025Q4: 2,278 shares; 2026Q1: 2,278 shares 2,278$98K<0.01%0Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 1,387 shares; 2025Q1: 859 shares; 2025Q2: 552 shares; 2025Q3: 10,461 shares; 2025Q4: 1,040 shares; 2026Q1: 891 shares 891$97.9K<0.01%-149Timeline
CUKCARNIVAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800$97.9K<0.01%0Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,809 shares; 2025Q1: 45,065 shares; 2025Q2: 3,630 shares; 2025Q3: 2,239 shares; 2025Q4: 1,611 shares; 2026Q1: 1,552 shares 1,552$97.2K<0.01%-59Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,727 shares; 2024Q4: 4,959 shares; 2025Q1: 7,959 shares; 2025Q2: 9,550 shares; 2025Q3: 13,599 shares; 2025Q4: 14,231 shares; 2026Q1: 7,541 shares 7,541$97.1K<0.01%-6,690Timeline
FDRRFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,550 shares; 2025Q1: 1,558 shares; 2025Q2: 1,566 shares; 2025Q3: 1,572 shares; 2025Q4: 1,644 shares; 2026Q1: 1,651 shares 1,651$97.1K<0.01%+7Timeline
DOGGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,467 shares; 2026Q1: 4,467 shares 4,467$97K<0.01%0Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 725 shares; 2025Q1: 890 shares; 2025Q2: 2,190 shares; 2025Q3: 4,304 shares; 2025Q4: 7,242 shares; 2026Q1: 6,892 shares 6,892$96.8K<0.01%-350Timeline
SQMSOCIEDAD QUIMICA Y MINERA DEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 150 shares; 2025Q1: 1,242 shares; 2025Q2: 1,246 shares; 2025Q3: 1,192 shares; 2025Q4: 1,192 shares; 2026Q1: 1,192 shares 1,192$96.5K<0.01%0Timeline
GHYPGIM GLOBAL HIGH YIELD FD FOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,273 shares 8,273$96.4K<0.01%newTimeline
BAPRABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 1,484 shares 1,484$96.3K<0.01%+833Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,281 shares; 2025Q1: 2,129 shares; 2025Q2: 2,175 shares; 2025Q3: 2,210 shares; 2025Q4: 2,352 shares; 2026Q1: 2,223 shares 2,223$95.9K<0.01%-129Timeline
ILFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 2,295 shares; 2025Q4: 2,508 shares; 2026Q1: 2,700 shares 2,700$95.9K<0.01%+192Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 1,033 shares; 2026Q1: 730 shares 730$95.8K<0.01%-303Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 393 shares; 2025Q1: 388 shares; 2025Q2: 583 shares; 2025Q3: 930 shares; 2025Q4: 3,371 shares; 2026Q1: 2,257 shares 2,257$95.8K<0.01%-1,114Timeline
EEMAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 1,000 shares 1,000$95.7K<0.01%+500Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 0 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 2,874 shares 2,874$95.6K<0.01%+2,655Timeline
DJIAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,930 shares; 2025Q3: 4,191 shares; 2025Q4: 4,251 shares; 2026Q1: 4,529 shares 4,529$95.3K<0.01%+278Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 101 shares; 2025Q3: 363 shares; 2025Q4: 374 shares; 2026Q1: 578 shares 578$95.3K<0.01%+204Timeline
XOVRENTREPRENEURSHARES SERIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 799 shares; 2025Q1: 2,537 shares; 2025Q2: 2,575 shares; 2025Q3: 2,936 shares; 2025Q4: 3,386 shares; 2026Q1: 5,636 shares 5,636$95.2K<0.01%+2,250Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 315 shares; 2025Q1: 785 shares; 2025Q2: 854 shares; 2025Q3: 827 shares; 2025Q4: 719 shares; 2026Q1: 703 shares 703$95.2K<0.01%-16Timeline
BABINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,897 shares; 2025Q1: 2,908 shares; 2025Q2: 2,862 shares; 2025Q3: 2,772 shares; 2025Q4: 3,508 shares; 2026Q1: 3,519 shares 3,519$94.9K<0.01%+11Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,965 shares; 2025Q1: 1,997 shares; 2025Q2: 2,050 shares; 2025Q3: 2,730 shares; 2025Q4: 2,946 shares; 2026Q1: 2,305 shares 2,305$94.7K<0.01%-641Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 820 shares; 2025Q1: 865 shares; 2025Q2: 1,562 shares; 2025Q3: 1,275 shares; 2025Q4: 1,291 shares; 2026Q1: 1,202 shares 1,202$94.6K<0.01%-89Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 132 shares; 2025Q1: 183 shares; 2025Q2: 1,532 shares; 2025Q3: 648 shares; 2025Q4: 1,729 shares; 2026Q1: 2,580 shares 2,580$94.6K<0.01%+851Timeline
DIMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,123 shares; 2025Q3: 1,129 shares; 2025Q4: 1,135 shares; 2026Q1: 1,137 shares 1,137$94.2K<0.01%+2Timeline
PIPRPIPER SANDLER COMPANIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,229 shares 1,229$94.1K<0.01%newTimeline
TMPTOMPKINS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 2 shares; 2025Q4: 1,193 shares; 2026Q1: 1,193 shares 1,193$94.1K<0.01%0Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 102 shares; 2025Q3: 117 shares; 2025Q4: 148 shares; 2026Q1: 731 shares 731$93.8K<0.01%+583Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,521 shares; 2024Q4: 26,672 shares; 2025Q1: 6,278 shares; 2025Q2: 6,238 shares; 2025Q3: 6,010 shares; 2025Q4: 2,321 shares; 2026Q1: 1,444 shares 1,444$93.8K<0.01%-877Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 1,197 shares; 2025Q1: 925 shares; 2025Q2: 2,550 shares; 2025Q3: 2,563 shares; 2025Q4: 3,114 shares; 2026Q1: 5,015 shares 5,015$93.6K<0.01%+1,901Timeline
ESIMSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,708 shares 3,708$93.5K<0.01%newTimeline
KMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 3,213 shares 3,213$93.5K<0.01%+1,813Timeline
PEJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,686 shares; 2025Q1: 1,687 shares; 2025Q2: 1,687 shares; 2025Q3: 1,605 shares; 2025Q4: 1,643 shares; 2026Q1: 1,610 shares 1,610$93.3K<0.01%-33Timeline
HYGVFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,031 shares; 2024Q4: 3,291 shares; 2025Q1: 3,326 shares; 2025Q2: 3,205 shares; 2025Q3: 2,254 shares; 2025Q4: 2,302 shares; 2026Q1: 2,326 shares 2,326$93.2K<0.01%+24Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,327 shares; 2024Q4: 18,562 shares; 2025Q1: 16,387 shares; 2025Q2: 6,682 shares; 2025Q3: 4,562 shares; 2025Q4: 3,696 shares; 2026Q1: 3,696 shares 3,696$93K<0.01%0Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121 shares; 2025Q3: 3,225 shares; 2025Q4: 4,161 shares; 2026Q1: 974 shares 974$92.9K<0.01%-3,187Timeline
FLXRTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 274 shares; 2026Q1: 2,364 shares 2,364$92.8K<0.01%+2,090Timeline
BMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 1,497 shares; 2025Q1: 1,097 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,015 shares; 2026Q1: 2,055 shares 2,055$92.2K<0.01%+40Timeline
UTGREAVES UTIL INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,280 shares; 2025Q1: 4,794 shares; 2025Q2: 2,307 shares; 2025Q3: 2,319 shares; 2025Q4: 2,333 shares; 2026Q1: 2,345 shares 2,345$92.1K<0.01%+12Timeline
MINOPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 3,675 shares; 2025Q1: 3,597 shares; 2025Q2: 3,309 shares; 2025Q3: 2,190 shares; 2025Q4: 2,146 shares; 2026Q1: 2,036 shares 2,036$92K<0.01%-110Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 592 shares; 2025Q1: 562 shares; 2025Q2: 1,142 shares; 2025Q3: 1,080 shares; 2025Q4: 1,649 shares; 2026Q1: 1,554 shares 1,554$91.9K<0.01%-95Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 191 shares; 2025Q1: 494 shares; 2025Q2: 1,296 shares; 2025Q3: 1,361 shares; 2025Q4: 1,378 shares; 2026Q1: 1,320 shares 1,320$91.7K<0.01%-58Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,938 shares; 2024Q4: 2,957 shares; 2025Q1: 1,686 shares; 2025Q2: 1,689 shares; 2025Q3: 1,698 shares; 2025Q4: 1,712 shares; 2026Q1: 1,725 shares 1,725$91.6K<0.01%+13Timeline
AVNTAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,356 shares; 2025Q1: 2,271 shares; 2025Q2: 2,226 shares; 2025Q3: 2,389 shares; 2025Q4: 2,581 shares; 2026Q1: 2,522 shares 2,522$91.5K<0.01%-59Timeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 765 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 266 shares; 2026Q1: 719 shares 719$91.5K<0.01%+453Timeline
MUSTCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,134 shares; 2025Q3: 4,464 shares; 2025Q4: 4,462 shares; 2026Q1: 4,460 shares 4,460$91.5K<0.01%-2Timeline
FPFFIRST TR INTER DURATN PFD &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 5,179 shares; 2025Q1: 5,179 shares; 2025Q2: 5,179 shares; 2025Q3: 5,179 shares; 2025Q4: 5,179 shares; 2026Q1: 5,179 shares 5,179$91.3K<0.01%0Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 3,639 shares; 2025Q1: 3,539 shares; 2025Q2: 3,188 shares; 2025Q3: 2,665 shares; 2025Q4: 2,677 shares; 2026Q1: 2,650 shares 2,650$91.3K<0.01%-27Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 31 shares; 2025Q1: 1,204 shares; 2025Q2: 809 shares; 2025Q3: 1,191 shares; 2025Q4: 1,202 shares; 2026Q1: 1,227 shares 1,227$91.3K<0.01%+25Timeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 936 shares; 2025Q2: 336 shares; 2025Q3: 436 shares; 2025Q4: 1,415 shares; 2026Q1: 1,330 shares 1,330$91K<0.01%-85Timeline
DJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares; 2025Q4: 1,929 shares; 2026Q1: 1,929 shares 1,929$90.7K<0.01%0Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 2,279 shares; 2025Q1: 1,412 shares; 2025Q2: 1,051 shares; 2025Q3: 809 shares; 2025Q4: 776 shares; 2026Q1: 969 shares 969$90.4K<0.01%+193Timeline
PPCPILGRIMS PRIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,247 shares; 2025Q1: 7,076 shares; 2025Q2: 8,292 shares; 2025Q3: 8,673 shares; 2025Q4: 4,312 shares; 2026Q1: 2,391 shares 2,391$90.3K<0.01%-1,921Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,300 shares; 2024Q4: 26,398 shares; 2025Q1: 26,264 shares; 2025Q2: 1,242 shares; 2025Q3: 996 shares; 2025Q4: 140 shares; 2026Q1: 904 shares 904$90.3K<0.01%+764Timeline
ONDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,425 shares; 2026Q1: 2,700 shares 2,700$90.1K<0.01%+275Timeline
PTCTPTC THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 455 shares; 2025Q3: 765 shares; 2025Q4: 1,257 shares; 2026Q1: 1,322 shares 1,322$90.1K<0.01%+65Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,651 shares; 2024Q4: 3,337 shares; 2025Q1: 3,479 shares; 2025Q2: 3,437 shares; 2025Q3: 3,243 shares; 2025Q4: 3,144 shares; 2026Q1: 2,993 shares 2,993$90K<0.01%-151Timeline
FLXSFLEXSTEEL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 622 shares; 2025Q4: 724 shares; 2026Q1: 2,001 shares 2,001$89.9K<0.01%+1,277Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 833 shares; 2025Q3: 1,317 shares; 2025Q4: 1,967 shares; 2026Q1: 1,974 shares 1,974$89.9K<0.01%+7Timeline
PLMRPALOMAR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 51 shares; 2025Q2: 335 shares; 2025Q3: 514 shares; 2025Q4: 664 shares; 2026Q1: 751 shares 751$89.7K<0.01%+87Timeline
CWENACLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,668 shares; 2025Q1: 1,668 shares; 2025Q2: 1,686 shares; 2025Q3: 1,670 shares; 2025Q4: 1,675 shares; 2026Q1: 2,280 shares 2,280$89.3K<0.01%+605Timeline
KFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,950 shares; 2025Q2: 19,250 shares; 2025Q3: 17,750 shares; 2025Q4: 15,950 shares; 2026Q1: 3,177 shares 3,177$89.2K<0.01%-12,773Timeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,212 shares; 2024Q4: 3,192 shares; 2025Q1: 3,212 shares; 2025Q2: 2,464 shares; 2025Q3: 3,137 shares; 2025Q4: 4,251 shares; 2026Q1: 5,251 shares 5,251$89.2K<0.01%+1,000Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 1,238 shares; 2025Q1: 1,286 shares; 2025Q2: 1,409 shares; 2025Q3: 1,725 shares; 2025Q4: 2,066 shares; 2026Q1: 1,198 shares 1,198$89.2K<0.01%-868Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 407 shares; 2025Q1: 342 shares; 2025Q2: 828 shares; 2025Q3: 1,044 shares; 2025Q4: 1,240 shares; 2026Q1: 1,281 shares 1,281$88.5K<0.01%+41Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 1,640 shares; 2025Q1: 1,654 shares; 2025Q2: 1,747 shares; 2025Q3: 1,496 shares; 2025Q4: 1,419 shares; 2026Q1: 1,366 shares 1,366$88.5K<0.01%-53Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 3,769 shares; 2025Q1: 3,777 shares; 2025Q2: 3,694 shares; 2025Q3: 3,222 shares; 2025Q4: 2,928 shares; 2026Q1: 2,663 shares 2,663$88.3K<0.01%-265Timeline
FENYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,566 shares; 2024Q4: 5,186 shares; 2025Q1: 4,513 shares; 2025Q2: 2,822 shares; 2025Q3: 2,626 shares; 2025Q4: 2,570 shares; 2026Q1: 2,584 shares 2,584$87.9K<0.01%+14Timeline
FXNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,838 shares; 2024Q4: 7,307 shares; 2025Q1: 6,245 shares; 2025Q2: 5,482 shares; 2025Q3: 4,958 shares; 2025Q4: 4,986 shares; 2026Q1: 3,912 shares 3,912$87.9K<0.01%-1,074Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,727 shares; 2025Q1: 2,529 shares; 2025Q2: 3,089 shares; 2025Q3: 1,583 shares; 2025Q4: 1,473 shares; 2026Q1: 1,305 shares 1,305$87.8K<0.01%-168Timeline
MRSKNORTHERN LIGHTS FD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,470 shares; 2025Q2: 2,470 shares; 2025Q3: 2,470 shares; 2025Q4: 2,476 shares; 2026Q1: 2,479 shares 2,479$87.6K<0.01%+3Timeline
AGFIRST MAJESTIC SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 419 shares; 2025Q4: not reported; 2026Q1: 4,077 shares 4,077$87.6K<0.01%newTimeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 724 shares; 2025Q1: 307 shares; 2025Q2: 340 shares; 2025Q3: 352 shares; 2025Q4: 320 shares; 2026Q1: 288 shares 288$87.5K<0.01%-32Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 527 shares; 2025Q1: 503 shares; 2025Q2: 477 shares; 2025Q3: 585 shares; 2025Q4: 398 shares; 2026Q1: 906 shares 906$87.4K<0.01%+508Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 342 shares; 2025Q4: 266 shares; 2026Q1: 160 shares 160$87.1K<0.01%-106Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 555 shares; 2025Q1: 477 shares; 2025Q2: 335 shares; 2025Q3: 261 shares; 2025Q4: 105 shares; 2026Q1: 261 shares 261$87.1K<0.01%+156Timeline
ATROASTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 115 shares; 2025Q3: 564 shares; 2025Q4: 1,062 shares; 2026Q1: 1,297 shares 1,297$86.5K<0.01%+235Timeline
UAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 4,777 shares; 2025Q1: 4,477 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares; 2025Q4: 2,593 shares; 2026Q1: 2,593 shares 2,593$86.5K<0.01%0Timeline
DDTJINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,660 shares 4,660$86.5K<0.01%newTimeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 962 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 768 shares 768$86.4K<0.01%+728Timeline
IAIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 263 shares; 2025Q3: 33,497 shares; 2025Q4: 34,895 shares; 2026Q1: 526 shares 526$86.4K<0.01%-34,369Timeline
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 2,243 shares; 2025Q1: 1,921 shares; 2025Q2: 1,919 shares; 2025Q3: 1,919 shares; 2025Q4: 1,937 shares; 2026Q1: 1,978 shares 1,978$86.3K<0.01%+41Timeline
QBSFAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 1,710 shares; 2026Q1: 3,295 shares 3,295$86.2K<0.01%+1,585Timeline
OVBLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,893 shares; 2024Q4: 76,685 shares; 2025Q1: 85,704 shares; 2025Q2: 26,903 shares; 2025Q3: 4,184 shares; 2025Q4: 4,187 shares; 2026Q1: 4,189 shares 4,189$86.1K<0.01%+2Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,145 shares; 2024Q4: 1,793 shares; 2025Q1: 893 shares; 2025Q2: 1,042 shares; 2025Q3: 1,769 shares; 2025Q4: 1,668 shares; 2026Q1: 1,103 shares 1,103$86.1K<0.01%-565Timeline
LMUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,722 shares 1,722$86K<0.01%newTimeline
CPAINORTHERN LTS FD TR IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 276 shares; 2025Q4: 906 shares; 2026Q1: 2,055 shares 2,055$85.9K<0.01%+1,149Timeline
WILCFG WILLI FOOD INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400$85.8K<0.01%0Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 846 shares; 2025Q1: 846 shares; 2025Q2: 900 shares; 2025Q3: 936 shares; 2025Q4: 803 shares; 2026Q1: 917 shares 917$85.7K<0.01%+114Timeline
CIMCHIMERA INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,508 shares; 2025Q1: 851 shares; 2025Q2: 967 shares; 2025Q3: 474 shares; 2025Q4: 6,216 shares; 2026Q1: 6,826 shares 6,826$85.7K<0.01%+610Timeline
COGTCOGENT BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 8 shares; 2025Q2: 0 shares; 2025Q3: 17 shares; 2025Q4: 24 shares; 2026Q1: 2,224 shares 2,224$85.6K<0.01%+2,200Timeline
KBRKBR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 2,274 shares; 2025Q1: 2,302 shares; 2025Q2: 2,653 shares; 2025Q3: 2,595 shares; 2025Q4: 2,347 shares; 2026Q1: 2,317 shares 2,317$85.4K<0.01%-30Timeline
BCIABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,515 shares 3,515$85.4K<0.01%newTimeline
PSKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 378 shares; 2025Q1: 379 shares; 2025Q2: 398 shares; 2025Q3: 390 shares; 2025Q4: 2,608 shares; 2026Q1: 2,765 shares 2,765$85.3K<0.01%+157Timeline
HTOH2O AMERICAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 232 shares; 2025Q3: 407 shares; 2025Q4: 976 shares; 2026Q1: 1,452 shares 1,452$85.2K<0.01%+476Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 4,503 shares; 2025Q1: 5,552 shares; 2025Q2: 1,293 shares; 2025Q3: 8,085 shares; 2025Q4: 8,115 shares; 2026Q1: 5,435 shares 5,435$85.1K<0.01%-2,680Timeline
BSMYINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500$84.9K<0.01%0Timeline
AIOOAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 1,750 shares; 2026Q1: 3,292 shares 3,292$84.6K<0.01%+1,542Timeline
UMMALISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,608 shares; 2025Q2: 1,724 shares; 2025Q3: 1,831 shares; 2025Q4: 2,031 shares; 2026Q1: 2,757 shares 2,757$84.5K<0.01%+726Timeline
BAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 889 shares; 2025Q1: 889 shares; 2025Q2: 1,944 shares; 2025Q3: 2,014 shares; 2025Q4: 2,019 shares; 2026Q1: 1,719 shares 1,719$84.2K<0.01%-300Timeline
DIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,637 shares; 2025Q1: 4,637 shares; 2025Q2: 4,300 shares; 2025Q3: 4,445 shares; 2025Q4: 4,445 shares; 2026Q1: 4,445 shares 4,445$84K<0.01%0Timeline
AAXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 872 shares 872$84K<0.01%0Timeline
RRRICHTECH ROBOTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 35,575 shares; 2025Q4: 25,825 shares; 2026Q1: 40,075 shares 40,075$83.8K<0.01%+14,250Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 695 shares; 2026Q1: 476 shares 476$83.7K<0.01%-219Timeline
TMFSRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,614 shares; 2025Q1: 2,614 shares; 2025Q2: 2,614 shares; 2025Q3: 2,614 shares; 2025Q4: 2,614 shares; 2026Q1: 2,614 shares 2,614$83.6K<0.01%0Timeline
FNBF N B CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 1,987 shares; 2025Q1: 2,155 shares; 2025Q2: 4,592 shares; 2025Q3: 4,686 shares; 2025Q4: 4,987 shares; 2026Q1: 4,987 shares 4,987$83.4K<0.01%0Timeline
