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JONES FINANCIAL COMPANIES LLLP

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13F filer, CIK 815917, DES PERES, MO

JONES FINANCIAL COMPANIES LLLP reported $208,074,644,811 across 4,724 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 48.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-225579

Period
2026-03-31
Reported value
$208B
Holdings
4,724
Top 10 weight
48.56%
New
574
Sold out
269

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYMadded+53,107,838$3.96B
VOOadded+2,657,523$1.55B
AAPLadded+5,550,759$1.38B
VOadded+4,782,958$1.35B
IWRadded+14,042,687$1.34B

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
VTVreduced-3,951,795-$764M
AGGreduced-6,383,989-$629M
IWBreduced-1,124,576-$391M
IWSreduced-2,006,111-$287M
IWPreduced-1,880,400-$235M

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 0001193125-26-225579, largest first. % of portfolio is the value over $208,074,644,811, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HIOWESTERN ASSET HIGH INCOME OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,242 shares; 2024Q4: 168,876 shares; 2025Q1: 217,388 shares; 2025Q2: 258,298 shares; 2025Q3: 319,730 shares; 2025Q4: 417,109 shares; 2026Q1: 473,862 shares 473,862$1.68M<0.01%+56,753Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 7,401 shares; 2025Q1: 8,711 shares; 2025Q2: 10,744 shares; 2025Q3: 12,516 shares; 2025Q4: 14,860 shares; 2026Q1: 18,389 shares 18,389$1.68M<0.01%+3,529Timeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 3,474 shares; 2025Q1: 12,035 shares; 2025Q2: 17,161 shares; 2025Q3: 16,706 shares; 2025Q4: 30,484 shares; 2026Q1: 39,818 shares 39,818$1.67M<0.01%+9,334Timeline
JPXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,744 shares; 2025Q1: 3,993 shares; 2025Q2: 4,284 shares; 2025Q3: 6,927 shares; 2025Q4: 10,777 shares; 2026Q1: 18,852 shares 18,852$1.66M<0.01%+8,075Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,397 shares; 2024Q4: 8,704 shares; 2025Q1: 11,307 shares; 2025Q2: 10,664 shares; 2025Q3: 10,512 shares; 2025Q4: 11,812 shares; 2026Q1: 21,329 shares 21,329$1.66M<0.01%+9,517Timeline
OPPJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 935 shares; 2025Q1: 1,952 shares; 2025Q2: 9,746 shares; 2025Q3: 2,951 shares; 2025Q4: 3,613 shares; 2026Q1: 31,337 shares 31,337$1.66M<0.01%+27,724Timeline
MZTIMARZETTI COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 337 shares; 2025Q3: 64 shares; 2025Q4: 149 shares; 2026Q1: 12,065 shares 12,065$1.65M<0.01%+11,916Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,033 shares; 2024Q4: 8,150 shares; 2025Q1: 10,103 shares; 2025Q2: 16,089 shares; 2025Q3: 18,834 shares; 2025Q4: 24,239 shares; 2026Q1: 29,248 shares 29,248$1.65M<0.01%+5,009Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,305 shares; 2024Q4: 13,084 shares; 2025Q1: 23,839 shares; 2025Q2: 28,368 shares; 2025Q3: 32,612 shares; 2025Q4: 30,916 shares; 2026Q1: 30,469 shares 30,469$1.65M<0.01%-447Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 134 shares; 2025Q1: 597 shares; 2025Q2: 1,556 shares; 2025Q3: 2,703 shares; 2025Q4: 3,255 shares; 2026Q1: 34,625 shares 34,625$1.65M<0.01%+31,370Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 3,060 shares; 2025Q1: 3,605 shares; 2025Q2: 4,472 shares; 2025Q3: 4,881 shares; 2025Q4: 7,061 shares; 2026Q1: 13,227 shares 13,227$1.64M<0.01%+6,166Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 4,479 shares; 2025Q1: 6,133 shares; 2025Q2: 7,740 shares; 2025Q3: 8,955 shares; 2025Q4: 10,919 shares; 2026Q1: 18,818 shares 18,818$1.64M<0.01%+7,899Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 904 shares; 2025Q1: 1,406 shares; 2025Q2: 451 shares; 2025Q3: 1,463 shares; 2025Q4: 2,780 shares; 2026Q1: 7,473 shares 7,473$1.64M<0.01%+4,693Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 3,578 shares; 2025Q1: 4,704 shares; 2025Q2: 6,005 shares; 2025Q3: 6,610 shares; 2025Q4: 8,997 shares; 2026Q1: 15,579 shares 15,579$1.64M<0.01%+6,582Timeline
BSMRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 10,692 shares; 2025Q1: 11,110 shares; 2025Q2: 17,241 shares; 2025Q3: 41,836 shares; 2025Q4: 55,736 shares; 2026Q1: 69,182 shares 69,182$1.63M<0.01%+13,446Timeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 4,505 shares; 2025Q1: 4,510 shares; 2025Q2: 4,089 shares; 2025Q3: 5,754 shares; 2025Q4: 11,325 shares; 2026Q1: 30,261 shares 30,261$1.63M<0.01%+18,936Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 115 shares; 2025Q3: 143 shares; 2025Q4: 236 shares; 2026Q1: 9,764 shares 9,764$1.63M<0.01%+9,528Timeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 1,012 shares; 2025Q1: 1,980 shares; 2025Q2: 5,514 shares; 2025Q3: 10,222 shares; 2025Q4: 14,592 shares; 2026Q1: 60,730 shares 60,730$1.62M<0.01%+46,138Timeline
JCPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,925 shares; 2025Q1: 7,144 shares; 2025Q2: 11,719 shares; 2025Q3: 14,756 shares; 2025Q4: 21,526 shares; 2026Q1: 33,750 shares 33,750$1.62M<0.01%+12,224Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 1,611 shares; 2025Q1: 1,617 shares; 2025Q2: 1,758 shares; 2025Q3: 194 shares; 2025Q4: 292 shares; 2026Q1: 46,709 shares 46,709$1.62M<0.01%+46,417Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,748 shares; 2025Q1: 5,593 shares; 2025Q2: 9,261 shares; 2025Q3: 13,329 shares; 2025Q4: 16,127 shares; 2026Q1: 25,604 shares 25,604$1.62M<0.01%+9,477Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,186 shares; 2024Q4: 43,814 shares; 2025Q1: 30,528 shares; 2025Q2: 27,084 shares; 2025Q3: 21,562 shares; 2025Q4: 14,608 shares; 2026Q1: 23,839 shares 23,839$1.62M<0.01%+9,231Timeline
PGHYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,801 shares; 2024Q4: 30,459 shares; 2025Q1: 54,877 shares; 2025Q2: 63,575 shares; 2025Q3: 70,642 shares; 2025Q4: 68,013 shares; 2026Q1: 83,237 shares 83,237$1.61M<0.01%+15,224Timeline
IMCBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 3,076 shares; 2025Q1: 3,392 shares; 2025Q2: 4,402 shares; 2025Q3: 6,736 shares; 2025Q4: 13,041 shares; 2026Q1: 19,444 shares 19,444$1.6M<0.01%+6,403Timeline
ACADACADIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 360 shares; 2025Q2: 682 shares; 2025Q3: 782 shares; 2025Q4: 1,277 shares; 2026Q1: 76,902 shares 76,902$1.6M<0.01%+75,625Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: 3,084 shares; 2025Q1: 3,084 shares; 2025Q2: 3,528 shares; 2025Q3: 4,118 shares; 2025Q4: 6,760 shares; 2026Q1: 38,672 shares 38,672$1.59M<0.01%+31,912Timeline
ILFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 1,316 shares; 2025Q1: 16,378 shares; 2025Q2: 21,267 shares; 2025Q3: 64,720 shares; 2025Q4: 40,204 shares; 2026Q1: 46,636 shares 46,636$1.58M<0.01%+6,432Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 1,075 shares; 2025Q1: 2,341 shares; 2025Q2: 4,314 shares; 2025Q3: 5,968 shares; 2025Q4: 6,209 shares; 2026Q1: 15,800 shares 15,800$1.58M<0.01%+9,591Timeline
PFIGINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,392 shares; 2024Q4: 25,806 shares; 2025Q1: 51,006 shares; 2025Q2: 51,618 shares; 2025Q3: 55,691 shares; 2025Q4: 63,621 shares; 2026Q1: 65,975 shares 65,975$1.57M<0.01%+2,354Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 1,168 shares; 2025Q1: 4,213 shares; 2025Q2: 6,207 shares; 2025Q3: 10,199 shares; 2025Q4: 15,195 shares; 2026Q1: 23,075 shares 23,075$1.56M<0.01%+7,880Timeline
AORTARTIVION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 518 shares; 2026Q1: 44,068 shares 44,068$1.56M<0.01%+43,550Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 1,178 shares; 2025Q1: 1,331 shares; 2025Q2: 1,643 shares; 2025Q3: 3,353 shares; 2025Q4: 4,186 shares; 2026Q1: 16,296 shares 16,296$1.55M<0.01%+12,110Timeline
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 983 shares; 2025Q1: 6,696 shares; 2025Q2: 9,961 shares; 2025Q3: 12,289 shares; 2025Q4: 17,129 shares; 2026Q1: 33,370 shares 33,370$1.55M<0.01%+16,241Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 296 shares; 2025Q1: 578 shares; 2025Q2: 529 shares; 2025Q3: 611 shares; 2025Q4: 753 shares; 2026Q1: 2,960 shares 2,960$1.55M<0.01%+2,207Timeline
ELCVSTRATEGY 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: 4,220 shares; 2025Q4: 17,802 shares; 2026Q1: 53,476 shares 53,476$1.55M<0.01%+35,674Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 513 shares; 2025Q1: 658 shares; 2025Q2: 1,975 shares; 2025Q3: 3,010 shares; 2025Q4: 12,650 shares; 2026Q1: 21,351 shares 21,351$1.54M<0.01%+8,701Timeline
STEPSTEPSTONE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 86 shares; 2025Q4: 227 shares; 2026Q1: 33,793 shares 33,793$1.54M<0.01%+33,566Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,907 shares; 2024Q4: 16,213 shares; 2025Q1: 31,568 shares; 2025Q2: 34,292 shares; 2025Q3: 36,023 shares; 2025Q4: 63,304 shares; 2026Q1: 53,698 shares 53,698$1.53M<0.01%-9,606Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,040 shares; 2025Q1: 8,623 shares; 2025Q2: 10,761 shares; 2025Q3: 16,996 shares; 2025Q4: 21,415 shares; 2026Q1: 21,037 shares 21,037$1.53M<0.01%-378Timeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 660 shares; 2025Q1: 1,140 shares; 2025Q2: 1,338 shares; 2025Q3: 1,913 shares; 2025Q4: 3,941 shares; 2026Q1: 19,780 shares 19,780$1.53M<0.01%+15,839Timeline
FDMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,348 shares; 2024Q4: 6,518 shares; 2025Q1: 9,114 shares; 2025Q2: 11,054 shares; 2025Q3: 12,843 shares; 2025Q4: 14,876 shares; 2026Q1: 18,770 shares 18,770$1.52M<0.01%+3,894Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,821 shares; 2024Q4: 9,247 shares; 2025Q1: 6,390 shares; 2025Q2: 3,166 shares; 2025Q3: 4,781 shares; 2025Q4: 6,288 shares; 2026Q1: 56,914 shares 56,914$1.52M<0.01%+50,626Timeline
TAGGT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171 shares; 2025Q3: 1,016 shares; 2025Q4: 7,582 shares; 2026Q1: 36,033 shares 36,033$1.52M<0.01%+28,451Timeline
TRPAHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 313 shares; 2025Q4: 7,438 shares; 2026Q1: 39,140 shares 39,140$1.52M<0.01%+31,702Timeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,712 shares; 2024Q4: 15,665 shares; 2025Q1: 18,040 shares; 2025Q2: 20,814 shares; 2025Q3: 23,109 shares; 2025Q4: 29,039 shares; 2026Q1: 33,274 shares 33,274$1.52M<0.01%+4,235Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,908 shares; 2024Q4: 13,887 shares; 2025Q1: 16,864 shares; 2025Q2: 20,706 shares; 2025Q3: 24,252 shares; 2025Q4: 27,970 shares; 2026Q1: 30,605 shares 30,605$1.52M<0.01%+2,635Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 44 shares; 2025Q3: 148 shares; 2025Q4: 7 shares; 2026Q1: 6,112 shares 6,112$1.51M<0.01%+6,105Timeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 8,307 shares; 2025Q1: 8,915 shares; 2025Q2: 14,936 shares; 2025Q3: 18,412 shares; 2025Q4: 23,389 shares; 2026Q1: 31,841 shares 31,841$1.5M<0.01%+8,452Timeline
POWIPOWER INTEGRATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,425 shares; 2026Q1: 30,284 shares 30,284$1.5M<0.01%+28,859Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 104 shares; 2025Q1: 101 shares; 2025Q2: 87 shares; 2025Q3: 92 shares; 2025Q4: 99 shares; 2026Q1: 15,780 shares 15,780$1.5M<0.01%+15,681Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 24,051 shares; 2025Q1: 52,270 shares; 2025Q2: 65,931 shares; 2025Q3: 95,414 shares; 2025Q4: 162,769 shares; 2026Q1: 362,367 shares 362,367$1.49M<0.01%+199,598Timeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 47 shares; 2025Q4: 54 shares; 2026Q1: 8,934 shares 8,934$1.49M<0.01%+8,880Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,464 shares; 2024Q4: 4,715 shares; 2025Q1: 5,085 shares; 2025Q2: 7,661 shares; 2025Q3: 8,309 shares; 2025Q4: 9,858 shares; 2026Q1: 18,807 shares 18,807$1.49M<0.01%+8,949Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: 260 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares; 2026Q1: 43,966 shares 43,966$1.48M<0.01%+43,966Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 1,266 shares; 2025Q3: 431 shares; 2025Q4: 1,490 shares; 2026Q1: 32,839 shares 32,839$1.48M<0.01%+31,349Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,649 shares; 2024Q4: 7,159 shares; 2025Q1: 6,654 shares; 2025Q2: 11,923 shares; 2025Q3: 13,437 shares; 2025Q4: 14,496 shares; 2026Q1: 30,687 shares 30,687$1.48M<0.01%+16,191Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,603 shares; 2024Q4: 19,211 shares; 2025Q1: 21,779 shares; 2025Q2: 25,513 shares; 2025Q3: 30,358 shares; 2025Q4: 31,542 shares; 2026Q1: 34,539 shares 34,539$1.48M<0.01%+2,997Timeline
BBIOBRIDGEBIO PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 476 shares; 2025Q3: 1,266 shares; 2025Q4: 1,442 shares; 2026Q1: 21,251 shares 21,251$1.48M<0.01%+19,809Timeline
MSMMSC INDL DIRECT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 73 shares; 2025Q1: 76 shares; 2025Q2: 92 shares; 2025Q3: 235 shares; 2025Q4: 387 shares; 2026Q1: 16,395 shares 16,395$1.48M<0.01%+16,008Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,755 shares; 2025Q1: 4,915 shares; 2025Q2: 5,776 shares; 2025Q3: 5,569 shares; 2025Q4: 6,167 shares; 2026Q1: 12,319 shares 12,319$1.48M<0.01%+6,152Timeline
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: 40 shares; 2025Q2: 1,431 shares; 2025Q3: 6,995 shares; 2025Q4: 12,155 shares; 2026Q1: 17,175 shares 17,175$1.47M<0.01%+5,020Timeline
