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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
UDOWPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 370 shares; 2025Q3: 373 shares; 2025Q4: 749 shares; 2026Q1: 751 shares 751$37.7K<0.01%+2Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 2,143 shares; 2025Q1: 2,399 shares; 2025Q2: 2,159 shares; 2025Q3: 3,717 shares; 2025Q4: 955 shares; 2026Q1: 1,774 shares 1,774$37.5K<0.01%+819Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 325 shares; 2025Q2: 397 shares; 2025Q3: 284 shares; 2025Q4: 291 shares; 2026Q1: 395 shares 395$37.5K<0.01%+104Timeline
TILEINTERFACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 16 shares; 2025Q2: 548 shares; 2025Q3: 1,176 shares; 2025Q4: 1,538 shares; 2026Q1: 1,504 shares 1,504$37.5K<0.01%-34Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 98 shares; 2025Q1: 1,836 shares; 2025Q2: 1,083 shares; 2025Q3: 821 shares; 2025Q4: 10,138 shares; 2026Q1: 2,042 shares 2,042$37.5K<0.01%-8,096Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 7 shares; 2025Q1: 97 shares; 2025Q2: 25 shares; 2025Q3: 85 shares; 2025Q4: 112 shares; 2026Q1: 198 shares 198$37.4K<0.01%+86Timeline
BMRNBIOMARIN PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 368 shares; 2025Q1: 2,266 shares; 2025Q2: 1,399 shares; 2025Q3: 983 shares; 2025Q4: 563 shares; 2026Q1: 661 shares 661$37.3K<0.01%+98Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 829 shares; 2025Q1: 858 shares; 2025Q2: 1,091 shares; 2025Q3: 1,088 shares; 2025Q4: 1,188 shares; 2026Q1: 1,237 shares 1,237$37.3K<0.01%+49Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 42 shares; 2025Q2: 43 shares; 2025Q3: 35 shares; 2025Q4: 61 shares; 2026Q1: 110 shares 110$37.2K<0.01%+49Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 66 shares; 2025Q1: 116 shares; 2025Q2: 86 shares; 2025Q3: 298 shares; 2025Q4: 369 shares; 2026Q1: 774 shares 774$37.1K<0.01%+405Timeline
SLFSUN LIFE FINANCIAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 117 shares; 2025Q2: 428 shares; 2025Q3: 386 shares; 2025Q4: 441 shares; 2026Q1: 592 shares 592$37K<0.01%+151Timeline
TPGTPG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 152 shares; 2025Q1: 1,627 shares; 2025Q2: 1,066 shares; 2025Q3: 1,087 shares; 2025Q4: 1,108 shares; 2026Q1: 914 shares 914$37K<0.01%-194Timeline
AGOASSURED GUARANTY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 42 shares; 2025Q4: 107 shares; 2026Q1: 454 shares 454$37K<0.01%+347Timeline
ALRSALERUS FINL 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: 1,000 shares; 2025Q4: 1,500 shares; 2026Q1: 1,554 shares 1,554$36.8K<0.01%+54Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 50 shares; 2025Q2: 160 shares; 2025Q3: 174 shares; 2025Q4: 106 shares; 2026Q1: 292 shares 292$36.8K<0.01%+186Timeline
MANMANPOWERGROUP INC WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 20 shares; 2025Q3: 73 shares; 2025Q4: 111 shares; 2026Q1: 1,248 shares 1,248$36.8K<0.01%+1,137Timeline
MOG-AMOOG 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: 4 shares; 2025Q3: 1 shares; 2025Q4: 15 shares; 2026Q1: 125 shares 125$36.6K<0.01%+110Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: 218 shares; 2025Q4: 210 shares; 2026Q1: 223 shares 223$36.6K<0.01%+13Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 179 shares; 2025Q2: 181 shares; 2025Q3: 157 shares; 2025Q4: 181 shares; 2026Q1: 270 shares 270$36.6K<0.01%+89Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 157 shares; 2025Q1: 460 shares; 2025Q2: 695 shares; 2025Q3: 643 shares; 2025Q4: 636 shares; 2026Q1: 1,030 shares 1,030$36.5K<0.01%+394Timeline
SENEASENECA FOODS 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: 64 shares; 2025Q3: 71 shares; 2025Q4: 191 shares; 2026Q1: 241 shares 241$36.4K<0.01%+50Timeline
PLGOPELAGOS INS CAP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 1,280 shares; 2025Q4: 1,472 shares; 2026Q1: 1,905 shares 1,905$36.4K<0.01%+433Timeline
CVECENOVUS 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: 665 shares; 2025Q3: 1,205 shares; 2025Q4: 1,148 shares; 2026Q1: 1,367 shares 1,367$36.3K<0.01%+219Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 3 shares; 2025Q1: 415 shares; 2025Q2: 405 shares; 2025Q3: 440 shares; 2025Q4: 490 shares; 2026Q1: 7,882 shares 7,882$36.3K<0.01%+7,392Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 675 shares; 2025Q1: 677 shares; 2025Q2: 678 shares; 2025Q3: 680 shares; 2025Q4: 681 shares; 2026Q1: 683 shares 683$36.2K<0.01%+2Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 53 shares; 2025Q1: 320 shares; 2025Q2: 816 shares; 2025Q3: 690 shares; 2025Q4: 445 shares; 2026Q1: 1,917 shares 1,917$36.2K<0.01%+1,472Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 3,631 shares; 2025Q3: 11,030 shares; 2025Q4: 5,246 shares; 2026Q1: 5,440 shares 5,440$36.1K<0.01%+194Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 7 shares; 2025Q2: 207 shares; 2025Q3: 507 shares; 2025Q4: 308 shares; 2026Q1: 1,137 shares 1,137$36K<0.01%+829Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 89 shares; 2025Q4: 101 shares; 2026Q1: 111 shares 111$35.8K<0.01%+10Timeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86 shares; 2025Q2: 12 shares; 2025Q3: 14 shares; 2025Q4: 195 shares; 2026Q1: 270 shares 270$35.8K<0.01%+75Timeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 531 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 472 shares; 2026Q1: 281 shares 281$35.8K<0.01%-191Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 108 shares; 2025Q1: 208 shares; 2025Q2: 608 shares; 2025Q3: 249 shares; 2025Q4: 198 shares; 2026Q1: 216 shares 216$35.7K<0.01%+18Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115 shares; 2025Q3: 412 shares; 2025Q4: 535 shares; 2026Q1: 970 shares 970$35.7K<0.01%+435Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 311 shares; 2025Q2: 270 shares; 2025Q3: 297 shares; 2025Q4: 323 shares; 2026Q1: 328 shares 328$35.5K<0.01%+5Timeline
BSTZBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 1,800 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600$35.4K<0.01%0Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 5 shares; 2025Q1: 3,186 shares; 2025Q2: 3,059 shares; 2025Q3: 2,065 shares; 2025Q4: 2,261 shares; 2026Q1: 2,865 shares 2,865$35.4K<0.01%+604Timeline
JRINUVEEN REAL ASSET INCOME & GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 2,675 shares; 2025Q1: 2,675 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares; 2026Q1: 2,875 shares 2,875$35.4K<0.01%+200Timeline
BWINTHE BALDWIN INSURANCE GRP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 158 shares; 2025Q4: 1,211 shares; 2026Q1: 1,611 shares 1,611$35.3K<0.01%+400Timeline
MSIFMSC INCOME FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 545 shares; 2025Q4: 1,693 shares; 2026Q1: 2,893 shares 2,893$35.2K<0.01%+1,200Timeline
YETIYETI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 176 shares; 2026Q1: 962 shares 962$35.2K<0.01%+786Timeline
DJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,472 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 752 shares; 2025Q4: 752 shares; 2026Q1: 752 shares 752$35.1K<0.01%0Timeline
NPKNATIONAL PRESTO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256$35.1K<0.01%0Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 1,519 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 1,530 shares 1,530$35.1K<0.01%+1,169Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 185 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 631 shares; 2025Q4: 155 shares; 2026Q1: 168 shares 168$35K<0.01%+13Timeline
CWTCALIFORNIA WTR SVC GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 443 shares; 2025Q1: 431 shares; 2025Q2: 796 shares; 2025Q3: 795 shares; 2025Q4: 768 shares; 2026Q1: 770 shares 770$34.9K<0.01%+2Timeline
SMMTSUMMIT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,647 shares; 2025Q1: 1,647 shares; 2025Q2: 1,647 shares; 2025Q3: 1,715 shares; 2025Q4: 1,823 shares; 2026Q1: 1,834 shares 1,834$34.8K<0.01%+11Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 89 shares; 2025Q3: 92 shares; 2025Q4: 157 shares; 2026Q1: 204 shares 204$34.7K<0.01%+47Timeline
ALHCALIGNMENT HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,911 shares; 2025Q4: 1,631 shares; 2026Q1: 1,968 shares 1,968$34.7K<0.01%+337Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,260 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 622 shares 622$34.6K<0.01%+236Timeline
DHTDHT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,190 shares; 2025Q1: 81,411 shares; 2025Q2: 1,732 shares; 2025Q3: 1,579 shares; 2025Q4: 1,704 shares; 2026Q1: 1,884 shares 1,884$34.4K<0.01%+180Timeline
XNROXNEUBERGER R/EST SECS INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,297 shares; 2024Q4: 12,100 shares; 2025Q1: 12,100 shares; 2025Q2: 12,100 shares; 2025Q3: 16,900 shares; 2025Q4: 13,205 shares; 2026Q1: 12,100 shares 12,100$34.4K<0.01%-1,105Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 22 shares; 2025Q3: 74 shares; 2025Q4: 131 shares; 2026Q1: 208 shares 208$34.3K<0.01%+77Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares 1,220$34.2K<0.01%0Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 339 shares 339$34.1K<0.01%0Timeline
REMXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 388 shares; 2026Q1: 388 shares 388$34.1K<0.01%0Timeline
NBTBNBT BANCORP 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: 805 shares; 2025Q4: 767 shares; 2026Q1: 801 shares 801$34.1K<0.01%+34Timeline
HGHAMILTON INSURANCE GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 65 shares; 2025Q2: 389 shares; 2025Q3: 575 shares; 2025Q4: 609 shares; 2026Q1: 1,139 shares 1,139$34K<0.01%+530Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 203 shares; 2025Q1: 226 shares; 2025Q2: 233 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 237 shares 237$33.9K<0.01%0Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 155 shares; 2025Q2: 202 shares; 2025Q3: 200 shares; 2025Q4: 214 shares; 2026Q1: 397 shares 397$33.7K<0.01%+183Timeline