UVVUNIVERSAL CORP VA MTNS BK ENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 10 shares; 2025Q1: 56 shares; 2025Q2: 0 shares; 2025Q3: 80 shares; 2025Q4: 94 shares; 2026Q1: 1,581 shares 1,581$83.3K<0.01%+1,487Timeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 641 shares; 2025Q3: 1,072 shares; 2025Q4: 1,072 shares; 2026Q1: 4,093 shares 4,093$83.3K<0.01%+3,021Timeline
NXTGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,432 shares; 2025Q1: 1,314 shares; 2025Q2: 979 shares; 2025Q3: 981 shares; 2025Q4: 1,504 shares; 2026Q1: 741 shares 741$82.9K<0.01%-763Timeline
BJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 3,236 shares; 2025Q1: 3,236 shares; 2025Q2: 3,028 shares; 2025Q3: 1,678 shares; 2025Q4: 1,684 shares; 2026Q1: 1,669 shares 1,669$82.9K<0.01%-15Timeline
IMCRIMMUNOCORE HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: 2,934 shares; 2025Q1: 2,798 shares; 2025Q2: 2,782 shares; 2025Q3: 2,776 shares; 2025Q4: 2,749 shares; 2026Q1: 2,749 shares 2,749$82.9K<0.01%0Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 699 shares; 2025Q3: 843 shares; 2025Q4: 772 shares; 2026Q1: 1,216 shares 1,216$82.8K<0.01%+444Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 51 shares; 2025Q3: 528 shares; 2025Q4: 626 shares; 2026Q1: 579 shares 579$82.8K<0.01%-47Timeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 43 shares; 2025Q1: 36 shares; 2025Q2: 2,702 shares; 2025Q3: 3,091 shares; 2025Q4: 3,136 shares; 2026Q1: 2,664 shares 2,664$82.8K<0.01%-472Timeline
SSBSOUTHSTATE BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 880 shares; 2025Q4: 892 shares; 2026Q1: 892 shares 892$82.5K<0.01%0Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,813 shares; 2026Q1: 1,813 shares 1,813$82.5K<0.01%0Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 306 shares; 2025Q1: 353 shares; 2025Q2: 312 shares; 2025Q3: 405 shares; 2025Q4: 909 shares; 2026Q1: 434 shares 434$82.4K<0.01%-475Timeline
KTECKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 2,200 shares; 2025Q3: 5,575 shares; 2025Q4: 5,983 shares; 2026Q1: 5,983 shares 5,983$82.1K<0.01%0Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,584 shares; 2025Q1: 1,358 shares; 2025Q2: 1,530 shares; 2025Q3: 1,275 shares; 2025Q4: 1,103 shares; 2026Q1: 1,103 shares 1,103$82K<0.01%0Timeline
ADNTADIENT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 2,318 shares; 2025Q1: 2,368 shares; 2025Q2: 3,988 shares; 2025Q3: 3,995 shares; 2025Q4: 3,989 shares; 2026Q1: 4,039 shares 4,039$81.6K<0.01%+50Timeline
GJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,733 shares; 2024Q4: 343,309 shares; 2025Q1: 35,804 shares; 2025Q2: 1,997 shares; 2025Q3: 1,994 shares; 2025Q4: 1,994 shares; 2026Q1: 1,994 shares 1,994$81.3K<0.01%0Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,362 shares; 2025Q1: 2,769 shares; 2025Q2: 2,078 shares; 2025Q3: 1,172 shares; 2025Q4: 1,204 shares; 2026Q1: 1,115 shares 1,115$81.1K<0.01%-89Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 1,015 shares; 2025Q1: 1,206 shares; 2025Q2: 1,109 shares; 2025Q3: 1,063 shares; 2025Q4: 1,231 shares; 2026Q1: 555 shares 555$80.9K<0.01%-676Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,239 shares; 2024Q4: 5,579 shares; 2025Q1: 3,296 shares; 2025Q2: 286 shares; 2025Q3: 1,225 shares; 2025Q4: 1,228 shares; 2026Q1: 1,251 shares 1,251$80.8K<0.01%+23Timeline
ARKFARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,483 shares; 2025Q1: 3,483 shares; 2025Q2: 4,025 shares; 2025Q3: 3,688 shares; 2025Q4: 2,393 shares; 2026Q1: 2,119 shares 2,119$80.5K<0.01%-274Timeline
DRLLEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 1,836 shares; 2025Q1: 1,981 shares; 2025Q2: 2,039 shares; 2025Q3: 2,039 shares; 2025Q4: 2,039 shares; 2026Q1: 2,039 shares 2,039$80.5K<0.01%0Timeline
ILCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 102 shares; 2025Q3: 213 shares; 2025Q4: 373 shares; 2026Q1: 860 shares 860$80.1K<0.01%+487Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 117 shares; 2025Q3: 149 shares; 2025Q4: 192 shares; 2026Q1: 379 shares 379$80K<0.01%+187Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 454 shares; 2025Q1: 439 shares; 2025Q2: 750 shares; 2025Q3: 855 shares; 2025Q4: 1,403 shares; 2026Q1: 901 shares 901$79.7K<0.01%-502Timeline
CSTMCONSTELLIUM SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 64 shares; 2025Q3: 108 shares; 2025Q4: 809 shares; 2026Q1: 3,232 shares 3,232$79.4K<0.01%+2,423Timeline
GDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,511 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares; 2026Q1: 2,136 shares 2,136$79.1K<0.01%+625Timeline
RIGLRIGEL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 1,859 shares; 2025Q4: 2,264 shares; 2026Q1: 2,916 shares 2,916$78.8K<0.01%+652Timeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 2,617 shares; 2025Q4: 2,617 shares; 2026Q1: 2,684 shares 2,684$78.8K<0.01%+67Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,944 shares; 2024Q4: 5,827 shares; 2025Q1: 5,515 shares; 2025Q2: 2,285 shares; 2025Q3: 934 shares; 2025Q4: 1,947 shares; 2026Q1: 1,194 shares 1,194$78.7K<0.01%-753Timeline
XMVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 671 shares; 2026Q1: 1,205 shares 1,205$78.5K<0.01%+534Timeline
ROMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 900 shares; 2025Q1: 1,500 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$78.4K<0.01%newTimeline
MMSMAXIMUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 786 shares; 2025Q1: 912 shares; 2025Q2: 1,558 shares; 2025Q3: 1,662 shares; 2025Q4: 1,639 shares; 2026Q1: 1,217 shares 1,217$78K<0.01%-422Timeline
HOLAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,439 shares; 2025Q4: 1,482 shares; 2026Q1: 1,482 shares 1,482$78K<0.01%0Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 866 shares; 2025Q1: 1,988 shares; 2025Q2: 2,553 shares; 2025Q3: 2,113 shares; 2025Q4: 511 shares; 2026Q1: 714 shares 714$77.9K<0.01%+203Timeline
XAWFXALLIANCEBERNSTEIN GLOBAL HIGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 15,220 shares; 2025Q1: 7,610 shares; 2025Q2: 7,610 shares; 2025Q3: 7,610 shares; 2025Q4: 7,610 shares; 2026Q1: 7,610 shares 7,610$77.4K<0.01%0Timeline
MAINMAIN STR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 1,719 shares; 2025Q1: 2,272 shares; 2025Q2: 1,695 shares; 2025Q3: 1,295 shares; 2025Q4: 1,439 shares; 2026Q1: 1,461 shares 1,461$77.4K<0.01%+22Timeline
EWLISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,080 shares; 2025Q4: 1,202 shares; 2026Q1: 1,313 shares 1,313$77.2K<0.01%+111Timeline
STNGSCORPIO TANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 36 shares; 2025Q2: 335 shares; 2025Q3: 347 shares; 2025Q4: 408 shares; 2026Q1: 1,034 shares 1,034$77.2K<0.01%+626Timeline
IETCISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: 354 shares; 2025Q4: 839 shares; 2026Q1: 867 shares 867$76.6K<0.01%+28Timeline
SFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,787 shares; 2025Q3: 1,919 shares; 2025Q4: 1,990 shares; 2026Q1: 2,160 shares 2,160$76.5K<0.01%+170Timeline

Sold out in Q1 2026

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

The largest 100 of 222. All 222

SecurityShares beforeValue beforeType
RSPRINVESCO EXCHANGE TRADED FD T281,946$9.48Mshares
ISHARES TRISHARES TR321,346$8.07Mshares
KKELLANOVA48,131$4.02Mshares
UNILEVER PLCUNILEVER PLC59,984$3.32Mshares
ISHARES TRISHARES TR84,045$1.96Mshares
ISHARES TRISHARES TR44,461$1.03Mshares
ISHARESISHARES21,840$584Kshares
RNAMAVIDITY BIOSCIENCES INC3,977$287Kshares
JULZELEVATION SERIES TRUST6,322$266Kshares
FXGFIRST TR EXCHANGE-TRADED FD3,785$230Kshares
HQHABRDN HEALTHCARE INVESTORS12,099$229Kshares
LTPZPIMCO ETF TR3,500$181Kshares