PABPGIM 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: 413 shares; 2026Q1: 34,891 shares 34,891$1.47M<0.01%+34,478Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 9,578 shares; 2025Q1: 12,302 shares; 2025Q2: 18,737 shares; 2025Q3: 21,269 shares; 2025Q4: 29,372 shares; 2026Q1: 32,947 shares 32,947$1.47M<0.01%+3,575Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,170 shares; 2024Q4: 10,979 shares; 2025Q1: 13,632 shares; 2025Q2: 13,903 shares; 2025Q3: 18,082 shares; 2025Q4: 21,649 shares; 2026Q1: 22,371 shares 22,371$1.46M<0.01%+722Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 5,892 shares; 2025Q1: 8,686 shares; 2025Q2: 12,843 shares; 2025Q3: 17,319 shares; 2025Q4: 18,193 shares; 2026Q1: 21,515 shares 21,515$1.46M<0.01%+3,322Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 5,355 shares; 2025Q1: 7,371 shares; 2025Q2: 9,007 shares; 2025Q3: 10,920 shares; 2025Q4: 12,097 shares; 2026Q1: 15,144 shares 15,144$1.46M<0.01%+3,047Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 407 shares; 2025Q1: 458 shares; 2025Q2: 793 shares; 2025Q3: 1,330 shares; 2025Q4: 1,484 shares; 2026Q1: 7,816 shares 7,816$1.46M<0.01%+6,332Timeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 550 shares; 2025Q1: 613 shares; 2025Q2: 17,808 shares; 2025Q3: 21,970 shares; 2025Q4: 24,388 shares; 2026Q1: 38,248 shares 38,248$1.46M<0.01%+13,860Timeline
FRMEFIRST MERCHANTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,287 shares; 2024Q4: 19,970 shares; 2025Q1: 24,697 shares; 2025Q2: 30,010 shares; 2025Q3: 32,669 shares; 2025Q4: 34,811 shares; 2026Q1: 38,382 shares 38,382$1.45M<0.01%+3,571Timeline
EUSAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 845 shares; 2025Q1: 10,984 shares; 2025Q2: 12,407 shares; 2025Q3: 11,043 shares; 2025Q4: 11,468 shares; 2026Q1: 14,529 shares 14,529$1.45M<0.01%+3,061Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 8,689 shares; 2025Q1: 14,724 shares; 2025Q2: 19,335 shares; 2025Q3: 24,750 shares; 2025Q4: 27,945 shares; 2026Q1: 32,558 shares 32,558$1.45M<0.01%+4,613Timeline
IXPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 2,161 shares; 2025Q1: 4,547 shares; 2025Q2: 7,090 shares; 2025Q3: 9,255 shares; 2025Q4: 10,928 shares; 2026Q1: 13,047 shares 13,047$1.45M<0.01%+2,119Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 3,099 shares; 2025Q1: 5,124 shares; 2025Q2: 9,802 shares; 2025Q3: 14,098 shares; 2025Q4: 16,925 shares; 2026Q1: 21,340 shares 21,340$1.44M<0.01%+4,415Timeline
BHEBENCHMARK ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 350 shares; 2025Q1: 398 shares; 2025Q2: 7,295 shares; 2025Q3: 7,296 shares; 2025Q4: 7,404 shares; 2026Q1: 25,870 shares 25,870$1.44M<0.01%+18,466Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,341 shares; 2024Q4: 24,147 shares; 2025Q1: 26,841 shares; 2025Q2: 29,353 shares; 2025Q3: 32,502 shares; 2025Q4: 30,953 shares; 2026Q1: 31,394 shares 31,394$1.44M<0.01%+441Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,242 shares; 2024Q4: 22,851 shares; 2025Q1: 34,443 shares; 2025Q2: 43,100 shares; 2025Q3: 40,304 shares; 2025Q4: 46,048 shares; 2026Q1: 48,504 shares 48,504$1.44M<0.01%+2,456Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 510 shares; 2025Q1: 1,556 shares; 2025Q2: 4,212 shares; 2025Q3: 8,818 shares; 2025Q4: 34,505 shares; 2026Q1: 49,257 shares 49,257$1.43M<0.01%+14,752Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 5,975 shares; 2025Q1: 8,915 shares; 2025Q2: 11,755 shares; 2025Q3: 13,302 shares; 2025Q4: 15,268 shares; 2026Q1: 23,470 shares 23,470$1.42M<0.01%+8,202Timeline
UAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,638 shares; 2024Q4: 21,017 shares; 2025Q1: 28,786 shares; 2025Q2: 34,603 shares; 2025Q3: 36,035 shares; 2025Q4: 123,004 shares; 2026Q1: 252,448 shares 252,448$1.42M<0.01%+129,444Timeline
PPLTABRDN PLATINUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 454 shares; 2025Q1: 1,773 shares; 2025Q2: 2,493 shares; 2025Q3: 2,503 shares; 2025Q4: 3,044 shares; 2026Q1: 8,353 shares 8,353$1.41M<0.01%+5,309Timeline
CONCONCENTRA GROUP HOLDINGS PARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 204 shares; 2026Q1: 66,957 shares 66,957$1.41M<0.01%+66,753Timeline
SYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,185 shares; 2024Q4: 19,367 shares; 2025Q1: 21,498 shares; 2025Q2: 19,691 shares; 2025Q3: 22,647 shares; 2025Q4: 18,951 shares; 2026Q1: 18,932 shares 18,932$1.41M<0.01%-19Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,532 shares; 2024Q4: 8,307 shares; 2025Q1: 12,653 shares; 2025Q2: 17,606 shares; 2025Q3: 19,857 shares; 2025Q4: 22,136 shares; 2026Q1: 30,177 shares 30,177$1.41M<0.01%+8,041Timeline
PCYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,084 shares; 2024Q4: 11,897 shares; 2025Q1: 19,354 shares; 2025Q2: 24,386 shares; 2025Q3: 28,359 shares; 2025Q4: 43,389 shares; 2026Q1: 68,045 shares 68,045$1.4M<0.01%+24,656Timeline
LOARLOAR HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 90 shares; 2026Q1: 25,029 shares 25,029$1.4M<0.01%+24,939Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,698 shares; 2024Q4: 9,608 shares; 2025Q1: 12,730 shares; 2025Q2: 11,987 shares; 2025Q3: 10,051 shares; 2025Q4: 9,520 shares; 2026Q1: 21,055 shares 21,055$1.39M<0.01%+11,535Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 6,334 shares; 2025Q1: 9,833 shares; 2025Q2: 10,192 shares; 2025Q3: 11,957 shares; 2025Q4: 12,853 shares; 2026Q1: 15,346 shares 15,346$1.39M<0.01%+2,493Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,152 shares; 2025Q1: 4,028 shares; 2025Q2: 5,176 shares; 2025Q3: 5,766 shares; 2025Q4: 7,868 shares; 2026Q1: 10,050 shares 10,050$1.39M<0.01%+2,182Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,432 shares; 2025Q1: 4,320 shares; 2025Q2: 11,233 shares; 2025Q3: 9,980 shares; 2025Q4: 26,684 shares; 2026Q1: 28,957 shares 28,957$1.38M<0.01%+2,273Timeline
PEOADAM NAT RES FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 4,547 shares; 2025Q1: 6,598 shares; 2025Q2: 17,213 shares; 2025Q3: 25,339 shares; 2025Q4: 36,438 shares; 2026Q1: 49,164 shares 49,164$1.38M<0.01%+12,726Timeline
OUSAALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,925 shares; 2025Q1: 10,455 shares; 2025Q2: 17,823 shares; 2025Q3: 20,072 shares; 2025Q4: 24,121 shares; 2026Q1: 25,261 shares 25,261$1.38M<0.01%+1,140Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,215 shares; 2024Q4: 38,101 shares; 2025Q1: 37,826 shares; 2025Q2: 46,754 shares; 2025Q3: 43,155 shares; 2025Q4: 62,757 shares; 2026Q1: 82,023 shares 82,023$1.38M<0.01%+19,266Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,403 shares; 2024Q4: 32,222 shares; 2025Q1: 47,475 shares; 2025Q2: 63,595 shares; 2025Q3: 90,800 shares; 2025Q4: 81,399 shares; 2026Q1: 94,817 shares 94,817$1.37M<0.01%+13,418Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 2,814 shares; 2025Q1: 3,479 shares; 2025Q2: 3,952 shares; 2025Q3: 3,860 shares; 2025Q4: 6,288 shares; 2026Q1: 13,387 shares 13,387$1.37M<0.01%+7,099Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 2,383 shares; 2025Q1: 2,685 shares; 2025Q2: 2,488 shares; 2025Q3: 5,069 shares; 2025Q4: 9,462 shares; 2026Q1: 13,708 shares 13,708$1.37M<0.01%+4,246Timeline
RCIROGERS COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 1,796 shares; 2025Q1: 6,813 shares; 2025Q2: 8,891 shares; 2025Q3: 9,865 shares; 2025Q4: 11,350 shares; 2026Q1: 35,547 shares 35,547$1.37M<0.01%+24,197Timeline
EAGL2023 ETF SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,703 shares; 2025Q2: 25,289 shares; 2025Q3: 36,397 shares; 2025Q4: 44,177 shares; 2026Q1: 46,634 shares 46,634$1.36M<0.01%+2,457Timeline
SBCFSEACOAST BKG CORP FLAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 505 shares; 2025Q3: 857 shares; 2025Q4: 2,801 shares; 2026Q1: 46,389 shares 46,389$1.36M<0.01%+43,588Timeline
SMBVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,240 shares; 2024Q4: 20,309 shares; 2025Q1: 21,492 shares; 2025Q2: 26,210 shares; 2025Q3: 41,479 shares; 2025Q4: 54,353 shares; 2026Q1: 78,523 shares 78,523$1.36M<0.01%+24,170Timeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,483 shares; 2024Q4: 15,180 shares; 2025Q1: 18,815 shares; 2025Q2: 20,686 shares; 2025Q3: 21,624 shares; 2025Q4: 23,829 shares; 2026Q1: 24,634 shares 24,634$1.35M<0.01%+805Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 107 shares; 2025Q1: 130 shares; 2025Q2: 154 shares; 2025Q3: 168 shares; 2025Q4: 520 shares; 2026Q1: 2,621 shares 2,621$1.34M<0.01%+2,101Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 2,658 shares; 2025Q1: 6,691 shares; 2025Q2: 8,810 shares; 2025Q3: 17,699 shares; 2025Q4: 17,972 shares; 2026Q1: 25,510 shares 25,510$1.34M<0.01%+7,538Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,317 shares; 2025Q2: 5,186 shares; 2025Q3: 6,052 shares; 2025Q4: 10,250 shares; 2026Q1: 25,223 shares 25,223$1.33M<0.01%+14,973Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 2,623 shares; 2025Q1: 3,541 shares; 2025Q2: 4,801 shares; 2025Q3: 7,393 shares; 2025Q4: 9,060 shares; 2026Q1: 14,001 shares 14,001$1.33M<0.01%+4,941Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 3,853 shares; 2025Q1: 5,997 shares; 2025Q2: 6,018 shares; 2025Q3: 6,595 shares; 2025Q4: 6,468 shares; 2026Q1: 12,187 shares 12,187$1.33M<0.01%+5,719Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 16,455 shares; 2025Q1: 19,548 shares; 2025Q2: 18,682 shares; 2025Q3: 18,130 shares; 2025Q4: 20,606 shares; 2026Q1: 57,479 shares 57,479$1.33M<0.01%+36,873Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 10,731 shares; 2025Q1: 32,362 shares; 2025Q2: 33,564 shares; 2025Q3: 34,493 shares; 2025Q4: 42,042 shares; 2026Q1: 77,576 shares 77,576$1.32M<0.01%+35,534Timeline
MDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,998 shares; 2024Q4: 38,229 shares; 2025Q1: 51,756 shares; 2025Q2: 57,483 shares; 2025Q3: 66,625 shares; 2025Q4: 64,572 shares; 2026Q1: 82,257 shares 82,257$1.32M<0.01%+17,685Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 3,202 shares; 2025Q1: 3,628 shares; 2025Q2: 5,452 shares; 2025Q3: 6,369 shares; 2025Q4: 13,783 shares; 2026Q1: 48,920 shares 48,920$1.31M<0.01%+35,137Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 4,632 shares; 2025Q1: 3,811 shares; 2025Q2: 2,567 shares; 2025Q3: 4,982 shares; 2025Q4: 4,717 shares; 2026Q1: 11,144 shares 11,144$1.31M<0.01%+6,427Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 270 shares; 2025Q2: 359 shares; 2025Q3: 594 shares; 2025Q4: 2,078 shares; 2026Q1: 18,140 shares 18,140$1.31M<0.01%+16,062Timeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 566 shares; 2025Q1: 2,403 shares; 2025Q2: 3,388 shares; 2025Q3: 9,477 shares; 2025Q4: 4,777 shares; 2026Q1: 31,428 shares 31,428$1.31M<0.01%+26,651Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,704 shares; 2024Q4: 30,913 shares; 2025Q1: 29,712 shares; 2025Q2: 27,741 shares; 2025Q3: 19,377 shares; 2025Q4: 14,693 shares; 2026Q1: 15,548 shares 15,548$1.3M<0.01%+855Timeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 5,271 shares; 2025Q1: 8,749 shares; 2025Q2: 11,158 shares; 2025Q3: 28,319 shares; 2025Q4: 36,882 shares; 2026Q1: 56,006 shares 56,006$1.29M<0.01%+19,124Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 11,547 shares; 2025Q1: 18,049 shares; 2025Q2: 28,961 shares; 2025Q3: 30,732 shares; 2025Q4: 32,516 shares; 2026Q1: 40,164 shares 40,164$1.28M<0.01%+7,648Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 768 shares; 2025Q1: 2,013 shares; 2025Q2: 3,676 shares; 2025Q3: 5,509 shares; 2025Q4: 15,020 shares; 2026Q1: 18,614 shares 18,614$1.27M<0.01%+3,594Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: 4,312 shares; 2025Q1: 4,553 shares; 2025Q2: 5,470 shares; 2025Q3: 7,310 shares; 2025Q4: 9,264 shares; 2026Q1: 15,156 shares 15,156$1.27M<0.01%+5,892Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 504 shares; 2025Q1: 575 shares; 2025Q2: 752 shares; 2025Q3: 895 shares; 2025Q4: 1,057 shares; 2026Q1: 16,872 shares 16,872$1.27M<0.01%+15,815Timeline
FEMFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 5,644 shares; 2025Q1: 9,309 shares; 2025Q2: 13,697 shares; 2025Q3: 17,096 shares; 2025Q4: 26,558 shares; 2026Q1: 43,269 shares 43,269$1.26M<0.01%+16,711Timeline
DBAWDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 3,472 shares; 2025Q1: 13,418 shares; 2025Q2: 14,251 shares; 2025Q3: 20,140 shares; 2025Q4: 24,853 shares; 2026Q1: 30,414 shares 30,414$1.26M<0.01%+5,561Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 2,457 shares; 2025Q1: 5,634 shares; 2025Q2: 6,669 shares; 2025Q3: 8,034 shares; 2025Q4: 10,124 shares; 2026Q1: 25,010 shares 25,010$1.26M<0.01%+14,886Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,234 shares; 2024Q4: 17,350 shares; 2025Q1: 24,486 shares; 2025Q2: 25,820 shares; 2025Q3: 25,361 shares; 2025Q4: 30,728 shares; 2026Q1: 36,960 shares 36,960$1.25M<0.01%+6,232Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,321 shares; 2024Q4: 10,419 shares; 2025Q1: 12,973 shares; 2025Q2: 13,777 shares; 2025Q3: 15,331 shares; 2025Q4: 21,626 shares; 2026Q1: 50,305 shares 50,305$1.25M<0.01%+28,679Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,067 shares; 2024Q4: 12,446 shares; 2025Q1: 16,408 shares; 2025Q2: 19,965 shares; 2025Q3: 19,908 shares; 2025Q4: 18,024 shares; 2026Q1: 24,199 shares 24,199$1.25M<0.01%+6,175Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 68 shares; 2025Q1: 161 shares; 2025Q2: 231 shares; 2025Q3: 806 shares; 2025Q4: 1,121 shares; 2026Q1: 8,091 shares 8,091$1.25M<0.01%+6,970Timeline
DRLLEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 11,182 shares; 2025Q1: 20,896 shares; 2025Q2: 23,661 shares; 2025Q3: 26,960 shares; 2025Q4: 19,227 shares; 2026Q1: 30,625 shares 30,625$1.25M<0.01%+11,398Timeline
STXEEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 4,012 shares; 2025Q1: 12,831 shares; 2025Q2: 19,071 shares; 2025Q3: 21,465 shares; 2025Q4: 24,753 shares; 2026Q1: 32,418 shares 32,418$1.24M<0.01%+7,665Timeline
GPIGROUP 1 AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 63 shares; 2025Q3: 81 shares; 2025Q4: 87 shares; 2026Q1: 3,810 shares 3,810$1.24M<0.01%+3,723Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 329 shares; 2025Q1: 601 shares; 2025Q2: 1,109 shares; 2025Q3: 1,052 shares; 2025Q4: 1,009 shares; 2026Q1: 4,116 shares 4,116$1.23M<0.01%+3,107Timeline
KWRQUAKER HOUGHTONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 24 shares; 2025Q3: 51 shares; 2025Q4: 133 shares; 2026Q1: 9,853 shares 9,853$1.23M<0.01%+9,720Timeline
PCTYPAYLOCITY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,335 shares; 2025Q1: 1,260 shares; 2025Q2: 1,308 shares; 2025Q3: 1,324 shares; 2025Q4: 1,361 shares; 2026Q1: 11,661 shares 11,661$1.23M<0.01%+10,300Timeline
KALUKAISER ALUMINIUM CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 740 shares; 2025Q1: 622 shares; 2025Q2: 557 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 10,726 shares 10,726$1.23M<0.01%+10,206Timeline
TNDMTANDEM DIABETES CARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 1,130 shares; 2025Q1: 853 shares; 2025Q2: 1,411 shares; 2025Q3: 1,311 shares; 2025Q4: 1,562 shares; 2026Q1: 58,388 shares 58,388$1.23M<0.01%+56,826Timeline
QGROAMERICAN CENTY 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: 426 shares; 2025Q3: 3,392 shares; 2025Q4: 8,622 shares; 2026Q1: 11,907 shares 11,907$1.22M<0.01%+3,285Timeline
LAZLAZARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 2,298 shares; 2025Q1: 3,864 shares; 2025Q2: 3,664 shares; 2025Q3: 4,680 shares; 2025Q4: 4,820 shares; 2026Q1: 31,243 shares 31,243$1.22M<0.01%+26,423Timeline
PTFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 1,708 shares; 2025Q1: 4,190 shares; 2025Q2: 7,191 shares; 2025Q3: 9,889 shares; 2025Q4: 11,209 shares; 2026Q1: 14,212 shares 14,212$1.22M<0.01%+3,003Timeline
SHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,848 shares; 2025Q1: 4,129 shares; 2025Q2: 4,523 shares; 2025Q3: 5,108 shares; 2025Q4: 6,203 shares; 2026Q1: 9,699 shares 9,699$1.22M<0.01%+3,496Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,595 shares; 2024Q4: 16,468 shares; 2025Q1: 12,879 shares; 2025Q2: 8,265 shares; 2025Q3: 8,387 shares; 2025Q4: 5,608 shares; 2026Q1: 19,288 shares 19,288$1.21M<0.01%+13,680Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 676 shares; 2025Q2: 1,832 shares; 2025Q3: 1,610 shares; 2025Q4: 1,492 shares; 2026Q1: 11,665 shares 11,665$1.21M<0.01%+10,173Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 454 shares; 2025Q1: 703 shares; 2025Q2: 1,702 shares; 2025Q3: 1,768 shares; 2025Q4: 1,340 shares; 2026Q1: 14,184 shares 14,184$1.21M<0.01%+12,844Timeline
GIBCGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,934 shares; 2024Q4: 7,238 shares; 2025Q1: 11,739 shares; 2025Q2: 16,160 shares; 2025Q3: 22,715 shares; 2025Q4: 19,834 shares; 2026Q1: 16,993 shares 16,993$1.21M<0.01%-2,841Timeline
RFVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,758 shares; 2025Q1: 2,685 shares; 2025Q2: 3,666 shares; 2025Q3: 8,242 shares; 2025Q4: 8,054 shares; 2026Q1: 9,436 shares 9,436$1.21M<0.01%+1,382Timeline
ALGMALLEGRO MICROSYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 270 shares; 2025Q3: 61 shares; 2025Q4: 378 shares; 2026Q1: 39,942 shares 39,942$1.2M<0.01%+39,564Timeline
SPVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 747 shares; 2025Q1: 1,775 shares; 2025Q2: 3,310 shares; 2025Q3: 5,344 shares; 2025Q4: 8,863 shares; 2026Q1: 17,660 shares 17,660$1.2M<0.01%+8,797Timeline
AIAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 724 shares; 2025Q2: 405 shares; 2025Q3: 2,243 shares; 2025Q4: 4,948 shares; 2026Q1: 11,530 shares 11,530$1.19M<0.01%+6,582Timeline
LEUCENTRUS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 1,321 shares; 2025Q2: 1,766 shares; 2025Q3: 2,852 shares; 2025Q4: 4,600 shares; 2026Q1: 6,517 shares 6,517$1.19M<0.01%+1,917Timeline
IEOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 6,664 shares; 2025Q1: 8,917 shares; 2025Q2: 9,131 shares; 2025Q3: 7,428 shares; 2025Q4: 6,744 shares; 2026Q1: 9,223 shares 9,223$1.19M<0.01%+2,479Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,382 shares; 2024Q4: 10,739 shares; 2025Q1: 11,817 shares; 2025Q2: 12,738 shares; 2025Q3: 13,081 shares; 2025Q4: 12,800 shares; 2026Q1: 21,365 shares 21,365$1.19M<0.01%+8,565Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 1,368 shares; 2025Q1: 3,147 shares; 2025Q2: 5,897 shares; 2025Q3: 11,067 shares; 2025Q4: 18,373 shares; 2026Q1: 27,884 shares 27,884$1.19M<0.01%+9,511Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 420 shares; 2025Q1: 891 shares; 2025Q2: 2,700 shares; 2025Q3: 3,222 shares; 2025Q4: 4,271 shares; 2026Q1: 49,881 shares 49,881$1.18M<0.01%+45,610Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 4,159 shares; 2025Q1: 6,276 shares; 2025Q2: 8,337 shares; 2025Q3: 10,363 shares; 2025Q4: 10,391 shares; 2026Q1: 10,925 shares 10,925$1.18M<0.01%+534Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,067 shares; 2024Q4: 67,830 shares; 2025Q1: 74,529 shares; 2025Q2: 66,388 shares; 2025Q3: 68,633 shares; 2025Q4: 60,276 shares; 2026Q1: 65,916 shares 65,916$1.18M<0.01%+5,640Timeline
IDGTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 3,271 shares; 2025Q1: 3,857 shares; 2025Q2: 3,936 shares; 2025Q3: 5,491 shares; 2025Q4: 7,933 shares; 2026Q1: 12,269 shares 12,269$1.18M<0.01%+4,336Timeline
GOVIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 10,184 shares; 2025Q1: 14,688 shares; 2025Q2: 19,389 shares; 2025Q3: 25,680 shares; 2025Q4: 40,081 shares; 2026Q1: 43,496 shares 43,496$1.17M<0.01%+3,415Timeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 2,600 shares; 2025Q1: 3,521 shares; 2025Q2: 3,178 shares; 2025Q3: 4,261 shares; 2025Q4: 6,328 shares; 2026Q1: 7,562 shares 7,562$1.17M<0.01%+1,234Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 1,040 shares; 2025Q1: 2,468 shares; 2025Q2: 8,864 shares; 2025Q3: 18,873 shares; 2025Q4: 21,990 shares; 2026Q1: 25,916 shares 25,916$1.17M<0.01%+3,926Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,188 shares; 2024Q4: 25,202 shares; 2025Q1: 42,687 shares; 2025Q2: 57,734 shares; 2025Q3: 66,680 shares; 2025Q4: 63,565 shares; 2026Q1: 78,759 shares 78,759$1.16M<0.01%+15,194Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 1,075 shares; 2025Q1: 6,830 shares; 2025Q2: 13,244 shares; 2025Q3: 13,935 shares; 2025Q4: 15,330 shares; 2026Q1: 64,092 shares 64,092$1.16M<0.01%+48,762Timeline
GANXGAIN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,500 shares; 2024Q4: 98,250 shares; 2025Q1: 427,700 shares; 2025Q2: 676,888 shares; 2025Q3: 676,822 shares; 2025Q4: 702,213 shares; 2026Q1: 631,615 shares 631,615$1.16M<0.01%-70,598Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,485 shares; 2024Q4: 20,486 shares; 2025Q1: 17,206 shares; 2025Q2: 14,265 shares; 2025Q3: 15,482 shares; 2025Q4: 20,743 shares; 2026Q1: 25,207 shares 25,207$1.15M<0.01%+4,464Timeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 790 shares; 2025Q1: 910 shares; 2025Q2: 897 shares; 2025Q3: 960 shares; 2025Q4: 1,119 shares; 2026Q1: 12,751 shares 12,751$1.15M<0.01%+11,632Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,860 shares; 2025Q3: 5,088 shares; 2025Q4: 7,567 shares; 2026Q1: 38,495 shares 38,495$1.15M<0.01%+30,928Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 8,703 shares; 2025Q1: 27,010 shares; 2025Q2: 41,155 shares; 2025Q3: 85,487 shares; 2025Q4: 114,329 shares; 2026Q1: 141,628 shares 141,628$1.15M<0.01%+27,299Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 1,847 shares; 2025Q1: 2,673 shares; 2025Q2: 3,565 shares; 2025Q3: 4,707 shares; 2025Q4: 6,239 shares; 2026Q1: 15,630 shares 15,630$1.14M<0.01%+9,391Timeline
TPLCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 3,339 shares; 2025Q1: 7,025 shares; 2025Q2: 8,824 shares; 2025Q3: 11,103 shares; 2025Q4: 18,549 shares; 2026Q1: 24,978 shares 24,978$1.14M<0.01%+6,429Timeline
ZIMZIM INTEGRATED SHIPPING SERVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,610 shares; 2025Q1: 2,708 shares; 2025Q2: 2,608 shares; 2025Q3: 2,955 shares; 2025Q4: 8,161 shares; 2026Q1: 43,426 shares 43,426$1.14M<0.01%+35,265Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 1,030 shares; 2025Q1: 1,446 shares; 2025Q2: 2,636 shares; 2025Q3: 3,229 shares; 2025Q4: 3,583 shares; 2026Q1: 13,073 shares 13,073$1.13M<0.01%+9,490Timeline
IHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,524 shares; 2024Q4: 24,503 shares; 2025Q1: 26,317 shares; 2025Q2: 34,040 shares; 2025Q3: 29,443 shares; 2025Q4: 27,838 shares; 2026Q1: 27,486 shares 27,486$1.13M<0.01%-352Timeline
IVOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 961 shares; 2025Q1: 1,140 shares; 2025Q2: 2,628 shares; 2025Q3: 4,073 shares; 2025Q4: 5,853 shares; 2026Q1: 9,212 shares 9,212$1.13M<0.01%+3,359Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 3,792 shares; 2025Q1: 6,476 shares; 2025Q2: 7,191 shares; 2025Q3: 7,252 shares; 2025Q4: 7,798 shares; 2026Q1: 9,295 shares 9,295$1.12M<0.01%+1,497Timeline
RDNTRADNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 275 shares; 2025Q3: 446 shares; 2025Q4: 603 shares; 2026Q1: 19,871 shares 19,871$1.12M<0.01%+19,268Timeline
DTDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 2,854 shares; 2025Q1: 3,821 shares; 2025Q2: 11,110 shares; 2025Q3: 10,826 shares; 2025Q4: 12,087 shares; 2026Q1: 13,129 shares 13,129$1.11M<0.01%+1,042Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,398 shares; 2024Q4: 11,482 shares; 2025Q1: 12,737 shares; 2025Q2: 25,699 shares; 2025Q3: 29,339 shares; 2025Q4: 35,814 shares; 2026Q1: 46,271 shares 46,271$1.1M<0.01%+10,457Timeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 187 shares; 2025Q1: 596 shares; 2025Q2: 1,417 shares; 2025Q3: 2,472 shares; 2025Q4: 1,518 shares; 2026Q1: 14,087 shares 14,087$1.1M<0.01%+12,569Timeline
BSMQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,003 shares; 2024Q4: 8,632 shares; 2025Q1: 9,463 shares; 2025Q2: 18,091 shares; 2025Q3: 31,364 shares; 2025Q4: 43,413 shares; 2026Q1: 46,807 shares 46,807$1.1M<0.01%+3,394Timeline
IDLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,069 shares; 2024Q4: 10,578 shares; 2025Q1: 15,788 shares; 2025Q2: 16,950 shares; 2025Q3: 19,446 shares; 2025Q4: 28,673 shares; 2026Q1: 32,610 shares 32,610$1.1M<0.01%+3,937Timeline
QGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,962 shares; 2025Q1: not reported; 2025Q2: 677 shares; 2025Q3: 192 shares; 2025Q4: 1,683 shares; 2026Q1: 21,336 shares 21,336$1.1M<0.01%+19,653Timeline
GPIQGOLDMAN 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: 200 shares; 2025Q3: not reported; 2025Q4: 5,451 shares; 2026Q1: 22,695 shares 22,695$1.1M<0.01%+17,244Timeline
MKTXMARKETAXESS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,069 shares; 2025Q1: 1,369 shares; 2025Q2: 1,609 shares; 2025Q3: 1,676 shares; 2025Q4: 1,848 shares; 2026Q1: 6,674 shares 6,674$1.1M<0.01%+4,826Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,233 shares; 2024Q4: 7,992 shares; 2025Q1: 7,624 shares; 2025Q2: 8,544 shares; 2025Q3: 8,510 shares; 2025Q4: 7,587 shares; 2026Q1: 13,189 shares 13,189$1.09M<0.01%+5,602Timeline
CDNLCARDINAL INFRASTRUCTURE GROUQuarterly 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: 30,126 shares 30,126$1.09M<0.01%newTimeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 1,365 shares; 2025Q1: 396 shares; 2025Q2: 446 shares; 2025Q3: 636 shares; 2025Q4: 671 shares; 2026Q1: 13,748 shares 13,748$1.09M<0.01%+13,077Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 642 shares; 2025Q1: 2,648 shares; 2025Q2: 9,184 shares; 2025Q3: 9,367 shares; 2025Q4: 9,346 shares; 2026Q1: 39,273 shares 39,273$1.09M<0.01%+29,927Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,087 shares; 2024Q4: 12,722 shares; 2025Q1: 34,266 shares; 2025Q2: 30,170 shares; 2025Q3: 28,415 shares; 2025Q4: 29,879 shares; 2026Q1: 33,445 shares 33,445$1.09M<0.01%+3,566Timeline
KSSKOHLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,131 shares; 2024Q4: 45,916 shares; 2025Q1: 53,973 shares; 2025Q2: 71,772 shares; 2025Q3: 76,143 shares; 2025Q4: 84,955 shares; 2026Q1: 87,061 shares 87,061$1.08M<0.01%+2,106Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 10,227 shares; 2025Q1: 15,817 shares; 2025Q2: 17,096 shares; 2025Q3: 21,542 shares; 2025Q4: 22,651 shares; 2026Q1: 38,652 shares 38,652$1.08M<0.01%+16,001Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 2,342 shares; 2025Q1: 2,684 shares; 2025Q2: 3,438 shares; 2025Q3: 6,131 shares; 2025Q4: 7,978 shares; 2026Q1: 8,031 shares 8,031$1.08M<0.01%+53Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 181 shares; 2025Q1: 155 shares; 2025Q2: 248 shares; 2025Q3: 263 shares; 2025Q4: 321 shares; 2026Q1: 5,284 shares 5,284$1.08M<0.01%+4,963Timeline
TBBKBANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 6,934 shares; 2025Q1: 8,762 shares; 2025Q2: 18,568 shares; 2025Q3: 20,542 shares; 2025Q4: 20,429 shares; 2026Q1: 20,952 shares 20,952$1.08M<0.01%+523Timeline
GPGIGPGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: 208 shares; 2025Q3: 286 shares; 2025Q4: 401 shares; 2026Q1: 67,155 shares 67,155$1.08M<0.01%+66,754Timeline
ASOACADEMY SPORTS & OUTDOORS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 5,765 shares; 2025Q1: 9,932 shares; 2025Q2: 10,551 shares; 2025Q3: 14,200 shares; 2025Q4: 17,953 shares; 2026Q1: 20,127 shares 20,127$1.08M<0.01%+2,174Timeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 5,797 shares; 2025Q1: 9,224 shares; 2025Q2: 13,919 shares; 2025Q3: 15,641 shares; 2025Q4: 19,121 shares; 2026Q1: 20,670 shares 20,670$1.07M<0.01%+1,549Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,830 shares; 2024Q4: 7,685 shares; 2025Q1: 8,994 shares; 2025Q2: 10,933 shares; 2025Q3: 11,247 shares; 2025Q4: 10,059 shares; 2026Q1: 20,776 shares 20,776$1.07M<0.01%+10,717Timeline
DIODDIODES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 804 shares; 2025Q1: 772 shares; 2025Q2: 546 shares; 2025Q3: 108 shares; 2025Q4: 49 shares; 2026Q1: 15,740 shares 15,740$1.07M<0.01%+15,691Timeline
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: not reported; 2025Q3: 45 shares; 2025Q4: 2,785 shares; 2026Q1: 11,398 shares 11,398$1.07M<0.01%+8,613Timeline
POWRISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 3,687 shares; 2025Q1: 6,034 shares; 2025Q2: 6,779 shares; 2025Q3: 7,949 shares; 2025Q4: 18,336 shares; 2026Q1: 40,513 shares 40,513$1.06M<0.01%+22,177Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,344 shares; 2024Q4: 14,616 shares; 2025Q1: 20,920 shares; 2025Q2: 27,286 shares; 2025Q3: 29,820 shares; 2025Q4: 27,134 shares; 2026Q1: 29,167 shares 29,167$1.06M<0.01%+2,033Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 202 shares; 2025Q1: 242 shares; 2025Q2: 256 shares; 2025Q3: 258 shares; 2025Q4: 553 shares; 2026Q1: 3,210 shares 3,210$1.05M<0.01%+2,657Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 55 shares; 2025Q1: 107 shares; 2025Q2: 1,078 shares; 2025Q3: 1,245 shares; 2025Q4: 1,391 shares; 2026Q1: 7,238 shares 7,238$1.05M<0.01%+5,847Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,933 shares; 2024Q4: 26,885 shares; 2025Q1: 42,514 shares; 2025Q2: 50,505 shares; 2025Q3: 42,123 shares; 2025Q4: 37,459 shares; 2026Q1: 32,024 shares 32,024$1.04M<0.01%-5,435Timeline
RSPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,631 shares; 2025Q1: 4,751 shares; 2025Q2: 5,242 shares; 2025Q3: 4,858 shares; 2025Q4: 5,006 shares; 2026Q1: 9,232 shares 9,232$1.04M<0.01%+4,226Timeline
PPHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 5,704 shares; 2025Q1: 2,850 shares; 2025Q2: 3,240 shares; 2025Q3: 3,603 shares; 2025Q4: 9,736 shares; 2026Q1: 10,294 shares 10,294$1.04M<0.01%+558Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,297 shares; 2024Q4: 12,347 shares; 2025Q1: 21,433 shares; 2025Q2: 39,492 shares; 2025Q3: 29,722 shares; 2025Q4: 32,302 shares; 2026Q1: 36,181 shares 36,181$1.04M<0.01%+3,879Timeline
VIDIETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,288 shares; 2025Q1: 14,118 shares; 2025Q2: 16,727 shares; 2025Q3: 21,363 shares; 2025Q4: 26,617 shares; 2026Q1: 29,500 shares 29,500$1.04M<0.01%+2,883Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 3,211 shares; 2025Q1: 5,328 shares; 2025Q2: 5,770 shares; 2025Q3: 5,699 shares; 2025Q4: 7,691 shares; 2026Q1: 21,628 shares 21,628$1.03M<0.01%+13,937Timeline
PRNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 3,142 shares; 2025Q1: 2,880 shares; 2025Q2: 3,754 shares; 2025Q3: 4,524 shares; 2025Q4: 4,801 shares; 2026Q1: 5,316 shares 5,316$1.03M<0.01%+515Timeline
USARUSA RARE EARTH 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: 350 shares; 2025Q3: 8,065 shares; 2025Q4: 30,780 shares; 2026Q1: 66,599 shares 66,599$1.03M<0.01%+35,819Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 4,931 shares; 2025Q1: 5,056 shares; 2025Q2: 4,932 shares; 2025Q3: 5,686 shares; 2025Q4: 7,150 shares; 2026Q1: 18,940 shares 18,940$1.03M<0.01%+11,790Timeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 806 shares; 2025Q1: 1,019 shares; 2025Q2: 1,499 shares; 2025Q3: 4,509 shares; 2025Q4: 8,311 shares; 2026Q1: 21,043 shares 21,043$1.02M<0.01%+12,732Timeline
SLFSUN LIFE FINANCIAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 7,313 shares; 2025Q1: 8,096 shares; 2025Q2: 9,220 shares; 2025Q3: 11,221 shares; 2025Q4: 13,194 shares; 2026Q1: 16,515 shares 16,515$1.01M<0.01%+3,321Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 388 shares; 2025Q3: 390 shares; 2025Q4: 475 shares; 2026Q1: 6,757 shares 6,757$1.01M<0.01%+6,282Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,818 shares; 2024Q4: 28,464 shares; 2025Q1: 24,161 shares; 2025Q2: 26,849 shares; 2025Q3: 26,266 shares; 2025Q4: 22,377 shares; 2026Q1: 21,908 shares 21,908$1M<0.01%-469Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,264 shares; 2024Q4: 15,124 shares; 2025Q1: 54,407 shares; 2025Q2: 77,077 shares; 2025Q3: 91,812 shares; 2025Q4: 89,592 shares; 2026Q1: 71,436 shares 71,436$1M<0.01%-18,156Timeline
TPCTUTOR PERINI 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: 101 shares; 2025Q4: 111 shares; 2026Q1: 13,101 shares 13,101$998K<0.01%+12,990Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 189 shares; 2025Q1: 266 shares; 2025Q2: 3,249 shares; 2025Q3: 3,599 shares; 2025Q4: 4,139 shares; 2026Q1: 5,497 shares 5,497$997K<0.01%+1,358Timeline
IDVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 274 shares; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 1,408 shares; 2025Q4: 2,147 shares; 2026Q1: 25,250 shares 25,250$995K<0.01%+23,103Timeline
CLOUGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,523 shares; 2024Q4: 16,622 shares; 2025Q1: 24,020 shares; 2025Q2: 41,946 shares; 2025Q3: 42,285 shares; 2025Q4: 45,574 shares; 2026Q1: 52,907 shares 52,907$995K<0.01%+7,333Timeline
HAYWHAYWARD HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 280 shares; 2025Q3: 392 shares; 2025Q4: 647 shares; 2026Q1: 75,071 shares 75,071$993K<0.01%+74,424Timeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 139 shares; 2025Q1: 165 shares; 2025Q2: 488 shares; 2025Q3: 613 shares; 2025Q4: 1,973 shares; 2026Q1: 7,999 shares 7,999$993K<0.01%+6,026Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 723 shares; 2025Q1: 545 shares; 2025Q2: 144 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 2,975 shares 2,975$991K<0.01%+2,892Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,276 shares; 2025Q1: 6,656 shares; 2025Q2: 6,373 shares; 2025Q3: 6,211 shares; 2025Q4: 9,325 shares; 2026Q1: 13,745 shares 13,745$988K<0.01%+4,420Timeline
NANRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 3,677 shares; 2025Q1: 4,761 shares; 2025Q2: 7,104 shares; 2025Q3: 8,016 shares; 2025Q4: 9,005 shares; 2026Q1: 11,826 shares 11,826$985K<0.01%+2,821Timeline
COHUCOHU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 32,796 shares 32,796$983K<0.01%+32,708Timeline
FENYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 9,709 shares; 2025Q1: 11,523 shares; 2025Q2: 17,269 shares; 2025Q3: 17,395 shares; 2025Q4: 18,343 shares; 2026Q1: 28,225 shares 28,225$982K<0.01%+9,882Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 768 shares; 2025Q1: 1,951 shares; 2025Q2: 2,253 shares; 2025Q3: 2,545 shares; 2025Q4: 2,850 shares; 2026Q1: 7,240 shares 7,240$981K<0.01%+4,390Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,655 shares; 2025Q1: 1,609 shares; 2025Q2: 2,449 shares; 2025Q3: 2,304 shares; 2025Q4: 4,718 shares; 2026Q1: 7,615 shares 7,615$980K<0.01%+2,897Timeline
SMSM ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 50 shares; 2025Q1: 218 shares; 2025Q2: 288 shares; 2025Q3: 1,200 shares; 2025Q4: 2,181 shares; 2026Q1: 29,928 shares 29,928$979K<0.01%+27,747Timeline
VSNTVERSANT MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,543 shares 27,543$976K<0.01%newTimeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,009 shares; 2025Q1: 27,594 shares; 2025Q2: 30,156 shares; 2025Q3: 33,621 shares; 2025Q4: 36,284 shares; 2026Q1: 37,676 shares 37,676$974K<0.01%+1,392Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 3,048 shares; 2025Q1: 7,415 shares; 2025Q2: 12,095 shares; 2025Q3: 12,828 shares; 2025Q4: 18,304 shares; 2026Q1: 19,836 shares 19,836$972K<0.01%+1,532Timeline
LLYVKLIBERTY LIVE HOLDINGS 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: 225 shares; 2026Q1: 10,954 shares 10,954$972K<0.01%+10,729Timeline
FTMNPUTNAM 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: 105,259 shares; 2026Q1: 111,537 shares 111,537$970K<0.01%+6,278Timeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 1,050 shares; 2025Q1: 1,670 shares; 2025Q2: 2,409 shares; 2025Q3: 2,471 shares; 2025Q4: 2,829 shares; 2026Q1: 5,525 shares 5,525$970K<0.01%+2,696Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 4,057 shares; 2025Q1: 2,890 shares; 2025Q2: 6,110 shares; 2025Q3: 8,822 shares; 2025Q4: 12,943 shares; 2026Q1: 16,502 shares 16,502$969K<0.01%+3,559Timeline
VSECVSE 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: 22 shares; 2025Q3: 22 shares; 2025Q4: 458 shares; 2026Q1: 5,663 shares 5,663$968K<0.01%+5,205Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 5,775 shares; 2025Q1: 8,679 shares; 2025Q2: 13,490 shares; 2025Q3: 18,069 shares; 2025Q4: 17,914 shares; 2026Q1: 21,049 shares 21,049$962K<0.01%+3,135Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 11,615 shares; 2025Q1: 14,960 shares; 2025Q2: 21,445 shares; 2025Q3: 20,648 shares; 2025Q4: 20,143 shares; 2026Q1: 22,314 shares 22,314$962K<0.01%+2,171Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,094 shares; 2024Q4: 8,690 shares; 2025Q1: 10,822 shares; 2025Q2: 12,045 shares; 2025Q3: 12,976 shares; 2025Q4: 14,932 shares; 2026Q1: 19,854 shares 19,854$961K<0.01%+4,922Timeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,655 shares; 2024Q4: 9,981 shares; 2025Q1: 11,822 shares; 2025Q2: 14,460 shares; 2025Q3: 16,493 shares; 2025Q4: 18,278 shares; 2026Q1: 24,312 shares 24,312$960K<0.01%+6,034Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,636 shares; 2025Q1: 2,029 shares; 2025Q2: 2,032 shares; 2025Q3: 2,372 shares; 2025Q4: 2,413 shares; 2026Q1: 4,830 shares 4,830$958K<0.01%+2,417Timeline
DVYEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 2,583 shares; 2025Q1: 6,371 shares; 2025Q2: 10,116 shares; 2025Q3: 13,480 shares; 2025Q4: 22,983 shares; 2026Q1: 28,599 shares 28,599$954K<0.01%+5,616Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 11,499 shares; 2025Q1: 14,349 shares; 2025Q2: 17,968 shares; 2025Q3: 19,198 shares; 2025Q4: 20,890 shares; 2026Q1: 21,477 shares 21,477$953K<0.01%+587Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,570 shares; 2025Q1: 2,165 shares; 2025Q2: 2,263 shares; 2025Q3: 3,579 shares; 2025Q4: 3,633 shares; 2026Q1: 4,933 shares 4,933$950K<0.01%+1,300Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,420 shares; 2024Q4: 23,444 shares; 2025Q1: 20,872 shares; 2025Q2: 28,798 shares; 2025Q3: 38,582 shares; 2025Q4: 31,512 shares; 2026Q1: 36,499 shares 36,499$949K<0.01%+4,987Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,344 shares; 2024Q4: 5,511 shares; 2025Q1: 6,750 shares; 2025Q2: 8,797 shares; 2025Q3: 10,965 shares; 2025Q4: 14,009 shares; 2026Q1: 38,276 shares 38,276$948K<0.01%+24,267Timeline
BLBDBLUE BIRD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 158 shares; 2025Q1: 152 shares; 2025Q2: 670 shares; 2025Q3: 1,903 shares; 2025Q4: 359 shares; 2026Q1: 17,181 shares 17,181$947K<0.01%+16,822Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 4,754 shares; 2025Q1: 3,443 shares; 2025Q2: 4,221 shares; 2025Q3: 5,516 shares; 2025Q4: 6,957 shares; 2026Q1: 42,598 shares 42,598$947K<0.01%+35,641Timeline
LMNDLEMONADE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 5,870 shares; 2025Q1: 7,564 shares; 2025Q2: 9,872 shares; 2025Q3: 11,995 shares; 2025Q4: 13,274 shares; 2026Q1: 15,526 shares 15,526$942K<0.01%+2,252Timeline
TPHDTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 3,853 shares; 2025Q1: 7,029 shares; 2025Q2: 13,600 shares; 2025Q3: 14,596 shares; 2025Q4: 18,260 shares; 2026Q1: 22,799 shares 22,799$938K<0.01%+4,539Timeline
WHDCACTUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 841 shares; 2025Q1: 885 shares; 2025Q2: 1,213 shares; 2025Q3: 620 shares; 2025Q4: 830 shares; 2026Q1: 19,313 shares 19,313$935K<0.01%+18,483Timeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 272 shares; 2025Q1: 281 shares; 2025Q2: 273 shares; 2025Q3: 296 shares; 2025Q4: 522 shares; 2026Q1: 5,449 shares 5,449$934K<0.01%+4,927Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,732 shares; 2025Q1: 900 shares; 2025Q2: 1,325 shares; 2025Q3: 1,986 shares; 2025Q4: 1,325 shares; 2026Q1: 160,666 shares 160,666$933K<0.01%+159,341Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 8,141 shares; 2025Q1: 15,118 shares; 2025Q2: 10,106 shares; 2025Q3: 13,093 shares; 2025Q4: 11,383 shares; 2026Q1: 19,292 shares 19,292$922K<0.01%+7,909Timeline
