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Larson Financial Group LLC

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13F filer, CIK 1731061, ST LOUIS, MO

Larson Financial Group LLC reported $3,132,485,171 across 3,631 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 29.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-061944

Period
2026-03-31
Reported value
$3.13B
Holdings
3,631
Top 10 weight
29.23%
New
391
Sold out
213

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYMadded+357,516$27.4M
SGOVadded+247,698$24.9M
QGROadded+171,852$18M
DGRWadded+199,582$17.5M
JPSTadded+250,510$12.7M

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
VOreduced-37,888-$10.9M
QQQreduced-18,071-$10.4M
VOOreduced-12,966-$7.75M
FNGUreduced-435,600-$6.81M
XLYreduced-49,716-$5.42M

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 0001104659-26-061944, largest first. % of portfolio is the value over $3,119,460,777, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 117 shares; 2025Q1: 247 shares; 2025Q2: 334 shares; 2025Q3: 382 shares; 2025Q4: 329 shares; 2026Q1: 704 shares 704$98.3K<0.01%+375Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 18 shares; 2025Q2: 55 shares; 2025Q3: 104 shares; 2025Q4: 1,535 shares; 2026Q1: 2,139 shares 2,139$98.2K<0.01%+604Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 273 shares; 2025Q1: 288 shares; 2025Q2: 582 shares; 2025Q3: 2,142 shares; 2025Q4: 1,669 shares; 2026Q1: 1,207 shares 1,207$97.6K<0.01%-462Timeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400$97.4K<0.01%0Timeline
DRIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 5,723 shares; 2025Q1: 4,948 shares; 2025Q2: 4,348 shares; 2025Q3: 3,601 shares; 2025Q4: 3,153 shares; 2026Q1: 3,161 shares 3,161$96.5K<0.01%+8Timeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 5,839 shares; 2025Q1: 9,532 shares; 2025Q2: 3,739 shares; 2025Q3: 6,501 shares; 2025Q4: 7,202 shares; 2026Q1: 8,543 shares 8,543$96.4K<0.01%+1,341Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 4,651 shares; 2025Q3: 455 shares; 2025Q4: 691 shares; 2026Q1: 735 shares 735$96.3K<0.01%+44Timeline
GDMNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,486 shares; 2025Q3: 433 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950$96.1K<0.01%0Timeline
PRAAPRA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 815 shares; 2025Q3: 1,154 shares; 2025Q4: 2,848 shares; 2026Q1: 5,488 shares 5,488$96K<0.01%+2,640Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 265 shares; 2025Q1: 294 shares; 2025Q2: 4,530 shares; 2025Q3: 3,388 shares; 2025Q4: 3,142 shares; 2026Q1: 317 shares 317$95.8K<0.01%-2,825Timeline
EENI SPAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,009 shares; 2025Q3: 1,387 shares; 2025Q4: 1,452 shares; 2026Q1: 1,685 shares 1,685$95.4K<0.01%+233Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 148 shares; 2025Q1: 150 shares; 2025Q2: 170 shares; 2025Q3: 174 shares; 2025Q4: 156 shares; 2026Q1: 194 shares 194$95.2K<0.01%+38Timeline
OUSTOUSTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 674 shares; 2025Q1: 219 shares; 2025Q2: 2,533 shares; 2025Q3: 898 shares; 2025Q4: 1,965 shares; 2026Q1: 5,175 shares 5,175$95.1K<0.01%+3,210Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,671 shares; 2025Q3: 1,671 shares; 2025Q4: 1,671 shares; 2026Q1: 1,671 shares 1,671$95K<0.01%0Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 1 shares; 2025Q2: 1,187 shares; 2025Q3: 1,692 shares; 2025Q4: 1,867 shares; 2026Q1: 2,376 shares 2,376$94.8K<0.01%+509Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,686 shares; 2025Q1: 1,565 shares; 2025Q2: 1,493 shares; 2025Q3: 1,342 shares; 2025Q4: 1,308 shares; 2026Q1: 1,567 shares 1,567$93.7K<0.01%+259Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 474 shares; 2025Q3: 373 shares; 2025Q4: 1,204 shares; 2026Q1: 823 shares 823$93.5K<0.01%-381Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 18 shares; 2025Q1: 82 shares; 2025Q2: 267 shares; 2025Q3: 522 shares; 2025Q4: 645 shares; 2026Q1: 875 shares 875$93.4K<0.01%+230Timeline
UAAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 560 shares; 2025Q4: 16,194 shares; 2026Q1: 15,803 shares 15,803$93.4K<0.01%-391Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 454 shares; 2025Q1: 23 shares; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 946 shares 946$93.4K<0.01%+54Timeline
FCGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,705 shares; 2025Q1: 2,705 shares; 2025Q2: 2,705 shares; 2025Q3: 3,745 shares; 2025Q4: 2,945 shares; 2026Q1: 2,945 shares 2,945$93.3K<0.01%0Timeline
VNOMVIPER ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,949 shares; 2025Q4: 1,970 shares; 2026Q1: 1,980 shares 1,980$93.1K<0.01%+10Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 581 shares; 2025Q1: 674 shares; 2025Q2: 674 shares; 2025Q3: 3,415 shares; 2025Q4: 3,445 shares; 2026Q1: 3,415 shares 3,415$92.2K<0.01%-30Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 1,646 shares; 2025Q1: 667 shares; 2025Q2: 1,878 shares; 2025Q3: 1,918 shares; 2025Q4: 2,216 shares; 2026Q1: 4,570 shares 4,570$91.6K<0.01%+2,354Timeline
GARPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,850 shares; 2025Q2: 6,723 shares; 2025Q3: 1,508 shares; 2025Q4: 1,434 shares; 2026Q1: 1,432 shares 1,432$91.6K<0.01%-2Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 26 shares; 2025Q1: 59 shares; 2025Q2: 260 shares; 2025Q3: 194 shares; 2025Q4: 263 shares; 2026Q1: 494 shares 494$91.4K<0.01%+231Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 1,024 shares; 2025Q2: 910 shares; 2025Q3: 591 shares; 2025Q4: 752 shares; 2026Q1: 1,108 shares 1,108$91.4K<0.01%+356Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 1,478 shares; 2025Q1: 2,017 shares; 2025Q2: 2,839 shares; 2025Q3: 2,252 shares; 2025Q4: 2,477 shares; 2026Q1: 2,012 shares 2,012$91.1K<0.01%-465Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 210 shares; 2025Q1: 3,564 shares; 2025Q2: 1,315 shares; 2025Q3: 1,110 shares; 2025Q4: 1,250 shares; 2026Q1: 1,210 shares 1,210$91K<0.01%-40Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 652 shares; 2025Q3: 1,047 shares; 2025Q4: 1,280 shares; 2026Q1: 1,312 shares 1,312$90.9K<0.01%+32Timeline
ITGRINTEGER HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,028 shares; 2025Q2: 1,006 shares; 2025Q3: 1,002 shares; 2025Q4: 1,017 shares; 2026Q1: 1,033 shares 1,033$90.9K<0.01%+16Timeline
TDCTERADATA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 137 shares; 2025Q2: 830 shares; 2025Q3: 822 shares; 2025Q4: 1,180 shares; 2026Q1: 3,541 shares 3,541$90.8K<0.01%+2,361Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 202 shares; 2025Q2: 63 shares; 2025Q3: 98 shares; 2025Q4: 138 shares; 2026Q1: 395 shares 395$90.2K<0.01%+257Timeline
ANABANAPTYSBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 867 shares; 2025Q3: 1,340 shares; 2025Q4: 1,624 shares; 2026Q1: 1,626 shares 1,626$90.2K<0.01%+2Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 85 shares; 2025Q1: 126 shares; 2025Q2: 193 shares; 2025Q3: 145 shares; 2025Q4: 150 shares; 2026Q1: 473 shares 473$90.1K<0.01%+323Timeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 3,988 shares; 2025Q1: 3,993 shares; 2025Q2: 3,491 shares; 2025Q3: 3,487 shares; 2025Q4: 5,379 shares; 2026Q1: 5,067 shares 5,067$89.9K<0.01%-312Timeline
IBTAIBOTTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 8 shares; 2025Q3: 4 shares; 2025Q4: 172 shares; 2026Q1: 2,988 shares 2,988$89.5K<0.01%+2,816Timeline
LNKBLINKBANCORP 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: 10,598 shares; 2025Q3: 11,297 shares; 2025Q4: 10,701 shares; 2026Q1: 10,701 shares 10,701$89.2K<0.01%0Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 183 shares; 2025Q3: 402 shares; 2025Q4: 752 shares; 2026Q1: 941 shares 941$89.2K<0.01%+189Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 980 shares; 2025Q1: 694 shares; 2025Q2: 791 shares; 2025Q3: 690 shares; 2025Q4: 506 shares; 2026Q1: 496 shares 496$89.1K<0.01%-10Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 84 shares; 2025Q1: 469 shares; 2025Q2: 699 shares; 2025Q3: 310 shares; 2025Q4: 245 shares; 2026Q1: 1,305 shares 1,305$89.1K<0.01%+1,060Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 131 shares; 2025Q1: 275 shares; 2025Q2: 329 shares; 2025Q3: 221 shares; 2025Q4: 259 shares; 2026Q1: 522 shares 522$89K<0.01%+263Timeline
EOIEATON VANCE ENHANCED EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 5,489 shares; 2025Q1: 5,489 shares; 2025Q2: 5,489 shares; 2025Q3: 5,489 shares; 2025Q4: 5,489 shares; 2026Q1: 4,735 shares 4,735$88.9K<0.01%-754Timeline
CGCPCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 1,780 shares; 2025Q3: 1,858 shares; 2025Q4: 1,780 shares; 2026Q1: 3,980 shares 3,980$88.9K<0.01%+2,200Timeline
FIDIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,203 shares; 2024Q4: 4,203 shares; 2025Q1: 4,203 shares; 2025Q2: 4,203 shares; 2025Q3: 3,215 shares; 2025Q4: 3,215 shares; 2026Q1: 3,215 shares 3,215$88.8K<0.01%0Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 139 shares; 2025Q1: 140 shares; 2025Q2: 104 shares; 2025Q3: 265 shares; 2025Q4: 289 shares; 2026Q1: 354 shares 354$88.7K<0.01%+65Timeline
TPIFTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 2,444 shares; 2026Q1: 2,451 shares 2,451$88.3K<0.01%+7Timeline
HTBKHERITAGE COMM 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: 944 shares; 2025Q3: 5,620 shares; 2025Q4: 7,365 shares; 2026Q1: 7,061 shares 7,061$88.1K<0.01%-304Timeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 461 shares; 2025Q1: 498 shares; 2025Q2: 1,030 shares; 2025Q3: 1,960 shares; 2025Q4: 1,963 shares; 2026Q1: 1,269 shares 1,269$88.1K<0.01%-694Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 266 shares; 2025Q1: 530 shares; 2025Q2: 601 shares; 2025Q3: 401 shares; 2025Q4: 233 shares; 2026Q1: 405 shares 405$87.7K<0.01%+172Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 63 shares; 2025Q1: 857 shares; 2025Q2: 248 shares; 2025Q3: 4,275 shares; 2025Q4: 4,120 shares; 2026Q1: 1,017 shares 1,017$87.5K<0.01%-3,103Timeline
FANFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: 4,293 shares; 2025Q1: 4,299 shares; 2025Q2: 3,784 shares; 2025Q3: 2,931 shares; 2025Q4: 2,938 shares; 2026Q1: 3,529 shares 3,529$87.3K<0.01%+591Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 10 shares; 2025Q1: 293 shares; 2025Q2: 128 shares; 2025Q3: 161 shares; 2025Q4: 135 shares; 2026Q1: 167 shares 167$87.1K<0.01%+32Timeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,566 shares; 2025Q1: 1,589 shares; 2025Q2: 1,612 shares; 2025Q3: 12,590 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000$87K<0.01%0Timeline
PCTYPAYLOCITY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 15 shares; 2025Q2: 91 shares; 2025Q3: 47 shares; 2025Q4: 118 shares; 2026Q1: 803 shares 803$86.8K<0.01%+685Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,232 shares; 2024Q4: 3,831 shares; 2025Q1: 6,611 shares; 2025Q2: 7,613 shares; 2025Q3: 7,433 shares; 2025Q4: 7,533 shares; 2026Q1: 1,192 shares 1,192$86.5K<0.01%-6,341Timeline
EPREPR PPTYSQuarterly 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: 279 shares; 2025Q4: 653 shares; 2026Q1: 1,730 shares 1,730$86.4K<0.01%+1,077Timeline
NNNNNN REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 319 shares; 2025Q2: 257 shares; 2025Q3: 314 shares; 2025Q4: 721 shares; 2026Q1: 2,056 shares 2,056$86.4K<0.01%+1,335Timeline
