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MAI Capital Management

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13F filer, CIK 1040197, INDEPENDENCE, OH

MAI Capital Management reported $17,718,684,392 across 5,017 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 25.4% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001040197-26-000002

Period
2026-03-31
Reported value
$17.7B
Holdings
5,017
Top 10 weight
25.4%
New
820
Sold out
158

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AAPLadded+294,642$74.8M
BINCadded+1,340,804$69.6M
BRK-Badded+108,420$52M
VTIadded+111,692$35.8M
MSFTadded+88,409$32.7M

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
UNHreduced-133,528-$36.1M
JNJreduced-76,323-$18.7M
ELVreduced-35,491-$10.4M
BKNGreduced-2,460-$10.4M
ORCLreduced-68,616-$10.1M

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001040197-26-000002, largest first. % of portfolio is the value over $17,614,404,024, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RINGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800$63.2K<0.01%0Timeline
LWLGLIGHTWAVE LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,959 shares; 2025Q1: 7,959 shares; 2025Q2: 7,959 shares; 2025Q3: 7,959 shares; 2025Q4: 7,959 shares; 2026Q1: 8,959 shares 8,959$63K<0.01%+1,000Timeline
ATECALPHATEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,518 shares; 2026Q1: 5,787 shares 5,787$63K<0.01%+3,269Timeline
SFNCSIMMONS FIRST NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,321 shares; 2025Q1: 3,322 shares; 2025Q2: 3,446 shares; 2025Q3: 3,325 shares; 2025Q4: 3,472 shares; 2026Q1: 3,232 shares 3,232$62.9K<0.01%-240Timeline
BCCBOISE CASCADE CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: 1,302 shares; 2025Q1: 675 shares; 2025Q2: 686 shares; 2025Q3: 773 shares; 2025Q4: 773 shares; 2026Q1: 827 shares 827$62.7K<0.01%+54Timeline
BTOHANCOCK JOHN FINL OPPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares; 2026Q1: 1,740 shares 1,740$62.4K<0.01%0Timeline
WMGWARNER MUSIC GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,545 shares; 2025Q1: 1,102 shares; 2025Q2: 1,110 shares; 2025Q3: 1,272 shares; 2025Q4: 248 shares; 2026Q1: 2,442 shares 2,442$62.4K<0.01%+2,194Timeline
CSTMCONSTELLIUM SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 259 shares; 2025Q3: 79 shares; 2025Q4: 152 shares; 2026Q1: 2,535 shares 2,535$62.3K<0.01%+2,383Timeline
RLIRLI 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: 309 shares; 2025Q3: 228 shares; 2025Q4: 317 shares; 2026Q1: 1,092 shares 1,092$62.3K<0.01%+775Timeline
MHDBLACKROCK MUNIHOLDINGS FD 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,519 shares 5,519$62.3K<0.01%newTimeline
ASBASSOCIATED BANC-CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,156 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,215 shares; 2025Q4: 1,321 shares; 2026Q1: 2,401 shares 2,401$62.1K<0.01%+1,080Timeline
TMFGRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,195 shares; 2025Q1: 2,195 shares; 2025Q2: 2,195 shares; 2025Q3: 2,195 shares; 2025Q4: 2,195 shares; 2026Q1: 2,195 shares 2,195$62K<0.01%0Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123 shares; 2025Q1: 74 shares; 2025Q2: 399 shares; 2025Q3: 187 shares; 2025Q4: 272 shares; 2026Q1: 1,171 shares 1,171$61.8K<0.01%+899Timeline
GTGOODYEAR TIRE & RUBR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,965 shares; 2025Q1: 6,180 shares; 2025Q2: 6,604 shares; 2025Q3: 6,324 shares; 2025Q4: 6,693 shares; 2026Q1: 9,304 shares 9,304$61.7K<0.01%+2,611Timeline
THRMGENTHERM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,602 shares; 2025Q1: 2,602 shares; 2025Q2: 2,665 shares; 2025Q3: 2,324 shares; 2025Q4: 2,197 shares; 2026Q1: 2,214 shares 2,214$61.5K<0.01%+17Timeline
AWPABRDN GLOBAL PREMIER PPTYS FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,566 shares 5,566$61.5K<0.01%newTimeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 207 shares; 2025Q2: 529 shares; 2025Q3: 457 shares; 2025Q4: 493 shares; 2026Q1: 667 shares 667$61.5K<0.01%+174Timeline
EXPEAGLE MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 5 shares; 2025Q2: 158 shares; 2025Q3: 116 shares; 2025Q4: 170 shares; 2026Q1: 324 shares 324$61.4K<0.01%+154Timeline
LBTYKLIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,684 shares; 2025Q1: 4,684 shares; 2025Q2: 4,684 shares; 2025Q3: 5,134 shares; 2025Q4: 5,134 shares; 2026Q1: 5,229 shares 5,229$61.3K<0.01%+95Timeline
NAGENIAGEN BIOSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,667 shares; 2024Q4: 10,667 shares; 2025Q1: 10,667 shares; 2025Q2: 10,667 shares; 2025Q3: 10,667 shares; 2025Q4: 10,718 shares; 2026Q1: 13,873 shares 13,873$61.2K<0.01%+3,155Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,835 shares; 2025Q1: 2,237 shares; 2025Q2: 141 shares; 2025Q3: 2,026 shares; 2025Q4: 2,441 shares; 2026Q1: 2,426 shares 2,426$60.9K<0.01%-15Timeline
XMPTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,727 shares; 2025Q1: 2,678 shares; 2025Q2: 2,712 shares; 2025Q3: 2,748 shares; 2025Q4: 2,793 shares; 2026Q1: 2,816 shares 2,816$60.5K<0.01%+23Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 662 shares; 2026Q1: 736 shares 736$60.5K<0.01%+74Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 862 shares; 2025Q1: 362 shares; 2025Q2: 396 shares; 2025Q3: 329 shares; 2025Q4: 365 shares; 2026Q1: 1,166 shares 1,166$60.5K<0.01%+801Timeline
FSSLFS SPECIALTY LENDING FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,382 shares; 2026Q1: 4,828 shares 4,828$60.4K<0.01%-554Timeline
GHCGRAHAM HLDGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 48 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 57 shares 57$60.2K<0.01%+16Timeline
ESNTESSENT GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 214 shares; 2025Q3: 163 shares; 2025Q4: 232 shares; 2026Q1: 1,030 shares 1,030$60.2K<0.01%+798Timeline
LDILOANDEPOT 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: 42,000 shares; 2025Q3: 42,000 shares; 2025Q4: 42,000 shares; 2026Q1: 42,193 shares 42,193$59.9K<0.01%+193Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,189 shares; 2025Q1: 2,332 shares; 2025Q2: 11,331 shares; 2025Q3: 4,446 shares; 2025Q4: 5,814 shares; 2026Q1: 7,535 shares 7,535$59.8K<0.01%+1,721Timeline
FROGJFROG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 872 shares; 2026Q1: 1,274 shares 1,274$59.8K<0.01%+402Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 121 shares; 2025Q2: 85 shares; 2025Q3: 34 shares; 2025Q4: 36 shares; 2026Q1: 652 shares 652$59.6K<0.01%+616Timeline