GSLGLOBAL SHIP LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,286 shares; 2024Q4: 15,517 shares; 2025Q1: 17,367 shares; 2025Q2: 16,210 shares; 2025Q3: 17,985 shares; 2025Q4: 20,994 shares; 2026Q1: 25,090 shares 25,090$920K<0.01%+4,096Timeline
UAAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,148 shares; 2024Q4: 69,679 shares; 2025Q1: 76,328 shares; 2025Q2: 109,495 shares; 2025Q3: 136,984 shares; 2025Q4: 150,151 shares; 2026Q1: 160,130 shares 160,130$919K<0.01%+9,979Timeline
SMLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 2,496 shares; 2025Q1: 2,964 shares; 2025Q2: 5,513 shares; 2025Q3: 5,889 shares; 2025Q4: 6,952 shares; 2026Q1: 6,749 shares 6,749$914K<0.01%-203Timeline
FIGBFIDELITY MERRIMACK STR 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: 6,343 shares; 2026Q1: 21,305 shares 21,305$913K<0.01%+14,962Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 260 shares; 2025Q1: 342 shares; 2025Q2: 578 shares; 2025Q3: 772 shares; 2025Q4: 3,186 shares; 2026Q1: 9,217 shares 9,217$910K<0.01%+6,031Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 2,098 shares; 2025Q1: 3,233 shares; 2025Q2: 2,491 shares; 2025Q3: 3,450 shares; 2025Q4: 3,694 shares; 2026Q1: 5,297 shares 5,297$905K<0.01%+1,603Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: 166 shares; 2025Q3: 741 shares; 2025Q4: 3,315 shares; 2026Q1: 11,186 shares 11,186$904K<0.01%+7,871Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 648 shares; 2025Q1: 1,236 shares; 2025Q2: 706 shares; 2025Q3: 1,733 shares; 2025Q4: 2,127 shares; 2026Q1: 5,391 shares 5,391$897K<0.01%+3,264Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 6,723 shares; 2025Q1: 19,904 shares; 2025Q2: 27,115 shares; 2025Q3: 32,029 shares; 2025Q4: 66,871 shares; 2026Q1: 110,540 shares 110,540$896K<0.01%+43,669Timeline
DBEUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: 5,209 shares; 2025Q1: 10,537 shares; 2025Q2: 12,172 shares; 2025Q3: 13,537 shares; 2025Q4: 14,741 shares; 2026Q1: 18,985 shares 18,985$895K<0.01%+4,244Timeline
SOBOSOUTH BOW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,867 shares; 2025Q1: 13,856 shares; 2025Q2: 14,371 shares; 2025Q3: 15,535 shares; 2025Q4: 18,960 shares; 2026Q1: 26,148 shares 26,148$894K<0.01%+7,188Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 121 shares; 2025Q1: 253 shares; 2025Q2: 242 shares; 2025Q3: 280 shares; 2025Q4: 361 shares; 2026Q1: 7,041 shares 7,041$890K<0.01%+6,680Timeline
KFYKORN FERRYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 14,277 shares 14,277$890K<0.01%+14,218Timeline
SNDRSCHNEIDER NATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 26 shares; 2025Q1: 20 shares; 2025Q2: 576 shares; 2025Q3: 835 shares; 2025Q4: 1,501 shares; 2026Q1: 34,833 shares 34,833$886K<0.01%+33,332Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 2,855 shares; 2025Q1: 4,083 shares; 2025Q2: 5,150 shares; 2025Q3: 5,318 shares; 2025Q4: 5,507 shares; 2026Q1: 11,412 shares 11,412$883K<0.01%+5,905Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 36 shares; 2025Q2: 77 shares; 2025Q3: 89 shares; 2025Q4: 114 shares; 2026Q1: 11,311 shares 11,311$882K<0.01%+11,197Timeline
TKTEEKAY CORPORATION 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: 800 shares; 2025Q3: 800 shares; 2025Q4: 924 shares; 2026Q1: 73,406 shares 73,406$881K<0.01%+72,482Timeline
ACAARCOSA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 778 shares; 2025Q1: 1,316 shares; 2025Q2: 1,952 shares; 2025Q3: 2,108 shares; 2025Q4: 2,714 shares; 2026Q1: 8,551 shares 8,551$879K<0.01%+5,837Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 23 shares; 2025Q1: 32 shares; 2025Q2: 40 shares; 2025Q3: 48 shares; 2025Q4: 49 shares; 2026Q1: 136 shares 136$878K<0.01%+87Timeline
MMIMARCUS & MILLICHAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 34,078 shares 34,078$876K<0.01%+34,065Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 1,223 shares; 2025Q1: 2,261 shares; 2025Q2: 2,798 shares; 2025Q3: 2,561 shares; 2025Q4: 4,265 shares; 2026Q1: 8,371 shares 8,371$875K<0.01%+4,106Timeline
INDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 3,557 shares; 2025Q1: 5,567 shares; 2025Q2: 12,113 shares; 2025Q3: 17,739 shares; 2025Q4: 22,610 shares; 2026Q1: 21,130 shares 21,130$871K<0.01%-1,480Timeline
FTCAPUTNAM 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: 98,219 shares; 2026Q1: 120,194 shares 120,194$871K<0.01%+21,975Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,439 shares; 2025Q1: 1,570 shares; 2025Q2: 3,775 shares; 2025Q3: 20,465 shares; 2025Q4: 31,203 shares; 2026Q1: 43,761 shares 43,761$870K<0.01%+12,558Timeline
VCELVERICEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 212 shares; 2025Q2: 264 shares; 2025Q3: 541 shares; 2025Q4: 652 shares; 2026Q1: 29,602 shares 29,602$869K<0.01%+28,950Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,711 shares; 2024Q4: 18,016 shares; 2025Q1: 35,805 shares; 2025Q2: 65,162 shares; 2025Q3: 104,826 shares; 2025Q4: 161,551 shares; 2026Q1: 170,452 shares 170,452$868K<0.01%+8,901Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 2,108 shares; 2025Q1: 6,144 shares; 2025Q2: 7,012 shares; 2025Q3: 7,630 shares; 2025Q4: 8,164 shares; 2026Q1: 9,357 shares 9,357$867K<0.01%+1,193Timeline
MHFWESTERN ASSET MUN HIGH INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,478 shares; 2024Q4: 62,321 shares; 2025Q1: 77,748 shares; 2025Q2: 95,461 shares; 2025Q3: 119,741 shares; 2025Q4: 124,637 shares; 2026Q1: 130,417 shares 130,417$866K<0.01%+5,780Timeline
IMCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 2,701 shares; 2025Q1: 3,018 shares; 2025Q2: 4,293 shares; 2025Q3: 4,489 shares; 2025Q4: 5,623 shares; 2026Q1: 10,341 shares 10,341$865K<0.01%+4,718Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185 shares; 2025Q1: 390 shares; 2025Q2: 545 shares; 2025Q3: 1,497 shares; 2025Q4: 1,192 shares; 2026Q1: 2,664 shares 2,664$865K<0.01%+1,472Timeline
CZAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 1,580 shares; 2025Q1: 2,203 shares; 2025Q2: 3,619 shares; 2025Q3: 4,539 shares; 2025Q4: 5,098 shares; 2026Q1: 8,017 shares 8,017$862K<0.01%+2,919Timeline
RSPFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 6,849 shares; 2025Q1: 8,596 shares; 2025Q2: 10,599 shares; 2025Q3: 11,857 shares; 2025Q4: 12,075 shares; 2026Q1: 12,471 shares 12,471$861K<0.01%+396Timeline
ONEVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 2,912 shares; 2025Q1: 3,435 shares; 2025Q2: 4,598 shares; 2025Q3: 4,944 shares; 2025Q4: 5,825 shares; 2026Q1: 6,503 shares 6,503$859K<0.01%+678Timeline
RXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,716 shares; 2025Q1: 2,414 shares; 2025Q2: 2,897 shares; 2025Q3: 3,311 shares; 2025Q4: 4,589 shares; 2026Q1: 4,710 shares 4,710$853K<0.01%+121Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,676 shares; 2025Q1: 2,739 shares; 2025Q2: 3,920 shares; 2025Q3: 6,827 shares; 2025Q4: 11,562 shares; 2026Q1: 14,458 shares 14,458$853K<0.01%+2,896Timeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 867 shares; 2025Q4: 714 shares; 2026Q1: 28,370 shares 28,370$851K<0.01%+27,656Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 677 shares; 2025Q1: 1,588 shares; 2025Q2: 3,639 shares; 2025Q3: 5,942 shares; 2025Q4: 5,433 shares; 2026Q1: 13,998 shares 13,998$849K<0.01%+8,565Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 2,876 shares; 2025Q1: 4,055 shares; 2025Q2: 5,256 shares; 2025Q3: 6,903 shares; 2025Q4: 9,638 shares; 2026Q1: 11,119 shares 11,119$848K<0.01%+1,481Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 2,322 shares; 2025Q1: 4,483 shares; 2025Q2: 6,233 shares; 2025Q3: 6,168 shares; 2025Q4: 7,044 shares; 2026Q1: 13,008 shares 13,008$843K<0.01%+5,964Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,157 shares; 2024Q4: 9,782 shares; 2025Q1: 20,290 shares; 2025Q2: 23,228 shares; 2025Q3: 25,856 shares; 2025Q4: 27,000 shares; 2026Q1: 36,706 shares 36,706$840K<0.01%+9,706Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 1,109 shares; 2025Q1: 1,591 shares; 2025Q2: 2,026 shares; 2025Q3: 1,975 shares; 2025Q4: 2,155 shares; 2026Q1: 6,512 shares 6,512$840K<0.01%+4,357Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 4,296 shares; 2025Q1: 3,360 shares; 2025Q2: 1,984 shares; 2025Q3: 4,314 shares; 2025Q4: 5,733 shares; 2026Q1: 9,272 shares 9,272$837K<0.01%+3,539Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 316 shares; 2025Q1: 310 shares; 2025Q2: 663 shares; 2025Q3: 633 shares; 2025Q4: 801 shares; 2026Q1: 7,791 shares 7,791$837K<0.01%+6,990Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 1,282 shares; 2025Q1: 1,791 shares; 2025Q2: 3,187 shares; 2025Q3: 4,053 shares; 2025Q4: 4,400 shares; 2026Q1: 5,956 shares 5,956$836K<0.01%+1,556Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,231 shares; 2025Q1: 3,394 shares; 2025Q2: 4,443 shares; 2025Q3: 5,261 shares; 2025Q4: 7,279 shares; 2026Q1: 8,745 shares 8,745$832K<0.01%+1,466Timeline
LBRTLIBERTY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 102 shares; 2025Q2: 4,333 shares; 2025Q3: 4,333 shares; 2025Q4: 4,510 shares; 2026Q1: 28,538 shares 28,538$829K<0.01%+24,028Timeline
SMDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,394 shares; 2024Q4: 7,236 shares; 2025Q1: 8,729 shares; 2025Q2: 11,760 shares; 2025Q3: 12,396 shares; 2025Q4: 12,143 shares; 2026Q1: 12,203 shares 12,203$826K<0.01%+60Timeline
OPPEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 2,656 shares; 2025Q1: 3,556 shares; 2025Q2: 8,582 shares; 2025Q3: 9,232 shares; 2025Q4: 11,287 shares; 2026Q1: 15,944 shares 15,944$826K<0.01%+4,657Timeline
EQINCOLUMBIA 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: not reported; 2025Q3: 6,938 shares; 2025Q4: 12,143 shares; 2026Q1: 17,046 shares 17,046$826K<0.01%+4,903Timeline
IMAXIMAX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 654 shares; 2025Q1: 724 shares; 2025Q2: 724 shares; 2025Q3: 1,041 shares; 2025Q4: 12,457 shares; 2026Q1: 22,537 shares 22,537$824K<0.01%+10,080Timeline
ILCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 706 shares; 2025Q2: 503 shares; 2025Q3: 966 shares; 2025Q4: 7,531 shares; 2026Q1: 9,005 shares 9,005$823K<0.01%+1,474Timeline
ONDSONDAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,020 shares; 2025Q3: 53,508 shares; 2025Q4: 59,975 shares; 2026Q1: 93,398 shares 93,398$822K<0.01%+33,423Timeline
MSTRSTRATEGY 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: 4 shares; 2025Q3: not reported; 2025Q4: 281 shares; 2026Q1: 6,514 shares 6,514$821K<0.01%+6,233Timeline
GLINVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,975 shares; 2024Q4: 20,092 shares; 2025Q1: 22,261 shares; 2025Q2: 22,147 shares; 2025Q3: 21,992 shares; 2025Q4: 21,928 shares; 2026Q1: 20,481 shares 20,481$820K<0.01%-1,447Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 343 shares; 2025Q1: 727 shares; 2025Q2: 813 shares; 2025Q3: 761 shares; 2025Q4: 1,859 shares; 2026Q1: 9,388 shares 9,388$818K<0.01%+7,529Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,899 shares; 2024Q4: 11,696 shares; 2025Q1: 13,689 shares; 2025Q2: 9,505 shares; 2025Q3: 8,375 shares; 2025Q4: 8,553 shares; 2026Q1: 25,733 shares 25,733$814K<0.01%+17,180Timeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 247 shares; 2025Q1: 349 shares; 2025Q2: 145 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 3,746 shares 3,746$813K<0.01%+3,518Timeline
FXZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 3,067 shares; 2025Q1: 3,819 shares; 2025Q2: 4,849 shares; 2025Q3: 6,432 shares; 2025Q4: 6,387 shares; 2026Q1: 11,013 shares 11,013$812K<0.01%+4,626Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 1,018 shares; 2025Q1: 1,192 shares; 2025Q2: 2,486 shares; 2025Q3: 3,362 shares; 2025Q4: 3,963 shares; 2026Q1: 4,575 shares 4,575$810K<0.01%+612Timeline
AIVIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,646 shares; 2024Q4: 13,476 shares; 2025Q1: 13,491 shares; 2025Q2: 13,682 shares; 2025Q3: 13,682 shares; 2025Q4: 13,631 shares; 2026Q1: 15,386 shares 15,386$805K<0.01%+1,755Timeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 572 shares; 2025Q1: 1,072 shares; 2025Q2: 2,306 shares; 2025Q3: 2,615 shares; 2025Q4: 3,960 shares; 2026Q1: 21,625 shares 21,625$803K<0.01%+17,665Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 116 shares; 2025Q1: 150 shares; 2025Q2: 164 shares; 2025Q3: 218 shares; 2025Q4: 1,454 shares; 2026Q1: 7,813 shares 7,813$798K<0.01%+6,359Timeline
RHPRYMAN HOSPITALITY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 28 shares; 2025Q3: 200 shares; 2025Q4: 250 shares; 2026Q1: 8,807 shares 8,807$797K<0.01%+8,557Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 5,089 shares; 2025Q1: 4,402 shares; 2025Q2: 5,335 shares; 2025Q3: 7,045 shares; 2025Q4: 7,513 shares; 2026Q1: 32,238 shares 32,238$797K<0.01%+24,725Timeline
SIGISELECTIVE INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 161 shares; 2025Q4: 1,269 shares; 2026Q1: 10,666 shares 10,666$797K<0.01%+9,397Timeline
SLGNSILGAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,113 shares; 2025Q1: 2,421 shares; 2025Q2: 2,428 shares; 2025Q3: 1,533 shares; 2025Q4: 1,844 shares; 2026Q1: 20,884 shares 20,884$795K<0.01%+19,040Timeline
MOTIVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 1,618 shares; 2025Q4: 15,365 shares; 2026Q1: 24,096 shares 24,096$794K<0.01%+8,731Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,548 shares; 2024Q4: 9,395 shares; 2025Q1: 7,690 shares; 2025Q2: 5,791 shares; 2025Q3: 5,046 shares; 2025Q4: 4,705 shares; 2026Q1: 8,211 shares 8,211$793K<0.01%+3,506Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,892 shares; 2025Q1: 3,747 shares; 2025Q2: 7,890 shares; 2025Q3: 7,172 shares; 2025Q4: 15,204 shares; 2026Q1: 15,326 shares 15,326$792K<0.01%+122Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 12,917 shares; 2025Q1: 23,812 shares; 2025Q2: 26,745 shares; 2025Q3: 31,714 shares; 2025Q4: 34,136 shares; 2026Q1: 54,375 shares 54,375$791K<0.01%+20,239Timeline
CASHPATHWARD FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 46 shares; 2025Q2: 30 shares; 2025Q3: 32 shares; 2025Q4: 20 shares; 2026Q1: 8,962 shares 8,962$788K<0.01%+8,942Timeline
LCIILCI INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 119 shares; 2025Q1: 94 shares; 2025Q2: 7 shares; 2025Q3: 12 shares; 2025Q4: 103 shares; 2026Q1: 6,497 shares 6,497$788K<0.01%+6,394Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 75 shares; 2025Q4: 57 shares; 2026Q1: 7,160 shares 7,160$788K<0.01%+7,103Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 3,529 shares; 2025Q1: 4,871 shares; 2025Q2: 6,376 shares; 2025Q3: 9,769 shares; 2025Q4: 11,611 shares; 2026Q1: 19,117 shares 19,117$787K<0.01%+7,506Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 785 shares; 2025Q1: 831 shares; 2025Q2: 1,314 shares; 2025Q3: 2,174 shares; 2025Q4: 4,681 shares; 2026Q1: 11,736 shares 11,736$787K<0.01%+7,055Timeline
MGRCMCGRATH RENTCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 77 shares; 2025Q1: 283 shares; 2025Q2: 256 shares; 2025Q3: 260 shares; 2025Q4: 174 shares; 2026Q1: 7,125 shares 7,125$784K<0.01%+6,951Timeline
XMTRXOMETRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 124 shares; 2025Q1: 279 shares; 2025Q2: 248 shares; 2025Q3: 258 shares; 2025Q4: 238 shares; 2026Q1: 20,765 shares 20,765$782K<0.01%+20,527Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,512 shares; 2025Q1: 2,753 shares; 2025Q2: 2,889 shares; 2025Q3: 2,095 shares; 2025Q4: 1,929 shares; 2026Q1: 3,155 shares 3,155$781K<0.01%+1,226Timeline
BSMWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 2,007 shares; 2025Q1: 3,769 shares; 2025Q2: 13,251 shares; 2025Q3: 22,461 shares; 2025Q4: 26,717 shares; 2026Q1: 31,221 shares 31,221$773K<0.01%+4,504Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 621 shares; 2025Q2: 933 shares; 2025Q3: 1,043 shares; 2025Q4: 1,558 shares; 2026Q1: 3,415 shares 3,415$766K<0.01%+1,857Timeline
LMATLEMAITRE VASCULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,987 shares; 2025Q1: 7,268 shares; 2025Q2: 7,328 shares; 2025Q3: 7,486 shares; 2025Q4: 7,141 shares; 2026Q1: 7,181 shares 7,181$766K<0.01%+40Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,535 shares; 2025Q1: 6,233 shares; 2025Q2: 20,601 shares; 2025Q3: 20,194 shares; 2025Q4: 20,430 shares; 2026Q1: 30,831 shares 30,831$764K<0.01%+10,401Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 280 shares; 2025Q1: 480 shares; 2025Q2: 1,314 shares; 2025Q3: 1,444 shares; 2025Q4: 1,864 shares; 2026Q1: 7,821 shares 7,821$763K<0.01%+5,957Timeline
RZVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 522 shares; 2025Q1: 520 shares; 2025Q2: 1,038 shares; 2025Q3: 885 shares; 2025Q4: 2,260 shares; 2026Q1: 6,215 shares 6,215$761K<0.01%+3,955Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,075 shares; 2025Q1: 1,252 shares; 2025Q2: 1,267 shares; 2025Q3: 1,964 shares; 2025Q4: 1,925 shares; 2026Q1: 8,433 shares 8,433$757K<0.01%+6,508Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,089 shares; 2025Q1: 4,151 shares; 2025Q2: 4,526 shares; 2025Q3: 9,098 shares; 2025Q4: 9,847 shares; 2026Q1: 16,050 shares 16,050$756K<0.01%+6,203Timeline
SHOSUNSTONE HOTEL INVS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 83,961 shares 83,961$751K<0.01%+83,588Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 1,093 shares; 2025Q1: 2,222 shares; 2025Q2: 2,851 shares; 2025Q3: 3,343 shares; 2025Q4: 3,883 shares; 2026Q1: 6,793 shares 6,793$751K<0.01%+2,910Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 146 shares; 2025Q2: 223 shares; 2025Q3: 79 shares; 2025Q4: 556 shares; 2026Q1: 13,116 shares 13,116$750K<0.01%+12,560Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,401 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 106 shares; 2025Q4: 74 shares; 2026Q1: 15,566 shares 15,566$750K<0.01%+15,492Timeline
EATBRINKER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 132 shares; 2025Q2: 160 shares; 2025Q3: 957 shares; 2025Q4: 1,426 shares; 2026Q1: 5,601 shares 5,601$749K<0.01%+4,175Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 58 shares; 2025Q1: 1,476 shares; 2025Q2: 1,902 shares; 2025Q3: 3,025 shares; 2025Q4: 1,775 shares; 2026Q1: 9,176 shares 9,176$746K<0.01%+7,401Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: 166 shares; 2025Q3: 254 shares; 2025Q4: 621 shares; 2026Q1: 7,813 shares 7,813$746K<0.01%+7,192Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 2,041 shares; 2025Q1: 2,687 shares; 2025Q2: 6,094 shares; 2025Q3: 7,485 shares; 2025Q4: 8,686 shares; 2026Q1: 18,893 shares 18,893$745K<0.01%+10,207Timeline
FCORFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 733 shares; 2025Q1: 1,699 shares; 2025Q2: 2,986 shares; 2025Q3: 9,024 shares; 2025Q4: 11,468 shares; 2026Q1: 15,877 shares 15,877$743K<0.01%+4,409Timeline
USXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142 shares; 2025Q1: 2,286 shares; 2025Q2: 3,738 shares; 2025Q3: 4,373 shares; 2025Q4: 7,114 shares; 2026Q1: 13,767 shares 13,767$741K<0.01%+6,653Timeline
SAILSAILPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 4 shares; 2025Q3: 257 shares; 2025Q4: 392 shares; 2026Q1: 62,842 shares 62,842$740K<0.01%+62,450Timeline
ADUSADDUS HOMECARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 23 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 7,754 shares 7,754$738K<0.01%+7,721Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 3,110 shares; 2025Q1: 6,388 shares; 2025Q2: 11,025 shares; 2025Q3: 18,389 shares; 2025Q4: 20,121 shares; 2026Q1: 21,138 shares 21,138$737K<0.01%+1,017Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 5,932 shares; 2025Q1: 5,632 shares; 2025Q2: 6,911 shares; 2025Q3: 10,446 shares; 2025Q4: 11,865 shares; 2026Q1: 12,673 shares 12,673$736K<0.01%+808Timeline
EVTRMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,571 shares 14,571$736K<0.01%newTimeline
IRTCIRHYTHM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 108 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 267 shares; 2026Q1: 6,234 shares 6,234$736K<0.01%+5,967Timeline
BBHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,617 shares; 2025Q1: 2,835 shares; 2025Q2: 2,570 shares; 2025Q3: 2,548 shares; 2025Q4: 4,350 shares; 2026Q1: 4,071 shares 4,071$733K<0.01%-279Timeline
GVALCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 994 shares; 2025Q3: 19,449 shares; 2025Q4: 25,068 shares; 2026Q1: 22,808 shares 22,808$732K<0.01%-2,260Timeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 1,182 shares; 2025Q3: 201 shares; 2025Q4: 234 shares; 2026Q1: 14,677 shares 14,677$729K<0.01%+14,443Timeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49 shares; 2025Q1: 4,897 shares; 2025Q2: 6,924 shares; 2025Q3: 5,481 shares; 2025Q4: 2,352 shares; 2026Q1: 42,468 shares 42,468$727K<0.01%+40,116Timeline
THROBLACKROCK 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: 3,048 shares; 2025Q4: not reported; 2026Q1: 20,547 shares 20,547$727K<0.01%newTimeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,838 shares; 2024Q4: 7,149 shares; 2025Q1: 10,777 shares; 2025Q2: 15,533 shares; 2025Q3: 19,666 shares; 2025Q4: 20,792 shares; 2026Q1: 26,408 shares 26,408$726K<0.01%+5,616Timeline
GPORGULFPORT ENERGY 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: 16 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3,347 shares 3,347$724K<0.01%+3,344Timeline
PICBINVESCO 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: 256 shares; 2025Q4: 6,127 shares; 2026Q1: 31,536 shares 31,536$722K<0.01%+25,409Timeline
FXHFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 2,393 shares; 2025Q1: 2,642 shares; 2025Q2: 4,204 shares; 2025Q3: 5,096 shares; 2025Q4: 6,551 shares; 2026Q1: 6,905 shares 6,905$722K<0.01%+354Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 712 shares; 2025Q1: 2,051 shares; 2025Q2: 3,468 shares; 2025Q3: 4,359 shares; 2025Q4: 4,622 shares; 2026Q1: 5,933 shares 5,933$720K<0.01%+1,311Timeline
TTEQT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,458 shares 24,458$719K<0.01%newTimeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 3,884 shares; 2025Q1: 5,103 shares; 2025Q2: 5,942 shares; 2025Q3: 7,214 shares; 2025Q4: 8,316 shares; 2026Q1: 8,455 shares 8,455$719K<0.01%+139Timeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 5,522 shares; 2025Q1: 5,207 shares; 2025Q2: 7,027 shares; 2025Q3: 7,681 shares; 2025Q4: 8,180 shares; 2026Q1: 5,710 shares 5,710$717K<0.01%-2,470Timeline
NWPXNWPX INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 4,612 shares; 2025Q4: 9,196 shares; 2026Q1: 9,366 shares 9,366$717K<0.01%+170Timeline
QDEFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 3,740 shares; 2025Q1: 5,436 shares; 2025Q2: 4,593 shares; 2025Q3: 4,743 shares; 2025Q4: 5,778 shares; 2026Q1: 9,058 shares 9,058$709K<0.01%+3,280Timeline
BGRNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 3,666 shares; 2025Q1: 3,865 shares; 2025Q2: 4,554 shares; 2025Q3: 5,087 shares; 2025Q4: 6,698 shares; 2026Q1: 15,005 shares 15,005$707K<0.01%+8,307Timeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 1,149 shares; 2025Q2: 1,590 shares; 2025Q3: 2,655 shares; 2025Q4: 3,986 shares; 2026Q1: 17,536 shares 17,536$707K<0.01%+13,550Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 619 shares; 2025Q1: 708 shares; 2025Q2: 3,192 shares; 2025Q3: 1,490 shares; 2025Q4: 2,286 shares; 2026Q1: 3,017 shares 3,017$706K<0.01%+731Timeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58 shares; 2025Q1: 91 shares; 2025Q2: 132 shares; 2025Q3: 207 shares; 2025Q4: 5,000 shares; 2026Q1: 16,550 shares 16,550$704K<0.01%+11,550Timeline
HAPVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,630 shares; 2025Q1: 1,756 shares; 2025Q2: 3,940 shares; 2025Q3: 3,634 shares; 2025Q4: 4,535 shares; 2026Q1: 9,918 shares 9,918$703K<0.01%+5,383Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 538 shares; 2025Q3: 553 shares; 2025Q4: 1,525 shares; 2026Q1: 11,471 shares 11,471$702K<0.01%+9,946Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 2,218 shares; 2025Q1: 2,387 shares; 2025Q2: 2,428 shares; 2025Q3: 2,172 shares; 2025Q4: 2,256 shares; 2026Q1: 9,644 shares 9,644$697K<0.01%+7,388Timeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 852 shares; 2025Q1: 867 shares; 2025Q2: 1,049 shares; 2025Q3: 1,179 shares; 2025Q4: 1,136 shares; 2026Q1: 2,469 shares 2,469$696K<0.01%+1,333Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 1,209 shares; 2025Q1: 1,414 shares; 2025Q2: 2,143 shares; 2025Q3: 2,667 shares; 2025Q4: 3,567 shares; 2026Q1: 5,135 shares 5,135$694K<0.01%+1,568Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 389 shares; 2025Q1: 524 shares; 2025Q2: 720 shares; 2025Q3: 884 shares; 2025Q4: 720 shares; 2026Q1: 6,901 shares 6,901$694K<0.01%+6,181Timeline
DFJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,792 shares; 2025Q1: 2,842 shares; 2025Q2: 3,213 shares; 2025Q3: 3,861 shares; 2025Q4: 4,889 shares; 2026Q1: 6,980 shares 6,980$692K<0.01%+2,091Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,887 shares; 2024Q4: 103,974 shares; 2025Q1: 130,333 shares; 2025Q2: 141,685 shares; 2025Q3: 134,524 shares; 2025Q4: 117,451 shares; 2026Q1: 103,032 shares 103,032$691K<0.01%-14,419Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 2,095 shares; 2025Q1: 2,572 shares; 2025Q2: 2,477 shares; 2025Q3: 2,651 shares; 2025Q4: 4,481 shares; 2026Q1: 15,433 shares 15,433$687K<0.01%+10,952Timeline
PPCPILGRIMS PRIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,719 shares; 2024Q4: 10,740 shares; 2025Q1: 12,756 shares; 2025Q2: 13,034 shares; 2025Q3: 14,060 shares; 2025Q4: 17,142 shares; 2026Q1: 18,597 shares 18,597$683K<0.01%+1,455Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 200 shares; 2025Q1: 254 shares; 2025Q2: 349 shares; 2025Q3: 385 shares; 2025Q4: 449 shares; 2026Q1: 598 shares 598$682K<0.01%+149
BBAIBIGBEAR AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 12,907 shares; 2025Q1: 29,566 shares; 2025Q2: 48,122 shares; 2025Q3: 121,349 shares; 2025Q4: 160,170 shares; 2026Q1: 216,575 shares 216,575$680K<0.01%+56,405Timeline
XCEMCOLUMBIA ETF 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: 17,146 shares 17,146$679K<0.01%newTimeline
STCSTEWART INFORMATION SVCS CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 7 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 37 shares; 2026Q1: 11,477 shares 11,477$678K<0.01%+11,440Timeline
DJDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 2,636 shares; 2025Q1: 5,272 shares; 2025Q2: 6,280 shares; 2025Q3: 6,751 shares; 2025Q4: 8,439 shares; 2026Q1: 11,506 shares 11,506$678K<0.01%+3,067Timeline