CXMSPRINKLR 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: 17 shares; 2025Q3: 4,160 shares; 2025Q4: 4,172 shares; 2026Q1: 5,598 shares 5,598$33.6K<0.01%+1,426Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 105 shares; 2025Q1: 871 shares; 2025Q2: 284 shares; 2025Q3: 288 shares; 2025Q4: 364 shares; 2026Q1: 724 shares 724$33.6K<0.01%+360Timeline
AXSAXIS CAP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 40 shares; 2025Q2: 95 shares; 2025Q3: 97 shares; 2025Q4: 117 shares; 2026Q1: 331 shares 331$33.6K<0.01%+214Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 505 shares; 2025Q1: 509 shares; 2025Q2: 515 shares; 2025Q3: 521 shares; 2025Q4: 529 shares; 2026Q1: 533 shares 533$33.5K<0.01%+4Timeline
KALVKALVISTA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 166 shares; 2025Q3: 690 shares; 2025Q4: 723 shares; 2026Q1: 1,657 shares 1,657$33.4K<0.01%+934Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 51 shares; 2025Q1: 179 shares; 2025Q2: 644 shares; 2025Q3: 214 shares; 2025Q4: 387 shares; 2026Q1: 1,192 shares 1,192$33.3K<0.01%+805Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 203 shares; 2025Q2: 68 shares; 2025Q3: 93 shares; 2025Q4: 1,624 shares; 2026Q1: 1,373 shares 1,373$33.2K<0.01%-251Timeline
LYGLLOYDS BANKING GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,421 shares; 2025Q2: 1,143 shares; 2025Q3: 5,184 shares; 2025Q4: 5,072 shares; 2026Q1: 6,605 shares 6,605$33.2K<0.01%+1,533Timeline
MYIBLACKROCK MUNIYIELD QUALITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,085 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,160 shares 3,160$33.2K<0.01%newTimeline
FTREFORTREA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 59 shares; 2025Q1: 1,086 shares; 2025Q2: 1,310 shares; 2025Q3: 784 shares; 2025Q4: 1,856 shares; 2026Q1: 3,522 shares 3,522$33.2K<0.01%+1,666Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 9 shares; 2026Q1: 83 shares 83$33.2K<0.01%+74Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 152 shares; 2025Q1: 2,219 shares; 2025Q2: 650 shares; 2025Q3: 833 shares; 2025Q4: 825 shares; 2026Q1: 651 shares 651$33.1K<0.01%-174Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 11 shares; 2025Q1: 118 shares; 2025Q2: 190 shares; 2025Q3: 104 shares; 2025Q4: 114 shares; 2026Q1: 338 shares 338$33K<0.01%+224Timeline
QSPTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 6,130 shares; 2025Q4: 5,767 shares; 2026Q1: 1,076 shares 1,076$32.9K<0.01%-4,691Timeline
THGHANOVER INS 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: 6 shares; 2025Q3: 11 shares; 2025Q4: 41 shares; 2026Q1: 190 shares 190$32.9K<0.01%+149Timeline
XRPIVOLATILITY SHS 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: 5,516 shares; 2025Q4: 4,117 shares; 2026Q1: 4,325 shares 4,325$32.8K<0.01%+208Timeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 555 shares; 2025Q1: 406 shares; 2025Q2: 495 shares; 2025Q3: 451 shares; 2025Q4: 338 shares; 2026Q1: 530 shares 530$32.7K<0.01%+192Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 122 shares; 2025Q1: 128 shares; 2025Q2: 123 shares; 2025Q3: 507 shares; 2025Q4: 2,516 shares; 2026Q1: 2,317 shares 2,317$32.6K<0.01%-199Timeline
INSGINSEEGO 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: 27,885 shares; 2025Q4: 36,996 shares; 2026Q1: 2,934 shares 2,934$32.6K<0.01%-34,062Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 891 shares; 2025Q2: 660 shares; 2025Q3: 625 shares; 2025Q4: 865 shares; 2026Q1: 1,036 shares 1,036$32.6K<0.01%+171Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 22 shares; 2025Q2: 31 shares; 2025Q3: 174 shares; 2025Q4: 197 shares; 2026Q1: 614 shares 614$32.6K<0.01%+417Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 556 shares; 2025Q1: 247 shares; 2025Q2: 469 shares; 2025Q3: 480 shares; 2025Q4: 505 shares; 2026Q1: 549 shares 549$32.6K<0.01%+44Timeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: not reported; 2025Q3: 1,403 shares; 2025Q4: 791 shares; 2026Q1: 791 shares 791$32.6K<0.01%0Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: not reported; 2025Q2: 109 shares; 2025Q3: 187 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216$32.5K<0.01%0Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 17,747 shares; 2025Q4: 25,233 shares; 2026Q1: 2,012 shares 2,012$32K<0.01%-23,221Timeline
IXORIX 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: 365 shares; 2025Q3: 427 shares; 2025Q4: 725 shares; 2026Q1: 1,066 shares 1,066$32K<0.01%+341Timeline
YOUCLEAR SECURE 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: 25 shares; 2025Q3: 28 shares; 2025Q4: 245 shares; 2026Q1: 660 shares 660$32K<0.01%+415Timeline
NECBNORTHEAST CMNTY BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares 1,340$31.9K<0.01%0Timeline
BMEZBLACKROCK HEALTH SCIENCES TEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,350 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares 2,220$31.9K<0.01%0Timeline
MSGSMADISON SQUARE GRDN SPRT CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 8 shares; 2025Q2: 9 shares; 2025Q3: 11 shares; 2025Q4: 13 shares; 2026Q1: 99 shares 99$31.8K<0.01%+86Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 109 shares; 2025Q2: 276 shares; 2025Q3: 382 shares; 2025Q4: 902 shares; 2026Q1: 1,603 shares 1,603$31.7K<0.01%+701Timeline
SIBNSI BONE INCQuarterly 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: 2,508 shares; 2025Q4: 3,569 shares; 2026Q1: 2,500 shares 2,500$31.6K<0.01%-1,069Timeline
PRAXPRAXIS PRECISION MEDICINES 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: 38 shares; 2025Q3: 71 shares; 2025Q4: 90 shares; 2026Q1: 98 shares 98$31.6K<0.01%+8Timeline
XFFCXFLAHERTY & CRUMRIN PFD & INMQuarterly 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: 5,500 shares; 2025Q4: 2,925 shares; 2026Q1: 2,037 shares 2,037$31.6K<0.01%-888Timeline
HPFHANCOCK JOHN PFD INCOME FD 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: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 2,020 shares 2,020$31.5K<0.01%+1,770Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 396 shares; 2025Q3: 596 shares; 2025Q4: 670 shares; 2026Q1: 670 shares 670$31.4K<0.01%0Timeline
FISIFINANCIAL INSTITUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 241 shares; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 1,170 shares; 2025Q4: 1,025 shares; 2026Q1: 990 shares 990$31.4K<0.01%-35Timeline
STKCOLUMBIA SELIGM PREM TECH GRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 438 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 826 shares 826$31.3K<0.01%+766Timeline
MATXMATSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 5 shares; 2025Q3: 1 shares; 2025Q4: 312 shares; 2026Q1: 191 shares 191$31.3K<0.01%-121Timeline
NVMINOVA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 24 shares; 2025Q4: 69 shares; 2026Q1: 72 shares 72$31.3K<0.01%+3Timeline
DXYZDESTINY TECH100 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,163 shares 1,163$31.1K<0.01%newTimeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 73 shares; 2025Q2: 171 shares; 2025Q3: 511 shares; 2025Q4: 1,218 shares; 2026Q1: 2,215 shares 2,215$31.1K<0.01%+997Timeline
IDVISHARES 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: 500 shares; 2025Q4: 1,409 shares; 2026Q1: 730 shares 730$31.1K<0.01%-679Timeline
UTLUNITIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 2 shares; 2025Q1: 12 shares; 2025Q2: 78 shares; 2025Q3: not reported; 2025Q4: 594 shares; 2026Q1: 594 shares 594$31.1K<0.01%0Timeline
NEOGNEOGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: not reported; 2025Q1: 205 shares; 2025Q2: 343 shares; 2025Q3: 2,529 shares; 2025Q4: 3,332 shares; 2026Q1: 3,332 shares 3,332$31K<0.01%0Timeline
TCBKTRICO BANCSHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 651 shares 651$30.9K<0.01%+56Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 4 shares; 2025Q3: 11 shares; 2025Q4: 53 shares; 2026Q1: 96 shares 96$30.9K<0.01%+43Timeline
NGVCNATURAL GROCERS BY VITAMINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 529 shares; 2025Q2: 566 shares; 2025Q3: 1,307 shares; 2025Q4: 1,449 shares; 2026Q1: 1,191 shares 1,191$30.8K<0.01%-258Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 1,872 shares; 2025Q1: 1,872 shares; 2025Q2: 1,761 shares; 2025Q3: 561 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325$30.7K<0.01%0Timeline
AMANTERO MIDSTREAM 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: 406 shares; 2025Q3: 1,039 shares; 2025Q4: 1,747 shares; 2026Q1: 1,347 shares 1,347$30.7K<0.01%-400Timeline
VSXYVICTORIAS SECRET AND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 109 shares; 2025Q2: 112 shares; 2025Q3: 423 shares; 2025Q4: 2,824 shares; 2026Q1: 659 shares 659$30.6K<0.01%-2,165Timeline
SMMDISHARES 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: 400 shares; 2026Q1: 400 shares 400$30.5K<0.01%0Timeline
PDFSPDF SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 33 shares; 2025Q1: 156 shares; 2025Q2: 500 shares; 2025Q3: 488 shares; 2025Q4: 543 shares; 2026Q1: 933 shares 933$30.5K<0.01%+390Timeline
TNKTEEKAY TANKERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 354 shares; 2025Q1: 148 shares; 2025Q2: 211 shares; 2025Q3: 250 shares; 2025Q4: 412 shares; 2026Q1: 415 shares 415$30.4K<0.01%+3Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 1,854 shares; 2025Q4: 1,640 shares; 2026Q1: 2,101 shares 2,101$30.3K<0.01%+461Timeline
DLYDOUBLELINE YIELD OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,167 shares; 2025Q1: 2,168 shares; 2025Q2: 2,169 shares; 2025Q3: 2,170 shares; 2025Q4: 2,171 shares; 2026Q1: 2,172 shares 2,172$30.2K<0.01%+1Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 481 shares 481$30.2K<0.01%+227Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 245 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246$30K<0.01%0Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 4 shares; 2025Q1: 33 shares; 2025Q2: 77 shares; 2025Q3: 87 shares; 2025Q4: 94 shares; 2026Q1: 249 shares 249$30K<0.01%+155Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 53 shares; 2025Q1: 40 shares; 2025Q2: 149 shares; 2025Q3: 27 shares; 2025Q4: 122 shares; 2026Q1: 175 shares 175$30K<0.01%+53Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 635 shares; 2025Q1: 487 shares; 2025Q2: 406 shares; 2025Q3: 373 shares; 2025Q4: 427 shares; 2026Q1: 646 shares 646$30K<0.01%+219Timeline