GSLGLOBAL SHIP LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,604 shares; 2025Q3: 1,545 shares; 2025Q4: 1,545 shares; 2026Q1: 1,593 shares 1,593$59.3K<0.01%+48Timeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 2,789 shares; 2025Q3: 398 shares; 2025Q4: 658 shares; 2026Q1: 3,457 shares 3,457$59.1K<0.01%+2,799Timeline
EXTREXTREME NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,989 shares; 2025Q1: 1,989 shares; 2025Q2: 2,074 shares; 2025Q3: 1,989 shares; 2025Q4: 2,018 shares; 2026Q1: 3,919 shares 3,919$59.1K<0.01%+1,901Timeline
SNDASONIDA SENIOR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,831 shares 1,831$59K<0.01%newTimeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares 1,210$58.9K<0.01%newTimeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,408 shares; 2025Q1: 2,392 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,391 shares; 2026Q1: 2,391 shares 2,391$58.9K<0.01%0Timeline
SQQQPROSHARES 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: 1,712 shares; 2026Q1: 730 shares 730$58.8K<0.01%-982Timeline
GVIPGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403$58.7K<0.01%0Timeline
MSMMSC INDL DIRECT 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: 82 shares; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 636 shares 636$58.7K<0.01%+587Timeline
EUSBISHARES 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: 1,347 shares; 2025Q4: 1,347 shares; 2026Q1: 1,347 shares 1,347$58.6K<0.01%0Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,454 shares; 2025Q1: 1,204 shares; 2025Q2: 2,612 shares; 2025Q3: 2,435 shares; 2025Q4: 2,497 shares; 2026Q1: 3,126 shares 3,126$58.5K<0.01%+629Timeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 800 shares 800$58.1K<0.01%-34Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 1,044 shares; 2025Q2: 44 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares 894$58.1K<0.01%0Timeline
CGCPCAPITAL GRP FIXED INCM ETF 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: 2,027 shares; 2025Q3: 5,033 shares; 2025Q4: 5,107 shares; 2026Q1: 2,595 shares 2,595$58K<0.01%-2,512Timeline
GBUGSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,275 shares 1,275$57.9K<0.01%newTimeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 669 shares; 2025Q1: 668 shares; 2025Q2: 464 shares; 2025Q3: 159 shares; 2025Q4: 300 shares; 2026Q1: 1,182 shares 1,182$57.9K<0.01%+882Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 537 shares; 2025Q1: 576 shares; 2025Q2: 613 shares; 2025Q3: 556 shares; 2025Q4: 537 shares; 2026Q1: 631 shares 631$57.8K<0.01%+94Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155 shares; 2025Q1: 232 shares; 2025Q2: 249 shares; 2025Q3: 253 shares; 2025Q4: 184 shares; 2026Q1: 894 shares 894$57.8K<0.01%+710Timeline
CZFSCITIZENS FINL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 934 shares; 2025Q1: 934 shares; 2025Q2: 943 shares; 2025Q3: 941 shares; 2025Q4: 942 shares; 2026Q1: 944 shares 944$57.7K<0.01%+2Timeline
BDJBLACKROCK ENHANCED EQUITY DIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,569 shares; 2025Q1: 4,656 shares; 2025Q2: 6,997 shares; 2025Q3: 5,983 shares; 2025Q4: 6,538 shares; 2026Q1: 6,653 shares 6,653$57.4K<0.01%+115Timeline
SMTHALPS 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: 3,216 shares; 2025Q4: 3,250 shares; 2026Q1: 2,225 shares 2,225$57.3K<0.01%-1,025Timeline
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: 13,106 shares; 2025Q4: 2,126 shares; 2026Q1: 1,122 shares 1,122$57.2K<0.01%-1,004Timeline
NVTSNAVITAS SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,504 shares; 2025Q1: 3,504 shares; 2025Q2: 3,504 shares; 2025Q3: 3,504 shares; 2025Q4: 3,754 shares; 2026Q1: 6,512 shares 6,512$57.1K<0.01%+2,758Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,369 shares; 2024Q4: 4,237 shares; 2025Q1: 3,727 shares; 2025Q2: 3,677 shares; 2025Q3: 4,013 shares; 2025Q4: 918 shares; 2026Q1: 918 shares 918$56.8K<0.01%0Timeline
BXMTBLACKSTONE MORTGAGE TRUST INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,853 shares; 2025Q1: 2,853 shares; 2025Q2: 2,899 shares; 2025Q3: 2,853 shares; 2025Q4: 2,153 shares; 2026Q1: 2,963 shares 2,963$56.7K<0.01%+810Timeline
IVOOVANGUARD ADMIRAL FDS 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: 475 shares; 2026Q1: 495 shares 495$56.6K<0.01%+20Timeline
MODMODINE MFG 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: 135 shares; 2026Q1: 261 shares 261$56.6K<0.01%+126Timeline
CWENACLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 348 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 1,433 shares 1,433$56.1K<0.01%+1,170Timeline
BTZBLACKROCK CR ALLOCATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,092 shares; 2025Q1: 5,980 shares; 2025Q2: 6,070 shares; 2025Q3: 6,060 shares; 2025Q4: 5,489 shares; 2026Q1: 5,489 shares 5,489$55.4K<0.01%0Timeline
AGZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 74 shares; 2025Q2: 35 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares 505$55.4K<0.01%0Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,228 shares; 2025Q1: 1,172 shares; 2025Q2: 1,131 shares; 2025Q3: 1,167 shares; 2025Q4: 1,500 shares; 2026Q1: 1,561 shares 1,561$55.4K<0.01%+61Timeline
GIBCGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 535 shares; 2025Q1: 500 shares; 2025Q2: 567 shares; 2025Q3: 500 shares; 2025Q4: 541 shares; 2026Q1: 757 shares 757$55.3K<0.01%+216Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 1,554 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$55.1K<0.01%0Timeline
CDLVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 735 shares 735$54.8K<0.01%0Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,198 shares; 2026Q1: 1,502 shares 1,502$54.4K<0.01%+304Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 928 shares; 2025Q1: 859 shares; 2025Q2: 860 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 628 shares 628$54.4K<0.01%0Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 464 shares; 2025Q1: 422 shares; 2025Q2: 618 shares; 2025Q3: 426 shares; 2025Q4: 382 shares; 2026Q1: 1,357 shares 1,357$54.3K<0.01%+975Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,638 shares; 2025Q1: 4,662 shares; 2025Q2: 4,703 shares; 2025Q3: 4,746 shares; 2025Q4: 4,797 shares; 2026Q1: 4,823 shares 4,823$54.2K<0.01%+26Timeline
UEURBAN EDGE PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,520 shares; 2025Q3: 3,520 shares; 2025Q4: 3,620 shares; 2026Q1: 2,710 shares 2,710$54.1K<0.01%-910Timeline
CVSACOVISTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 469 shares 469$54.1K<0.01%+458Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly 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$53.7K<0.01%0Timeline