MPVBARINGS PARTN INVSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,136 shares; 2024Q4: 20,484 shares; 2025Q1: 22,217 shares; 2025Q2: 22,980 shares; 2025Q3: 26,132 shares; 2025Q4: 35,568 shares; 2026Q1: 39,907 shares 39,907$678K<0.01%+4,339Timeline
LACLITHIUM AMERS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,442 shares; 2024Q4: 87,350 shares; 2025Q1: 75,482 shares; 2025Q2: 89,418 shares; 2025Q3: 97,862 shares; 2025Q4: 135,622 shares; 2026Q1: 173,651 shares 173,651$677K<0.01%+38,029Timeline
TEXTEREX CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 665 shares; 2025Q1: 294 shares; 2025Q2: 264 shares; 2025Q3: 338 shares; 2025Q4: 699 shares; 2026Q1: 11,964 shares 11,964$675K<0.01%+11,265Timeline
IEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 2,159 shares; 2025Q1: 1,959 shares; 2025Q2: 2,725 shares; 2025Q3: 5,138 shares; 2025Q4: 6,300 shares; 2026Q1: 10,310 shares 10,310$675K<0.01%+4,010Timeline
OBKORIGIN BANCORP 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: 16,736 shares 16,736$674K<0.01%newTimeline
FXNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,352 shares; 2024Q4: 38,733 shares; 2025Q1: 52,484 shares; 2025Q2: 25,218 shares; 2025Q3: 27,860 shares; 2025Q4: 25,280 shares; 2026Q1: 29,058 shares 29,058$674K<0.01%+3,778Timeline
CIGICOLLIERS INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 6,741 shares 6,741$673K<0.01%+6,707Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,252 shares; 2025Q1: 3,288 shares; 2025Q2: 4,747 shares; 2025Q3: 5,124 shares; 2025Q4: 9,016 shares; 2026Q1: 7,082 shares 7,082$670K<0.01%-1,934Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 4,416 shares; 2025Q1: 3,416 shares; 2025Q2: 4,323 shares; 2025Q3: 5,166 shares; 2025Q4: 4,696 shares; 2026Q1: 10,971 shares 10,971$670K<0.01%+6,275Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203 shares; 2025Q1: 324 shares; 2025Q2: 560 shares; 2025Q3: 949 shares; 2025Q4: 1,035 shares; 2026Q1: 5,741 shares 5,741$669K<0.01%+4,706Timeline
PLPLANET LABS PBCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 1,491 shares; 2025Q1: 2,254 shares; 2025Q2: 2,254 shares; 2025Q3: 3,591 shares; 2025Q4: 6,546 shares; 2026Q1: 21,692 shares 21,692$669K<0.01%+15,146Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 654 shares; 2025Q1: 845 shares; 2025Q2: 1,918 shares; 2025Q3: 2,906 shares; 2025Q4: 4,261 shares; 2026Q1: 11,271 shares 11,271$666K<0.01%+7,010Timeline
NTLAINTELLIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 3,898 shares; 2025Q1: 11,412 shares; 2025Q2: 18,602 shares; 2025Q3: 25,734 shares; 2025Q4: 38,217 shares; 2026Q1: 53,781 shares 53,781$665K<0.01%+15,564Timeline
TERNTERNS PHARMACEUTICALS 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: 12,567 shares 12,567$665K<0.01%newTimeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 3,022 shares; 2025Q1: 4,766 shares; 2025Q2: 5,991 shares; 2025Q3: 7,383 shares; 2025Q4: 8,470 shares; 2026Q1: 9,912 shares 9,912$664K<0.01%+1,442Timeline
MBSDFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,398 shares; 2024Q4: 27,140 shares; 2025Q1: 28,423 shares; 2025Q2: 28,600 shares; 2025Q3: 33,012 shares; 2025Q4: 33,186 shares; 2026Q1: 32,276 shares 32,276$664K<0.01%-910Timeline
ISMDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 380 shares; 2025Q1: 4,435 shares; 2025Q2: 6,430 shares; 2025Q3: 6,683 shares; 2025Q4: 9,160 shares; 2026Q1: 16,795 shares 16,795$662K<0.01%+7,635Timeline
AAMIACADIAN ASSET MANAGEMENT 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: 50 shares; 2025Q3: 50 shares; 2025Q4: 77 shares; 2026Q1: 12,679 shares 12,679$662K<0.01%+12,602Timeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 22 shares; 2025Q1: 164 shares; 2025Q2: 196 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 1,294 shares 1,294$661K<0.01%+1,095Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 263 shares; 2025Q1: 452 shares; 2025Q2: 263 shares; 2025Q3: 313 shares; 2025Q4: 432 shares; 2026Q1: 35,971 shares 35,971$656K<0.01%+35,539Timeline
PJPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 2,176 shares; 2025Q1: 2,610 shares; 2025Q2: 2,983 shares; 2025Q3: 4,058 shares; 2025Q4: 6,262 shares; 2026Q1: 6,564 shares 6,564$655K<0.01%+302Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 2,374 shares; 2025Q1: 3,634 shares; 2025Q2: 5,486 shares; 2025Q3: 6,719 shares; 2025Q4: 6,624 shares; 2026Q1: 6,039 shares 6,039$654K<0.01%-585Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 5,221 shares; 2025Q1: 6,539 shares; 2025Q2: 9,226 shares; 2025Q3: 10,790 shares; 2025Q4: 13,328 shares; 2026Q1: 18,084 shares 18,084$654K<0.01%+4,756Timeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 2,223 shares; 2025Q1: 3,283 shares; 2025Q2: 1,760 shares; 2025Q3: 57,484 shares; 2025Q4: 57,273 shares; 2026Q1: 136,218 shares 136,218$654K<0.01%+78,945Timeline
MDPEDIATRIX MEDICAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49 shares; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 60 shares; 2025Q4: 522 shares; 2026Q1: 31,869 shares 31,869$653K<0.01%+31,347Timeline
QDFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 3,472 shares; 2025Q1: 3,576 shares; 2025Q2: 5,564 shares; 2025Q3: 6,964 shares; 2025Q4: 7,949 shares; 2026Q1: 8,377 shares 8,377$651K<0.01%+428Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 974 shares; 2025Q1: 1,303 shares; 2025Q2: 3,434 shares; 2025Q3: 6,596 shares; 2025Q4: 5,763 shares; 2026Q1: 18,261 shares 18,261$649K<0.01%+12,498Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 100 shares; 2025Q2: 367 shares; 2025Q3: 348 shares; 2025Q4: 1,338 shares; 2026Q1: 7,042 shares 7,042$649K<0.01%+5,704Timeline
TGTXTG THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 2,114 shares; 2025Q1: 1,435 shares; 2025Q2: 1,475 shares; 2025Q3: 9,931 shares; 2025Q4: 8,052 shares; 2026Q1: 20,422 shares 20,422$648K<0.01%+12,370Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 2,937 shares; 2025Q1: 6,976 shares; 2025Q2: 12,269 shares; 2025Q3: 16,777 shares; 2025Q4: 19,633 shares; 2026Q1: 28,353 shares 28,353$645K<0.01%+8,720Timeline
AMRXAMNEAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 152 shares; 2026Q1: 54,322 shares 54,322$644K<0.01%+54,170Timeline
HDEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 323 shares; 2025Q1: 3,173 shares; 2025Q2: 8,735 shares; 2025Q3: 10,766 shares; 2025Q4: 15,058 shares; 2026Q1: 20,295 shares 20,295$640K<0.01%+5,237Timeline
EQALINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 1,176 shares; 2025Q1: 2,856 shares; 2025Q2: 3,317 shares; 2025Q3: 3,818 shares; 2025Q4: 5,723 shares; 2026Q1: 11,795 shares 11,795$639K<0.01%+6,072Timeline
FTOHPUTNAM 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: 41,005 shares; 2026Q1: 77,015 shares 77,015$638K<0.01%+36,010Timeline
FTMHPUTNAM 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: 19,694 shares; 2026Q1: 55,598 shares 55,598$637K<0.01%+35,904Timeline
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 74 shares; 2025Q1: 150 shares; 2025Q2: 224 shares; 2025Q3: 317 shares; 2025Q4: 478 shares; 2026Q1: 535 shares 535$636K<0.01%+57
FINXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 9,684 shares; 2025Q1: 14,643 shares; 2025Q2: 17,592 shares; 2025Q3: 19,586 shares; 2025Q4: 24,062 shares; 2026Q1: 28,450 shares 28,450$633K<0.01%+4,388Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,489 shares; 2024Q4: 19,438 shares; 2025Q1: 20,402 shares; 2025Q2: 20,374 shares; 2025Q3: 34,018 shares; 2025Q4: 39,796 shares; 2026Q1: 79,351 shares 79,351$633K<0.01%+39,555Timeline
BELFBBEL FUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 259 shares; 2025Q4: 191 shares; 2026Q1: 3,107 shares 3,107$632K<0.01%+2,916Timeline
CDRECADRE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 140 shares; 2025Q2: 142 shares; 2025Q3: 974 shares; 2025Q4: 700 shares; 2026Q1: 21,072 shares 21,072$631K<0.01%+20,372Timeline
ABNDAMERICAN CENTY 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: 524 shares; 2025Q3: 524 shares; 2025Q4: 4,144 shares; 2026Q1: 14,577 shares 14,577$631K<0.01%+10,433Timeline
AVNTAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187 shares; 2025Q3: 62 shares; 2025Q4: 114 shares; 2026Q1: 17,701 shares 17,701$629K<0.01%+17,587Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 832 shares; 2025Q1: 752 shares; 2025Q2: 564 shares; 2025Q3: 582 shares; 2025Q4: 585 shares; 2026Q1: 7,017 shares 7,017$629K<0.01%+6,432Timeline
PLUSEPLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 421 shares; 2025Q1: 115 shares; 2025Q2: 177 shares; 2025Q3: 19 shares; 2025Q4: 219 shares; 2026Q1: 8,402 shares 8,402$629K<0.01%+8,183Timeline
RAMPLIVERAMP HLDGS 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: 15 shares; 2025Q3: 15 shares; 2025Q4: 1,767 shares; 2026Q1: 24,413 shares 24,413$628K<0.01%+22,646Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 2,356 shares; 2025Q1: 2,827 shares; 2025Q2: 2,992 shares; 2025Q3: 4,641 shares; 2025Q4: 6,340 shares; 2026Q1: 10,201 shares 10,201$626K<0.01%+3,861Timeline
IMVPINVESCO INDIA EXCHANGE-TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,559 shares; 2024Q4: 14,138 shares; 2025Q1: 17,008 shares; 2025Q2: 27,747 shares; 2025Q3: 26,956 shares; 2025Q4: 24,194 shares; 2026Q1: 31,148 shares 31,148$625K<0.01%+6,954Timeline
KLICKULICKE & SOFFA 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: 94 shares; 2025Q3: 2,144 shares; 2025Q4: 2,152 shares; 2026Q1: 9,658 shares 9,658$625K<0.01%+7,506Timeline
PPTFRANKLIN PREMIER INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,539 shares; 2024Q4: 13,716 shares; 2025Q1: 18,215 shares; 2025Q2: 123,407 shares; 2025Q3: 159,494 shares; 2025Q4: 168,196 shares; 2026Q1: 180,754 shares 180,754$622K<0.01%+12,558Timeline
NNENANO NUCLEAR ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 9,683 shares; 2025Q1: 14,558 shares; 2025Q2: 14,283 shares; 2025Q3: 24,746 shares; 2025Q4: 32,679 shares; 2026Q1: 30,608 shares 30,608$621K<0.01%-2,071Timeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 201 shares; 2025Q1: 265 shares; 2025Q2: 238 shares; 2025Q3: 194 shares; 2025Q4: 182 shares; 2026Q1: 1,853 shares 1,853$620K<0.01%+1,671Timeline
LTHLIFE TIME GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,423 shares; 2025Q1: 2,943 shares; 2025Q2: 5,288 shares; 2025Q3: 5,355 shares; 2025Q4: 5,295 shares; 2026Q1: 23,813 shares 23,813$618K<0.01%+18,518Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 2,258 shares; 2025Q1: 3,180 shares; 2025Q2: 5,681 shares; 2025Q3: 8,415 shares; 2025Q4: 8,381 shares; 2026Q1: 8,441 shares 8,441$615K<0.01%+60Timeline
ALGALAMO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 13 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3,675 shares 3,675$614K<0.01%+3,672Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,660 shares; 2025Q1: 2,765 shares; 2025Q2: 11,075 shares; 2025Q3: 11,712 shares; 2025Q4: 7,268 shares; 2026Q1: 7,593 shares 7,593$609K<0.01%+325Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 172 shares; 2025Q2: 1,599 shares; 2025Q3: 3,189 shares; 2025Q4: 3,377 shares; 2026Q1: 6,079 shares 6,079$607K<0.01%+2,702Timeline
CRGYCRESCENT ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 3,527 shares; 2025Q1: 4,321 shares; 2025Q2: 28,375 shares; 2025Q3: 9,002 shares; 2025Q4: 10,056 shares; 2026Q1: 44,291 shares 44,291$607K<0.01%+34,235Timeline
KBESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 887 shares; 2025Q1: 764 shares; 2025Q2: 1,127 shares; 2025Q3: 10,125 shares; 2025Q4: 10,434 shares; 2026Q1: 10,427 shares 10,427$607K<0.01%-7Timeline
EEMSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,654 shares; 2024Q4: 11,647 shares; 2025Q1: 9,424 shares; 2025Q2: 5,452 shares; 2025Q3: 7,002 shares; 2025Q4: 9,600 shares; 2026Q1: 8,937 shares 8,937$606K<0.01%-663Timeline
FWRGFIRST WATCH RESTAURANT GROUPQuarterly 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: 1,850 shares; 2025Q4: 930 shares; 2026Q1: 58,742 shares 58,742$606K<0.01%+57,812Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,316 shares; 2025Q1: 1,578 shares; 2025Q2: 1,750 shares; 2025Q3: 2,342 shares; 2025Q4: 2,564 shares; 2026Q1: 3,669 shares 3,669$603K<0.01%+1,105Timeline
CUBICUSTOMERS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 20 shares; 2026Q1: 8,843 shares 8,843$598K<0.01%+8,823Timeline
PSLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 252 shares; 2025Q1: 1,730 shares; 2025Q2: 1,914 shares; 2025Q3: 3,071 shares; 2025Q4: 4,642 shares; 2026Q1: 5,555 shares 5,555$598K<0.01%+913Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 642 shares; 2025Q1: 826 shares; 2025Q2: 1,723 shares; 2025Q3: 2,355 shares; 2025Q4: 8,652 shares; 2026Q1: 15,180 shares 15,180$597K<0.01%+6,528Timeline
PBEINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 2,315 shares; 2025Q1: 2,486 shares; 2025Q2: 5,384 shares; 2025Q3: 5,358 shares; 2025Q4: 6,504 shares; 2026Q1: 7,889 shares 7,889$596K<0.01%+1,385Timeline
JXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 996 shares; 2025Q1: 1,964 shares; 2025Q2: 2,253 shares; 2025Q3: 3,839 shares; 2025Q4: 5,650 shares; 2026Q1: 7,026 shares 7,026$595K<0.01%+1,376Timeline
EWSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,450 shares; 2024Q4: 15,547 shares; 2025Q1: 17,430 shares; 2025Q2: 13,637 shares; 2025Q3: 18,549 shares; 2025Q4: 19,424 shares; 2026Q1: 21,522 shares 21,522$594K<0.01%+2,098Timeline
GVIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,004 shares; 2025Q1: 895 shares; 2025Q2: 1,563 shares; 2025Q3: 3,857 shares; 2025Q4: 4,470 shares; 2026Q1: 5,580 shares 5,580$592K<0.01%+1,110Timeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 196 shares; 2025Q3: 18 shares; 2025Q4: 168 shares; 2026Q1: 6,538 shares 6,538$591K<0.01%+6,370Timeline
KXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 4,404 shares; 2025Q1: 5,826 shares; 2025Q2: 7,153 shares; 2025Q3: 7,111 shares; 2025Q4: 7,766 shares; 2026Q1: 8,851 shares 8,851$589K<0.01%+1,085Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 866 shares; 2025Q1: 13,953 shares; 2025Q2: 11,923 shares; 2025Q3: 12,266 shares; 2025Q4: 12,632 shares; 2026Q1: 14,538 shares 14,538$587K<0.01%+1,906Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 17,777 shares; 2025Q1: 22,180 shares; 2025Q2: 40,437 shares; 2025Q3: 59,576 shares; 2025Q4: 63,346 shares; 2026Q1: 66,907 shares 66,907$584K<0.01%+3,561Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 2,284 shares; 2025Q1: 1,500 shares; 2025Q2: 9,940 shares; 2025Q3: 12,027 shares; 2025Q4: 13,795 shares; 2026Q1: 13,864 shares 13,864$584K<0.01%+69Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,978 shares; 2024Q4: 85,142 shares; 2025Q1: 108,550 shares; 2025Q2: 106,908 shares; 2025Q3: 111,999 shares; 2025Q4: 123,359 shares; 2026Q1: 207,677 shares 207,677$584K<0.01%+84,318Timeline
XHRXENIA HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 534 shares; 2025Q1: 151 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 237 shares; 2026Q1: 39,832 shares 39,832$583K<0.01%+39,595Timeline
IGEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 899 shares; 2025Q1: 1,454 shares; 2025Q2: 11,853 shares; 2025Q3: 10,061 shares; 2025Q4: 11,509 shares; 2026Q1: 9,224 shares 9,224$581K<0.01%-2,285Timeline
SMMDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 253 shares; 2025Q1: 393 shares; 2025Q2: 897 shares; 2025Q3: 3,110 shares; 2025Q4: 4,412 shares; 2026Q1: 7,790 shares 7,790$581K<0.01%+3,378Timeline
CWKCUSHMAN AND WAKEFIELD 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: 3,456 shares; 2026Q1: 49,127 shares 49,127$580K<0.01%+45,671Timeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 4,072 shares; 2025Q1: 4,801 shares; 2025Q2: 6,822 shares; 2025Q3: 7,614 shares; 2025Q4: 8,627 shares; 2026Q1: 10,801 shares 10,801$579K<0.01%+2,174Timeline
OTTROTTER TAIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 2,116 shares; 2025Q1: 5,565 shares; 2025Q2: 5,960 shares; 2025Q3: 5,739 shares; 2025Q4: 6,637 shares; 2026Q1: 6,719 shares 6,719$578K<0.01%+82Timeline
ARRYARRAY TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 920 shares; 2025Q1: 2,938 shares; 2025Q2: 999 shares; 2025Q3: 1,304 shares; 2025Q4: 1,419 shares; 2026Q1: 78,707 shares 78,707$577K<0.01%+77,288Timeline
IDNAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,007 shares; 2024Q4: 4,038 shares; 2025Q1: 7,937 shares; 2025Q2: 8,734 shares; 2025Q3: 13,626 shares; 2025Q4: 19,496 shares; 2026Q1: 20,616 shares 20,616$576K<0.01%+1,120Timeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,451 shares; 2026Q1: 39,321 shares 39,321$575K<0.01%+22,870Timeline
RCATRED CAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 8,887 shares; 2025Q1: 14,849 shares; 2025Q2: 18,250 shares; 2025Q3: 46,383 shares; 2025Q4: 38,988 shares; 2026Q1: 45,308 shares 45,308$575K<0.01%+6,320Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 571 shares; 2025Q1: 739 shares; 2025Q2: 841 shares; 2025Q3: 1,858 shares; 2025Q4: 2,230 shares; 2026Q1: 9,191 shares 9,191$574K<0.01%+6,961Timeline
NCANUVEEN CALIFORNIA MUNI VLU FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,957 shares; 2024Q4: 17,855 shares; 2025Q1: 27,805 shares; 2025Q2: 45,131 shares; 2025Q3: 63,962 shares; 2025Q4: 67,462 shares; 2026Q1: 63,311 shares 63,311$572K<0.01%-4,151Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 1,363 shares; 2025Q1: 4,242 shares; 2025Q2: 9,337 shares; 2025Q3: 17,221 shares; 2025Q4: 22,749 shares; 2026Q1: 23,337 shares 23,337$571K<0.01%+588Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,318 shares; 2024Q4: 5,323 shares; 2025Q1: 5,883 shares; 2025Q2: 7,218 shares; 2025Q3: 12,026 shares; 2025Q4: 16,014 shares; 2026Q1: 23,441 shares 23,441$571K<0.01%+7,427Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 639 shares; 2025Q1: 911 shares; 2025Q2: 985 shares; 2025Q3: 1,077 shares; 2025Q4: 835 shares; 2026Q1: 5,855 shares 5,855$570K<0.01%+5,020Timeline
SKYDPARAMOUNT SKYDANCE 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: 43,394 shares; 2025Q4: 69,545 shares; 2026Q1: 64,570 shares 64,570$568K<0.01%-4,975Timeline
MIRMMIRUM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 957 shares; 2025Q4: 945 shares; 2026Q1: 6,419 shares 6,419$568K<0.01%+5,474Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 682 shares; 2025Q1: 924 shares; 2025Q2: 1,218 shares; 2025Q3: 2,252 shares; 2025Q4: 2,060 shares; 2026Q1: 2,787 shares 2,787$566K<0.01%+727Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 1,085 shares; 2025Q1: 1,709 shares; 2025Q2: 2,760 shares; 2025Q3: 2,870 shares; 2025Q4: 2,867 shares; 2026Q1: 6,656 shares 6,656$566K<0.01%+3,789Timeline
FAFIRST ADVANTAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 289 shares; 2026Q1: 50,617 shares 50,617$564K<0.01%+50,328Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 3,831 shares; 2025Q1: 4,014 shares; 2025Q2: 4,520 shares; 2025Q3: 4,825 shares; 2025Q4: 4,761 shares; 2026Q1: 5,311 shares 5,311$564K<0.01%+550Timeline
MCRIMONARCH CASINO & RESORT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 5,992 shares 5,992$563K<0.01%+5,969Timeline
DOLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,077 shares; 2025Q1: 4,459 shares; 2025Q2: 5,742 shares; 2025Q3: 7,731 shares; 2025Q4: 8,537 shares; 2026Q1: 8,550 shares 8,550$562K<0.01%+13Timeline
ALHCALIGNMENT HEALTHCARE 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: 33,813 shares 33,813$562K<0.01%newTimeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 176 shares; 2025Q3: 217 shares; 2025Q4: 191 shares; 2026Q1: 4,117 shares 4,117$562K<0.01%+3,926Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,019 shares; 2024Q4: 6,760 shares; 2025Q1: 7,882 shares; 2025Q2: 6,967 shares; 2025Q3: 7,203 shares; 2025Q4: 8,306 shares; 2026Q1: 26,163 shares 26,163$561K<0.01%+17,857Timeline
REZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 4,941 shares; 2025Q1: 4,912 shares; 2025Q2: 5,826 shares; 2025Q3: 6,700 shares; 2025Q4: 7,372 shares; 2026Q1: 6,810 shares 6,810$560K<0.01%-562Timeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,151 shares; 2025Q2: 2,401 shares; 2025Q3: 25,569 shares; 2025Q4: 32,019 shares; 2026Q1: 68,860 shares 68,860$560K<0.01%+36,841Timeline
FMATFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 642 shares; 2025Q2: 1,964 shares; 2025Q3: 3,411 shares; 2025Q4: 4,776 shares; 2026Q1: 9,939 shares 9,939$559K<0.01%+5,163Timeline
MBWMMERCANTILE BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 390 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 11,312 shares 11,312$558K<0.01%+10,474Timeline
GKOSGLAUKOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 170 shares; 2025Q1: 185 shares; 2025Q2: 171 shares; 2025Q3: 206 shares; 2025Q4: 250 shares; 2026Q1: 5,397 shares 5,397$557K<0.01%+5,147Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 70 shares; 2025Q1: 88 shares; 2025Q2: 148 shares; 2025Q3: 173 shares; 2025Q4: 222 shares; 2026Q1: 2,052 shares 2,052$553K<0.01%+1,830Timeline
PLMRPALOMAR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 493 shares; 2025Q1: 898 shares; 2025Q2: 968 shares; 2025Q3: 820 shares; 2025Q4: 672 shares; 2026Q1: 4,734 shares 4,734$553K<0.01%+4,062Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: not reported; 2025Q1: 376 shares; 2025Q2: 299 shares; 2025Q3: not reported; 2025Q4: 932 shares; 2026Q1: 16,580 shares 16,580$550K<0.01%+15,648Timeline
SMOGVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 896 shares; 2025Q1: 1,613 shares; 2025Q2: 1,644 shares; 2025Q3: 2,209 shares; 2025Q4: 2,224 shares; 2026Q1: 4,141 shares 4,141$550K<0.01%+1,917Timeline
CRNXCRINETICS PHARMACEUTICALS INQuarterly 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: not reported; 2025Q4: 58 shares; 2026Q1: 16,283 shares 16,283$548K<0.01%+16,225Timeline
WSFSWSFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 105 shares; 2025Q3: 433 shares; 2025Q4: 436 shares; 2026Q1: 8,610 shares 8,610$546K<0.01%+8,174Timeline

Sold out in Q1 2026

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

The largest 100 of 269. All 269

SecurityShares beforeValue beforeType
AZNASTRAZENECA PLC-SPONS ADR59,663$5.48Mshares
CMACOMERICA INC22,342$1.94Mshares
PNFPPINNACLE FINANCIAL PARTNERS18,419$1.76Mshares
INVESCO S&P 500 EX-RATE SENSINVESCO S&P 500 EX-RATE SENS28,051$1.52Mshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL2,411$1.08Mshares
AMCOR PLCAMCOR PLC98,659$823Kshares
REVGREV GROUP INC9,004$548Kshares
EXASEXACT SCIENCES CORP5,141$522Kshares
SNVSYNOVUS FINANCIAL CORP4,679$234Kshares
NYMAB ACTIVE ETFS INC8,263$207Kshares
JMBSJANUS DETROIT STR TR3,150$144Kshares
INFLLISTED FDS TR2,840$126Kshares
CADECADENCE BANK2,806$120Kshares
DSTLETF SER SOLUTIONS1,859$109Kshares
NUVEEN CALIFORNIA SELECT TA…NUVEEN CALIFORNIA SELECT TAX-F7,165$94.6Kshares
QIAGEN N.V.QIAGEN N.V.1,986$89.3Kshares
MSLCMORGAN STANLEY PATHWAY FDS1,588$86.4Kshares
ALDXALDEYRA THERAPEUTICS INC15,000$77.7Kshares
PIPRPIPER SANDLER COS222$75.4Kshares
CIVICIVITAS RESOURCES INC2,725$73.8Kshares
PHYSSPROTT ASSET MANAGEMENT LP2,172$71.7Kshares
NEOS ETF TRUSTNEOS ETF TRUST2,259$70.6Kshares
NVDLGRANITESHARES ETF TR732$64.4Kshares
VGUSVANGUARD INSTL INDEX FD781$58.9Kshares
CFLTCONFLUENT INC-CLASS A1,903$57.5Kshares
IMTMISHARES TR1,134$54.4Kshares
SCHQSCHWAB STRATEGIC TR1,704$54Kshares
BBUSJ P MORGAN EXCHANGE TRADED F412$50.8Kshares
FSCOFS CREDIT OPPORTUNITIES CORP7,824$49.3Kshares
DVAXDYNAVAX TECHNOLOGIES CORP3,201$49.2Kshares
MAGSLISTED FDS TR721$47.6Kshares
PCHPOTLATCHDELTIC CORP1,158$46.1Kshares
NGDNEW GOLD INC5,256$45.8Kshares
RQICOHEN & STEERS QUALITY INCOM4,000$45.7Kshares
HIHILLENBRAND INC1,352$42.9Kshares
XFFCXFLAHERTY & CRUMRIN PFD & INM2,432$40.2Kshares
GTN-AGRAY MEDIA INC3,289$39.5Kshares
FUBOFUBOTV INC15,561$39.2Kshares
THSTREEHOUSE FOODS INC1,572$37.1Kshares
PLTUDIREXION SHARES ETF TRUST500$36.8Kshares
BUFQFIRST TR EXCHNG TRADED FD VI980$35.1Kshares
NEOS ETF TRUSTNEOS ETF TRUST1,105$33.2Kshares
FCGFIRST TR EXCHANGE-TRADED FD1,313$30.7Kshares
ALEXALEXANDER & BALDWIN INC1,469$30.3Kshares
STCESCHWAB STRATEGIC TR505$30.3Kshares
IDMOINVESCO EXCH TRADED FD TR II529$29.4Kshares
FLGVFRANKLIN TEMPLETON ETF TR1,420$29.1Kshares
KROSKEROS THERAPEUTICS INC1,396$28.4Kshares
SEMLER SCIENTIFIC INCSEMLER SCIENTIFIC INC1,680$25.7Kshares
FYBRFRONTIER COMMUNICATIONS PARE640$24.4Kshares
TGNATEGNA INC1,222$23.7Kshares
QCRHQCR HLDGS INC268$22.3Kshares
PLYMPLYMOUTH INDUSTRIAL REIT INC1,016$22.2Kshares
LEGRFIRST TR EXCHANGE TRADED FD360$21.4Kshares
RNAMAVIDITY BIOSCIENCES INC284$20.5Kshares
JPMBJ P MORGAN EXCHANGE TRADED F504$20.3Kshares
FSSLFS SPECIALTY LENDING FD1,424$20.1Kshares
HOUSANYWHERE REAL ESTATE INC1,318$18.7Kshares
SCHISCHWAB STRATEGIC TR802$18.4Kshares
OSONESTREAM INC974$17.9Kshares
PREFPRINCIPAL EXCHANGE TRADED FD933$17.8Kshares
LRGCAB ACTIVE ETFS INC226$17.6Kshares
MSSMMORGAN STANLEY PATHWAY FDS344$17.4Kshares
FTFFRANKLIN LTD DURATION INCOME2,340$14.4Kshares
BUFSFIRST TR EXCHNG TRADED FD VI628$14.3Kshares
TPZTORTOISE CAPITAL SERIES TRUS700$14.3Kshares
HYTBLACKROCK CORPOR HI YLD FD I1,550$13.8Kshares
MINABERDEEN INTER INCOME FD5,269$13.8Kshares
INDIVIOR PLCINDIVIOR PLC356$12.8Kshares
BGHBARINGS GLOBAL SHORT DURATIO850$12.8Kshares
KODKODIAK SCIENCES INC420$11.7Kshares
SPBOSPDR SERIES TRUST395$11.6Kshares
SKORFLEXSHARES TR233$11.4Kshares
ZEUSOLYMPIC STEEL INC264$11.3Kshares
FRGEFORGE GLOBAL HOLDINGS INC250$11.1Kshares
CCBCOASTAL FINL CORP WA96$11Kshares
DAYDAYFORCE INC156$10.8Kshares
AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS500$10.8Kshares
MBCNMIDDLEFIELD BANC CORP303$10.5Kshares
FLYXFLYEXCLUSIVE INC2,500$10.3Kshares
DBLDOUBLELINE OPPORTUNISTIC CR673$10.3Kshares
HYEMVANECK ETF TRUST515$10.2Kshares
DFGRDIMENSIONAL ETF TRUST378$9.99Kshares
BLWBLACKROCK LTD DURATION INCOM714$9.81Kshares
DSLDOUBLELINE INCOME SOLUTIONS848$9.56Kshares
BWFGBANKWELL FINL GROUP INC200$9.16Kshares
VVRINVESCO SR INCOME TR2,773$9.07Kshares
HEDGSERIES PORTFOLIOS TR308$9.04Kshares
RIGLRIGEL PHARMACEUTICALS INC200$8.57Kshares
AIOTPOWERFLEET INC1,600$8.51Kshares
VBILVANGUARD INSTL INDEX FD109$8.22Kshares
TECBISHARES TR135$8.22Kshares
GURUGLOBAL X FDS131$8.19Kshares
TELFYTELEFONICA SA-SPON ADR1,950$7.9Kshares
RFLRAFAEL HLDGS INC6,538$7.71Kshares
THNQEXCHANGE TRADED CONCEPTS TRU120$7.62Kshares
AVUQAMERICAN CENTY ETF TR124$7.46Kshares
BXMXNUVEEN S&P 500 BUY-WRITE INCOM500$7.35Kshares
JMOMJ P MORGAN EXCHANGE TRADED F106$7.22Kshares
FSFGFIRST SAVINGS FINANCIAL GRP225$7.17Kshares

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 0001193125-26-225579 base2026-05-15acceptance time not in the bulk data set