EUFNISHARES 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: 461 shares; 2025Q4: 855 shares; 2026Q1: 855 shares 855$29.8K<0.01%0Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 301 shares; 2025Q2: 267 shares; 2025Q3: 1,456 shares; 2025Q4: 845 shares; 2026Q1: 1,007 shares 1,007$29.8K<0.01%+162Timeline
PTLCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 835 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 566 shares 566$29.7K<0.01%+6Timeline
SLSSELLAS LIFE SCIENCES GROUP 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: 6,993 shares; 2026Q1: 7,013 shares 7,013$29.7K<0.01%+20Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,091 shares; 2025Q2: 1,561 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 654 shares 654$29.6K<0.01%-90Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 468 shares; 2025Q3: 380 shares; 2025Q4: 383 shares; 2026Q1: 397 shares 397$29.6K<0.01%+14Timeline
CVICVR ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,119 shares; 2024Q4: 1,617 shares; 2025Q1: 842 shares; 2025Q2: 913 shares; 2025Q3: 878 shares; 2025Q4: 878 shares; 2026Q1: 878 shares 878$29.6K<0.01%0Timeline
HYGWISHARES 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: 1,000 shares; 2026Q1: 1,000 shares 1,000$29.5K<0.01%0Timeline
GVAGRANITE CONSTR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 377 shares; 2025Q2: 255 shares; 2025Q3: 264 shares; 2025Q4: 251 shares; 2026Q1: 246 shares 246$29.5K<0.01%-5Timeline
DNLWISDOMTREE 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: 730 shares; 2026Q1: 730 shares 730$29.5K<0.01%0Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130 shares; 2025Q1: 111 shares; 2025Q2: 44 shares; 2025Q3: not reported; 2025Q4: 319 shares; 2026Q1: 1,248 shares 1,248$29.5K<0.01%+929Timeline
PZAINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,279 shares 1,279$29.4K<0.01%newTimeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 38 shares; 2025Q1: 19 shares; 2025Q2: 16 shares; 2025Q3: 173 shares; 2025Q4: 189 shares; 2026Q1: 903 shares 903$29.4K<0.01%+714Timeline
ARKGARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 2,557 shares; 2025Q1: 2,255 shares; 2025Q2: 2,105 shares; 2025Q3: 1,065 shares; 2025Q4: 1,065 shares; 2026Q1: 1,108 shares 1,108$29.3K<0.01%+43Timeline
XCEMCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,923 shares; 2025Q2: 6,111 shares; 2025Q3: 910 shares; 2025Q4: 783 shares; 2026Q1: 717 shares 717$29.3K<0.01%-66Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 9 shares; 2025Q3: 24 shares; 2025Q4: 34 shares; 2026Q1: 37 shares 37$29.2K<0.01%+3Timeline
FMHIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 3,803 shares; 2025Q1: 2,776 shares; 2025Q2: 587 shares; 2025Q3: 587 shares; 2025Q4: 587 shares; 2026Q1: 612 shares 612$29.1K<0.01%+25Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,652 shares; 2024Q4: 7,950 shares; 2025Q1: 7,318 shares; 2025Q2: 3,606 shares; 2025Q3: 865 shares; 2025Q4: 791 shares; 2026Q1: 615 shares 615$29K<0.01%-176Timeline
IDUISHARES 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: 249 shares 249$29K<0.01%newTimeline
PHINPHINIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 83 shares; 2025Q1: 193 shares; 2025Q2: 379 shares; 2025Q3: 169 shares; 2025Q4: 425 shares; 2026Q1: 423 shares 423$28.9K<0.01%-2Timeline
AVLDIREXION 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: 879 shares 879$28.9K<0.01%newTimeline
CARECARTER BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 1,269 shares; 2025Q2: 1,239 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares; 2026Q1: 1,239 shares 1,239$28.9K<0.01%0Timeline
GNLGLOBAL NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 899 shares; 2025Q1: 1,131 shares; 2025Q2: 2,062 shares; 2025Q3: 1,710 shares; 2025Q4: 1,710 shares; 2026Q1: 3,065 shares 3,065$28.7K<0.01%+1,355Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 197 shares; 2025Q1: 246 shares; 2025Q2: 354 shares; 2025Q3: 5,042 shares; 2025Q4: 11,701 shares; 2026Q1: 1,118 shares 1,118$28.7K<0.01%-10,583Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 7 shares; 2025Q1: 77 shares; 2025Q2: 119 shares; 2025Q3: 149 shares; 2025Q4: 173 shares; 2026Q1: 166 shares 166$28.7K<0.01%-7Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 369 shares; 2025Q3: 424 shares; 2025Q4: 728 shares; 2026Q1: 1,046 shares 1,046$28.7K<0.01%+318Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 758 shares; 2025Q1: 708 shares; 2025Q2: 738 shares; 2025Q3: 739 shares; 2025Q4: 894 shares; 2026Q1: 2,153 shares 2,153$28.2K<0.01%+1,259Timeline
ECCEAGLE POINT CR 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: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares 7,500$28.2K<0.01%newTimeline
SAILSAILPOINT 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: 2,127 shares 2,127$28.2K<0.01%newTimeline
RLTYCOHEN & STEERS REAL ESTATE OQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 900 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares 1,930$28.1K<0.01%0Timeline
BPOPPOPULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 209 shares 209$28K<0.01%+204Timeline
HIWHIGHWOODS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 147 shares; 2025Q1: 32 shares; 2025Q2: 25 shares; 2025Q3: 115 shares; 2025Q4: 160 shares; 2026Q1: 1,306 shares 1,306$28K<0.01%+1,146Timeline
GSEWGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 330 shares 330$27.9K<0.01%newTimeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 442 shares; 2025Q4: 443 shares; 2026Q1: 470 shares 470$27.9K<0.01%+27Timeline
ORRFORRSTOWN FINL 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: 39 shares; 2025Q3: 683 shares; 2025Q4: 699 shares; 2026Q1: 773 shares 773$27.9K<0.01%+74Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62 shares; 2025Q1: not reported; 2025Q2: 977 shares; 2025Q3: 499 shares; 2025Q4: 677 shares; 2026Q1: 806 shares 806$27.8K<0.01%+129Timeline
GRWTCW 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: 1,005 shares 1,005$27.6K<0.01%newTimeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares 610$27.6K<0.01%0Timeline
AESIATLAS ENERGY SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 652 shares; 2025Q1: 1,968 shares; 2025Q2: 8,119 shares; 2025Q3: 702 shares; 2025Q4: 719 shares; 2026Q1: 2,101 shares 2,101$27.6K<0.01%+1,382Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 4 shares; 2025Q1: 45 shares; 2025Q2: 189 shares; 2025Q3: 204 shares; 2025Q4: 211 shares; 2026Q1: 293 shares 293$27.5K<0.01%+82Timeline
FRHCFREEDOM HOLDING 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: 190 shares 190$27.5K<0.01%newTimeline
DANDANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 203 shares; 2025Q1: 313 shares; 2025Q2: 489 shares; 2025Q3: 806 shares; 2025Q4: 1,289 shares; 2026Q1: 816 shares 816$27.5K<0.01%-473Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 1,797 shares; 2025Q3: 4,890 shares; 2025Q4: 3,640 shares; 2026Q1: 3,410 shares 3,410$27.4K<0.01%-230Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 79 shares; 2025Q2: 119 shares; 2025Q3: 88 shares; 2025Q4: 91 shares; 2026Q1: 94 shares 94$27.3K<0.01%+3Timeline
LFSTLIFESTANCE HEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96 shares; 2025Q3: 19 shares; 2025Q4: 3,810 shares; 2026Q1: 4,274 shares 4,274$27.2K<0.01%+464Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 901 shares; 2025Q1: 962 shares; 2025Q2: 941 shares; 2025Q3: 833 shares; 2025Q4: 636 shares; 2026Q1: 607 shares 607$27.2K<0.01%-29Timeline
KODKODIAK SCIENCES 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: 712 shares 712$27.1K<0.01%newTimeline
SILJAMPLIFY 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: 63 shares; 2026Q1: 913 shares 913$27.1K<0.01%+850Timeline
PKSTPEAKSTONE REALTY TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,190 shares; 2025Q1: 1,125 shares; 2025Q2: 1,170 shares; 2025Q3: 1,186 shares; 2025Q4: 935 shares; 2026Q1: 1,293 shares 1,293$27K<0.01%+358Timeline
CMBTCMB.TECH NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 1,728 shares; 2025Q4: 2,111 shares; 2026Q1: 2,133 shares 2,133$27K<0.01%+22Timeline
SCHQSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 814 shares; 2025Q1: 820 shares; 2025Q2: 829 shares; 2025Q3: 839 shares; 2025Q4: 851 shares; 2026Q1: 858 shares 858$27K<0.01%+7Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: 1,640 shares; 2026Q1: 270 shares 270$26.9K<0.01%-1,370Timeline
CGVVCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares 1,006$26.9K<0.01%0Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$26.9K<0.01%0Timeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 164 shares; 2025Q4: 544 shares; 2026Q1: 666 shares 666$26.8K<0.01%+122Timeline
AVPTAVEPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,815 shares 2,815$26.8K<0.01%newTimeline
XMCRXMFS CHARTER INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 4,413 shares; 2025Q1: 4,413 shares; 2025Q2: 4,413 shares; 2025Q3: 4,413 shares; 2025Q4: 4,413 shares; 2026Q1: 4,413 shares 4,413$26.7K<0.01%0Timeline
ADXADAMS DIVERSIFIED EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 1,221 shares 1,221$26.7K<0.01%+869Timeline
IGRCBRE GBL REAL ESTATE INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,084 shares 6,084$26.7K<0.01%+84Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,706 shares; 2025Q1: 2,724 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 2,873 shares; 2026Q1: 1,500 shares 1,500$26.6K<0.01%-1,373Timeline
FPFFIRST TR INTER DURATN PFD &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 1,800 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$26.4K<0.01%0Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 18 shares; 2025Q1: 197 shares; 2025Q2: 190 shares; 2025Q3: 360 shares; 2025Q4: 364 shares; 2026Q1: 162 shares 162$26.3K<0.01%-202Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: 2 shares; 2025Q3: 1,131 shares; 2025Q4: 95 shares; 2026Q1: 1,108 shares 1,108$26.3K<0.01%+1,013Timeline
UMMALISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 531 shares; 2025Q1: 712 shares; 2025Q2: 775 shares; 2025Q3: 798 shares; 2025Q4: 820 shares; 2026Q1: 858 shares 858$26.3K<0.01%+38Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,194 shares; 2025Q1: 1,203 shares; 2025Q2: 1,226 shares; 2025Q3: 1,221 shares; 2025Q4: 1,230 shares; 2026Q1: 1,267 shares 1,267$26.2K<0.01%+37Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,561 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 180 shares; 2025Q4: 1,866 shares; 2026Q1: 1,749 shares 1,749$26.2K<0.01%-117Timeline
FWRGFIRST WATCH RESTAURANT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,495 shares 2,495$26.1K<0.01%newTimeline
EATBRINKER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 10 shares; 2025Q3: 3 shares; 2025Q4: 138 shares; 2026Q1: 183 shares 183$26.1K<0.01%+45Timeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,352 shares; 2025Q1: 1,353 shares; 2025Q2: 1,228 shares; 2025Q3: 560 shares; 2025Q4: 561 shares; 2026Q1: 561 shares 561$26.1K<0.01%0Timeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252$26K<0.01%0Timeline
GLOBGLOBANT S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 14 shares; 2025Q1: 143 shares; 2025Q2: 92 shares; 2025Q3: 103 shares; 2025Q4: 681 shares; 2026Q1: 564 shares 564$26K<0.01%-117Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 1,843 shares; 2025Q1: 2,313 shares; 2025Q2: 1,020 shares; 2025Q3: 1,002 shares; 2025Q4: 396 shares; 2026Q1: 320 shares 320$26K<0.01%-76Timeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 362 shares; 2025Q1: 371 shares; 2025Q2: 393 shares; 2025Q3: 327 shares; 2025Q4: 227 shares; 2026Q1: 328 shares 328$26K<0.01%+101Timeline
CGAUCENTERRA GOLD 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: 110 shares; 2025Q3: 1,486 shares; 2025Q4: 1,452 shares; 2026Q1: 1,452 shares 1,452$25.8K<0.01%0Timeline
TLTEFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 384 shares 384$25.8K<0.01%0Timeline
FELGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 901 shares; 2025Q1: 365 shares; 2025Q2: 641 shares; 2025Q3: 611 shares; 2025Q4: 687 shares; 2026Q1: 687 shares 687$25.8K<0.01%0Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 160 shares; 2025Q1: 199 shares; 2025Q2: 129 shares; 2025Q3: 284 shares; 2025Q4: 104 shares; 2026Q1: 261 shares 261$25.7K<0.01%+157Timeline
STAASTAAR SURGICAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,863 shares; 2024Q4: 4,863 shares; 2025Q1: 1,356 shares; 2025Q2: 1,354 shares; 2025Q3: 1,423 shares; 2025Q4: 1,351 shares; 2026Q1: 1,373 shares 1,373$25.7K<0.01%+22Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 221 shares; 2025Q2: 600 shares; 2025Q3: 523 shares; 2025Q4: 570 shares; 2026Q1: 1,336 shares 1,336$25.6K<0.01%+766Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 3 shares; 2026Q1: 247 shares 247$25.6K<0.01%+244Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282$25.5K<0.01%0Timeline
AGROADECOAGRO 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: not reported; 2025Q3: 56 shares; 2025Q4: 80 shares; 2026Q1: 1,700 shares 1,700$25.5K<0.01%+1,620Timeline
BKUBANKUNITED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 68 shares; 2025Q3: 53 shares; 2025Q4: 517 shares; 2026Q1: 565 shares 565$25.5K<0.01%+48Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 324 shares; 2025Q1: 460 shares; 2025Q2: 337 shares; 2025Q3: 289 shares; 2025Q4: 574 shares; 2026Q1: 1,364 shares 1,364$25.5K<0.01%+790Timeline
CRBNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114$25.4K<0.01%0Timeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 10 shares; 2025Q2: 110 shares; 2025Q3: 402 shares; 2025Q4: 458 shares; 2026Q1: 411 shares 411$25.4K<0.01%-47Timeline
UDMYUDEMY 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: 1,518 shares; 2025Q4: not reported; 2026Q1: 5,495 shares 5,495$25.4K<0.01%newTimeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 525 shares; 2025Q3: 840 shares; 2025Q4: 728 shares; 2026Q1: 1,187 shares 1,187$25.1K<0.01%+459Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156 shares 156$25K<0.01%newTimeline
PDOPIMCO DYNAMIC INCOME OPRNTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 2,034 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares; 2026Q1: 1,932 shares 1,932$25K<0.01%0Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 21 shares; 2025Q2: 27 shares; 2025Q3: 63 shares; 2025Q4: 64 shares; 2026Q1: 74 shares 74$25K<0.01%+10Timeline
FPIFARMLAND PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,280 shares; 2025Q1: 2,466 shares; 2025Q2: 2,478 shares; 2025Q3: 2,152 shares; 2025Q4: 2,164 shares; 2026Q1: 2,220 shares 2,220$24.9K<0.01%+56Timeline
HIXWESTERN ASSET HIGH INCOM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,265 shares; 2024Q4: 6,265 shares; 2025Q1: 6,265 shares; 2025Q2: 6,265 shares; 2025Q3: 6,265 shares; 2025Q4: 6,265 shares; 2026Q1: 6,265 shares 6,265$24.9K<0.01%0Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 777 shares; 2025Q1: 783 shares; 2025Q2: 791 shares; 2025Q3: 688 shares; 2025Q4: 701 shares; 2026Q1: 626 shares 626$24.9K<0.01%-75Timeline
FLGFLAGSTAR BANK NATIONAL ASSOCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 340 shares; 2025Q3: 526 shares; 2025Q4: 475 shares; 2026Q1: 1,883 shares 1,883$24.8K<0.01%+1,408Timeline
GOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 641 shares; 2026Q1: 641 shares 641$24.8K<0.01%0Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 74 shares; 2025Q1: 65 shares; 2025Q2: 61 shares; 2025Q3: 75 shares; 2025Q4: 91 shares; 2026Q1: 88 shares 88$24.7K<0.01%-3Timeline
GICGLOBAL INDUSTRIAL COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 784 shares 784$24.7K<0.01%+718Timeline
AIRRFIRST 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: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 223 shares 223$24.7K<0.01%+1Timeline
DGTSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 153 shares; 2025Q3: 154 shares; 2025Q4: 149 shares; 2026Q1: 145 shares 145$24.6K<0.01%-4Timeline
DFARDIMENSIONAL 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: 1,041 shares; 2025Q4: 1,041 shares; 2026Q1: 1,041 shares 1,041$24.6K<0.01%0Timeline
FLOFLOWERS FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,882 shares; 2024Q4: 7,408 shares; 2025Q1: 1,990 shares; 2025Q2: 2,446 shares; 2025Q3: 2,426 shares; 2025Q4: 3,272 shares; 2026Q1: 3,017 shares 3,017$24.6K<0.01%-255Timeline
CIGICOLLIERS INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230 shares 230$24.6K<0.01%newTimeline
VTVANGUARD INTL EQUITY INDEX 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: 1,543 shares; 2025Q3: 3,169 shares; 2025Q4: 170 shares; 2026Q1: 178 shares 178$24.6K<0.01%+8Timeline
CNXCCONCENTRIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 213 shares; 2025Q3: 692 shares; 2025Q4: 83 shares; 2026Q1: 897 shares 897$24.5K<0.01%+814Timeline
CLSKCLEANSPARK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 1,706 shares; 2025Q1: 1,706 shares; 2025Q2: 1,811 shares; 2025Q3: 1,926 shares; 2025Q4: 2,014 shares; 2026Q1: 2,883 shares 2,883$24.5K<0.01%+869Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 450 shares; 2025Q1: 590 shares; 2025Q2: 624 shares; 2025Q3: 1,275 shares; 2025Q4: 1,043 shares; 2026Q1: 1,182 shares 1,182$24.5K<0.01%+139Timeline
ZDZIFF DAVIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 372 shares; 2025Q3: 5,241 shares; 2025Q4: 7,720 shares; 2026Q1: 583 shares 583$24.5K<0.01%-7,137Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 1,060 shares; 2025Q1: 562 shares; 2025Q2: 592 shares; 2025Q3: 751 shares; 2025Q4: 599 shares; 2026Q1: 664 shares 664$24.5K<0.01%+65Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 68 shares 68$24.4K<0.01%+56Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,307 shares; 2025Q3: 1,860 shares; 2025Q4: 1,250 shares; 2026Q1: 1,264 shares 1,264$24.3K<0.01%+14Timeline
AGIALAMOS GOLD 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: 62 shares; 2025Q4: 237 shares; 2026Q1: 547 shares 547$24.3K<0.01%+310Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 211 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 111 shares 111$24.3K<0.01%+103Timeline
HPSHANCOCK JOHN PFD INCOME FD 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: 1,694 shares 1,694$24.1K<0.01%newTimeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 183 shares 183$24.1K<0.01%+1Timeline
FSCOFS CREDIT OPPORTUNITIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,268 shares; 2024Q4: 8,268 shares; 2025Q1: 4,722 shares; 2025Q2: 4,722 shares; 2025Q3: 4,722 shares; 2025Q4: 8,172 shares; 2026Q1: 4,722 shares 4,722$24.1K<0.01%-3,450Timeline
JMTGJ 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: 472 shares; 2026Q1: 472 shares 472$24.1K<0.01%0Timeline
IBDNORTHERN 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: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$23.9K<0.01%0Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 530 shares; 2026Q1: 859 shares 859$23.8K<0.01%+329Timeline
GDENGOLDEN ENTMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 524 shares; 2025Q3: 518 shares; 2025Q4: 769 shares; 2026Q1: 891 shares 891$23.8K<0.01%+122Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 38 shares; 2025Q1: 78 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 186 shares 186$23.8K<0.01%newTimeline
TSLGTHEMES 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: 3,958 shares 3,958$23.7K<0.01%newTimeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 135 shares; 2026Q1: 138 shares 138$23.7K<0.01%+3Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 143 shares; 2025Q1: 210 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 145 shares 145$23.7K<0.01%-67Timeline
FDEMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 1,284 shares; 2025Q1: 1,291 shares; 2025Q2: 2,048 shares; 2025Q3: 740 shares; 2025Q4: 745 shares; 2026Q1: 749 shares 749$23.7K<0.01%+4Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 689 shares; 2025Q2: 505 shares; 2025Q3: 628 shares; 2025Q4: 262 shares; 2026Q1: 283 shares 283$23.6K<0.01%+21Timeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 19 shares; 2025Q3: 77 shares; 2025Q4: 503 shares; 2026Q1: 690 shares 690$23.6K<0.01%+187Timeline