AUSFGLOBAL X FDS3,132$145Kshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS5,762$142Kshares
EPSWISDOMTREE TR1,674$119Kshares
OVLLISTED FDS TR1,955$104Kshares
INVESCOINVESCO5,000$103Kshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR1,392$90.2Kshares
SLGNSILGAN HLDGS INC2,016$81.4Kshares
SNVSYNOVUS FINANCIAL CORP1,507$75.4Kshares
GSR III ACQUISITION CORPGSR III ACQUISITION CORP7,050$59.2Kshares
DNLWISDOMTREE TR1,430$58.9Kshares
ALEALLETE INC855$58.1Kshares
MAGXROUNDHILL ETF TRUST1,000$57.2Kshares
JBSJBS N.V.3,884$56Kshares
HANESBRANDS INCHANESBRANDS INC8,597$55.7Kshares
CBOYCALAMOS ETF TR2,175$53.5Kshares
VNETVNET GROUP INC6,000$50.8Kshares
CBXYCALAMOS ETF TR2,150$49.8Kshares
ASPIASP ISOTOPES INC9,000$48.1Kshares
TILRAY INCTILRAY INC54,837$42.9Kshares
SOXSDIREXION DAILY SEMI BEAR 3X13,596$42.6Kshares
KMAYINNOVATOR ETFS TRUST1,500$42.4Kshares
LNWOLIGHT & WONDER INC385$39.7Kshares
CBOJCALAMOS ETF TR1,600$38.5Kshares
BMNUETF OPPORTUNITIES TRUST8,000$38.2Kshares
ETHUVOLATILITY SHS TR643$35.2Kshares
DWMWISDOMTREE TR510$35.1Kshares
NKLRTERRA INNOVATUM GLOBAL NV7,050$32.6Kshares
RSSXTIDAL TRUST II1,250$31.8Kshares
LIVEPERSON, INC.LIVEPERSON, INC.5,000$31.8Kshares
PFFVGLOBAL X FDS1,305$29Kshares
Sandstorm Gold LtdSandstorm Gold Ltd2,465$28.4Kshares
LIFLIFE360 INC440$28.2Kshares
ADEAADEIA INC1,603$27.7Kshares
RDOGALPS ETF TR750$26.9Kshares
ZJUNINNOVATOR ETFS TRUST1,000$26.8Kshares
YYYAMPLIFY ETF TR2,315$26.6Kshares
AIBUDIREXION SHARES ETF TRUST500$24.7Kshares
STKCOLUMBIA SELIGM PREM TECH GR654$24.1Kshares
CBUSCIBUS INC11,216$19.5Kshares
UWMPROSHARES TR400$18.8Kshares
BABXGRANITESHARES ETF TR500$18Kshares
LITMSNOW LAKE RES LTD COM NO PAR (6,000$18Kshares
NXGLNEXGEL INC11,000$17.7Kshares
SFEBFIRST TR EXCHNG TRADED FD VI753$17.7Kshares
TIMOTHY PLANTIMOTHY PLAN612$16.9Kshares
POTBELLY CORPPOTBELLY CORP951$16.3Kshares
METUDIREXION SHARES ETF TRUST500$16.1Kshares
PLTUDIREXION SHARES ETF TRUST200$14.7Kshares
SBETSHARPLINK INC1,500$13.4Kshares
VOOVVANGUARD ADMIRAL FDS INC65$13.3Kshares
PFDFLAHERTY & CRUMRINE PFD INCO1,000$11.9Kshares
FRHCFREEDOM HOLDING CORP97$11.8Kshares
CDTXCIDARA THERAPEUTICS INC49$10.8Kshares
TIDAL TR IITIDAL TR II1,200$9.25Kshares
SENSEONICS HLDGS INCSENSEONICS HLDGS INC22,500$9.18Kshares
TSLYTIDAL TRUST II240$9.01Kshares
EKSOEKSO BIONICS HLDGS INC1,000$8.64Kshares
MTBASIMPLIFY EXCHANGE TRADED FUN167$8.42Kshares
VERITEX HLDGS INCVERITEX HLDGS INC271$8.2Kshares
XOMOTIDAL TRUST II700$8.2Kshares
XETYXEATON VANCE TAX-MANAGED DIVE500$7.67Kshares
SPRSPIRIT AEROSYSTEMS HLDGS INC192$7.55Kshares
BITXVOLATILITY SHS TR264$7.32Kshares
LXPLXP INDUSTRIAL TRUST699$6.63Kshares
FDIVEA SERIES TRUST244$6.61Kshares
VERINT SYS INCVERINT SYS INC308$6.32Kshares
GYROGYRODYNE LLC700$6.31Kshares
NTHINEONC TECHNOLOGIES HLDGS INC750$6.2Kshares
FIDELITY COVINGTON TRUSTFIDELITY COVINGTON TRUST300$6.01Kshares
NUAINEW ERA ENERGY & DIGITAL INC2,000$5.86Kshares
XRPIVOLATILITY SHS TR504$5.33Kshares
YMAXTIDAL TRUST II500$4.99Kshares
SCSSTEELCASE INC-CLASS A283$4.57Kshares
HITHEALTH IN TECH INC2,734$4.35Kshares
TELOTELOMIR PHARMACEUTICALS INC3,000$3.99Kshares
SRVRPACER FDS TR133$3.81Kshares
PREMIER INCPREMIER INC130$3.67Kshares
HSIIHEIDRICK & STRUGGLES INTL IN61$3.6Kshares
ABATAMERICAN BATTERY TECHNOLOGY1,074$3.59Kshares
INTEGRAL AD SCIENCE HLDNG COINTEGRAL AD SCIENCE HLDNG CO329$3.4Kshares
XMAXXMAX INC532$3.19Kshares
EMHCSPDR SERIES TRUST123$3.13Kshares
IEPICAHN ENTERPRISES LP400$3.02Kshares
XRPCCANARY XRP ETF152$2.96Kshares
CAECAE INC87$2.65Kshares
RVTROYCE SMALL CAP TRUST INC155$2.5Kshares
INNOVATOR ETFS TRUSTINNOVATOR ETFS TRUST100$2.39Kshares
ERXDIREXION SHARES ETF TRUST40$2.23Kshares

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 0001641866-26-000003 base2026-04-13acceptance time not in the bulk data set