PTGXPROTAGONIST THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 15 shares; 2025Q1: 126 shares; 2025Q2: 26 shares; 2025Q3: 154 shares; 2025Q4: 171 shares; 2026Q1: 819 shares 819$86.3K<0.01%+648Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 729 shares; 2026Q1: 713 shares 713$86.1K<0.01%-16Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 3,000 shares; 2025Q3: 4,000 shares; 2025Q4: 3,487 shares; 2026Q1: 4,138 shares 4,138$85.9K<0.01%+651Timeline
XSSPXNUVEEN S&P 500 DYNAMIC OVERWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,341 shares 5,341$85.8K<0.01%newTimeline
ASCARDMORE SHIPPING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 4,922 shares; 2025Q1: 4,544 shares; 2025Q2: 5,908 shares; 2025Q3: 5,603 shares; 2025Q4: 5,603 shares; 2026Q1: 5,603 shares 5,603$85.4K<0.01%0Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 2,425 shares; 2025Q1: 2,376 shares; 2025Q2: 2,420 shares; 2025Q3: 1,986 shares; 2025Q4: 2,315 shares; 2026Q1: 1,812 shares 1,812$85.3K<0.01%-503Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,284 shares; 2025Q1: 1,285 shares; 2025Q2: 1,284 shares; 2025Q3: 1,287 shares; 2025Q4: 1,373 shares; 2026Q1: 1,372 shares 1,372$84.9K<0.01%-1Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 257 shares; 2025Q2: not reported; 2025Q3: 365 shares; 2025Q4: 1,105 shares; 2026Q1: 1,731 shares 1,731$84.8K<0.01%+626Timeline
INFLLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,019 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares 1,627$84.7K<0.01%0Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 94 shares; 2025Q1: 352 shares; 2025Q2: 532 shares; 2025Q3: 619 shares; 2025Q4: 615 shares; 2026Q1: 626 shares 626$84.7K<0.01%+11Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 1,141 shares; 2025Q1: 1,386 shares; 2025Q2: 196 shares; 2025Q3: 257 shares; 2025Q4: 388 shares; 2026Q1: 902 shares 902$84.7K<0.01%+514Timeline
UVVUNIVERSAL CORP VA MTNS BK ENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 13 shares; 2025Q2: 19 shares; 2025Q3: 156 shares; 2025Q4: 4,098 shares; 2026Q1: 1,607 shares 1,607$84.7K<0.01%-2,491Timeline
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 4 shares; 2025Q1: 60 shares; 2025Q2: 642 shares; 2025Q3: 1,072 shares; 2025Q4: 1,340 shares; 2026Q1: 2,153 shares 2,153$84.5K<0.01%+813Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 39 shares; 2025Q1: 417 shares; 2025Q2: 236 shares; 2025Q3: 301 shares; 2025Q4: 809 shares; 2026Q1: 2,280 shares 2,280$84.3K<0.01%+1,471Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 18 shares; 2025Q1: 41 shares; 2025Q2: 114 shares; 2025Q3: 138 shares; 2025Q4: 139 shares; 2026Q1: 114 shares 114$84.2K<0.01%-25Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 274 shares; 2025Q1: 275 shares; 2025Q2: 422 shares; 2025Q3: 377 shares; 2025Q4: 962 shares; 2026Q1: 695 shares 695$84.2K<0.01%-267Timeline
QEFASPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,093 shares; 2025Q2: 5,566 shares; 2025Q3: 1,048 shares; 2025Q4: 947 shares; 2026Q1: 900 shares 900$83.9K<0.01%-47Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 1,137 shares; 2025Q1: 271 shares; 2025Q2: 299 shares; 2025Q3: 376 shares; 2025Q4: 782 shares; 2026Q1: 1,626 shares 1,626$83.5K<0.01%+844Timeline
TSMXDIREXION SHARES 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: not reported; 2026Q1: 1,462 shares 1,462$83.5K<0.01%newTimeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 66 shares; 2025Q1: 72 shares; 2025Q2: 150 shares; 2025Q3: 131 shares; 2025Q4: 158 shares; 2026Q1: 344 shares 344$83.2K<0.01%+186Timeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,526 shares; 2025Q1: 1,417 shares; 2025Q2: 1,418 shares; 2025Q3: 1,419 shares; 2025Q4: 1,422 shares; 2026Q1: 1,423 shares 1,423$83.2K<0.01%+1Timeline
NBBKNB BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 1 shares; 2025Q3: 536 shares; 2025Q4: 3,629 shares; 2026Q1: 3,941 shares 3,941$83K<0.01%+312Timeline
BXMTBLACKSTONE MORTGAGE TRUST INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 18 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,335 shares 4,335$83K<0.01%newTimeline
DOLEDOLE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: 6,279 shares; 2026Q1: 5,791 shares 5,791$82.8K<0.01%-488Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 45 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 17 shares; 2025Q4: 132 shares; 2026Q1: 288 shares 288$82.6K<0.01%+156Timeline
IESCIES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 95 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 6 shares; 2025Q4: 132 shares; 2026Q1: 172 shares 172$82K<0.01%+40Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 33 shares; 2025Q1: 58 shares; 2025Q2: 20 shares; 2025Q3: 45 shares; 2025Q4: 126 shares; 2026Q1: 251 shares 251$81.7K<0.01%+125Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 4,563 shares; 2025Q1: 2,475 shares; 2025Q2: 2,492 shares; 2025Q3: 1,136 shares; 2025Q4: 1,171 shares; 2026Q1: 859 shares 859$81.6K<0.01%-312Timeline
RQICOHEN & STEERS QUALITY INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 11,720 shares; 2025Q1: 7,536 shares; 2025Q2: 6,872 shares; 2025Q3: 6,872 shares; 2025Q4: 6,742 shares; 2026Q1: 6,742 shares 6,742$81.2K<0.01%0Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 62 shares; 2025Q1: 98 shares; 2025Q2: 341 shares; 2025Q3: 305 shares; 2025Q4: 345 shares; 2026Q1: 428 shares 428$80.9K<0.01%+83Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 166 shares; 2025Q2: 191 shares; 2025Q3: 120 shares; 2025Q4: 114 shares; 2026Q1: 1,354 shares 1,354$80.6K<0.01%+1,240Timeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,723 shares; 2025Q1: 1,687 shares; 2025Q2: 57 shares; 2025Q3: 4,609 shares; 2025Q4: 980 shares; 2026Q1: 4,744 shares 4,744$80.6K<0.01%+3,764Timeline
HROWHARROW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 5 shares; 2025Q2: 228 shares; 2025Q3: 2,162 shares; 2025Q4: 2,446 shares; 2026Q1: 2,277 shares 2,277$80.3K<0.01%-169Timeline
FTSFORTIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 143 shares; 2025Q2: 330 shares; 2025Q3: 739 shares; 2025Q4: 1,343 shares; 2026Q1: 1,437 shares 1,437$80.2K<0.01%+94Timeline
KYMRKYMERA THERAPEUTICS 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: 428 shares; 2025Q3: 777 shares; 2025Q4: 1,064 shares; 2026Q1: 961 shares 961$80K<0.01%-103Timeline
IRENIREN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,255 shares; 2025Q1: 1,479 shares; 2025Q2: 1,255 shares; 2025Q3: 1,590 shares; 2025Q4: 2,258 shares; 2026Q1: 2,333 shares 2,333$80K<0.01%+75Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 106 shares; 2025Q3: 160 shares; 2025Q4: 166 shares; 2026Q1: 235 shares 235$79.7K<0.01%+69Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 740 shares; 2026Q1: 740 shares 740$79.5K<0.01%0Timeline
FSMFORTUNA MNG 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: 870 shares; 2025Q3: 116 shares; 2025Q4: 442 shares; 2026Q1: 7,962 shares 7,962$79.1K<0.01%+7,520Timeline
EGUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 2,398 shares; 2026Q1: 1,652 shares 1,652$78.9K<0.01%-746Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,290 shares; 2024Q4: 9,864 shares; 2025Q1: 8,674 shares; 2025Q2: 6,723 shares; 2025Q3: 6,122 shares; 2025Q4: 8,360 shares; 2026Q1: 9,518 shares 9,518$78.6K<0.01%+1,158Timeline
HTRBHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 2,836 shares; 2025Q1: 2,871 shares; 2025Q2: 2,903 shares; 2025Q3: 2,352 shares; 2025Q4: 2,297 shares; 2026Q1: 2,328 shares 2,328$78.5K<0.01%+31Timeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 102 shares; 2025Q3: 932 shares; 2025Q4: 34 shares; 2026Q1: 10,214 shares 10,214$78.2K<0.01%+10,180Timeline
DMCDEL MONTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 61 shares; 2025Q3: 969 shares; 2025Q4: 1,887 shares; 2026Q1: 1,940 shares 1,940$78.1K<0.01%+53Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 109 shares; 2025Q1: 89 shares; 2025Q2: 145 shares; 2025Q3: 152 shares; 2025Q4: 197 shares; 2026Q1: 693 shares 693$78.1K<0.01%+496Timeline
GRDNGUARDIAN PHARMACY SVCS 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: 2,064 shares 2,064$77.7K<0.01%newTimeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 1,573 shares; 2025Q2: 1,477 shares; 2025Q3: 1,322 shares; 2025Q4: 1,436 shares; 2026Q1: 1,609 shares 1,609$77.7K<0.01%+173Timeline
SMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 3,374 shares; 2025Q1: 3,374 shares; 2025Q2: 2,948 shares; 2025Q3: 2,948 shares; 2025Q4: 2,948 shares; 2026Q1: 2,948 shares 2,948$77.6K<0.01%0Timeline
GALSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,507 shares; 2025Q1: 1,513 shares; 2025Q2: 1,526 shares; 2025Q3: 1,535 shares; 2025Q4: 1,553 shares; 2026Q1: 1,565 shares 1,565$77.5K<0.01%+12Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 129 shares; 2026Q1: 143 shares 143$77.4K<0.01%+14Timeline
GGLLDIREXION SHARES 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: 102 shares; 2026Q1: 990 shares 990$77.2K<0.01%+888Timeline
GJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,893 shares; 2025Q4: 1,893 shares; 2026Q1: 1,893 shares 1,893$77.2K<0.01%0Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 42 shares; 2025Q1: 172 shares; 2025Q2: 72 shares; 2025Q3: 53 shares; 2025Q4: 217 shares; 2026Q1: 265 shares 265$77.1K<0.01%+48Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,102 shares; 2025Q1: 3,102 shares; 2025Q2: 3,102 shares; 2025Q3: 3,102 shares; 2025Q4: 3,227 shares; 2026Q1: 3,127 shares 3,127$77K<0.01%-100Timeline
HYTBLACKROCK CORPOR HI YLD FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 7,966 shares; 2025Q4: 8,161 shares; 2026Q1: 9,014 shares 9,014$76.8K<0.01%+853Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 700 shares; 2025Q1: 422 shares; 2025Q2: 686 shares; 2025Q3: 739 shares; 2025Q4: 760 shares; 2026Q1: 905 shares 905$76.6K<0.01%+145Timeline
CUZCOUSINS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,439 shares; 2025Q1: 1,338 shares; 2025Q2: 965 shares; 2025Q3: 1,026 shares; 2025Q4: 1,332 shares; 2026Q1: 3,382 shares 3,382$76.3K<0.01%+2,050Timeline
FDTFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,657 shares; 2025Q1: 2,448 shares; 2025Q2: 2,256 shares; 2025Q3: 907 shares; 2025Q4: 912 shares; 2026Q1: 876 shares 876$76.1K<0.01%-36Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 801 shares; 2025Q1: 1,270 shares; 2025Q2: 232 shares; 2025Q3: 190 shares; 2025Q4: 212 shares; 2026Q1: 209 shares 209$75.9K<0.01%-3Timeline
AZZAZZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 18 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 606 shares 606$75.9K<0.01%+592Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 16 shares; 2025Q3: 21 shares; 2025Q4: 74 shares; 2026Q1: 104 shares 104$75.7K<0.01%+30Timeline
UWMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,608 shares; 2025Q4: 1,614 shares; 2026Q1: 1,617 shares 1,617$75.5K<0.01%+3Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,454 shares; 2024Q4: 3,253 shares; 2025Q1: 2,912 shares; 2025Q2: 2,444 shares; 2025Q3: 1,876 shares; 2025Q4: 1,749 shares; 2026Q1: 1,647 shares 1,647$75.4K<0.01%-102Timeline
NVCRNOVOCURE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 544 shares; 2025Q1: 551 shares; 2025Q2: 538 shares; 2025Q3: 4,100 shares; 2025Q4: 5,133 shares; 2026Q1: 6,911 shares 6,911$75.3K<0.01%+1,778Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 56 shares; 2025Q1: 155 shares; 2025Q2: 76 shares; 2025Q3: 144 shares; 2025Q4: 119 shares; 2026Q1: 124 shares 124$75.2K<0.01%+5Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 384 shares; 2025Q1: 76 shares; 2025Q2: 224 shares; 2025Q3: 246 shares; 2025Q4: 281 shares; 2026Q1: 888 shares 888$75.2K<0.01%+607Timeline
COTYCOTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,214 shares; 2024Q4: 63,548 shares; 2025Q1: 61,321 shares; 2025Q2: 50,463 shares; 2025Q3: 49,677 shares; 2025Q4: 38,710 shares; 2026Q1: 37,337 shares 37,337$75K<0.01%-1,373Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: 92 shares; 2025Q2: 715 shares; 2025Q3: 744 shares; 2025Q4: 1,123 shares; 2026Q1: 1,286 shares 1,286$74.8K<0.01%+163Timeline
LPTHLIGHTPATH TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,357 shares; 2025Q4: 70,075 shares; 2026Q1: 7,458 shares 7,458$74.8K<0.01%-62,617Timeline
PTNQPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,024 shares 1,024$74.7K<0.01%newTimeline
SLVMSYLVAMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 294 shares; 2025Q3: 14 shares; 2025Q4: 2,852 shares; 2026Q1: 1,759 shares 1,759$74.3K<0.01%-1,093Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 310 shares; 2025Q1: 86 shares; 2025Q2: 1,320 shares; 2025Q3: 1,383 shares; 2025Q4: 1,111 shares; 2026Q1: 2,080 shares 2,080$74.3K<0.01%+969Timeline
TDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 876 shares; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 876 shares; 2026Q1: 876 shares 876$74.2K<0.01%0Timeline
GNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900$74K<0.01%0Timeline
ESLTELBIT SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 85 shares; 2025Q4: 97 shares; 2026Q1: 87 shares 87$73.9K<0.01%-10Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 286 shares; 2025Q1: 143 shares; 2025Q2: 190 shares; 2025Q3: 364 shares; 2025Q4: 361 shares; 2026Q1: 1,789 shares 1,789$73.8K<0.01%+1,428Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 359 shares; 2025Q2: 487 shares; 2025Q3: 805 shares; 2025Q4: 832 shares; 2026Q1: 1,177 shares 1,177$73.7K<0.01%+345Timeline
DBAWDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,870 shares; 2025Q2: 2,452 shares; 2025Q3: 2,428 shares; 2025Q4: 2,233 shares; 2026Q1: 1,724 shares 1,724$73.6K<0.01%-509Timeline
JMOMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,416 shares; 2025Q2: 8,057 shares; 2025Q3: 1,120 shares; 2025Q4: 1,105 shares; 2026Q1: 1,083 shares 1,083$73.6K<0.01%-22Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 63 shares; 2025Q1: 579 shares; 2025Q2: 1,660 shares; 2025Q3: 1,860 shares; 2025Q4: 1,783 shares; 2026Q1: 1,298 shares 1,298$73.4K<0.01%-485Timeline
RNGRINGCENTRAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: 114 shares; 2025Q4: 183 shares; 2026Q1: 1,968 shares 1,968$73.2K<0.01%+1,785Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,719 shares; 2025Q1: 506 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 508 shares; 2026Q1: 500 shares 500$73.2K<0.01%-8Timeline
BBJPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 2,295 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares 1,061$73.1K<0.01%0Timeline
RONBBARON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,191 shares 3,191$73K<0.01%newTimeline
ANDEANDERSONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 10 shares; 2025Q2: 3 shares; 2025Q3: 1,011 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares 1,014$72.8K<0.01%0Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 874 shares; 2025Q1: 1,341 shares; 2025Q2: 800 shares; 2025Q3: 1,059 shares; 2025Q4: 1,574 shares; 2026Q1: 1,626 shares 1,626$72.8K<0.01%+52Timeline
REGLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 842 shares; 2025Q1: 842 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 842 shares; 2026Q1: 842 shares 842$72.8K<0.01%0Timeline
AAOIAPPLIED OPTOELECTRONICS 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: 7,161 shares; 2025Q4: 10,433 shares; 2026Q1: 860 shares 860$72.7K<0.01%-9,573Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,770 shares; 2025Q1: 4,342 shares; 2025Q2: 4,834 shares; 2025Q3: 4,620 shares; 2025Q4: 4,109 shares; 2026Q1: 500 shares 500$72.6K<0.01%-3,609Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 658 shares; 2025Q3: 763 shares; 2025Q4: 636 shares; 2026Q1: 661 shares 661$72.5K<0.01%+25Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 7,202 shares; 2025Q1: 656 shares; 2025Q2: 652 shares; 2025Q3: 2,820 shares; 2025Q4: 3,804 shares; 2026Q1: 1,508 shares 1,508$72.4K<0.01%-2,296Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 432 shares; 2025Q1: 676 shares; 2025Q2: 912 shares; 2025Q3: 1,479 shares; 2025Q4: 1,122 shares; 2026Q1: 1,191 shares 1,191$72.2K<0.01%+69Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 3,020 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 854 shares; 2025Q4: 1,145 shares; 2026Q1: 970 shares 970$72.1K<0.01%-175Timeline
CRWVCOREWEAVE 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: 150 shares; 2025Q3: 80 shares; 2025Q4: 1,146 shares; 2026Q1: 929 shares 929$72K<0.01%-217Timeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 117 shares; 2025Q1: 66 shares; 2025Q2: 95 shares; 2025Q3: 143 shares; 2025Q4: 128 shares; 2026Q1: 406 shares 406$71.8K<0.01%+278Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 1,023 shares; 2025Q1: 3,050 shares; 2025Q2: 2,001 shares; 2025Q3: 3,305 shares; 2025Q4: 4,721 shares; 2026Q1: 4,076 shares 4,076$71.6K<0.01%-645Timeline
TWSTTWIST BIOSCIENCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 250 shares; 2025Q1: 282 shares; 2025Q2: 250 shares; 2025Q3: 380 shares; 2025Q4: 470 shares; 2026Q1: 1,491 shares 1,491$70.9K<0.01%+1,021Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 318 shares; 2025Q1: 415 shares; 2025Q2: 553 shares; 2025Q3: 791 shares; 2025Q4: 575 shares; 2026Q1: 498 shares 498$70.8K<0.01%-77Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 7 shares; 2025Q2: 9 shares; 2025Q3: 237 shares; 2025Q4: 260 shares; 2026Q1: 346 shares 346$70.6K<0.01%+86Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 235 shares; 2026Q1: 392 shares 392$70.6K<0.01%+157Timeline
WTAIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500$70.6K<0.01%0Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 34 shares; 2025Q2: 49 shares; 2025Q3: 402 shares; 2025Q4: 405 shares; 2026Q1: 690 shares 690$70.5K<0.01%+285Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,957 shares; 2025Q2: 1,115 shares; 2025Q3: 1,179 shares; 2025Q4: 601 shares; 2026Q1: 3,629 shares 3,629$70.5K<0.01%+3,028Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 941 shares; 2025Q1: 2,244 shares; 2025Q2: 948 shares; 2025Q3: 952 shares; 2025Q4: 1,081 shares; 2026Q1: 1,084 shares 1,084$70.2K<0.01%+3Timeline
CWSTCASELLA WASTE SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 1,679 shares; 2025Q4: 879 shares; 2026Q1: 879 shares 879$69.7K<0.01%0Timeline
BCAXBICARA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,070 shares; 2025Q2: 354 shares; 2025Q3: 3,949 shares; 2025Q4: 3,559 shares; 2026Q1: 3,495 shares 3,495$69.5K<0.01%-64Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,550 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350$69.3K<0.01%0Timeline
POSTPOST HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 59 shares; 2025Q2: 285 shares; 2025Q3: 164 shares; 2025Q4: 267 shares; 2026Q1: 701 shares 701$69.3K<0.01%+434Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 34 shares; 2025Q1: 275 shares; 2025Q2: 411 shares; 2025Q3: 656 shares; 2025Q4: 669 shares; 2026Q1: 824 shares 824$69K<0.01%+155Timeline
BSJUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 1,222 shares; 2025Q1: 4,124 shares; 2025Q2: 4,141 shares; 2025Q3: 4,158 shares; 2025Q4: 2,675 shares; 2026Q1: 2,693 shares 2,693$68.9K<0.01%+18Timeline
AMPXAMPRIUS TECHNOLOGIES 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: 15 shares; 2026Q1: 4,086 shares 4,086$68.9K<0.01%+4,071Timeline
LGNDLIGAND PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 345 shares 345$68.9K<0.01%+296Timeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 24 shares; 2025Q1: 284 shares; 2025Q2: 737 shares; 2025Q3: 792 shares; 2025Q4: 933 shares; 2026Q1: 737 shares 737$68.6K<0.01%-196Timeline
NWNNORTHWEST NAT HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 216 shares; 2025Q1: 273 shares; 2025Q2: 348 shares; 2025Q3: 711 shares; 2025Q4: 1,116 shares; 2026Q1: 1,288 shares 1,288$68.5K<0.01%+172Timeline
BKDBROOKDALE SR LIVING 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: 6,998 shares; 2025Q4: 4,961 shares; 2026Q1: 5,005 shares 5,005$68.5K<0.01%+44Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 217 shares; 2025Q1: 381 shares; 2025Q2: 714 shares; 2025Q3: 726 shares; 2025Q4: 483 shares; 2026Q1: 1,536 shares 1,536$68.2K<0.01%+1,053Timeline
ZTOZTO EXPRESS CAYMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 315 shares; 2025Q2: 649 shares; 2025Q3: 1,134 shares; 2025Q4: 1,313 shares; 2026Q1: 2,699 shares 2,699$67.9K<0.01%+1,386Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 144 shares; 2025Q1: 342 shares; 2025Q2: 958 shares; 2025Q3: 1,264 shares; 2025Q4: 1,300 shares; 2026Q1: 1,412 shares 1,412$67.7K<0.01%+112Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 976 shares; 2025Q3: 956 shares; 2025Q4: 663 shares; 2026Q1: 663 shares 663$67.6K<0.01%0Timeline
QSQUANTUMSCAPE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 730 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 727 shares; 2025Q4: 2,207 shares; 2026Q1: 10,591 shares 10,591$67.6K<0.01%+8,384Timeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 520 shares; 2025Q4: 708 shares; 2026Q1: 896 shares 896$67.4K<0.01%+188Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 7 shares; 2025Q1: 266 shares; 2025Q2: 100 shares; 2025Q3: 2,476 shares; 2025Q4: 2,721 shares; 2026Q1: 328 shares 328$67.3K<0.01%-2,393Timeline
WDFCWD 40 COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 317 shares; 2025Q1: 331 shares; 2025Q2: 379 shares; 2025Q3: 317 shares; 2025Q4: 320 shares; 2026Q1: 329 shares 329$67.2K<0.01%+9Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 57 shares; 2025Q1: 697 shares; 2025Q2: 697 shares; 2025Q3: 697 shares; 2025Q4: 697 shares; 2026Q1: 758 shares 758$67K<0.01%+61Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,005 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares; 2026Q1: 1,989 shares 1,989$67K<0.01%+863Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 2,132 shares; 2025Q1: 1,239 shares; 2025Q2: 1,473 shares; 2025Q3: 1,340 shares; 2025Q4: 940 shares; 2026Q1: 772 shares 772$66.9K<0.01%-168Timeline
KRGKITE REALTY GROUP 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: 2,651 shares; 2025Q3: 2,724 shares; 2025Q4: 2,724 shares; 2026Q1: 2,724 shares 2,724$66.9K<0.01%0Timeline
PDYNPALLADYNE AI 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: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000$66.8K<0.01%newTimeline
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2,171 shares; 2025Q1: 1,921 shares; 2025Q2: 1,914 shares; 2025Q3: 2,216 shares; 2025Q4: 1,881 shares; 2026Q1: 2,892 shares 2,892$66.6K<0.01%+1,011Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 11 shares; 2025Q3: 49 shares; 2025Q4: 312 shares; 2026Q1: 568 shares 568$66.5K<0.01%+256Timeline
KNKNOWLES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 418 shares; 2025Q2: 2,050 shares; 2025Q3: 2,136 shares; 2025Q4: 2,259 shares; 2026Q1: 2,587 shares 2,587$66.4K<0.01%+328Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,734 shares; 2025Q1: 1,251 shares; 2025Q2: 3,539 shares; 2025Q3: 4,047 shares; 2025Q4: 4,079 shares; 2026Q1: 4,914 shares 4,914$66.4K<0.01%+835Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 76 shares; 2025Q1: 26 shares; 2025Q2: 212 shares; 2025Q3: 196 shares; 2025Q4: 238 shares; 2026Q1: 271 shares 271$66.3K<0.01%+33Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 12 shares; 2025Q1: 734 shares; 2025Q2: 516 shares; 2025Q3: 502 shares; 2025Q4: 702 shares; 2026Q1: 874 shares 874$66.1K<0.01%+172Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 162 shares; 2025Q1: 176 shares; 2025Q2: 290 shares; 2025Q3: 487 shares; 2025Q4: 642 shares; 2026Q1: 1,001 shares 1,001$66K<0.01%+359Timeline