CGMUCAPITAL GRP FIXED INCM ETF 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: 237 shares; 2025Q4: 1,973 shares; 2026Q1: 1,975 shares 1,975$53.6K<0.01%+2Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,597 shares; 2025Q1: 1,657 shares; 2025Q2: 5,177 shares; 2025Q3: 2,536 shares; 2025Q4: 2,080 shares; 2026Q1: 2,895 shares 2,895$53.6K<0.01%+815Timeline
ARCBARCBEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 585 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 543 shares 543$53.4K<0.01%+43Timeline
IEZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,842 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares; 2026Q1: 1,841 shares 1,841$53.3K<0.01%0Timeline
BBCAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 836 shares; 2025Q1: 933 shares; 2025Q2: 551 shares; 2025Q3: 513 shares; 2025Q4: 591 shares; 2026Q1: 566 shares 566$53.2K<0.01%-25Timeline
TMQTRILOGY METALS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,800 shares; 2026Q1: 14,820 shares 14,820$53.2K<0.01%+20Timeline
IEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 4,909 shares; 2025Q3: 3,418 shares; 2025Q4: 2,980 shares; 2026Q1: 783 shares 783$53.2K<0.01%-2,197Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 729 shares; 2025Q1: 194 shares; 2025Q2: 414 shares; 2025Q3: 420 shares; 2025Q4: 400 shares; 2026Q1: 587 shares 587$53.2K<0.01%+187Timeline
SMSM ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: 201 shares; 2025Q4: 55 shares; 2026Q1: 1,706 shares 1,706$53.2K<0.01%+1,651Timeline
INSPINSPIRE MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 4,634 shares; 2025Q1: 4,634 shares; 2025Q2: 3,245 shares; 2025Q3: 1,683 shares; 2025Q4: 320 shares; 2026Q1: 1,020 shares 1,020$52.6K<0.01%+700Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: 187 shares; 2025Q4: 21 shares; 2026Q1: 540 shares 540$52.6K<0.01%+519Timeline
QGRWWISDOMTREE 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: 983 shares 983$52.5K<0.01%newTimeline
EUFNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 259 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 1,501 shares 1,501$52.3K<0.01%+675Timeline
ALGALAMO 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: 380 shares; 2025Q4: 230 shares; 2026Q1: 316 shares 316$52.1K<0.01%+86Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 698 shares; 2026Q1: 698 shares 698$52.1K<0.01%0Timeline
SANMSANMINA 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: 421 shares; 2025Q3: 277 shares; 2025Q4: 215 shares; 2026Q1: 402 shares 402$52.1K<0.01%+187Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 29 shares; 2025Q2: 57 shares; 2025Q3: 39 shares; 2025Q4: 40 shares; 2026Q1: 258 shares 258$52K<0.01%+218Timeline
ROADCONSTRUCTION PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 415 shares; 2025Q3: 505 shares; 2025Q4: 405 shares; 2026Q1: 467 shares 467$51.9K<0.01%+62Timeline
ITDEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 588 shares; 2026Q1: 1,447 shares 1,447$51.8K<0.01%+859Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146 shares; 2025Q1: 171 shares; 2025Q2: 211 shares; 2025Q3: 146 shares; 2025Q4: 172 shares; 2026Q1: 302 shares 302$51.8K<0.01%+130Timeline
FIXDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares 1,188$51.8K<0.01%0Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 192 shares; 2025Q3: 156 shares; 2025Q4: 125 shares; 2026Q1: 741 shares 741$51.4K<0.01%+616Timeline
EFOREVERFORTH 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: 584 shares; 2025Q3: 550 shares; 2025Q4: 576 shares; 2026Q1: 1,326 shares 1,326$51.3K<0.01%+750Timeline
QMOMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750$51.2K<0.01%0Timeline
BATRKATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,189 shares; 2025Q1: 1,158 shares; 2025Q2: 1,198 shares; 2025Q3: 1,163 shares; 2025Q4: 1,155 shares; 2026Q1: 1,199 shares 1,199$51.2K<0.01%+44Timeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 56 shares; 2025Q3: 32 shares; 2025Q4: 1 shares; 2026Q1: 155 shares 155$50.9K<0.01%+154Timeline
ETJEATON VANCE RISK-MANAGED DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,059 shares; 2025Q1: 4,127 shares; 2025Q2: 3,197 shares; 2025Q3: 3,267 shares; 2025Q4: 3,339 shares; 2026Q1: 6,216 shares 6,216$50.8K<0.01%+2,877Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 508 shares; 2025Q2: 10,633 shares; 2025Q3: 4,683 shares; 2025Q4: 2,837 shares; 2026Q1: 3,518 shares 3,518$50.8K<0.01%+681Timeline
EATBRINKER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: not reported; 2025Q2: 159 shares; 2025Q3: 27 shares; 2025Q4: 163 shares; 2026Q1: 355 shares 355$50.7K<0.01%+192Timeline
CNACNA 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: 389 shares; 2025Q3: 194 shares; 2025Q4: 285 shares; 2026Q1: 1,104 shares 1,104$50.7K<0.01%+819Timeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 24 shares; 2026Q1: 558 shares 558$50.7K<0.01%+534Timeline
URTHISHARES 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: 275 shares; 2025Q4: 609 shares; 2026Q1: 281 shares 281$50.6K<0.01%-328Timeline
SNDXSYNDAX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,029 shares; 2026Q1: 2,161 shares 2,161$50.5K<0.01%+1,132Timeline
BKEBUCKLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 66 shares; 2025Q2: 114 shares; 2025Q3: 67 shares; 2025Q4: 11 shares; 2026Q1: 1,002 shares 1,002$50.5K<0.01%+991Timeline
RCATRED CAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,700 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 3,700 shares; 2026Q1: 3,850 shares 3,850$50.4K<0.01%+150Timeline
SSUSSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,428 shares; 2025Q1: 1,250 shares; 2025Q2: 1,174 shares; 2025Q3: 1,174 shares; 2025Q4: 1,179 shares; 2026Q1: 1,077 shares 1,077$50.3K<0.01%-102Timeline
TPCTUTOR PERINI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 601 shares; 2026Q1: 647 shares 647$49.9K<0.01%+46Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 718 shares; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 696 shares; 2026Q1: 696 shares 696$49.8K<0.01%0Timeline
BBHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265$49.8K<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: 526 shares; 2026Q1: 544 shares 544$49.8K<0.01%+18Timeline
NBCRNEUBERGER BERMAN 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: 359 shares; 2026Q1: 1,676 shares 1,676$49.7K<0.01%+1,317Timeline
MMINNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,095 shares 2,095$49.7K<0.01%+95Timeline
QGENQIAGEN 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: not reported; 2026Q1: 1,238 shares 1,238$49.6K<0.01%newTimeline
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,977 shares; 2025Q1: 1,645 shares; 2025Q2: 1,369 shares; 2025Q3: 1,374 shares; 2025Q4: 1,376 shares; 2026Q1: 1,363 shares 1,363$49.4K<0.01%-13Timeline