LXULSB INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 1,538 shares; 2025Q4: 1,443 shares; 2026Q1: 1,581 shares 1,581$23.6K<0.01%+138Timeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 148 shares; 2025Q4: 164 shares; 2026Q1: 249 shares 249$23.6K<0.01%+85Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly 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: 781 shares 781$23.5K<0.01%newTimeline
AGFIRST MAJESTIC SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 1,095 shares 1,095$23.5K<0.01%+1,059Timeline
YJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares 913$23.5K<0.01%0Timeline
WFWOORI FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 191 shares; 2026Q1: 351 shares 351$23.4K<0.01%+160Timeline
BCCBOISE CASCADE CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 203 shares; 2025Q3: 200 shares; 2025Q4: 202 shares; 2026Q1: 308 shares 308$23.4K<0.01%+106Timeline
ALVOALVOTECHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 49 shares; 2025Q3: 188 shares; 2025Q4: 313 shares; 2026Q1: 6,807 shares 6,807$23.3K<0.01%+6,494Timeline
SPTSPROUT SOCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 160 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 4,092 shares 4,092$23.3K<0.01%+4,082Timeline
GATXGATX 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: 31 shares; 2025Q3: 144 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136$23.3K<0.01%0Timeline
IBCPINDEPENDENT BK CORP MICHQuarterly 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: 787 shares; 2026Q1: 698 shares 698$23.2K<0.01%-89Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 50 shares; 2025Q1: 92 shares; 2025Q2: 49 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 217 shares 217$23.1K<0.01%+32Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 72 shares; 2025Q2: 371 shares; 2025Q3: 556 shares; 2025Q4: 556 shares; 2026Q1: 571 shares 571$23.1K<0.01%+15Timeline
ESEESCO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 20 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 82 shares 82$23.1K<0.01%+27Timeline
TREELENDINGTREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 111 shares; 2025Q3: 251 shares; 2025Q4: 335 shares; 2026Q1: 537 shares 537$23K<0.01%+202Timeline
XRPCCANARY XRP ETFQuarterly 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: 1,604 shares; 2026Q1: 1,604 shares 1,604$22.9K<0.01%0Timeline
GNKGENCO SHIPPING & TRADING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 585 shares; 2026Q1: 1,017 shares 1,017$22.9K<0.01%+432Timeline
GILGILDAN ACTIVEWEAR 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: 12 shares; 2025Q4: 434 shares; 2026Q1: 412 shares 412$22.9K<0.01%-22Timeline
SOCSABLE OFFSHORE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 309 shares; 2025Q1: 350 shares; 2025Q2: 264 shares; 2025Q3: 516 shares; 2025Q4: 2,278 shares; 2026Q1: 1,387 shares 1,387$22.9K<0.01%-891Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 664 shares; 2025Q1: 928 shares; 2025Q2: 637 shares; 2025Q3: 19 shares; 2025Q4: 262 shares; 2026Q1: 144 shares 144$22.8K<0.01%-118Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,887 shares; 2025Q1: 1,843 shares; 2025Q2: 195 shares; 2025Q3: 938 shares; 2025Q4: 595 shares; 2026Q1: 679 shares 679$22.8K<0.01%+84Timeline
TECLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,746 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 262 shares; 2026Q1: 262 shares 262$22.7K<0.01%0Timeline
ONEYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 211 shares; 2025Q3: 195 shares; 2025Q4: 186 shares; 2026Q1: 187 shares 187$22.5K<0.01%+1Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 141 shares; 2025Q1: 265 shares; 2025Q2: 84 shares; 2025Q3: 165 shares; 2025Q4: 558 shares; 2026Q1: 934 shares 934$22.4K<0.01%+376Timeline
NXTGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 217 shares; 2025Q3: 198 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199$22.3K<0.01%0Timeline
UHTUNIVERSAL HEALTH RLTY INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 289 shares; 2025Q2: 571 shares; 2025Q3: 565 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550$22.3K<0.01%0Timeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,358 shares; 2026Q1: 1,488 shares 1,488$22.2K<0.01%-870Timeline
SAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,528 shares; 2025Q1: 2,528 shares; 2025Q2: 2,528 shares; 2025Q3: 2,528 shares; 2025Q4: 6,569 shares; 2026Q1: 864 shares 864$22.2K<0.01%-5,705Timeline
MXLMAXLINEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 2,809 shares; 2025Q1: 6,863 shares; 2025Q2: 552 shares; 2025Q3: 541 shares; 2025Q4: 1,416 shares; 2026Q1: 1,279 shares 1,279$22.2K<0.01%-137Timeline
BZKANZHUN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 798 shares; 2025Q3: 875 shares; 2025Q4: 1,690 shares; 2026Q1: 1,660 shares 1,660$22.2K<0.01%-30Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 160 shares; 2025Q1: 109 shares; 2025Q2: 97 shares; 2025Q3: 94 shares; 2025Q4: 612 shares; 2026Q1: 516 shares 516$22.2K<0.01%-96Timeline
ROIVROIVANT SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 26 shares; 2025Q2: 601 shares; 2025Q3: 778 shares; 2025Q4: 801 shares; 2026Q1: 801 shares 801$22.2K<0.01%0Timeline
LLYVALIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares; 2026Q1: 242 shares 242$22.2K<0.01%0Timeline
CSWCCAPITAL SOUTHWEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$22.1K<0.01%0Timeline
DAWNDAY ONE BIOPHARMACEUTICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares 1,022$21.9K<0.01%0Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 337 shares; 2026Q1: 353 shares 353$21.8K<0.01%+16Timeline
SPOKSPOK HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$21.8K<0.01%0Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 893 shares; 2025Q3: 878 shares; 2025Q4: 878 shares; 2026Q1: 919 shares 919$21.7K<0.01%+41Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 28 shares; 2025Q3: 53 shares; 2025Q4: 254 shares; 2026Q1: 55 shares 55$21.7K<0.01%-199Timeline
EXTREXTREME NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 28 shares; 2025Q2: 123 shares; 2025Q3: 10,663 shares; 2025Q4: 16,504 shares; 2026Q1: 1,438 shares 1,438$21.7K<0.01%-15,066Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 69 shares; 2025Q1: 68 shares; 2025Q2: 12 shares; 2025Q3: 746 shares; 2025Q4: 137 shares; 2026Q1: 462 shares 462$21.6K<0.01%+325Timeline
MANUMANCHESTER UTD PLC 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: 104 shares; 2025Q3: 33 shares; 2025Q4: 876 shares; 2026Q1: 1,278 shares 1,278$21.5K<0.01%+402Timeline
DSLDOUBLELINE INCOME SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 1,984 shares; 2025Q1: 1,984 shares; 2025Q2: 1,984 shares; 2025Q3: 1,984 shares; 2025Q4: 1,984 shares; 2026Q1: 1,984 shares 1,984$21.5K<0.01%0Timeline
CPACOPA HOLDINGS SAQuarterly 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: 63 shares; 2025Q4: 100 shares; 2026Q1: 189 shares 189$21.5K<0.01%+89Timeline
MCWMISTER CAR WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 911 shares; 2025Q2: 467 shares; 2025Q3: 144 shares; 2025Q4: 2,967 shares; 2026Q1: 3,079 shares 3,079$21.5K<0.01%+112Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 424 shares; 2025Q1: 612 shares; 2025Q2: 294 shares; 2025Q3: 220 shares; 2025Q4: 242 shares; 2026Q1: 103 shares 103$21.4K<0.01%-139Timeline
ASSTSTRIVE 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: 2,140 shares 2,140$21.4K<0.01%newTimeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$21.4K<0.01%0Timeline
PRSUPURSUIT ATTRACTIONS AND HOSPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 789 shares; 2025Q4: 587 shares; 2026Q1: 583 shares 583$21.4K<0.01%-4Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 144 shares; 2025Q1: 806 shares; 2025Q2: 527 shares; 2025Q3: 171 shares; 2025Q4: 200 shares; 2026Q1: 386 shares 386$21.3K<0.01%+186Timeline
QQQEDIREXION 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: 216 shares 216$21.3K<0.01%newTimeline
INRINFINITY NAT RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,315 shares; 2026Q1: 1,209 shares 1,209$21.3K<0.01%-106Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 173 shares; 2025Q2: 319 shares; 2025Q3: 254 shares; 2025Q4: 246 shares; 2026Q1: 430 shares 430$21.2K<0.01%+184Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850$21.2K<0.01%0Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 33 shares; 2025Q2: 43 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 242 shares 242$21.2K<0.01%+239Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,541 shares 1,541$21.2K<0.01%+41Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 961 shares; 2025Q1: 929 shares; 2025Q2: 1,616 shares; 2025Q3: 1,457 shares; 2025Q4: 1,459 shares; 2026Q1: 424 shares 424$21.2K<0.01%-1,035Timeline
FLNGFLEX LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 34 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 711 shares 711$21.1K<0.01%+111Timeline
XAWFXALLIANCEBERNSTEIN GLOBAL HIGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,076 shares; 2025Q1: 2,076 shares; 2025Q2: 2,076 shares; 2025Q3: 2,076 shares; 2025Q4: 2,076 shares; 2026Q1: 2,076 shares 2,076$21.1K<0.01%0Timeline
NTSTNETSTREIT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 246 shares; 2025Q1: 1,085 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares 1,116$21K<0.01%0Timeline
GLXYGALAXY DIGITAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,137 shares; 2026Q1: 1,137 shares 1,137$21K<0.01%0Timeline
OUTOUTFRONT MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 72 shares; 2025Q3: 189 shares; 2025Q4: 219 shares; 2026Q1: 791 shares 791$21K<0.01%+572Timeline
DLXDELUXE CORP MEDIUM TERM NTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 761 shares 761$21K<0.01%+61Timeline
PDTHANCOCK JOHN PREM DIVID 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: 5,520 shares; 2025Q3: 81 shares; 2025Q4: 49 shares; 2026Q1: 1,598 shares 1,598$20.9K<0.01%+1,549Timeline