UGLPROSHARES 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: 1,073 shares 1,073$65.9K<0.01%newTimeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,696 shares; 2025Q1: 1,956 shares; 2025Q2: 1,760 shares; 2025Q3: 2,022 shares; 2025Q4: 2,096 shares; 2026Q1: 1,980 shares 1,980$65.9K<0.01%-116Timeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 28 shares; 2025Q1: 1,164 shares; 2025Q2: 976 shares; 2025Q3: 956 shares; 2025Q4: 703 shares; 2026Q1: 816 shares 816$65.8K<0.01%+113Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 585 shares; 2026Q1: 601 shares 601$65.7K<0.01%+16Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 2,005 shares; 2025Q1: 2,638 shares; 2025Q2: 2,419 shares; 2025Q3: 3,220 shares; 2025Q4: 4,237 shares; 2026Q1: 3,911 shares 3,911$65.7K<0.01%-326Timeline
HLALLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 647 shares; 2025Q1: 890 shares; 2025Q2: 974 shares; 2025Q3: 998 shares; 2025Q4: 1,023 shares; 2026Q1: 1,106 shares 1,106$65.6K<0.01%+83Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,917 shares; 2024Q4: 1,539 shares; 2025Q1: 1,342 shares; 2025Q2: 1,657 shares; 2025Q3: 1,668 shares; 2025Q4: 1,489 shares; 2026Q1: 1,117 shares 1,117$65.4K<0.01%-372Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 4 shares; 2025Q1: 2 shares; 2025Q2: 20 shares; 2025Q3: 1,251 shares; 2025Q4: 1,189 shares; 2026Q1: 245 shares 245$65.2K<0.01%-944Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 134 shares; 2025Q1: 167 shares; 2025Q2: 177 shares; 2025Q3: 179 shares; 2025Q4: 260 shares; 2026Q1: 376 shares 376$64.9K<0.01%+116Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,160 shares; 2025Q1: 1,546 shares; 2025Q2: 1,693 shares; 2025Q3: 478 shares; 2025Q4: 578 shares; 2026Q1: 631 shares 631$64.9K<0.01%+53Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 52 shares; 2025Q1: 72 shares; 2025Q2: 279 shares; 2025Q3: 277 shares; 2025Q4: 208 shares; 2026Q1: 278 shares 278$64.8K<0.01%+70Timeline
STNGSCORPIO TANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 293 shares; 2025Q1: 59 shares; 2025Q2: 382 shares; 2025Q3: 851 shares; 2025Q4: 754 shares; 2026Q1: 867 shares 867$64.7K<0.01%+113Timeline
DFJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 746 shares; 2025Q2: 729 shares; 2025Q3: 688 shares; 2025Q4: 632 shares; 2026Q1: 632 shares 632$64.5K<0.01%0Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 18 shares; 2025Q2: 183 shares; 2025Q3: 361 shares; 2025Q4: 621 shares; 2026Q1: 2,286 shares 2,286$64.5K<0.01%+1,665Timeline
TALOTALOS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 1,359 shares; 2025Q3: 3,301 shares; 2025Q4: 4,240 shares; 2026Q1: 4,091 shares 4,091$64.5K<0.01%-149Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 247 shares; 2025Q2: 308 shares; 2025Q3: 267 shares; 2025Q4: 112 shares; 2026Q1: 118 shares 118$64.3K<0.01%+6Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116 shares; 2025Q1: 280 shares; 2025Q2: 745 shares; 2025Q3: 1,548 shares; 2025Q4: 475 shares; 2026Q1: 1,268 shares 1,268$64.2K<0.01%+793Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 43 shares; 2025Q1: 105 shares; 2025Q2: 219 shares; 2025Q3: 19 shares; 2025Q4: 91 shares; 2026Q1: 263 shares 263$64.2K<0.01%+172Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 992 shares; 2025Q1: 625 shares; 2025Q2: 2,996 shares; 2025Q3: 3,095 shares; 2025Q4: 4,658 shares; 2026Q1: 2,807 shares 2,807$63.9K<0.01%-1,851Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,275 shares; 2025Q2: 3,791 shares; 2025Q3: 468 shares; 2025Q4: 454 shares; 2026Q1: 441 shares 441$63.9K<0.01%-13Timeline
EEMAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 689 shares; 2025Q1: 690 shares; 2025Q2: 692 shares; 2025Q3: 658 shares; 2025Q4: 667 shares; 2026Q1: 667 shares 667$63.8K<0.01%0Timeline
SDVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,940 shares; 2026Q1: 2,940 shares 2,940$63.8K<0.01%0Timeline
IBUYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,019 shares; 2026Q1: 1,019 shares 1,019$63.7K<0.01%0Timeline
FETHFIDELITY ETHEREUM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 3,049 shares 3,049$63.7K<0.01%+2,902Timeline
CRSPCRISPR THERAPEUTICS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 470 shares; 2025Q1: 311 shares; 2025Q2: 310 shares; 2025Q3: 243 shares; 2025Q4: 882 shares; 2026Q1: 1,338 shares 1,338$63.6K<0.01%+456Timeline
ITWOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600$63.6K<0.01%0Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 643 shares; 2025Q2: 228 shares; 2025Q3: 1,657 shares; 2025Q4: 1,778 shares; 2026Q1: 2,237 shares 2,237$63.6K<0.01%+459Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,318 shares; 2025Q2: 9,445 shares; 2025Q3: 1,428 shares; 2025Q4: 1,317 shares; 2026Q1: 1,281 shares 1,281$63.3K<0.01%-36Timeline
PWZINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares 2,650$63.3K<0.01%0Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 444 shares; 2025Q2: 908 shares; 2025Q3: 1,466 shares; 2025Q4: 1,546 shares; 2026Q1: 2,601 shares 2,601$63.2K<0.01%+1,055Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 798 shares; 2025Q2: 1,214 shares; 2025Q3: 1,333 shares; 2025Q4: 1,691 shares; 2026Q1: 2,087 shares 2,087$62.9K<0.01%+396Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 48 shares; 2025Q1: 99 shares; 2025Q2: 234 shares; 2025Q3: 233 shares; 2025Q4: 175 shares; 2026Q1: 572 shares 572$62.6K<0.01%+397Timeline
DAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 1,436 shares; 2025Q3: 1,436 shares; 2025Q4: 1,436 shares; 2026Q1: 1,436 shares 1,436$62.5K<0.01%0Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares; 2026Q1: 1,305 shares 1,305$62.4K<0.01%0Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 155 shares; 2025Q2: 52 shares; 2025Q3: 53 shares; 2025Q4: 63 shares; 2026Q1: 368 shares 368$62.2K<0.01%+305Timeline
TIPTTIPTREE 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: 43 shares; 2025Q3: 126 shares; 2025Q4: 788 shares; 2026Q1: 3,675 shares 3,675$62.2K<0.01%+2,887Timeline
IPGPIPG PHOTONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 618 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 248 shares; 2026Q1: 541 shares 541$62K<0.01%+293Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 71 shares; 2025Q1: 149 shares; 2025Q2: 110 shares; 2025Q3: 37 shares; 2025Q4: 277 shares; 2026Q1: 401 shares 401$61.4K<0.01%+124Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 28 shares; 2025Q1: 717 shares; 2025Q2: 376 shares; 2025Q3: 528 shares; 2025Q4: 667 shares; 2026Q1: 1,184 shares 1,184$61.4K<0.01%+517Timeline
VSTSVESTIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 10 shares; 2025Q2: 5,979 shares; 2025Q3: 782 shares; 2025Q4: 3,586 shares; 2026Q1: 7,793 shares 7,793$61.3K<0.01%+4,207Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 374 shares; 2025Q1: 1,614 shares; 2025Q2: 1,604 shares; 2025Q3: 2,265 shares; 2025Q4: 1,560 shares; 2026Q1: 1,798 shares 1,798$61.2K<0.01%+238Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,024 shares; 2025Q1: 2,484 shares; 2025Q2: 1,967 shares; 2025Q3: 1,761 shares; 2025Q4: 1,761 shares; 2026Q1: 2,013 shares 2,013$61K<0.01%+252Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 13 shares; 2025Q1: 58 shares; 2025Q2: 127 shares; 2025Q3: 6 shares; 2025Q4: 175 shares; 2026Q1: 386 shares 386$61K<0.01%+211Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 258 shares; 2025Q3: 308 shares; 2025Q4: 329 shares; 2026Q1: 356 shares 356$61K<0.01%+27Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 46 shares; 2025Q1: 338 shares; 2025Q2: 974 shares; 2025Q3: 970 shares; 2025Q4: 744 shares; 2026Q1: 902 shares 902$60.9K<0.01%+158Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: 1,794 shares; 2025Q1: 2,995 shares; 2025Q2: 1,444 shares; 2025Q3: 503 shares; 2025Q4: 1,250 shares; 2026Q1: 993 shares 993$60.9K<0.01%-257Timeline
NZFNUVEEN MUN CR INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,067 shares; 2024Q4: 5,008 shares; 2025Q1: 5,008 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,256 shares; 2026Q1: 5,000 shares 5,000$60.9K<0.01%-256Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,089 shares; 2024Q4: 19,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500$60.7K<0.01%0Timeline
CAMTCAMTEK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 64 shares; 2025Q4: 122 shares; 2026Q1: 400 shares 400$60.6K<0.01%+278Timeline
SNDXSYNDAX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,024 shares; 2025Q2: 1,000 shares; 2025Q3: 2,922 shares; 2025Q4: 2,370 shares; 2026Q1: 2,594 shares 2,594$60.6K<0.01%+224Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 119 shares; 2025Q2: 212 shares; 2025Q3: 675 shares; 2025Q4: 720 shares; 2026Q1: 913 shares 913$60.6K<0.01%+193Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,476 shares; 2024Q4: 3,419 shares; 2025Q1: 3,329 shares; 2025Q2: 4,157 shares; 2025Q3: 4,288 shares; 2025Q4: 2,424 shares; 2026Q1: 1,625 shares 1,625$60.5K<0.01%-799Timeline
VVXV2X INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 247 shares; 2025Q3: 759 shares; 2025Q4: 793 shares; 2026Q1: 883 shares 883$60.5K<0.01%+90Timeline
DAVEDAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 76 shares; 2026Q1: 347 shares 347$60.4K<0.01%+271Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,092 shares; 2025Q1: 282 shares; 2025Q2: 302 shares; 2025Q3: 204 shares; 2025Q4: 201 shares; 2026Q1: 877 shares 877$60.4K<0.01%+676Timeline
DFSEDIMENSIONAL 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: 1,423 shares; 2026Q1: 1,424 shares 1,424$60.3K<0.01%+1Timeline
GSHDGOOSEHEAD INS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 31 shares; 2025Q1: 419 shares; 2025Q2: 291 shares; 2025Q3: 284 shares; 2025Q4: 247 shares; 2026Q1: 1,406 shares 1,406$60K<0.01%+1,159Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 386 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 614 shares; 2025Q4: 121 shares; 2026Q1: 634 shares 634$59.7K<0.01%+513Timeline
PCRXPACIRA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,637 shares 2,637$59.6K<0.01%newTimeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 613 shares; 2025Q1: 2,510 shares; 2025Q2: 3,501 shares; 2025Q3: 2,069 shares; 2025Q4: 2,007 shares; 2026Q1: 2,620 shares 2,620$59.4K<0.01%+613Timeline
OPRAOPERA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 3,918 shares; 2025Q1: 3,926 shares; 2025Q2: 3,926 shares; 2025Q3: 3,926 shares; 2025Q4: 4,002 shares; 2026Q1: 4,163 shares 4,163$59.4K<0.01%+161Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 539 shares; 2025Q1: 583 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 653 shares; 2026Q1: 653 shares 653$59.1K<0.01%0Timeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 169 shares; 2025Q1: 262 shares; 2025Q2: 151 shares; 2025Q3: 1,187 shares; 2025Q4: 1,477 shares; 2026Q1: 3,758 shares 3,758$58.9K<0.01%+2,281Timeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 16 shares; 2025Q1: 35 shares; 2025Q2: 3 shares; 2025Q3: 441 shares; 2025Q4: 1,446 shares; 2026Q1: 1,671 shares 1,671$58.9K<0.01%+225Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 630 shares; 2025Q1: 637 shares; 2025Q2: 109 shares; 2025Q3: 115 shares; 2025Q4: 145 shares; 2026Q1: 284 shares 284$58.8K<0.01%+139Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 93 shares; 2025Q1: 1,097 shares; 2025Q2: 1,057 shares; 2025Q3: 1,535 shares; 2025Q4: 1,310 shares; 2026Q1: 1,320 shares 1,320$58.7K<0.01%+10Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,258 shares; 2025Q2: 2,720 shares; 2025Q3: 2,721 shares; 2025Q4: 2,507 shares; 2026Q1: 2,522 shares 2,522$58.7K<0.01%+15Timeline
FCEFFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600$58.5K<0.01%0Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares 1,700$58.5K<0.01%newTimeline
URAADIREXION SHARES 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: not reported; 2026Q1: 1,660 shares 1,660$58.4K<0.01%newTimeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 368 shares; 2026Q1: 368 shares 368$58.4K<0.01%0Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: not reported; 2025Q1: 565 shares; 2025Q2: 326 shares; 2025Q3: 325 shares; 2025Q4: 216 shares; 2026Q1: 482 shares 482$58.4K<0.01%+266Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 137 shares; 2025Q1: 140 shares; 2025Q2: 224 shares; 2025Q3: 216 shares; 2025Q4: 182 shares; 2026Q1: 381 shares 381$58.1K<0.01%+199Timeline
SPYQINVESTMENT MANAGERS SER 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: not reported; 2025Q4: not reported; 2026Q1: 401 shares 401$58.1K<0.01%newTimeline
CRKCOMSTOCK RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 96 shares; 2025Q1: 183 shares; 2025Q2: 572 shares; 2025Q3: 1,011 shares; 2025Q4: 1,296 shares; 2026Q1: 2,755 shares 2,755$58.1K<0.01%+1,459Timeline
PLUSEPLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 770 shares 770$57.9K<0.01%newTimeline
FVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 958 shares 958$57.9K<0.01%+760Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 52 shares; 2025Q1: 74 shares; 2025Q2: 57 shares; 2025Q3: 451 shares; 2025Q4: 557 shares; 2026Q1: 570 shares 570$57.9K<0.01%+13Timeline
FAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,115 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares 1,115$57.7K<0.01%0Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 21 shares; 2025Q1: 25 shares; 2025Q2: 286 shares; 2025Q3: 499 shares; 2025Q4: 274 shares; 2026Q1: 1,259 shares 1,259$57.7K<0.01%+985Timeline
FGDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,806 shares 1,806$57.7K<0.01%newTimeline
FMATFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109 shares; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$57.6K<0.01%newTimeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 377 shares; 2026Q1: 420 shares 420$57.6K<0.01%+43Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 567 shares; 2026Q1: 573 shares 573$57.6K<0.01%+6Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 39 shares; 2025Q1: 432 shares; 2025Q2: 276 shares; 2025Q3: 290 shares; 2025Q4: 532 shares; 2026Q1: 668 shares 668$57.6K<0.01%+136Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 229 shares; 2025Q1: 205 shares; 2025Q2: 85 shares; 2025Q3: 1,343 shares; 2025Q4: 614 shares; 2026Q1: 542 shares 542$57.5K<0.01%-72Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 61 shares; 2025Q1: 5 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 293 shares; 2026Q1: 254 shares 254$57.3K<0.01%-39Timeline
JNUGDIREXION SHARES 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: not reported; 2026Q1: 287 shares 287$57.2K<0.01%newTimeline
DBXDROPBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: not reported; 2025Q1: 442 shares; 2025Q2: 936 shares; 2025Q3: 347 shares; 2025Q4: 1,138 shares; 2026Q1: 2,512 shares 2,512$57.1K<0.01%+1,374Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 1,047 shares; 2025Q1: 283 shares; 2025Q2: 1,286 shares; 2025Q3: 1,569 shares; 2025Q4: 1,107 shares; 2026Q1: 2,289 shares 2,289$57.1K<0.01%+1,182Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 604 shares; 2025Q1: 628 shares; 2025Q2: 804 shares; 2025Q3: 607 shares; 2025Q4: 85 shares; 2026Q1: 824 shares 824$56.9K<0.01%+739Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 85 shares; 2025Q1: 125 shares; 2025Q2: 148 shares; 2025Q3: 206 shares; 2025Q4: 243 shares; 2026Q1: 340 shares 340$56.5K<0.01%+97Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 554 shares; 2025Q3: 454 shares; 2025Q4: 334 shares; 2026Q1: 321 shares 321$56.3K<0.01%-13Timeline
ATMUATMUS FILTRATION TECHNOLOGIEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 9 shares; 2025Q2: 364 shares; 2025Q3: 409 shares; 2025Q4: 559 shares; 2026Q1: 992 shares 992$56.3K<0.01%+433Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: 24 shares; 2025Q2: 328 shares; 2025Q3: 428 shares; 2025Q4: 410 shares; 2026Q1: 1,773 shares 1,773$56.3K<0.01%+1,363Timeline
BSJWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,234 shares 2,234$56.2K<0.01%newTimeline
ABALLIANCEBERNSTEIN HLDG L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$56.2K<0.01%0Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 89 shares; 2025Q1: 51 shares; 2025Q2: 49 shares; 2025Q3: 171 shares; 2025Q4: 18 shares; 2026Q1: 445 shares 445$56.1K<0.01%+427Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 4 shares; 2025Q2: 1 shares; 2025Q3: 4 shares; 2025Q4: 164 shares; 2026Q1: 364 shares 364$55.9K<0.01%+200Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 13,083 shares; 2025Q1: 3,083 shares; 2025Q2: 3,723 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500$55.8K<0.01%0Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 85 shares; 2025Q1: 176 shares; 2025Q2: 6,969 shares; 2025Q3: 6,906 shares; 2025Q4: 7,008 shares; 2026Q1: 457 shares 457$55.8K<0.01%-6,551Timeline
UTGREAVES UTIL INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 1,220 shares; 2025Q1: 1,442 shares; 2025Q2: 1,442 shares; 2025Q3: 1,442 shares; 2025Q4: 1,442 shares; 2026Q1: 1,420 shares 1,420$55.8K<0.01%-22Timeline
RECSCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,790 shares; 2025Q2: 2,277 shares; 2025Q3: 2,277 shares; 2025Q4: 1,900 shares; 2026Q1: 1,429 shares 1,429$55.7K<0.01%-471Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 93 shares; 2025Q1: 137 shares; 2025Q2: 714 shares; 2025Q3: 815 shares; 2025Q4: 1,067 shares; 2026Q1: 953 shares 953$55.6K<0.01%-114Timeline
BULLWEBULL 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: 1 shares; 2025Q3: not reported; 2025Q4: 585 shares; 2026Q1: 11,533 shares 11,533$55.4K<0.01%+10,948Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 2,409 shares; 2025Q1: 1,982 shares; 2025Q2: 2,646 shares; 2025Q3: 2,746 shares; 2025Q4: 3,524 shares; 2026Q1: 3,679 shares 3,679$55.3K<0.01%+155Timeline
PVHPVH 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: 1 shares; 2025Q3: 704 shares; 2025Q4: 202 shares; 2026Q1: 788 shares 788$55K<0.01%+586Timeline
DJTTRUMP MEDIA & TECHNOLOGY GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 2,110 shares; 2025Q1: 2,210 shares; 2025Q2: 2,006 shares; 2025Q3: 1,818 shares; 2025Q4: 3,104 shares; 2026Q1: 5,923 shares 5,923$55K<0.01%+2,819Timeline
MSFUDIREXION SHARES 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: not reported; 2026Q1: 2,381 shares 2,381$54.8K<0.01%newTimeline
ASOACADEMY SPORTS & OUTDOORS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 104 shares; 2025Q1: 209 shares; 2025Q2: 118 shares; 2025Q3: 274 shares; 2025Q4: 261 shares; 2026Q1: 970 shares 970$54.8K<0.01%+709Timeline
SPEUSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,059 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares 1,062$54.4K<0.01%0Timeline
LWLAMB WESTON HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 630 shares; 2025Q1: 640 shares; 2025Q2: 648 shares; 2025Q3: 953 shares; 2025Q4: 974 shares; 2026Q1: 1,288 shares 1,288$54.4K<0.01%+314Timeline
GCOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 549 shares; 2025Q1: 556 shares; 2025Q2: 561 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,174 shares 1,174$54.3K<0.01%+159Timeline
ARWARROW ELECTRS 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: 400 shares; 2025Q4: not reported; 2026Q1: 378 shares 378$54.2K<0.01%newTimeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 567 shares; 2025Q1: 978 shares; 2025Q2: 970 shares; 2025Q3: 977 shares; 2025Q4: 988 shares; 2026Q1: 611 shares 611$54.1K<0.01%-377Timeline
KORPAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,819 shares; 2025Q2: 7,871 shares; 2025Q3: 1,135 shares; 2025Q4: 1,154 shares; 2026Q1: 1,159 shares 1,159$54K<0.01%+5Timeline
BIPCBROOKFIELD INFRASTRUCTURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 1,448 shares; 2026Q1: 1,362 shares 1,362$53.8K<0.01%-86Timeline
LUNRINTUITIVE MACHINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 500 shares; 2025Q2: 605 shares; 2025Q3: 1,607 shares; 2025Q4: 2,623 shares; 2026Q1: 2,890 shares 2,890$53.6K<0.01%+267Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 275 shares; 2025Q1: 167 shares; 2025Q2: 248 shares; 2025Q3: 509 shares; 2025Q4: 569 shares; 2026Q1: 417 shares 417$53.1K<0.01%-152Timeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 44 shares; 2025Q3: 1,967 shares; 2025Q4: 2,237 shares; 2026Q1: 2,225 shares 2,225$53K<0.01%-12Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 209 shares; 2026Q1: 694 shares 694$53K<0.01%+485Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 766 shares; 2025Q1: 1,290 shares; 2025Q2: 618 shares; 2025Q3: 735 shares; 2025Q4: 674 shares; 2026Q1: 599 shares 599$53K<0.01%-75Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 25 shares; 2025Q2: 12 shares; 2025Q3: 56 shares; 2025Q4: 2,012 shares; 2026Q1: 2,012 shares 2,012$52.9K<0.01%0Timeline
EDCDIREXION SHARES 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: not reported; 2026Q1: 945 shares 945$52.9K<0.01%newTimeline
GCTGIGACLOUD TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,040 shares; 2025Q4: 797 shares; 2026Q1: 1,161 shares 1,161$52.7K<0.01%+364Timeline
FENYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 2,095 shares; 2025Q1: 2,099 shares; 2025Q2: 2,105 shares; 2025Q3: 2,404 shares; 2025Q4: 2,114 shares; 2026Q1: 1,542 shares 1,542$52.4K<0.01%-572Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 325 shares; 2025Q1: 630 shares; 2025Q2: 402 shares; 2025Q3: 604 shares; 2025Q4: 405 shares; 2026Q1: 837 shares 837$52.4K<0.01%+432Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193 shares; 2025Q2: 42 shares; 2025Q3: 238 shares; 2025Q4: 317 shares; 2026Q1: 387 shares 387$52.4K<0.01%+70Timeline
NVSTENVISTA HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 310 shares; 2025Q4: 796 shares; 2026Q1: 2,060 shares 2,060$52.3K<0.01%+1,264Timeline
FMAOFARMERS & MERCHANTS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,035 shares 2,035$52.2K<0.01%+35Timeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 16 shares; 2025Q1: 49 shares; 2025Q2: 89 shares; 2025Q3: 52 shares; 2025Q4: 1,234 shares; 2026Q1: 1,186 shares 1,186$52.1K<0.01%-48Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 408 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410$52K<0.01%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: 535 shares; 2025Q3: 421 shares; 2025Q4: 1,130 shares; 2026Q1: 600 shares 600$52K<0.01%-530Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,887 shares; 2025Q1: 1,693 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 627 shares; 2026Q1: 628 shares 628$51.9K<0.01%+1Timeline
BIBLNORTHERN LTS FD TR IVQuarterly 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: 1,100 shares; 2026Q1: 1,100 shares 1,100$51.9K<0.01%0Timeline
FDMOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 647 shares 647$51.8K<0.01%+42Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,014 shares; 2025Q1: 1,031 shares; 2025Q2: 1,086 shares; 2025Q3: 1,113 shares; 2025Q4: 1,100 shares; 2026Q1: 1,015 shares 1,015$51.5K<0.01%-85Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 723 shares; 2025Q1: 725 shares; 2025Q2: 728 shares; 2025Q3: 729 shares; 2025Q4: 732 shares; 2026Q1: 732 shares 732$51.5K<0.01%0Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,959 shares; 2025Q2: 6,364 shares; 2025Q3: 2,514 shares; 2025Q4: 2,855 shares; 2026Q1: 821 shares 821$51.5K<0.01%-2,034Timeline