XIFRXPLR INFRASTRUCTURE LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,177 shares; 2024Q4: 29,860 shares; 2025Q1: 11,471 shares; 2025Q2: 11,471 shares; 2025Q3: 7,884 shares; 2025Q4: 4,634 shares; 2026Q1: 4,634 shares 4,634$49.2K<0.01%0Timeline
AXSMAXSOME THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 292 shares; 2026Q1: 291 shares 291$49.2K<0.01%-1Timeline
ETBEATON VANCE TAX MNGED BUY WRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400$49K<0.01%0Timeline
BEPCBROOKFIELD RENEWABLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 598 shares; 2025Q1: 951 shares; 2025Q2: 666 shares; 2025Q3: 618 shares; 2025Q4: 1,148 shares; 2026Q1: 1,231 shares 1,231$49K<0.01%+83Timeline
IJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,351 shares 1,351$49K<0.01%newTimeline
HIWHIGHWOODS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 953 shares; 2025Q1: 1,078 shares; 2025Q2: 1,803 shares; 2025Q3: 1,443 shares; 2025Q4: 1,405 shares; 2026Q1: 2,289 shares 2,289$49K<0.01%+884Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$49K<0.01%0Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 331 shares; 2025Q3: 322 shares; 2025Q4: 328 shares; 2026Q1: 530 shares 530$49K<0.01%+202Timeline
RSPUINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 867 shares; 2025Q1: 889 shares; 2025Q2: 867 shares; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: 603 shares 603$48.9K<0.01%0Timeline
CLSKCLEANSPARK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,467 shares; 2025Q1: 8,467 shares; 2025Q2: 31,113 shares; 2025Q3: 30,799 shares; 2025Q4: 5,656 shares; 2026Q1: 5,728 shares 5,728$48.7K<0.01%+72Timeline
IFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,635 shares 1,635$48.7K<0.01%newTimeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,363 shares; 2025Q3: 1,276 shares; 2025Q4: 1,176 shares; 2026Q1: 1,171 shares 1,171$48.7K<0.01%-5Timeline
WRBYWARBY PARKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 21 shares; 2026Q1: 2,312 shares 2,312$48.7K<0.01%+2,291Timeline
APPSDIGITAL TURBINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,747 shares; 2024Q4: 19,747 shares; 2025Q1: 19,749 shares; 2025Q2: 16,819 shares; 2025Q3: 16,819 shares; 2025Q4: 16,844 shares; 2026Q1: 16,913 shares 16,913$48.7K<0.01%+69Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,767 shares; 2024Q4: 387 shares; 2025Q1: 396 shares; 2025Q2: 1,422 shares; 2025Q3: 1,447 shares; 2025Q4: 4,422 shares; 2026Q1: 8,069 shares 8,069$48.7K<0.01%+3,647Timeline
PGNYPROGYNY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 387 shares; 2025Q3: 343 shares; 2025Q4: 556 shares; 2026Q1: 2,864 shares 2,864$48.6K<0.01%+2,308Timeline
VKQINVESCO MUNICIPAL TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,106 shares; 2025Q1: 5,106 shares; 2025Q2: 5,106 shares; 2025Q3: 5,106 shares; 2025Q4: 5,106 shares; 2026Q1: 5,106 shares 5,106$48.6K<0.01%0Timeline
FRMEFIRST MERCHANTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,375 shares; 2025Q1: 1,131 shares; 2025Q2: 1,341 shares; 2025Q3: 1,369 shares; 2025Q4: 1,159 shares; 2026Q1: 1,255 shares 1,255$48.6K<0.01%+96Timeline
IGPTINVESCO 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: 836 shares; 2026Q1: 836 shares 836$48.5K<0.01%0Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 440 shares; 2025Q1: 988 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 990 shares; 2026Q1: 1,085 shares 1,085$48.5K<0.01%+95Timeline
APOCINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,900 shares 1,900$48.5K<0.01%newTimeline
XGDVXGABELLI DIVID & INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86 shares; 2025Q1: 87 shares; 2025Q2: 89 shares; 2025Q3: 90 shares; 2025Q4: 920 shares; 2026Q1: 1,801 shares 1,801$48.5K<0.01%+881Timeline
NATNORDIC AMERICAN TANKERS LIMIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,496 shares; 2024Q4: 11,496 shares; 2025Q1: 7,664 shares; 2025Q2: 8,405 shares; 2025Q3: 7,985 shares; 2025Q4: 7,985 shares; 2026Q1: 8,260 shares 8,260$48.4K<0.01%+275Timeline
PBYIPUMA BIOTECHNOLOGY 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: 37 shares; 2026Q1: 7,558 shares 7,558$48.3K<0.01%+7,521Timeline
QQQHNEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 885 shares; 2025Q2: 899 shares; 2025Q3: 913 shares; 2025Q4: 927 shares; 2026Q1: 942 shares 942$48.3K<0.01%+15Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,591 shares; 2025Q1: 1,503 shares; 2025Q2: 2,339 shares; 2025Q3: 106 shares; 2025Q4: 281 shares; 2026Q1: 1,143 shares 1,143$48.2K<0.01%+862Timeline
BMNRBITMINE IMMERSION TECHS 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: 1,383 shares; 2025Q4: 642 shares; 2026Q1: 2,437 shares 2,437$48.2K<0.01%+1,795Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 545 shares; 2025Q1: 313 shares; 2025Q2: 406 shares; 2025Q3: 254 shares; 2025Q4: 221 shares; 2026Q1: 338 shares 338$48.2K<0.01%+117Timeline
DIMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 559 shares; 2025Q1: 562 shares; 2025Q2: 573 shares; 2025Q3: 576 shares; 2025Q4: 579 shares; 2026Q1: 580 shares 580$48K<0.01%+1Timeline
MSGEMADISON SQUARE GARDEN ENTMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 815 shares 815$48K<0.01%+15Timeline
VICRVICOR 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: 2 shares; 2026Q1: 297 shares 297$47.8K<0.01%+295Timeline
CRDFCARDIFF ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663,363 shares; 2024Q4: 916,587 shares; 2025Q1: 939,593 shares; 2025Q2: 505,197 shares; 2025Q3: 66,292 shares; 2025Q4: 51,591 shares; 2026Q1: 29,504 shares 29,504$47.8K<0.01%-22,087Timeline
FFBC1ST FINL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 1,545 shares; 2025Q4: 1,637 shares; 2026Q1: 1,706 shares 1,706$47.6K<0.01%+69Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89 shares; 2025Q1: 124 shares; 2025Q2: 449 shares; 2025Q3: 1,153 shares; 2025Q4: 1,100 shares; 2026Q1: 2,146 shares 2,146$47.4K<0.01%+1,046Timeline
MIDAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 776 shares; 2025Q4: 776 shares; 2026Q1: 776 shares 776$47.4K<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: 1,440 shares; 2025Q2: 1,915 shares; 2025Q3: 1,637 shares; 2025Q4: 1,655 shares; 2026Q1: 1,789 shares 1,789$47.4K<0.01%+134Timeline
ADEAADEIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,170 shares; 2025Q1: 2,938 shares; 2025Q2: 2,997 shares; 2025Q3: 2,939 shares; 2025Q4: 2,946 shares; 2026Q1: 1,968 shares 1,968$47.3K<0.01%-978Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 223 shares; 2025Q1: 195 shares; 2025Q2: 255 shares; 2025Q3: 476 shares; 2025Q4: 334 shares; 2026Q1: 827 shares 827$46.9K<0.01%+493Timeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 524 shares; 2025Q1: 137 shares; 2025Q2: 441 shares; 2025Q3: 321 shares; 2025Q4: 700 shares; 2026Q1: 840 shares 840$46.9K<0.01%+140Timeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 275 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 408 shares 408$46.7K<0.01%0Timeline