CVLGCOVENANT LOGISTICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157 shares; 2025Q3: 441 shares; 2025Q4: 544 shares; 2026Q1: 769 shares 769$20.9K<0.01%+225Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly 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: 2,765 shares 2,765$20.8K<0.01%newTimeline
SPUSTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432$20.8K<0.01%0Timeline
BBIOBRIDGEBIO PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 184 shares; 2025Q2: 384 shares; 2025Q3: 493 shares; 2025Q4: 481 shares; 2026Q1: 280 shares 280$20.8K<0.01%-201Timeline
HHHHOWARD HUGHES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 526 shares; 2025Q2: 220 shares; 2025Q3: 312 shares; 2025Q4: 242 shares; 2026Q1: 327 shares 327$20.7K<0.01%+85Timeline
SVMSILVERCORP METALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,925 shares 1,925$20.7K<0.01%newTimeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 849 shares; 2025Q1: 1,873 shares; 2025Q2: 584 shares; 2025Q3: 849 shares; 2025Q4: 468 shares; 2026Q1: 1,258 shares 1,258$20.7K<0.01%+790Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 652 shares; 2025Q3: 603 shares; 2025Q4: 573 shares; 2026Q1: 574 shares 574$20.6K<0.01%+1Timeline
CHATTIDAL TRUST 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: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333$20.6K<0.01%0Timeline
IPORENAISSANCE CAP GREENWICH FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 671 shares; 2025Q1: 672 shares; 2025Q2: 490 shares; 2025Q3: 491 shares; 2025Q4: 491 shares; 2026Q1: 492 shares 492$20.6K<0.01%+1Timeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$20.5K<0.01%0Timeline
TLTDFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares 218$20.5K<0.01%0Timeline
ADTADT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 145 shares; 2025Q4: 14 shares; 2026Q1: 3,113 shares 3,113$20.5K<0.01%+3,099Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 898 shares; 2025Q1: 1,000 shares; 2025Q2: 1,121 shares; 2025Q3: 1,251 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares 1,001$20.4K<0.01%0Timeline
SHGSHINHAN FINANCIAL GROUP CO LQuarterly 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 shares; 2025Q4: 158 shares; 2026Q1: 333 shares 333$20.4K<0.01%+175Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 45 shares; 2025Q4: 121 shares; 2026Q1: 153 shares 153$20.4K<0.01%+32Timeline
DXDYNEX CAP 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: 549 shares; 2025Q4: 549 shares; 2026Q1: 1,599 shares 1,599$20.4K<0.01%+1,050Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 173 shares; 2025Q1: 76 shares; 2025Q2: 46 shares; 2025Q3: 53 shares; 2025Q4: 74 shares; 2026Q1: 96 shares 96$20.4K<0.01%+22Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 4 shares; 2025Q1: 35 shares; 2025Q2: 60 shares; 2025Q3: 34 shares; 2025Q4: 177 shares; 2026Q1: 207 shares 207$20.4K<0.01%+30Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 195 shares; 2025Q3: 357 shares; 2025Q4: 365 shares; 2026Q1: 418 shares 418$20.4K<0.01%+53Timeline
PPCPILGRIMS PRIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 17 shares; 2025Q1: 14 shares; 2025Q2: 59 shares; 2025Q3: 372 shares; 2025Q4: 2,135 shares; 2026Q1: 539 shares 539$20.4K<0.01%-1,596Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 286 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 171 shares 171$20.3K<0.01%+129Timeline
KEPKOREA ELEC PWR 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: 79 shares; 2025Q4: 888 shares; 2026Q1: 1,422 shares 1,422$20.3K<0.01%+534Timeline
CSVCARRIAGE SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares 443$20.2K<0.01%0Timeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 581 shares; 2025Q1: 225 shares; 2025Q2: 288 shares; 2025Q3: 366 shares; 2025Q4: 414 shares; 2026Q1: 556 shares 556$20.2K<0.01%+142Timeline
KWRQUAKER HOUGHTONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 161 shares; 2025Q4: 137 shares; 2026Q1: 162 shares 162$20.1K<0.01%+25Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 100 shares; 2025Q1: 126 shares; 2025Q2: 440 shares; 2025Q3: 225 shares; 2025Q4: 305 shares; 2026Q1: 302 shares 302$20K<0.01%-3Timeline
CWKCUSHMAN AND WAKEFIELD LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,477 shares; 2026Q1: 1,631 shares 1,631$20K<0.01%+154Timeline
DGICADONEGAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 847 shares; 2025Q1: 485 shares; 2025Q2: 2,180 shares; 2025Q3: 1,143 shares; 2025Q4: 1,156 shares; 2026Q1: 1,162 shares 1,162$20K<0.01%+6Timeline
QUBTQUANTUM COMPUTING 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: 200 shares; 2025Q3: not reported; 2025Q4: 1,129 shares; 2026Q1: 2,911 shares 2,911$19.9K<0.01%+1,782Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,571 shares; 2025Q1: 1,108 shares; 2025Q2: 815 shares; 2025Q3: 491 shares; 2025Q4: 755 shares; 2026Q1: 750 shares 750$19.9K<0.01%-5Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 13 shares; 2025Q1: 187 shares; 2025Q2: 45 shares; 2025Q3: 38 shares; 2025Q4: 116 shares; 2026Q1: 469 shares 469$19.9K<0.01%+353Timeline
TDWTIDEWATER INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96 shares; 2025Q1: not reported; 2025Q2: 141 shares; 2025Q3: 145 shares; 2025Q4: 170 shares; 2026Q1: 238 shares 238$19.9K<0.01%+68Timeline
AIBUDIREXION 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: 550 shares 550$19.8K<0.01%newTimeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 126 shares; 2025Q1: 372 shares; 2025Q2: 373 shares; 2025Q3: 215 shares; 2025Q4: 178 shares; 2026Q1: 234 shares 234$19.8K<0.01%+56Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 101 shares; 2025Q2: 71 shares; 2025Q3: 61 shares; 2025Q4: 141 shares; 2026Q1: 262 shares 262$19.7K<0.01%+121Timeline
IEOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 154 shares; 2025Q2: 155 shares; 2025Q3: 156 shares; 2025Q4: 157 shares; 2026Q1: 158 shares 158$19.7K<0.01%+1Timeline
SPBSPECTRUM BRANDS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 160 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 245 shares; 2025Q4: 265 shares; 2026Q1: 267 shares 267$19.7K<0.01%+2Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 941 shares; 2025Q1: 376 shares; 2025Q2: 505 shares; 2025Q3: 376 shares; 2025Q4: 399 shares; 2026Q1: 355 shares 355$19.7K<0.01%-44Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 359 shares; 2025Q3: 413 shares; 2025Q4: 611 shares; 2026Q1: 3,286 shares 3,286$19.6K<0.01%+2,675Timeline
PHATPHATHOM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 797 shares; 2025Q1: 647 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 1,767 shares 1,767$19.6K<0.01%+1,120Timeline
ELPCCOMPANHIA PARANAENSE DE ENERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,443 shares; 2025Q2: 1,443 shares; 2025Q3: 1,443 shares; 2025Q4: 1,443 shares; 2026Q1: 1,642 shares 1,642$19.6K<0.01%+199Timeline
MPBMID PENN BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 798 shares; 2025Q4: 621 shares; 2026Q1: 609 shares 609$19.6K<0.01%-12Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 69 shares; 2025Q1: 1,084 shares; 2025Q2: 1,146 shares; 2025Q3: 1,141 shares; 2025Q4: 849 shares; 2026Q1: 896 shares 896$19.6K<0.01%+47Timeline
ACADACADIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 45 shares; 2025Q4: 111 shares; 2026Q1: 879 shares 879$19.6K<0.01%+768Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 14 shares; 2025Q1: 31 shares; 2025Q2: 34 shares; 2025Q3: 205 shares; 2025Q4: 213 shares; 2026Q1: 301 shares 301$19.5K<0.01%+88Timeline
SNDRSCHNEIDER NATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 54 shares; 2025Q4: 378 shares; 2026Q1: 741 shares 741$19.5K<0.01%+363Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,196 shares; 2025Q1: 1,197 shares; 2025Q2: 2,683 shares; 2025Q3: 3,140 shares; 2025Q4: 3,121 shares; 2026Q1: 1,811 shares 1,811$19.4K<0.01%-1,310Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 26 shares; 2025Q3: 20 shares; 2025Q4: 64 shares; 2026Q1: 94 shares 94$19.4K<0.01%+30Timeline
HELOJ 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: 899 shares; 2025Q4: 303 shares; 2026Q1: 303 shares 303$19.4K<0.01%0Timeline
WAFDWAFD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: 686 shares; 2025Q3: 629 shares; 2025Q4: 593 shares; 2026Q1: 611 shares 611$19.2K<0.01%+18Timeline
FRPTFRESHPET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 674 shares; 2025Q2: 588 shares; 2025Q3: 574 shares; 2025Q4: 700 shares; 2026Q1: 325 shares 325$19.2K<0.01%-375Timeline
ECPGENCORE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 147 shares; 2025Q3: 15 shares; 2025Q4: 200 shares; 2026Q1: 272 shares 272$19.1K<0.01%+72Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116 shares; 2025Q2: not reported; 2025Q3: 489 shares; 2025Q4: 241 shares; 2026Q1: 600 shares 600$19.1K<0.01%+359Timeline
NMRKNEWMARK GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 925 shares; 2025Q3: 1,840 shares; 2025Q4: 1,920 shares; 2026Q1: 1,271 shares 1,271$19.1K<0.01%-649Timeline
ACVFETF OPPORTUNITIES 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: 1,900 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$19K<0.01%0Timeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 17 shares; 2025Q1: 20 shares; 2025Q2: 44 shares; 2025Q3: 27 shares; 2025Q4: 285 shares; 2026Q1: 321 shares 321$19K<0.01%+36Timeline
OIIOCEANEERING INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 62 shares; 2025Q2: 596 shares; 2025Q3: 333 shares; 2025Q4: 339 shares; 2026Q1: 536 shares 536$19K<0.01%+197Timeline
BUIBLACKROCK UTILS INFRASTRUCTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,167 shares; 2024Q4: 4,167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: not reported; 2026Q1: 715 shares 715$18.9K<0.01%newTimeline
ATRCATRICURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 512 shares; 2025Q1: 408 shares; 2025Q2: 355 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 661 shares 661$18.9K<0.01%+137Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 48 shares; 2025Q1: 208 shares; 2025Q2: 212 shares; 2025Q3: 232 shares; 2025Q4: 175 shares; 2026Q1: 213 shares 213$18.8K<0.01%+38Timeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 25 shares; 2025Q1: 3 shares; 2025Q2: 86 shares; 2025Q3: 41 shares; 2025Q4: 53 shares; 2026Q1: 63 shares 63$18.7K<0.01%+10Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 254 shares 254$18.7K<0.01%newTimeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 701 shares; 2025Q1: 1,714 shares; 2025Q2: 718 shares; 2025Q3: 709 shares; 2025Q4: 714 shares; 2026Q1: 263 shares 263$18.6K<0.01%-451Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 7,246 shares; 2025Q1: 4,457 shares; 2025Q2: 2,721 shares; 2025Q3: 1,249 shares; 2025Q4: 793 shares; 2026Q1: 380 shares 380$18.5K<0.01%-413Timeline
GIBCGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 113 shares; 2025Q3: 8 shares; 2025Q4: 154 shares; 2026Q1: 253 shares 253$18.5K<0.01%+99Timeline
PKXPOSCO HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 26 shares; 2026Q1: 316 shares 316$18.5K<0.01%+290Timeline
ROBTFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 400 shares 400$18.5K<0.01%+230Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 980 shares; 2025Q1: 2,075 shares; 2025Q2: 595 shares; 2025Q3: 500 shares; 2025Q4: 408 shares; 2026Q1: 488 shares 488$18.5K<0.01%+80Timeline
TBBKBANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 500 shares; 2025Q3: 657 shares; 2025Q4: 733 shares; 2026Q1: 343 shares 343$18.4K<0.01%-390Timeline
PRMBPRIMO BRANDS 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: 88 shares; 2025Q3: 678 shares; 2025Q4: 283 shares; 2026Q1: 976 shares 976$18.4K<0.01%+693Timeline
LLYVKLIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195 shares; 2026Q1: 195 shares 195$18.4K<0.01%0Timeline
FTXOFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,633 shares; 2025Q1: 1,635 shares; 2025Q2: 1,638 shares; 2025Q3: 1,640 shares; 2025Q4: 1,643 shares; 2026Q1: 507 shares 507$18.4K<0.01%-1,136Timeline
APGEAPOGEE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 194 shares; 2025Q3: 73 shares; 2025Q4: 157 shares; 2026Q1: 218 shares 218$18.3K<0.01%+61Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 206 shares; 2025Q2: 213 shares; 2025Q3: 143 shares; 2025Q4: 146 shares; 2026Q1: 223 shares 223$18.3K<0.01%+77Timeline
AMDGTHEMES 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: 886 shares 886$18.3K<0.01%newTimeline
VSNTVERSANT MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 494 shares 494$18.3K<0.01%newTimeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 998 shares; 2025Q3: 1,554 shares; 2025Q4: 359 shares; 2026Q1: 159 shares 159$18.3K<0.01%-200Timeline
TICTIC SOLUTIONS 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: 2,772 shares 2,772$18.2K<0.01%newTimeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 123 shares; 2025Q2: 210 shares; 2025Q3: 225 shares; 2025Q4: 157 shares; 2026Q1: 91 shares 91$18.2K<0.01%-66Timeline
FXGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares 285$18.2K<0.01%0Timeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 110 shares; 2026Q1: 182 shares 182$18.2K<0.01%+72Timeline
FROFRONTLINE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 520 shares 520$18.1K<0.01%newTimeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 106 shares; 2025Q1: 111 shares; 2025Q2: 100 shares; 2025Q3: 123 shares; 2025Q4: 271 shares; 2026Q1: 198 shares 198$18.1K<0.01%-73Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 172 shares; 2025Q1: 168 shares; 2025Q2: 171 shares; 2025Q3: 172 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175$18.1K<0.01%0Timeline
VRDNVIRIDIAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 2,407 shares; 2025Q4: 913 shares; 2026Q1: 922 shares 922$18K<0.01%+9Timeline
SLVPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 558 shares; 2026Q1: 508 shares 508$18K<0.01%-50Timeline
RABROOKFIELD REAL ASSETS INCOMQuarterly 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: 1,400 shares 1,400$18K<0.01%newTimeline
CALYCALLAWAY GOLF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 129 shares; 2025Q3: 1,027 shares; 2025Q4: 1,033 shares; 2026Q1: 1,297 shares 1,297$18K<0.01%+264Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 17 shares; 2025Q4: 55 shares; 2026Q1: 64 shares 64$17.9K<0.01%+9Timeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 32 shares; 2026Q1: 117 shares 117$17.9K<0.01%+85Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 74 shares; 2025Q1: 38 shares; 2025Q2: 9 shares; 2025Q3: 128 shares; 2025Q4: 245 shares; 2026Q1: 271 shares 271$17.9K<0.01%+26Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 106 shares; 2025Q3: 305 shares; 2025Q4: 309 shares; 2026Q1: 309 shares 309$17.8K<0.01%0Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 46 shares; 2026Q1: 828 shares 828$17.7K<0.01%+782Timeline
IVTINVENTRUST PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 494 shares; 2025Q1: 444 shares; 2025Q2: 622 shares; 2025Q3: 511 shares; 2025Q4: 560 shares; 2026Q1: 578 shares 578$17.6K<0.01%+18Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 139 shares; 2025Q1: 5 shares; 2025Q2: 46 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 324 shares 324$17.6K<0.01%+5Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 34 shares; 2025Q1: 31 shares; 2025Q2: 37 shares; 2025Q3: 40 shares; 2025Q4: 301 shares; 2026Q1: 451 shares 451$17.6K<0.01%+150Timeline
BLCOBAUSCH PLUS LOMB 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: 157 shares; 2025Q4: 495 shares; 2026Q1: 1,104 shares 1,104$17.6K<0.01%+609Timeline
ANIPANI PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 151 shares; 2026Q1: 228 shares 228$17.5K<0.01%+77Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 1,122 shares; 2025Q3: 1,321 shares; 2025Q4: 5,662 shares; 2026Q1: 3,386 shares 3,386$17.5K<0.01%-2,276Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 9 shares; 2025Q1: 19 shares; 2025Q2: 5 shares; 2025Q3: 76 shares; 2025Q4: 107 shares; 2026Q1: 252 shares 252$17.5K<0.01%+145Timeline
THFFFIRST FINANCIAL 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: 67 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 276 shares 276$17.4K<0.01%+150Timeline
MSMMSC INDL DIRECT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 42 shares; 2025Q4: 136 shares; 2026Q1: 189 shares 189$17.4K<0.01%+53Timeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 484 shares; 2025Q1: 94 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares 177$17.4K<0.01%0Timeline
SQMSOCIEDAD QUIMICA Y MINERA DEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 507 shares; 2025Q3: 201 shares; 2025Q4: 221 shares; 2026Q1: 214 shares 214$17.3K<0.01%-7Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 447 shares; 2026Q1: 372 shares 372$17.3K<0.01%-75Timeline
GILTGILAT SATELLITE NETWORKS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,150 shares 1,150$17.3K<0.01%newTimeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 57 shares; 2025Q1: 97 shares; 2025Q2: 111 shares; 2025Q3: 85 shares; 2025Q4: 81 shares; 2026Q1: 80 shares 80$17.3K<0.01%-1Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 259 shares; 2025Q1: 817 shares; 2025Q2: 983 shares; 2025Q3: 848 shares; 2025Q4: 231 shares; 2026Q1: 291 shares 291$17.2K<0.01%+60Timeline
FPWRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 450 shares; 2025Q1: 452 shares; 2025Q2: 454 shares; 2025Q3: 456 shares; 2025Q4: 459 shares; 2026Q1: 461 shares 461$17.2K<0.01%+2Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 306 shares; 2025Q1: 302 shares; 2025Q2: 283 shares; 2025Q3: 294 shares; 2025Q4: 246 shares; 2026Q1: 350 shares 350$17.2K<0.01%+104Timeline
SOBOSOUTH BOW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 27 shares; 2025Q3: 133 shares; 2025Q4: 300 shares; 2026Q1: 515 shares 515$17.2K<0.01%+215Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 5 shares; 2025Q1: 86 shares; 2025Q2: 423 shares; 2025Q3: 417 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426$17.2K<0.01%0Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 731 shares; 2025Q1: 733 shares; 2025Q2: 544 shares; 2025Q3: 457 shares; 2025Q4: 458 shares; 2026Q1: 451 shares 451$17.2K<0.01%-7Timeline
RDDTREDDIT 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: 92 shares; 2025Q4: 91 shares; 2026Q1: 127 shares 127$17.1K<0.01%+36Timeline
RSIRUSH STREET INTERACTIVE 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: 21 shares; 2025Q3: 967 shares; 2025Q4: 987 shares; 2026Q1: 785 shares 785$17.1K<0.01%-202Timeline
KOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$17K<0.01%0Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 97 shares; 2025Q1: 260 shares; 2025Q2: 216 shares; 2025Q3: 198 shares; 2025Q4: 138 shares; 2026Q1: 153 shares 153$16.9K<0.01%+15Timeline
CSHINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 319 shares; 2025Q1: 323 shares; 2025Q2: 328 shares; 2025Q3: 332 shares; 2025Q4: 336 shares; 2026Q1: 340 shares 340$16.9K<0.01%+4Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 162 shares; 2025Q1: 233 shares; 2025Q2: 844 shares; 2025Q3: 413 shares; 2025Q4: 183 shares; 2026Q1: 259 shares 259$16.9K<0.01%+76Timeline
CNOCNO FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 358 shares; 2025Q4: 365 shares; 2026Q1: 411 shares 411$16.9K<0.01%+46Timeline
PARRPAR PAC HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 41 shares; 2025Q3: 30 shares; 2025Q4: 196 shares; 2026Q1: 269 shares 269$16.9K<0.01%+73Timeline
FLNCFLUENCE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,708 shares; 2025Q2: 611 shares; 2025Q3: 1,748 shares; 2025Q4: 815 shares; 2026Q1: 1,224 shares 1,224$16.8K<0.01%+409Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 25 shares; 2025Q2: 32 shares; 2025Q3: 105 shares; 2025Q4: 357 shares; 2026Q1: 242 shares 242$16.8K<0.01%-115Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: 141 shares; 2025Q3: 144 shares; 2025Q4: 139 shares; 2026Q1: 149 shares 149$16.8K<0.01%+10Timeline
SBLKSTAR BULK CARRIERS CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,845 shares; 2024Q4: 1,647 shares; 2025Q1: 11,303 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,486 shares; 2026Q1: 729 shares 729$16.8K<0.01%-757Timeline
IQDFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 509 shares; 2025Q1: 511 shares; 2025Q2: 519 shares; 2025Q3: 525 shares; 2025Q4: 528 shares; 2026Q1: 529 shares 529$16.7K<0.01%+1Timeline
KEXKIRBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 75 shares; 2025Q4: 81 shares; 2026Q1: 126 shares 126$16.7K<0.01%+45Timeline
DFICDIMENSIONAL 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: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470$16.7K<0.01%0Timeline
DCOMDIME COML BANCSHARES 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: 119 shares; 2025Q3: 1,003 shares; 2025Q4: 461 shares; 2026Q1: 493 shares 493$16.7K<0.01%+32Timeline
SFLSFL CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,072 shares; 2025Q1: 1,078 shares; 2025Q2: 1,332 shares; 2025Q3: 1,083 shares; 2025Q4: 1,368 shares; 2026Q1: 1,545 shares 1,545$16.7K<0.01%+177Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 172 shares; 2025Q2: 93 shares; 2025Q3: 433 shares; 2025Q4: 262 shares; 2026Q1: 213 shares 213$16.6K<0.01%-49Timeline
FNBF N B CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: not reported; 2025Q3: 1,388 shares; 2025Q4: 885 shares; 2026Q1: 992 shares 992$16.6K<0.01%+107Timeline
BDCBELDEN 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: 160 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144$16.5K<0.01%0Timeline
LXPLXP INDUSTRIAL 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: 360 shares; 2026Q1: 357 shares 357$16.5K<0.01%-3Timeline
VISNVISTANCE NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 512 shares; 2025Q1: 629 shares; 2025Q2: 219 shares; 2025Q3: 925 shares; 2025Q4: 851 shares; 2026Q1: 906 shares 906$16.5K<0.01%+55Timeline
BHBIGLARI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$16.5K<0.01%0Timeline
SRPTSAREPTA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,749 shares; 2024Q4: 8,751 shares; 2025Q1: 835 shares; 2025Q2: 843 shares; 2025Q3: 1,031 shares; 2025Q4: 1,882 shares; 2026Q1: 755 shares 755$16.4K<0.01%-1,127Timeline
ELVRELEVRA LITHIUM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 520 shares; 2025Q4: 454 shares; 2026Q1: 278 shares 278$16.4K<0.01%-176Timeline
GFFGRIFFON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 9 shares; 2025Q1: 7 shares; 2025Q2: 81 shares; 2025Q3: 201 shares; 2025Q4: 210 shares; 2026Q1: 225 shares 225$16.4K<0.01%+15Timeline
KGSKODIAK GAS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 134 shares; 2025Q2: 245 shares; 2025Q3: 370 shares; 2025Q4: 254 shares; 2026Q1: 279 shares 279$16.3K<0.01%+25Timeline
FOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 341 shares 341$16.3K<0.01%-151Timeline
AHCOADAPTHEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 29 shares; 2025Q3: 26 shares; 2025Q4: 960 shares; 2026Q1: 1,361 shares 1,361$16.2K<0.01%+401Timeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 7 shares; 2025Q1: 4 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 61 shares 61$16.2K<0.01%+45Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,140 shares; 2024Q4: 2,750 shares; 2025Q1: 2,776 shares; 2025Q2: 1,156 shares; 2025Q3: 1,369 shares; 2025Q4: 931 shares; 2026Q1: 931 shares 931$16.1K<0.01%0Timeline
ALABASTERA LABS 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: 9 shares; 2025Q3: 13 shares; 2025Q4: 355 shares; 2026Q1: 147 shares 147$16.1K<0.01%-208Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 65 shares; 2025Q1: 23 shares; 2025Q2: 83 shares; 2025Q3: 90 shares; 2025Q4: 132 shares; 2026Q1: 310 shares 310$16.1K<0.01%+178Timeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 546 shares; 2025Q2: 386 shares; 2025Q3: 399 shares; 2025Q4: 308 shares; 2026Q1: 339 shares 339$16K<0.01%+31Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 246 shares 246$16K<0.01%newTimeline
APPNAPPIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: 6,476 shares; 2025Q4: 6,413 shares; 2026Q1: 663 shares 663$16K<0.01%-5,750Timeline
AIPARTERIS 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: 771 shares; 2025Q4: 1,487 shares; 2026Q1: 972 shares 972$16K<0.01%-515Timeline
CASHPATHWARD FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 182 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares 179$16K<0.01%0Timeline
FLGTFULGENT GENETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 1,000 shares 1,000$15.9K<0.01%+973Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 216 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158$15.9K<0.01%0Timeline
GJANFIRST 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: 6 shares; 2026Q1: 376 shares 376$15.8K<0.01%+370Timeline
HRTGHERITAGE INSURANCE 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: 154 shares; 2025Q3: 241 shares; 2025Q4: 423 shares; 2026Q1: 599 shares 599$15.7K<0.01%+176Timeline
PSNYPOLESTAR AUTOMOTIVE HLDG UKQuarterly 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: 162 shares; 2026Q1: 853 shares 853$15.7K<0.01%+691Timeline
PGCPEAPACK-GLADSTONE FINL 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: 485 shares; 2025Q4: 446 shares; 2026Q1: 446 shares 446$15.7K<0.01%0Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 33 shares; 2025Q1: 91 shares; 2025Q2: 98 shares; 2025Q3: 114 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80$15.7K<0.01%0Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 8 shares; 2025Q1: 76 shares; 2025Q2: 160 shares; 2025Q3: 167 shares; 2025Q4: 158 shares; 2026Q1: 171 shares 171$15.7K<0.01%+13Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,022 shares; 2024Q4: 35,232 shares; 2025Q1: 40,111 shares; 2025Q2: 1,186 shares; 2025Q3: 858 shares; 2025Q4: 779 shares; 2026Q1: 631 shares 631$15.6K<0.01%-148Timeline
STEPSTEPSTONE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 371 shares; 2025Q3: 332 shares; 2025Q4: 451 shares; 2026Q1: 327 shares 327$15.6K<0.01%-124Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: 13 shares; 2025Q3: 20 shares; 2025Q4: 220 shares; 2026Q1: 195 shares 195$15.6K<0.01%-25Timeline
HESMHESS MIDSTREAM LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 3,074 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$15.5K<0.01%0Timeline
GKOSGLAUKOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 31 shares; 2025Q2: 10 shares; 2025Q3: 213 shares; 2025Q4: 345 shares; 2026Q1: 144 shares 144$15.5K<0.01%-201Timeline
FNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,151 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,070 shares; 2025Q4: 1,056 shares; 2026Q1: 290 shares 290$15.5K<0.01%-766Timeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234 shares; 2026Q1: 234 shares 234$15.5K<0.01%0Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 492 shares; 2025Q2: 495 shares; 2025Q3: 491 shares; 2025Q4: 491 shares; 2026Q1: 121 shares 121$15.5K<0.01%-370Timeline
MCMOELIS & 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: 233 shares; 2025Q3: 261 shares; 2025Q4: 300 shares; 2026Q1: 271 shares 271$15.4K<0.01%-29Timeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 116 shares; 2025Q1: 107 shares; 2025Q2: 1,559 shares; 2025Q3: 2,139 shares; 2025Q4: 2,302 shares; 2026Q1: 2,219 shares 2,219$15.4K<0.01%-83Timeline
TNDMTANDEM DIABETES CARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 31 shares; 2025Q3: 100 shares; 2025Q4: 292 shares; 2026Q1: 804 shares 804$15.4K<0.01%+512Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71$15.3K<0.01%0Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 155 shares; 2025Q3: 66 shares; 2025Q4: 261 shares; 2026Q1: 259 shares 259$15.3K<0.01%-2Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 562 shares; 2025Q2: 462 shares; 2025Q3: 717 shares; 2025Q4: 910 shares; 2026Q1: 630 shares 630$15.3K<0.01%-280Timeline
BOHBANK OF HI 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: 9 shares; 2025Q3: 34 shares; 2025Q4: 72 shares; 2026Q1: 206 shares 206$15.3K<0.01%+134Timeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 150 shares; 2025Q1: 151 shares; 2025Q2: 157 shares; 2025Q3: 1,323 shares; 2025Q4: 1,325 shares; 2026Q1: 1,327 shares 1,327$15.3K<0.01%+2Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 656 shares; 2025Q1: 351 shares; 2025Q2: 317 shares; 2025Q3: 332 shares; 2025Q4: 399 shares; 2026Q1: 401 shares 401$15.2K<0.01%+2Timeline
FMCFMC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 339 shares; 2025Q1: 331 shares; 2025Q2: 303 shares; 2025Q3: 320 shares; 2025Q4: 1,013 shares; 2026Q1: 883 shares 883$15.2K<0.01%-130Timeline
AMRZAMRIZE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 271 shares 271$15.2K<0.01%newTimeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 854 shares; 2025Q1: 949 shares; 2025Q2: 1,011 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 98 shares 98$15.2K<0.01%+5Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 617 shares; 2025Q3: 588 shares; 2025Q4: 861 shares; 2026Q1: 796 shares 796$15.2K<0.01%-65Timeline
FSIGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 1,318 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800$15.2K<0.01%0Timeline
WVEWAVE LIFE SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 842 shares; 2025Q2: 1,428 shares; 2025Q3: 692 shares; 2025Q4: 842 shares; 2026Q1: 2,083 shares 2,083$15.1K<0.01%+1,241Timeline
WOODISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: 1,414 shares; 2025Q1: 1,464 shares; 2025Q2: 1,161 shares; 2025Q3: 1,081 shares; 2025Q4: 404 shares; 2026Q1: 212 shares 212$15K<0.01%-192Timeline
HFWAHERITAGE FINL CORP WASHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 417 shares; 2025Q3: 897 shares; 2025Q4: 468 shares; 2026Q1: 577 shares 577$15K<0.01%+109Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 358 shares; 2025Q3: 406 shares; 2025Q4: 358 shares; 2026Q1: 624 shares 624$14.9K<0.01%+266Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 568 shares; 2025Q1: 569 shares; 2025Q2: 446 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares 438$14.9K<0.01%0Timeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,728 shares; 2025Q1: 31 shares; 2025Q2: 68 shares; 2025Q3: 354 shares; 2025Q4: 59 shares; 2026Q1: 298 shares 298$14.9K<0.01%+239Timeline
BCMLBAYCOM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$14.9K<0.01%0Timeline

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