BRBRBELLRING BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 690 shares; 2025Q2: 980 shares; 2025Q3: 407 shares; 2025Q4: 931 shares; 2026Q1: 3,187 shares 3,187$51.3K<0.01%+2,256Timeline
NNNEXTNAV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 518 shares; 2026Q1: 3,200 shares 3,200$51.3K<0.01%+2,682Timeline
GOLDGOLD COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 790 shares; 2025Q3: 1,135 shares; 2025Q4: 1,192 shares; 2026Q1: 1,279 shares 1,279$51.3K<0.01%+87Timeline
HIGHSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,223 shares; 2025Q2: 2,271 shares; 2025Q3: 2,317 shares; 2025Q4: 2,361 shares; 2026Q1: 2,397 shares 2,397$51.2K<0.01%+36Timeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 523 shares; 2025Q3: 749 shares; 2025Q4: 591 shares; 2026Q1: 869 shares 869$51K<0.01%+278Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 297 shares; 2025Q1: 1,101 shares; 2025Q2: 2,099 shares; 2025Q3: 670 shares; 2025Q4: 699 shares; 2026Q1: 1,083 shares 1,083$50.8K<0.01%+384Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 900 shares; 2025Q1: 904 shares; 2025Q2: 909 shares; 2025Q3: 914 shares; 2025Q4: 918 shares; 2026Q1: 920 shares 920$50.8K<0.01%+2Timeline
KNSAKINIKSA PHARMACEUTICALS INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: 337 shares; 2025Q4: 412 shares; 2026Q1: 1,048 shares 1,048$50.5K<0.01%+636Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 8 shares; 2025Q4: 41 shares; 2026Q1: 184 shares 184$50.3K<0.01%+143Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99 shares; 2025Q1: 28 shares; 2025Q2: 1,539 shares; 2025Q3: 1,615 shares; 2025Q4: 2,514 shares; 2026Q1: 2,051 shares 2,051$50.1K<0.01%-463Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 623 shares; 2025Q3: 882 shares; 2025Q4: 821 shares; 2026Q1: 548 shares 548$50K<0.01%-273Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 33 shares; 2025Q1: 55 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 49 shares; 2026Q1: 360 shares 360$50K<0.01%+311Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 52 shares; 2025Q4: 225 shares; 2026Q1: 608 shares 608$50K<0.01%+383Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 5 shares; 2025Q1: 36 shares; 2025Q2: 24 shares; 2025Q3: 47 shares; 2025Q4: 189 shares; 2026Q1: 242 shares 242$49.9K<0.01%+53Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 4,068 shares; 2025Q1: 7,027 shares; 2025Q2: 8,953 shares; 2025Q3: 9,067 shares; 2025Q4: 7,141 shares; 2026Q1: 7,253 shares 7,253$49.8K<0.01%+112Timeline
CFOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 660 shares; 2025Q1: 662 shares; 2025Q2: 665 shares; 2025Q3: 667 shares; 2025Q4: 669 shares; 2026Q1: 671 shares 671$49.8K<0.01%+2Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 100 shares; 2025Q2: 29 shares; 2025Q3: 41 shares; 2025Q4: 88 shares; 2026Q1: 237 shares 237$49.7K<0.01%+149Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 112 shares; 2025Q1: 123 shares; 2025Q2: 171 shares; 2025Q3: 307 shares; 2025Q4: 399 shares; 2026Q1: 825 shares 825$49.7K<0.01%+426Timeline
SEZLSEZZLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 228 shares; 2025Q2: 587 shares; 2025Q3: 795 shares; 2025Q4: 610 shares; 2026Q1: 785 shares 785$49.7K<0.01%+175Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 43 shares; 2025Q1: 312 shares; 2025Q2: 549 shares; 2025Q3: 89 shares; 2025Q4: 150 shares; 2026Q1: 601 shares 601$49.6K<0.01%+451Timeline
CRFCORNERSTONE TOTAL RETURN FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,121 shares 7,121$49.5K<0.01%newTimeline
XSOEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,213 shares; 2025Q1: 1,214 shares; 2025Q2: 1,219 shares; 2025Q3: 1,225 shares; 2025Q4: 1,232 shares; 2026Q1: 1,234 shares 1,234$49.5K<0.01%+2Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 783 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 20 shares; 2026Q1: 655 shares 655$49.5K<0.01%+635Timeline
FSVFIRSTSERVICE CORP 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: 12 shares; 2025Q3: 11 shares; 2025Q4: 36 shares; 2026Q1: 355 shares 355$49.3K<0.01%+319Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 1,464 shares; 2025Q1: 991 shares; 2025Q2: 926 shares; 2025Q3: 940 shares; 2025Q4: 1,392 shares; 2026Q1: 2,084 shares 2,084$49.2K<0.01%+692Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 51 shares; 2025Q1: 2 shares; 2025Q2: 24 shares; 2025Q3: 35 shares; 2025Q4: 141 shares; 2026Q1: 274 shares 274$49K<0.01%+133Timeline
TBBBBBB FOODS 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: 163 shares; 2025Q3: 1,056 shares; 2025Q4: 1,163 shares; 2026Q1: 1,386 shares 1,386$49K<0.01%+223Timeline
ONTONTERRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121 shares; 2025Q2: 1,741 shares; 2025Q3: 2,041 shares; 2025Q4: 2,021 shares; 2026Q1: 2,239 shares 2,239$49K<0.01%+218Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,915 shares; 2024Q4: 18,769 shares; 2025Q1: 19,884 shares; 2025Q2: 21,743 shares; 2025Q3: 22,920 shares; 2025Q4: 21,815 shares; 2026Q1: 544 shares 544$48.9K<0.01%-21,271Timeline
HIMXHIMAX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: not reported; 2025Q2: 545 shares; 2025Q3: 7,069 shares; 2025Q4: 8,183 shares; 2026Q1: 6,207 shares 6,207$48.8K<0.01%-1,976Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 65 shares; 2025Q1: 91 shares; 2025Q2: 188 shares; 2025Q3: 58 shares; 2025Q4: 291 shares; 2026Q1: 414 shares 414$48.7K<0.01%+123Timeline
PNBKPATRIOT NATL BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,700 shares; 2024Q4: 37,700 shares; 2025Q1: 37,700 shares; 2025Q2: 37,700 shares; 2025Q3: 37,700 shares; 2025Q4: 37,700 shares; 2026Q1: 37,700 shares 37,700$48.6K<0.01%0Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74 shares; 2025Q1: 820 shares; 2025Q2: 792 shares; 2025Q3: 754 shares; 2025Q4: 692 shares; 2026Q1: 692 shares 692$48.6K<0.01%0Timeline
FDHYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$48.5K<0.01%0Timeline
PNFPPINNACLE FINL PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 562 shares 562$48.4K<0.01%newTimeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 27 shares; 2025Q1: 298 shares; 2025Q2: 354 shares; 2025Q3: 168 shares; 2025Q4: 248 shares; 2026Q1: 281 shares 281$48.3K<0.01%+33Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 30 shares; 2025Q1: 74 shares; 2025Q2: 874 shares; 2025Q3: 1,054 shares; 2025Q4: 1,180 shares; 2026Q1: 1,203 shares 1,203$48.3K<0.01%+23Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,311 shares; 2025Q1: 1,606 shares; 2025Q2: 1,865 shares; 2025Q3: 2,255 shares; 2025Q4: 2,299 shares; 2026Q1: 2,557 shares 2,557$48.1K<0.01%+258Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 41 shares; 2025Q1: 33 shares; 2025Q2: 81 shares; 2025Q3: 90 shares; 2025Q4: 79 shares; 2026Q1: 613 shares 613$48.1K<0.01%+534Timeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 39 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 8 shares; 2025Q4: 137 shares; 2026Q1: 136 shares 136$47.8K<0.01%-1Timeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 517 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$47.7K<0.01%0Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 627 shares; 2025Q1: 652 shares; 2025Q2: 2,334 shares; 2025Q3: 553 shares; 2025Q4: 499 shares; 2026Q1: 499 shares 499$47.7K<0.01%0Timeline
GRPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 792 shares; 2025Q3: 794 shares; 2025Q4: 403 shares; 2026Q1: 404 shares 404$47.7K<0.01%+1Timeline
RCIROGERS COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 393 shares; 2025Q1: 450 shares; 2025Q2: 717 shares; 2025Q3: 936 shares; 2025Q4: 1,105 shares; 2026Q1: 1,241 shares 1,241$47.7K<0.01%+136Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 109 shares; 2025Q4: 416 shares; 2026Q1: 387 shares 387$47.6K<0.01%-29Timeline
LGOVFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,669 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200$47.5K<0.01%0Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 231 shares; 2025Q2: 1,237 shares; 2025Q3: 1,645 shares; 2025Q4: 1,796 shares; 2026Q1: 2,170 shares 2,170$47K<0.01%+374Timeline
BSJVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,582 shares; 2025Q2: 1,582 shares; 2025Q3: 1,582 shares; 2025Q4: 1,582 shares; 2026Q1: 1,805 shares 1,805$46.9K<0.01%+223Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 221 shares; 2025Q1: 144 shares; 2025Q2: 60 shares; 2025Q3: 116 shares; 2025Q4: 253 shares; 2026Q1: 811 shares 811$46.9K<0.01%+558Timeline
EUENCORE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,059 shares; 2024Q4: 26,059 shares; 2025Q1: 26,059 shares; 2025Q2: 26,059 shares; 2025Q3: 26,059 shares; 2025Q4: 26,059 shares; 2026Q1: 26,059 shares 26,059$46.9K<0.01%0Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 2,758 shares; 2025Q1: 6,260 shares; 2025Q2: 293 shares; 2025Q3: 307 shares; 2025Q4: 599 shares; 2026Q1: 1,267 shares 1,267$46.9K<0.01%+668Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76 shares; 2025Q3: 570 shares; 2025Q4: 856 shares; 2026Q1: 2,065 shares 2,065$46.7K<0.01%+1,209Timeline
CECELANESE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 109 shares; 2025Q1: 271 shares; 2025Q2: 674 shares; 2025Q3: 518 shares; 2025Q4: 536 shares; 2026Q1: 709 shares 709$46.6K<0.01%+173Timeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 300 shares; 2025Q3: 247 shares; 2025Q4: 230 shares; 2026Q1: 482 shares 482$46.6K<0.01%+252Timeline
LOBLIVE OAK BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 904 shares; 2025Q2: 509 shares; 2025Q3: 575 shares; 2025Q4: 1,480 shares; 2026Q1: 1,407 shares 1,407$46.5K<0.01%-73Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 48 shares; 2025Q1: 107 shares; 2025Q2: 47 shares; 2025Q3: 51 shares; 2025Q4: 88 shares; 2026Q1: 160 shares 160$46.5K<0.01%+72Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 2,168 shares; 2026Q1: 648 shares 648$46.4K<0.01%-1,520Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 141 shares; 2025Q1: 201 shares; 2025Q2: 213 shares; 2025Q3: 689 shares; 2025Q4: 478 shares; 2026Q1: 480 shares 480$46.3K<0.01%+2Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 3 shares; 2025Q3: 99 shares; 2025Q4: 113 shares; 2026Q1: 134 shares 134$46.3K<0.01%+21Timeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 523 shares; 2025Q1: 13,655 shares; 2025Q2: 13,595 shares; 2025Q3: 1,943 shares; 2025Q4: 1,929 shares; 2026Q1: 1,937 shares 1,937$46.2K<0.01%+8Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 2,141 shares; 2025Q1: 2,152 shares; 2025Q2: 2,169 shares; 2025Q3: 1,590 shares; 2025Q4: 1,605 shares; 2026Q1: 1,613 shares 1,613$46.2K<0.01%+8Timeline
AAAUGOLDMAN SACHS PHYSICAL GOLDQuarterly 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$46.2K<0.01%0Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 39 shares; 2025Q3: 21 shares; 2025Q4: 141 shares; 2026Q1: 346 shares 346$46.1K<0.01%+205Timeline
CPRXCATALYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 2,351 shares; 2025Q1: 11 shares; 2025Q2: 125 shares; 2025Q3: 283 shares; 2025Q4: 1,847 shares; 2026Q1: 1,861 shares 1,861$46.1K<0.01%+14Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$46.1K<0.01%newTimeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 12,040 shares; 2025Q1: 10,090 shares; 2025Q2: 20,866 shares; 2025Q3: 5,515 shares; 2025Q4: 3,419 shares; 2026Q1: 2,030 shares 2,030$46K<0.01%-1,389Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 270 shares; 2025Q1: 73 shares; 2025Q2: 175 shares; 2025Q3: 119 shares; 2025Q4: 307 shares; 2026Q1: 854 shares 854$46K<0.01%+547Timeline
BLSHBULLISHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,279 shares 1,279$45.7K<0.01%newTimeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 26 shares; 2025Q1: 189 shares; 2025Q2: 376 shares; 2025Q3: 821 shares; 2025Q4: 876 shares; 2026Q1: 1,169 shares 1,169$45.7K<0.01%+293Timeline
GUGGUGGENHEIM ACTIVE ALLOC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$45.7K<0.01%0Timeline
SMPLSIMPLY GOOD FOODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 10 shares; 2025Q1: 53 shares; 2025Q2: 9 shares; 2025Q3: not reported; 2025Q4: 1,007 shares; 2026Q1: 3,167 shares 3,167$45.4K<0.01%+2,160Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 109 shares; 2025Q1: 133 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 248 shares; 2026Q1: 265 shares 265$45.4K<0.01%+17Timeline
EVREVERCORE 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: 2 shares; 2025Q3: 28 shares; 2025Q4: 41 shares; 2026Q1: 152 shares 152$45.4K<0.01%+111Timeline
DNNDENISON MINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,849 shares; 2024Q4: 12,849 shares; 2025Q1: 12,849 shares; 2025Q2: 12,849 shares; 2025Q3: 12,849 shares; 2025Q4: 12,849 shares; 2026Q1: 12,849 shares 12,849$45.4K<0.01%0Timeline
BDJBLACKROCK ENHANCED EQUITY DIQuarterly 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: 5,243 shares; 2025Q4: 5,243 shares; 2026Q1: 5,243 shares 5,243$45.2K<0.01%0Timeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 184 shares; 2025Q2: 489 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 464 shares 464$45K<0.01%+61Timeline
KCESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 364 shares; 2025Q1: 372 shares; 2025Q2: 358 shares; 2025Q3: 336 shares; 2025Q4: 335 shares; 2026Q1: 325 shares 325$44.7K<0.01%-10Timeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 530 shares; 2026Q1: 494 shares 494$44.5K<0.01%-36Timeline
INSWINTERNATIONAL SEAWAYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,026 shares; 2025Q1: 1,068 shares; 2025Q2: 1,247 shares; 2025Q3: 413 shares; 2025Q4: 403 shares; 2026Q1: 611 shares 611$44.5K<0.01%+208Timeline
FCALFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900$44K<0.01%0Timeline
ESTAESTABLISHMENT LABS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 919 shares; 2025Q3: 18 shares; 2025Q4: not reported; 2026Q1: 769 shares 769$43.7K<0.01%newTimeline
SCCRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 1,580 shares; 2025Q3: 1,490 shares; 2025Q4: 1,449 shares; 2026Q1: 1,689 shares 1,689$43.4K<0.01%+240Timeline
SKWDSKYWARD SPECIALTY INS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 109 shares; 2025Q3: 72 shares; 2025Q4: 2,142 shares; 2026Q1: 993 shares 993$43.4K<0.01%-1,149Timeline
AMCRAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,091 shares 1,091$43.4K<0.01%newTimeline
BBDCBARINGS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 6,474 shares; 2025Q1: 6,520 shares; 2025Q2: 5,314 shares; 2025Q3: 5,328 shares; 2025Q4: 5,243 shares; 2026Q1: 5,261 shares 5,261$43.3K<0.01%+18Timeline
PBR-APETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 2,300 shares 2,300$43.1K<0.01%+1,420Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 23 shares; 2025Q4: 281 shares; 2026Q1: 318 shares 318$43.1K<0.01%+37Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 384 shares; 2025Q1: 385 shares; 2025Q2: 387 shares; 2025Q3: 389 shares; 2025Q4: 391 shares; 2026Q1: 392 shares 392$42.8K<0.01%+1Timeline
SPSKTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 985 shares; 2025Q1: 1,226 shares; 2025Q2: 1,523 shares; 2025Q3: 1,787 shares; 2025Q4: 2,140 shares; 2026Q1: 2,387 shares 2,387$42.7K<0.01%+247Timeline
EQINCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 842 shares; 2025Q1: 847 shares; 2025Q2: 851 shares; 2025Q3: 855 shares; 2025Q4: 860 shares; 2026Q1: 864 shares 864$42.5K<0.01%+4Timeline
AGCOAGCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 14 shares; 2025Q4: 189 shares; 2026Q1: 366 shares 366$42.4K<0.01%+177Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 48 shares; 2025Q1: 65 shares; 2025Q2: 63 shares; 2025Q3: 69 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78$42.4K<0.01%0Timeline
DBAINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,486 shares; 2025Q1: 1,486 shares; 2025Q2: 1,486 shares; 2025Q3: 1,486 shares; 2025Q4: 1,539 shares; 2026Q1: 1,539 shares 1,539$42K<0.01%0Timeline
RSPUINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares 518$42K<0.01%0Timeline
PLPLANET LABS PBCQuarterly 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: 3,000 shares; 2025Q4: 1,647 shares; 2026Q1: 1,503 shares 1,503$42K<0.01%-144Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,385 shares; 2025Q2: 2,162 shares; 2025Q3: 2,164 shares; 2025Q4: 1,995 shares; 2026Q1: 2,007 shares 2,007$42K<0.01%+12Timeline
BTUPEABODY ENGR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,400 shares; 2025Q1: 2,888 shares; 2025Q2: 1,323 shares; 2025Q3: 1,246 shares; 2025Q4: 1,247 shares; 2026Q1: 1,273 shares 1,273$41.9K<0.01%+26Timeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,284 shares; 2025Q1: 1,590 shares; 2025Q2: 394 shares; 2025Q3: 387 shares; 2025Q4: 589 shares; 2026Q1: 452 shares 452$41.9K<0.01%-137Timeline
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: not reported; 2025Q3: 659 shares; 2025Q4: 2,092 shares; 2026Q1: 2,768 shares 2,768$41.9K<0.01%+676Timeline
FHBFIRST HAWAIIAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 33 shares; 2025Q3: 20 shares; 2025Q4: 220 shares; 2026Q1: 1,697 shares 1,697$41.8K<0.01%+1,477Timeline
SDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 642 shares 642$41.8K<0.01%+638Timeline
COCOVITA COCO CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 74 shares; 2025Q2: 151 shares; 2025Q3: 426 shares; 2025Q4: 485 shares; 2026Q1: 870 shares 870$41.7K<0.01%+385Timeline
GLADGLADSTONE CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400$41.6K<0.01%0Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 17 shares; 2025Q4: 5 shares; 2026Q1: 580 shares 580$41.5K<0.01%+575Timeline
ASTSAST SPACEMOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 321 shares; 2025Q3: 369 shares; 2025Q4: 513 shares; 2026Q1: 499 shares 499$41.4K<0.01%-14Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,725 shares; 2025Q1: 1,505 shares; 2025Q2: 1,520 shares; 2025Q3: 2,912 shares; 2025Q4: 2,755 shares; 2026Q1: 4,723 shares 4,723$41.2K<0.01%+1,968Timeline
SBSCOMPANHIA DE SANEAMENTO BASIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,561 shares; 2025Q1: 2,561 shares; 2025Q2: 2,728 shares; 2025Q3: 1,962 shares; 2025Q4: 1,350 shares; 2026Q1: 1,351 shares 1,351$41.2K<0.01%+1Timeline
DFSUDIMENSIONAL 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: 1,003 shares; 2026Q1: 1,003 shares 1,003$41.2K<0.01%0Timeline
GNWGENWORTH FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 44 shares; 2025Q3: 5,587 shares; 2025Q4: 10,404 shares; 2026Q1: 5,054 shares 5,054$41K<0.01%-5,350Timeline
ACLXARCELLX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 57 shares; 2025Q3: 86 shares; 2025Q4: 79 shares; 2026Q1: 357 shares 357$41K<0.01%+278Timeline
HWKNHAWKINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 265 shares; 2025Q2: 271 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 267 shares 267$41K<0.01%-2Timeline
AORTARTIVION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 364 shares; 2025Q2: 383 shares; 2025Q3: 379 shares; 2025Q4: 942 shares; 2026Q1: 1,118 shares 1,118$40.9K<0.01%+176Timeline
SWBISMITH & WESSON BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,178 shares; 2024Q4: 12,161 shares; 2025Q1: 4,852 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares; 2025Q4: 2,852 shares; 2026Q1: 2,852 shares 2,852$40.9K<0.01%0Timeline
DMBSDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 1,386 shares; 2025Q2: 888 shares; 2025Q3: 889 shares; 2025Q4: 820 shares; 2026Q1: 826 shares 826$40.8K<0.01%+6Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 134 shares; 2025Q4: 708 shares; 2026Q1: 1,093 shares 1,093$40.7K<0.01%+385Timeline
PPTAPERPETUA RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 221 shares; 2025Q1: 1,030 shares; 2025Q2: 2,460 shares; 2025Q3: 1,334 shares; 2025Q4: 1,536 shares; 2026Q1: 1,443 shares 1,443$40.6K<0.01%-93Timeline
VSATVIASAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 47 shares; 2025Q2: 30 shares; 2025Q3: 2,244 shares; 2025Q4: 129 shares; 2026Q1: 885 shares 885$40.5K<0.01%+756Timeline
BSTBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,259 shares; 2024Q4: 9,381 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares 1,115$40.5K<0.01%0Timeline
SMSM ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 178 shares; 2025Q3: 205 shares; 2025Q4: 241 shares; 2026Q1: 1,298 shares 1,298$40.5K<0.01%+1,057Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 238 shares; 2025Q1: 309 shares; 2025Q2: 1,409 shares; 2025Q3: 1,408 shares; 2025Q4: 578 shares; 2026Q1: 1,102 shares 1,102$40.4K<0.01%+524Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 10 shares; 2025Q3: 108 shares; 2025Q4: 256 shares; 2026Q1: 247 shares 247$40.4K<0.01%-9Timeline
REYNREYNOLDS CONSUMER PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 890 shares; 2025Q1: 75 shares; 2025Q2: 393 shares; 2025Q3: 742 shares; 2025Q4: 1,264 shares; 2026Q1: 1,895 shares 1,895$40.1K<0.01%+631Timeline
NMRNOMURA 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: 949 shares; 2025Q3: 1,157 shares; 2025Q4: 1,343 shares; 2026Q1: 5,083 shares 5,083$40.1K<0.01%+3,740Timeline
QSRRESTAURANT BRANDS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 145 shares; 2025Q1: 781 shares; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 364 shares; 2026Q1: 542 shares 542$40.1K<0.01%+178Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 8,416 shares; 2025Q1: 13,760 shares; 2025Q2: 16,810 shares; 2025Q3: 16,862 shares; 2025Q4: 7,959 shares; 2026Q1: 1,798 shares 1,798$40K<0.01%-6,161Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 2 shares; 2025Q1: 7 shares; 2025Q2: 11 shares; 2025Q3: 354 shares; 2025Q4: 274 shares; 2026Q1: 619 shares 619$40K<0.01%+345Timeline
CNACNA FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152 shares; 2025Q4: 267 shares; 2026Q1: 871 shares 871$40K<0.01%+604Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,683 shares; 2024Q4: 2,683 shares; 2025Q1: 2,696 shares; 2025Q2: 2,715 shares; 2025Q3: 2,888 shares; 2025Q4: 2,011 shares; 2026Q1: 2,135 shares 2,135$39.9K<0.01%+124Timeline
DCREDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 1,303 shares; 2025Q2: 827 shares; 2025Q3: 829 shares; 2025Q4: 763 shares; 2026Q1: 768 shares 768$39.9K<0.01%+5Timeline
RDYDR REDDYS LABS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 1,543 shares; 2025Q3: 1,748 shares; 2025Q4: 3,173 shares; 2026Q1: 2,880 shares 2,880$39.9K<0.01%-293Timeline
VECOVEECO INSTRS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 3 shares; 2025Q1: 711 shares; 2025Q2: 1,098 shares; 2025Q3: 1,071 shares; 2025Q4: 1,114 shares; 2026Q1: 1,176 shares 1,176$39.8K<0.01%+62Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 156 shares; 2025Q3: 603 shares; 2025Q4: 1,397 shares; 2026Q1: 2,346 shares 2,346$39.8K<0.01%+949Timeline
CVBFCVB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 4 shares; 2025Q3: 620 shares; 2025Q4: 2,411 shares; 2026Q1: 2,053 shares 2,053$39.8K<0.01%-358Timeline
DTDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 459 shares; 2025Q3: 459 shares; 2025Q4: 459 shares; 2026Q1: 459 shares 459$39.6K<0.01%0Timeline