XCHYXCALAMOS CONV & HIGH INCOME FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,733 shares; 2025Q1: 3,835 shares; 2025Q2: 3,948 shares; 2025Q3: 4,055 shares; 2025Q4: 4,164 shares; 2026Q1: 4,271 shares 4,271$46.5K<0.01%+107Timeline
SFDSMITHFIELD FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,661 shares 1,661$46.5K<0.01%newTimeline
BPREBLUEROCK PVT REAL ESTATE FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,836 shares; 2026Q1: 2,794 shares 2,794$46.4K<0.01%-42Timeline
FJANFIRST 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: 919 shares; 2025Q4: 919 shares; 2026Q1: 919 shares 919$46.3K<0.01%0Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 903 shares; 2025Q3: 700 shares; 2025Q4: 721 shares; 2026Q1: 738 shares 738$46.3K<0.01%+17Timeline
XSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,103 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares; 2026Q1: 1,103 shares 1,103$46.2K<0.01%0Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99 shares; 2025Q1: 114 shares; 2025Q2: 323 shares; 2025Q3: 259 shares; 2025Q4: 611 shares; 2026Q1: 1,038 shares 1,038$46K<0.01%+427Timeline
IRENIREN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 220 shares; 2026Q1: 1,340 shares 1,340$46K<0.01%+1,120Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 766 shares 766$45.9K<0.01%newTimeline
WABCWESTAMERICA BANCORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 355 shares; 2025Q1: 383 shares; 2025Q2: 866 shares; 2025Q3: 765 shares; 2025Q4: 785 shares; 2026Q1: 881 shares 881$45.9K<0.01%+96Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 186 shares; 2025Q3: 267 shares; 2025Q4: 155 shares; 2026Q1: 224 shares 224$45.9K<0.01%+69Timeline
XEXGXEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,736 shares; 2025Q1: 3,146 shares; 2025Q2: 3,146 shares; 2025Q3: 2,115 shares; 2025Q4: 1,615 shares; 2026Q1: 5,265 shares 5,265$45.6K<0.01%+3,650Timeline
GELGENESIS ENERGY L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,757 shares; 2024Q4: 2,557 shares; 2025Q1: 2,557 shares; 2025Q2: 2,557 shares; 2025Q3: 2,557 shares; 2025Q4: 2,557 shares; 2026Q1: 2,557 shares 2,557$45.6K<0.01%0Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 825 shares; 2025Q2: 850 shares; 2025Q3: 3,849 shares; 2025Q4: 890 shares; 2026Q1: 1,006 shares 1,006$45.5K<0.01%+116Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 602 shares 602$45.4K<0.01%0Timeline
HAYWHAYWARD 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: 232 shares; 2025Q3: 232 shares; 2025Q4: 37 shares; 2026Q1: 3,392 shares 3,392$45.4K<0.01%+3,355Timeline
TDTFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,965 shares; 2025Q1: 3,429 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: 1,880 shares 1,880$45.3K<0.01%0Timeline
RSPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170$45.2K<0.01%0Timeline
APPNAPPIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 414 shares; 2025Q3: 564 shares; 2025Q4: 590 shares; 2026Q1: 1,870 shares 1,870$45.1K<0.01%+1,280Timeline
DJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares 1,060$45.1K<0.01%0Timeline
TSLXSIXTH STREET SPECIALTY LENDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,324 shares; 2025Q1: 2,324 shares; 2025Q2: 4,264 shares; 2025Q3: 3,115 shares; 2025Q4: 3,133 shares; 2026Q1: 2,436 shares 2,436$44.8K<0.01%-697Timeline
COMTISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 166 shares; 2025Q1: 1,347 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 1,322 shares 1,322$44.7K<0.01%+1,281Timeline
KYIVKYIVSTAR GROUP 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: 4,416 shares 4,416$44.7K<0.01%newTimeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 375 shares; 2025Q1: 374 shares; 2025Q2: 359 shares; 2025Q3: 527 shares; 2025Q4: 510 shares; 2026Q1: 466 shares 466$44.7K<0.01%-44Timeline
GLINVANECK 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: 1,100 shares 1,100$44.6K<0.01%newTimeline
RSPSINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,994 shares; 2025Q1: 1,591 shares; 2025Q2: 1,593 shares; 2025Q3: 1,594 shares; 2025Q4: 1,552 shares; 2026Q1: 1,511 shares 1,511$44.6K<0.01%-41Timeline
IDYAIDEAYA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 933 shares; 2026Q1: 1,338 shares 1,338$44.6K<0.01%+405Timeline
CUKCARNIVAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,692 shares; 2025Q1: 1,692 shares; 2025Q2: 1,848 shares; 2025Q3: 1,727 shares; 2025Q4: 1,727 shares; 2026Q1: 1,727 shares 1,727$44.5K<0.01%0Timeline
FISIFINANCIAL INSTITUTIONS 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: 1,003 shares; 2026Q1: 1,400 shares 1,400$44.4K<0.01%+397Timeline
KBHKB HOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 585 shares; 2025Q3: 509 shares; 2025Q4: 634 shares; 2026Q1: 857 shares 857$44.4K<0.01%+223Timeline
MUSTCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,262 shares; 2025Q1: 2,162 shares; 2025Q2: 2,162 shares; 2025Q3: 2,162 shares; 2025Q4: 2,162 shares; 2026Q1: 2,162 shares 2,162$44.3K<0.01%0Timeline
JGROJ 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: 269 shares; 2025Q4: 479 shares; 2026Q1: 524 shares 524$44.3K<0.01%+45Timeline
IAKISHARES 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: 235 shares; 2025Q4: 345 shares; 2026Q1: 345 shares 345$44.3K<0.01%0Timeline
POWRISHARES 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: 1,687 shares 1,687$44.3K<0.01%newTimeline
MORTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,848 shares; 2025Q1: 3,848 shares; 2025Q2: 3,966 shares; 2025Q3: 4,046 shares; 2025Q4: 4,305 shares; 2026Q1: 4,305 shares 4,305$44.2K<0.01%0Timeline
RAVIFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 590 shares; 2025Q1: 1,070 shares; 2025Q2: 1,032 shares; 2025Q3: 585 shares; 2025Q4: 585 shares; 2026Q1: 585 shares 585$44.1K<0.01%0Timeline
METVLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 2,853 shares; 2025Q3: 2,753 shares; 2025Q4: 2,753 shares; 2026Q1: 2,753 shares 2,753$43.9K<0.01%0Timeline
QQXTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 449 shares 449$43.8K<0.01%0Timeline
BITOPROSHARES 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: 2,740 shares; 2025Q4: 4,240 shares; 2026Q1: 4,704 shares 4,704$43.8K<0.01%+464Timeline
YETIYETI 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: 993 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 1,196 shares 1,196$43.8K<0.01%+786Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 136 shares 136$43.8K<0.01%+124Timeline
ACNTASCENT INDUSTRIES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,451 shares; 2025Q1: 3,451 shares; 2025Q2: 3,451 shares; 2025Q3: 3,451 shares; 2025Q4: 3,262 shares; 2026Q1: 3,282 shares 3,282$43.7K<0.01%+20Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 387 shares; 2025Q1: 466 shares; 2025Q2: 821 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 556 shares 556$43.4K<0.01%+46Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: 14 shares; 2025Q2: 46 shares; 2025Q3: 33 shares; 2025Q4: 103 shares; 2026Q1: 155 shares 155$43.2K<0.01%+52Timeline
MUABLACKROCK MUNIASSETS FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,328 shares; 2025Q1: 4,328 shares; 2025Q2: 4,228 shares; 2025Q3: 4,228 shares; 2025Q4: 4,228 shares; 2026Q1: 4,063 shares 4,063$43.1K<0.01%-165Timeline
BLBDBLUE BIRD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 68 shares; 2026Q1: 759 shares 759$43.1K<0.01%+691Timeline
BHKBLACKROCK CORE BD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,590 shares; 2025Q1: 3,590 shares; 2025Q2: 3,590 shares; 2025Q3: 3,590 shares; 2025Q4: 4,702 shares; 2026Q1: 4,702 shares 4,702$43.1K<0.01%0Timeline
KRMNKARMAN 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: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 537 shares 537$43K<0.01%+525Timeline
WSWORTHINGTON STL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,516 shares; 2025Q1: 1,508 shares; 2025Q2: 1,004 shares; 2025Q3: 1,404 shares; 2025Q4: 1,415 shares; 2026Q1: 1,415 shares 1,415$42.9K<0.01%0Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 183 shares; 2025Q1: 290 shares; 2025Q2: 269 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 808 shares 808$42.9K<0.01%+552Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,458 shares; 2025Q1: 12,458 shares; 2025Q2: 12,972 shares; 2025Q3: 14,198 shares; 2025Q4: 5,675 shares; 2026Q1: 5,675 shares 5,675$42.8K<0.01%0Timeline
UCONFIRST 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: 527 shares; 2025Q2: 533 shares; 2025Q3: 665 shares; 2025Q4: not reported; 2026Q1: 1,726 shares 1,726$42.8K<0.01%newTimeline
CONCONCENTRA GROUP HOLDINGS PARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,940 shares; 2026Q1: 1,991 shares 1,991$42.7K<0.01%+51Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 131 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 1,264 shares 1,264$42.7K<0.01%+1,209Timeline
IPKWINVESCO 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: 758 shares; 2026Q1: 758 shares 758$42.6K<0.01%0Timeline
PSECPROSPECT CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 13,255 shares; 2025Q1: 13,255 shares; 2025Q2: 13,255 shares; 2025Q3: 13,255 shares; 2025Q4: 13,255 shares; 2026Q1: 16,306 shares 16,306$42.6K<0.01%+3,051Timeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,053 shares; 2025Q1: 1,055 shares; 2025Q2: 1,057 shares; 2025Q3: 1,059 shares; 2025Q4: 1,514 shares; 2026Q1: 1,515 shares 1,515$42.5K<0.01%+1Timeline
LNKBLINKBANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,894 shares; 2026Q1: 5,099 shares 5,099$42.5K<0.01%-4,795Timeline
BSTBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,159 shares; 2025Q1: 1,160 shares; 2025Q2: 1,162 shares; 2025Q3: 1,163 shares; 2025Q4: 1,166 shares; 2026Q1: 1,167 shares 1,167$42.4K<0.01%+1Timeline
LBRDALIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 707 shares; 2025Q3: 696 shares; 2025Q4: 687 shares; 2026Q1: 844 shares 844$42.4K<0.01%+157Timeline
ABEOABEONA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 5,620 shares; 2026Q1: 9,433 shares 9,433$42.3K<0.01%+3,813Timeline
DIODDIODES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 420 shares; 2025Q1: 180 shares; 2025Q2: 274 shares; 2025Q3: 685 shares; 2025Q4: 206 shares; 2026Q1: 619 shares 619$42.3K<0.01%+413Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 584 shares; 2025Q1: 746 shares; 2025Q2: 2,287 shares; 2025Q3: 959 shares; 2025Q4: 1,317 shares; 2026Q1: 1,769 shares 1,769$42.2K<0.01%+452Timeline
BCXBLACKROCK RES & COMMODITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500$42.2K<0.01%0Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 150 shares; 2025Q3: 138 shares; 2025Q4: 147 shares; 2026Q1: 139 shares 139$42K<0.01%-8Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 9 shares; 2025Q4: 677 shares; 2026Q1: 804 shares 804$41.8K<0.01%+127Timeline
DWSHADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,185 shares; 2025Q1: 8,185 shares; 2025Q2: 7,710 shares; 2025Q3: 7,560 shares; 2025Q4: 7,420 shares; 2026Q1: 6,345 shares 6,345$41.6K<0.01%-1,075Timeline
VGVENTURE GLOBAL 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: 2,039 shares; 2025Q4: 2,039 shares; 2026Q1: 2,639 shares 2,639$41.6K<0.01%+600Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96 shares; 2025Q1: 87 shares; 2025Q2: 227 shares; 2025Q3: 184 shares; 2025Q4: 111 shares; 2026Q1: 166 shares 166$41.6K<0.01%+55Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,961 shares; 2025Q1: 1,944 shares; 2025Q2: 1,698 shares; 2025Q3: 1,635 shares; 2025Q4: 1,645 shares; 2026Q1: 1,648 shares 1,648$41.5K<0.01%+3Timeline
AFGRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,320 shares 1,320$41.4K<0.01%-680Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 313 shares; 2025Q1: 348 shares; 2025Q2: 628 shares; 2025Q3: 308 shares; 2025Q4: 721 shares; 2026Q1: 1,124 shares 1,124$41.3K<0.01%+403Timeline
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: 782 shares; 2026Q1: 893 shares 893$41.3K<0.01%+111Timeline
QALTSEI EXCHANGE TRADED 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: 1,632 shares 1,632$41.3K<0.01%newTimeline
TRTOOTSIE ROLL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 951 shares; 2025Q1: 975 shares; 2025Q2: 1,068 shares; 2025Q3: 977 shares; 2025Q4: 857 shares; 2026Q1: 966 shares 966$41.3K<0.01%+109Timeline
CVLGCOVENANT LOGISTICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,520 shares 1,520$41.3K<0.01%+20Timeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,010 shares; 2025Q1: 4,120 shares; 2025Q2: 1,011 shares; 2025Q3: 9 shares; 2025Q4: 14 shares; 2026Q1: 796 shares 796$41.1K<0.01%+782Timeline
HYMCHYCROFT MINING 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: 1,168 shares 1,168$41.1K<0.01%newTimeline
CNSCOHEN & STEERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 211 shares; 2026Q1: 656 shares 656$41K<0.01%+445Timeline
EEFTEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 464 shares; 2025Q1: 447 shares; 2025Q2: 445 shares; 2025Q3: 379 shares; 2025Q4: 352 shares; 2026Q1: 618 shares 618$41K<0.01%+266Timeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 18 shares; 2025Q3: 12 shares; 2025Q4: 20 shares; 2026Q1: 236 shares 236$41K<0.01%+216Timeline
APIETRUST FOR PROFESSIONAL MANAGQuarterly 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: 1,161 shares 1,161$40.9K<0.01%newTimeline
TPHDTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 987 shares 987$40.8K<0.01%+187Timeline
IBTLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$40.8K<0.01%0Timeline
QSQUANTUMSCAPE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,698 shares; 2025Q1: 8,702 shares; 2025Q2: 5,615 shares; 2025Q3: 4,972 shares; 2025Q4: 4,635 shares; 2026Q1: 6,394 shares 6,394$40.8K<0.01%+1,759Timeline
JTEKJ 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: 622 shares; 2026Q1: 512 shares 512$40.7K<0.01%-110Timeline
YELPYELP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 1,202 shares; 2025Q3: 728 shares; 2025Q4: 128 shares; 2026Q1: 1,646 shares 1,646$40.7K<0.01%+1,518Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 429 shares 429$40.7K<0.01%+420Timeline
MYRGMYR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: 125 shares; 2025Q2: 181 shares; 2025Q3: 155 shares; 2025Q4: 125 shares; 2026Q1: 144 shares 144$40.7K<0.01%+19Timeline
EL PASO ENERGY CAP TR IEL PASO ENERGY CAP TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800$40.6K<0.01%0
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 861 shares; 2025Q1: 861 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 861 shares; 2026Q1: 861 shares 861$40.6K<0.01%0Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49 shares; 2025Q1: 51 shares; 2025Q2: 110 shares; 2025Q3: 105 shares; 2025Q4: 63 shares; 2026Q1: 127 shares 127$40.5K<0.01%+64Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 297 shares; 2025Q2: 360 shares; 2025Q3: 322 shares; 2025Q4: 340 shares; 2026Q1: 701 shares 701$40.5K<0.01%+361Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,002 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares 349$40.5K<0.01%0Timeline
CAMTCAMTEK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 267 shares 267$40.5K<0.01%+7Timeline
NWBINORTHWEST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,177 shares; 2025Q1: 7,242 shares; 2025Q2: 7,310 shares; 2025Q3: 7,384 shares; 2025Q4: 3,038 shares; 2026Q1: 3,185 shares 3,185$40.4K<0.01%+147Timeline
IYTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540$40.3K<0.01%0Timeline
CNXCNX RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123 shares; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 813 shares; 2026Q1: 1,044 shares 1,044$40.2K<0.01%+231Timeline
WDFCWD 40 COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 101 shares; 2025Q3: 75 shares; 2025Q4: 92 shares; 2026Q1: 197 shares 197$40.2K<0.01%+105Timeline
OPRXOPTIMIZERX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 6,386 shares 6,386$40.1K<0.01%+686Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,482 shares; 2025Q1: 1,274 shares; 2025Q2: 90 shares; 2025Q3: 68 shares; 2025Q4: 154 shares; 2026Q1: 701 shares 701$40.1K<0.01%+547Timeline
JIVEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares 465$39.8K<0.01%0Timeline
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: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 2,060 shares; 2025Q4: 2,676 shares; 2026Q1: 3,265 shares 3,265$39.8K<0.01%+589Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,269 shares; 2024Q4: 33,108 shares; 2025Q1: 18,908 shares; 2025Q2: 13,668 shares; 2025Q3: 12,908 shares; 2025Q4: 1,600 shares; 2026Q1: 5,982 shares 5,982$39.7K<0.01%+4,382Timeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 238 shares; 2025Q1: 185 shares; 2025Q2: 264 shares; 2025Q3: 419 shares; 2025Q4: 613 shares; 2026Q1: 613 shares 613$39.6K<0.01%0Timeline
ODCOIL DRI CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 604 shares; 2026Q1: 604 shares 604$39.3K<0.01%0Timeline
SEMSELECT MED HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 2,405 shares; 2025Q3: 2,405 shares; 2025Q4: 2,405 shares; 2026Q1: 2,413 shares 2,413$39.3K<0.01%+8Timeline
VCXFUNDRISE INNOVATION FD LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300$39.3K<0.01%newTimeline
AUANGLOGOLD ASHANTI PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 262 shares; 2025Q4: 167 shares; 2026Q1: 403 shares 403$39.2K<0.01%+236Timeline
IBDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,638 shares; 2025Q1: 1,638 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares; 2026Q1: 1,638 shares 1,638$39.1K<0.01%0Timeline
SIGISELECTIVE INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 518 shares 518$39.1K<0.01%+442Timeline
CHWCALAMOS GBL DYN INCOME FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,432 shares; 2025Q1: 4,286 shares; 2025Q2: 4,385 shares; 2025Q3: 4,475 shares; 2025Q4: 4,567 shares; 2026Q1: 5,372 shares 5,372$39K<0.01%+805Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 846 shares; 2025Q1: 847 shares; 2025Q2: 249 shares; 2025Q3: 273 shares; 2025Q4: 412 shares; 2026Q1: 805 shares 805$39K<0.01%+393Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,003 shares; 2025Q1: 752 shares; 2025Q2: 1,905 shares; 2025Q3: 1,439 shares; 2025Q4: 1,278 shares; 2026Q1: 1,316 shares 1,316$38.9K<0.01%+38Timeline
FHBFIRST HAWAIIAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 193 shares; 2025Q1: 192 shares; 2025Q2: 738 shares; 2025Q3: 695 shares; 2025Q4: 300 shares; 2026Q1: 1,575 shares 1,575$38.8K<0.01%+1,275Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192 shares; 2025Q1: 138 shares; 2025Q2: 255 shares; 2025Q3: 194 shares; 2025Q4: 198 shares; 2026Q1: 226 shares 226$38.7K<0.01%+28Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,057 shares; 2025Q1: 962 shares; 2025Q2: 858 shares; 2025Q3: 820 shares; 2025Q4: 1 shares; 2026Q1: 441 shares 441$38.7K<0.01%+440Timeline
TMFMRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares 1,920$38.7K<0.01%0Timeline
QNSTQUINSTREET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 17 shares; 2025Q3: not reported; 2025Q4: 78 shares; 2026Q1: 3,210 shares 3,210$38.6K<0.01%+3,132Timeline
BITWBITWISE 10 CRYPTO INDEX 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: 663 shares; 2026Q1: 863 shares 863$38.5K<0.01%+200Timeline
PBFPBF 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: 193 shares; 2025Q3: 26 shares; 2025Q4: 42 shares; 2026Q1: 807 shares 807$38.4K<0.01%+765Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 530 shares; 2025Q1: 505 shares; 2025Q2: 849 shares; 2025Q3: 525 shares; 2025Q4: 1,092 shares; 2026Q1: 1,272 shares 1,272$38.3K<0.01%+180Timeline