IRMDIRADIMED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 30 shares; 2025Q1: 44 shares; 2025Q2: 668 shares; 2025Q3: 361 shares; 2025Q4: 384 shares; 2026Q1: 411 shares 411$39.5K<0.01%+27Timeline
FIPFTAI INFRASTRUCTURE 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: 579 shares; 2025Q3: 115 shares; 2025Q4: 8,098 shares; 2026Q1: 7,997 shares 7,997$39.5K<0.01%-101Timeline
ABRARBOR REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,515 shares; 2025Q1: 2,016 shares; 2025Q2: 2,218 shares; 2025Q3: 4,411 shares; 2025Q4: 2,506 shares; 2026Q1: 5,121 shares 5,121$39.5K<0.01%+2,615Timeline
SAMBOSTON BEER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72 shares; 2025Q2: 1 shares; 2025Q3: 10 shares; 2025Q4: 5 shares; 2026Q1: 171 shares 171$39.4K<0.01%+166Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$39.4K<0.01%0Timeline
WWWWOLVERINE WORLD WIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 26 shares; 2025Q2: 35 shares; 2025Q3: 4,877 shares; 2025Q4: 2,217 shares; 2026Q1: 2,406 shares 2,406$39.3K<0.01%+189Timeline
SRADSPORTRADAR GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 1,042 shares; 2025Q3: 70 shares; 2025Q4: not reported; 2026Q1: 2,344 shares 2,344$39.2K<0.01%newTimeline
TFPMTRIPLE FLAG PRECIOUS METALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,041 shares; 2025Q3: 796 shares; 2025Q4: 894 shares; 2026Q1: 1,129 shares 1,129$39.2K<0.01%+235Timeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 17 shares; 2025Q3: 29 shares; 2025Q4: 47 shares; 2026Q1: 282 shares 282$39.2K<0.01%+235Timeline
CBLLCERIBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 2,871 shares; 2026Q1: 2,136 shares 2,136$39.2K<0.01%-735Timeline
XMLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 225 shares; 2025Q1: 227 shares; 2025Q2: 228 shares; 2025Q3: 622 shares; 2025Q4: 620 shares; 2026Q1: 621 shares 621$39.1K<0.01%+1Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 12 shares; 2026Q1: 725 shares 725$39.1K<0.01%+713Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 39 shares; 2025Q1: 45 shares; 2025Q2: 56 shares; 2025Q3: 135 shares; 2025Q4: 168 shares; 2026Q1: 307 shares 307$39K<0.01%+139Timeline
AROCARCHROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 778 shares; 2025Q1: 809 shares; 2025Q2: 855 shares; 2025Q3: 1,647 shares; 2025Q4: 1,126 shares; 2026Q1: 1,120 shares 1,120$39K<0.01%-6Timeline
ALXALEXANDERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 204 shares; 2025Q4: 201 shares; 2026Q1: 165 shares 165$39K<0.01%-36Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 120 shares; 2025Q3: 327 shares; 2025Q4: 348 shares; 2026Q1: 587 shares 587$38.8K<0.01%+239Timeline
TDSTELEPHONE & DATA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 21 shares; 2025Q1: 261 shares; 2025Q2: 130 shares; 2025Q3: 274 shares; 2025Q4: 294 shares; 2026Q1: 920 shares 920$38.7K<0.01%+626Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 379 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 359 shares 359$38.7K<0.01%+46Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 297 shares; 2025Q1: 473 shares; 2025Q2: 601 shares; 2025Q3: 930 shares; 2025Q4: 432 shares; 2026Q1: 328 shares 328$38.7K<0.01%-104Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 37 shares; 2025Q1: 256 shares; 2025Q2: 49 shares; 2025Q3: 47 shares; 2025Q4: 102 shares; 2026Q1: 196 shares 196$38.7K<0.01%+94Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 304 shares; 2025Q1: 470 shares; 2025Q2: 520 shares; 2025Q3: 544 shares; 2025Q4: 810 shares; 2026Q1: 800 shares 800$38.6K<0.01%-10Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 101 shares; 2025Q2: 137 shares; 2025Q3: 536 shares; 2025Q4: 527 shares; 2026Q1: 530 shares 530$38.5K<0.01%+3Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 514 shares; 2026Q1: 514 shares 514$38.5K<0.01%0Timeline
CCECCAPITAL CLEAN ENERGY CARRIERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,214 shares; 2025Q1: 2,214 shares; 2025Q2: 2,214 shares; 2025Q3: 2,214 shares; 2025Q4: 2,214 shares; 2026Q1: 1,929 shares 1,929$38.3K<0.01%-285Timeline
OTFBLUE OWL TECHNOLOGY FIN 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: not reported; 2025Q4: not reported; 2026Q1: 3,085 shares 3,085$38.2K<0.01%newTimeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 441 shares; 2025Q1: 556 shares; 2025Q2: 435 shares; 2025Q3: 1,303 shares; 2025Q4: 509 shares; 2026Q1: 8,898 shares 8,898$38.2K<0.01%+8,389Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 1,258 shares; 2025Q3: 2,626 shares; 2025Q4: 2,998 shares; 2026Q1: 4,784 shares 4,784$38K<0.01%+1,786Timeline
GLNGGOLAR LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 400 shares; 2025Q4: 346 shares; 2026Q1: 701 shares 701$37.9K<0.01%+355Timeline
NPCTNUVEEN CORE PLUS IMPACT FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 3,432 shares; 2025Q1: 3,441 shares; 2025Q2: 3,456 shares; 2025Q3: 3,469 shares; 2025Q4: 3,720 shares; 2026Q1: 3,720 shares 3,720$37.9K<0.01%0Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180 shares; 2025Q1: 232 shares; 2025Q2: 120 shares; 2025Q3: 238 shares; 2025Q4: 1,002 shares; 2026Q1: 1,489 shares 1,489$37.8K<0.01%+487Timeline
BOWBOWHEAD SPECIALTY 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: 61 shares; 2025Q3: not reported; 2025Q4: 5,450 shares; 2026Q1: 1,685 shares 1,685$37.8K<0.01%-3,765Timeline
HUNHUNTSMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,261 shares; 2024Q4: 9,073 shares; 2025Q1: 2,351 shares; 2025Q2: 2,351 shares; 2025Q3: 2,351 shares; 2025Q4: 2,799 shares; 2026Q1: 2,837 shares 2,837$37.8K<0.01%+38Timeline
BCEBCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 699 shares; 2025Q1: 555 shares; 2025Q2: 1,321 shares; 2025Q3: 1,503 shares; 2025Q4: 1,387 shares; 2026Q1: 1,495 shares 1,495$37.7K<0.01%+108Timeline
NUTXNUTEX HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 390 shares; 2026Q1: 397 shares 397$37.7K<0.01%+7Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHScall84,800$9.04M-2,500
QQQINVESCO QQQ TR COMcall27,100$2.32M-300
IWMISHARES TR SHScall11,800$591K0
AMATAPPLIED MATLS INC COMput18,500$416Knew
LRCXLAM RESEARCH CORP COMput34,600$315Knew
TPLTEXAS PACIFIC LAND CORPORATI Stockput2,600$136Knew
LLYELI LILLY & CO COMput500$67.7Knew
GOOGLALPHABET INC COMput1,000$37.3Knew
NVDANVIDIA CORPORATION COMcall700$18.6K0
COFCAPITAL ONE FINL CORP COMcall300$14.6Knew
SHOPSHOPIFY INC CL A SUB VTG SHScall200$11.9K0
AVGOBROADCOM INC COMcall400$11.1K0
CCITIGROUP INC COMcall200$11K0
BABAALIBABA GROUP HLDG LTD SPONSORED ADScall300$8.29Knew
CRWDCROWDSTRIKE HLDGS INC COMput1,100$4.27Knew
AVGOBROADCOM INC COMput100$3.83K0
INTCINTEL CORP COMcall200$3.49K0
MUMICRON TECHNOLOGY INC COMcall200$3.42Knew
NVDANVIDIA CORPORATION COMput200$3.11K0
CATCATERPILLAR INC COMput100$1.77Knew
GDXVANECK ETF TRUST GOLD MINERS ETFcall200$1.29Knew
CMICUMMINS INC Stockcall100$1.18Knew
SHOPSHOPIFY INC CL A SUB VTG SHSput800$1.06Knew
AMZNAMAZON COM INC COMcall500$9250
AEPAMERICAN ELEC PWR CO INC Stockcall100$870new
TERTERADYNE INC Stockcall100$815new
XLVSELECT SECTOR SPDR TR SHScall200$606new
ETNEATON CORP PLC COMput200$552new
NBISNEBIUS GROUP N.V. SHS CLASS Acall100$395new
NETCLOUDFLARE INC Stockput800$266new
BTGB2GOLD CORP Stockcall200$122new

Sold out in Q1 2026

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

The largest 100 of 213. All 213

SecurityShares beforeValue beforeType
GHIGREYSTONE HOUSING IMPACT INV44,565$307Kshares
AZNASTRAZENECA PLC-SPONS ADR2,957$272Kshares
BULZBANK OF MONTREAL1,000$260Kshares
WWWW INTL INC3,962$116Kshares
STLNSTARLING ONCOLOGY INC31,468$112Kshares
SEIVSEI EXCHANGE TRADED FUNDS2,573$107Kshares
RAFEPIMCO EQUITY SER2,418$102Kshares
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR6,000$91.6Kshares
AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS4,034$86.9Kshares
KSEPINNOVATOR ETFS TRUST2,921$81.5Kshares
YMAGTIDAL TRUST II5,575$79.3Kshares
RXIISHARES TR333$68.4Kshares
QIAGEN N.V.QIAGEN N.V.1,405$63.2Kshares
LWAYLIFEWAY FOODS INC2,580$62.5Kshares
DFIIFIRST TR EXCHANGE-TRADED FD3,102$55.4Kshares
LUXELUXEXPERIENCE BV6,212$51.9Kshares
BBAGJ P MORGAN EXCHANGE TRADED F982$45.6Kshares
SNVSYNOVUS FINANCIAL CORP896$44.8Kshares
ESPRESPERION THERAPEUTICS INC NE10,500$38.9Kshares
CVRXCVRX INC5,426$38.5Kshares
YMAXTIDAL TRUST II3,370$33.6Kshares
AMCOR PLCAMCOR PLC3,985$33.2Kshares
YSEPFIRST TR EXCHNG TRADED FD VI1,216$31.6Kshares
STRIVE INCSTRIVE INC42,835$31.6Kshares
SGDJSPROTT ETF TRUST370$31.1Kshares
SQQQPROSHARES TR429$29.4Kshares
DJANFIRST TR EXCHNG TRADED FD VI643$27.9Kshares
DCODUCOMMUN INC DEL250$23.8Kshares
EXASEXACT SCIENCES CORP228$23.2Kshares
BCFNBARON ETF TR909$22.6Kshares
NVRNVR INC3$21.9Kshares
FYBRFRONTIER COMMUNICATIONS PARE556$21.2Kshares
IZEAIZEA WORLDWIDE INC4,599$20.1Kshares
MQMARQETA INC3,937$18.7Kshares
BBUSJ P MORGAN EXCHANGE TRADED F148$18.2Kshares
AIRSAIRSCULPT TECHNOLOGIES INC9,213$18.2Kshares
JJSFJ & J SNACK FOODS CORP197$17.8Kshares
HIHILLENBRAND INC495$15.7Kshares
GABGABELLI EQUITY TR INC2,528$15.6Kshares
JAMFJAMF HOLDING CORP1,176$15.3Kshares
HYPDHYPERION DEFI INC4,283$15.2Kshares
CMRCCOMMERCE.COM INC3,699$15.2Kshares
ARHSARHAUS INC1,329$14.9Kshares
PIPRPIPER SANDLER COS43$14.6Kshares
CFLTCONFLUENT INC-CLASS A482$14.6Kshares
CIOCITY OFFICE REIT INC2,000$14Kshares
XGDVXGABELLI DIVID & INCOME TR490$13.6Kshares
HUCKHUCKLEBERRY AI INC1,573$13.3Kshares
EBCEASTERN BANKSHARES INC707$13Kshares
NMCONUVEEN MUN CR OPPORTUNITIES1,266$13Kshares
NFJVIRTUS DIVIDEND INTEREST & P1,000$12.9Kshares
IMMRIMMERSION CORP1,864$12.7Kshares
MOBMOBILICOM LTD2,058$12.6Kshares
TNCTENNANT CO165$12.2Kshares
DIVOAMPLIFY ETF TR271$12.1Kshares
PUBMPUBMATIC INC1,282$11.4Kshares
XGNEXAGEN INC1,843$11.2Kshares
NXDRNEXTDOOR HOLDINGS INC5,000$10.5Kshares
TGNATEGNA INC526$10.2Kshares
PNFPPINNACLE FINANCIAL PARTNERS105$10Kshares
ABGASBURY AUTOMOTIVE GROUP INC42$9.77Kshares
TKNOALPHA TEKNOVA INC2,525$9.6Kshares
MOFGMIDWESTONE FINANCIAL GROUP I241$9.28Kshares
PAXPATRIA INVESTMENTS LIMITED577$9.17Kshares
NVDXETF OPPORTUNITIES TRUST500$8.56Kshares
FEIMFREQUENCY ELECTRS INC149$8.02Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL17$7.58Kshares
SLPSIMULATIONS PLUS INC393$7.16Kshares
MIND MEDICINE MINDMED INCMIND MEDICINE MINDMED INC535$7.16Kshares
DRSLEONARDO DRS INC208$7.09Kshares
AARDAARDVARK THERAPEUTICS INC506$6.64Kshares
SONOSONOS INC362$6.36Kshares
BVFLBV FINL INC346$6.28Kshares
INFQINFLEQTION INC388$6.05Kshares
MGPIMGP INGREDIENTS INC NEW238$5.78Kshares
MGICMAGIC SOFTWARE ENTERPRISES212$5.46Kshares
IQIQIYI INC2,840$5.45Kshares
IRDMIRIDIUM COMMUNICATIONS INC311$5.41Kshares
JIREJ P MORGAN EXCHANGE TRADED F68$5.09Kshares
KROSKEROS THERAPEUTICS INC245$4.99Kshares
UMACUNUSUAL MACHS INC390$4.97Kshares
WPPWPP PLC NEW221$4.96Kshares
DVAXDYNAVAX TECHNOLOGIES CORP316$4.86Kshares
CSIQCANADIAN SOLAR INC204$4.85Kshares
KLCKINDERCARE LEARNING COMPANIE1,113$4.81Kshares
CVSACOVISTA INC45$4.66Kshares
Reviva Pharmaceuticals Hold…Reviva Pharmaceuticals Holdings I…16,644$4.64Kshares
ARLOARLO TECHNOLOGIES INC321$4.49Kshares
CHECHEMED CORP NEW10$4.28Kshares
AMZZGRANITESHARES ETF TR126$3.96Kshares
UECURANIUM ENERGY CORP332$3.88Kshares
NABLN-ABLE INC516$3.86Kshares
NOANORTH AMERN CONSTR GROUP LTD261$3.75Kshares
BKSYBLACKSKY TECHNOLOGY INC197$3.69Kshares
MOOVANECK ETF TRUST50$3.65Kshares
BSBKBOGOTA FINL CORP431$3.64Kshares
SOHO HOUSE & CO INCSOHO HOUSE & CO INC402$3.6Kshares
INCANNEX HEALTHCARE INCINCANNEX HEALTHCARE INC9,787$3.5Kshares
TTGTTECHTARGET INC640$3.46Kshares
NYXHNYXOAH S A744$3.42Kshares

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 0001104659-26-061944 base2026-05-15acceptance time not in the bulk data set