APCBTRUST FOR PROFESSIONAL MANAGQuarterly 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: 1,296 shares 1,296$38.2K<0.01%newTimeline
DSTLETF SER SOLUTIONSQuarterly 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: 1,045 shares; 2025Q4: 927 shares; 2026Q1: 659 shares 659$38.1K<0.01%-268Timeline
GNOMGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 867 shares 867$37.9K<0.01%newTimeline
CECELANESE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 822 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 526 shares; 2025Q4: 515 shares; 2026Q1: 576 shares 576$37.9K<0.01%+61Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 788 shares; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 341 shares 341$37.9K<0.01%0Timeline
XPGPXPIMCO GLOBAL STOCKPLUS INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,542 shares; 2025Q1: 4,542 shares; 2025Q2: 4,542 shares; 2025Q3: 4,542 shares; 2025Q4: 4,542 shares; 2026Q1: 4,542 shares 4,542$37.8K<0.01%0Timeline
INQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares 3,250$37.8K<0.01%0Timeline
LZBLA Z BOY 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: 91 shares; 2025Q3: 2,385 shares; 2025Q4: 663 shares; 2026Q1: 1,177 shares 1,177$37.8K<0.01%+514Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149 shares; 2025Q1: 9 shares; 2025Q2: 87 shares; 2025Q3: 51 shares; 2025Q4: 39 shares; 2026Q1: 151 shares 151$37.8K<0.01%+112Timeline
KURAKURA ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,090 shares; 2025Q3: 3,090 shares; 2025Q4: 3,126 shares; 2026Q1: 4,648 shares 4,648$37.8K<0.01%+1,522Timeline
BOKFBOK FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 147 shares; 2026Q1: 295 shares 295$37.8K<0.01%+148Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149 shares; 2025Q1: 154 shares; 2025Q2: 1,172 shares; 2025Q3: 1,077 shares; 2025Q4: 1,043 shares; 2026Q1: 1,097 shares 1,097$37.4K<0.01%+54Timeline
ARKGARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,886 shares; 2025Q1: 1,905 shares; 2025Q2: 1,500 shares; 2025Q3: 1,639 shares; 2025Q4: 1,519 shares; 2026Q1: 1,410 shares 1,410$37.3K<0.01%-109Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,169 shares; 2025Q1: 5,579 shares; 2025Q2: 5,617 shares; 2025Q3: 4,811 shares; 2025Q4: 4,180 shares; 2026Q1: 6,217 shares 6,217$37.2K<0.01%+2,037Timeline
EWLISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,030 shares; 2025Q1: 130 shares; 2025Q2: 132 shares; 2025Q3: 965 shares; 2025Q4: 632 shares; 2026Q1: 632 shares 632$37.2K<0.01%0Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 440 shares; 2025Q4: 729 shares; 2026Q1: 389 shares 389$37.1K<0.01%-340Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 2,500 shares; 2026Q1: 9,004 shares 9,004$37.1K<0.01%+6,504Timeline
TRUPTRUPANION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,809 shares; 2025Q1: 1,429 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,432 shares; 2026Q1: 1,447 shares 1,447$37.1K<0.01%+15Timeline
AMBAAMBARELLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 22 shares; 2026Q1: 718 shares 718$37K<0.01%+696Timeline
BABINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares 1,370$36.9K<0.01%0Timeline
UHTUNIVERSAL HEALTH RLTY INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214 shares; 2025Q3: 800 shares; 2025Q4: 863 shares; 2026Q1: 912 shares 912$36.9K<0.01%+49Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 509 shares; 2025Q1: 450 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 421 shares; 2026Q1: 480 shares 480$36.9K<0.01%+59Timeline
DIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 947 shares; 2025Q1: 947 shares; 2025Q2: 947 shares; 2025Q3: 947 shares; 2025Q4: 947 shares; 2026Q1: 1,947 shares 1,947$36.8K<0.01%+1,000Timeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 650 shares 650$36.8K<0.01%+337Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 639 shares; 2025Q1: 741 shares; 2025Q2: 2,142 shares; 2025Q3: 3,188 shares; 2025Q4: 3,062 shares; 2026Q1: 4,207 shares 4,207$36.7K<0.01%+1,145Timeline
XHRXENIA HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 2,026 shares; 2025Q4: 2,115 shares; 2026Q1: 2,475 shares 2,475$36.7K<0.01%+360Timeline
FETFORUM ENERGY TECHNOLOGIES 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: not reported; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 625 shares 625$36.7K<0.01%+572Timeline
HYLNHYLIION HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,104 shares; 2024Q4: 19,104 shares; 2025Q1: 20,104 shares; 2025Q2: 20,104 shares; 2025Q3: 20,304 shares; 2025Q4: 20,548 shares; 2026Q1: 20,783 shares 20,783$36.6K<0.01%+235Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 527 shares; 2025Q1: 512 shares; 2025Q2: 655 shares; 2025Q3: 526 shares; 2025Q4: 488 shares; 2026Q1: 381 shares 381$36.5K<0.01%-107Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 517 shares; 2026Q1: 753 shares 753$36.5K<0.01%+236Timeline
PIDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,632 shares; 2025Q1: 1,582 shares; 2025Q2: 1,582 shares; 2025Q3: 1,582 shares; 2025Q4: 1,582 shares; 2026Q1: 1,637 shares 1,637$36.4K<0.01%+55Timeline
VBNDETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 839 shares; 2025Q4: 839 shares; 2026Q1: 839 shares 839$36.4K<0.01%0Timeline
IEOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 81 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 291 shares 291$36.3K<0.01%0Timeline
CUZCOUSINS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,153 shares; 2025Q3: 1,055 shares; 2025Q4: 1,050 shares; 2026Q1: 1,610 shares 1,610$36.3K<0.01%+560Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 447 shares; 2025Q1: 132 shares; 2025Q2: 20 shares; 2025Q3: 165 shares; 2025Q4: 1,841 shares; 2026Q1: 1,759 shares 1,759$36.3K<0.01%-82Timeline
PDPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$36.2K<0.01%0Timeline
SFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: not reported; 2026Q1: 1,525 shares 1,525$36.2K<0.01%newTimeline
DSMBNY MELLON STRATEGIC MUN BDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,023 shares; 2025Q1: 6,023 shares; 2025Q2: 6,023 shares; 2025Q3: 6,023 shares; 2025Q4: 6,023 shares; 2026Q1: 6,023 shares 6,023$36.2K<0.01%0Timeline
FFOGFRANKLIN TEMPLETON 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: 881 shares 881$36.2K<0.01%newTimeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,272 shares; 2025Q1: 3,300 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$36.2K<0.01%0Timeline
OCTWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 939 shares; 2026Q1: 939 shares 939$36.1K<0.01%0Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,738 shares; 2025Q1: 1,738 shares; 2025Q2: 1,738 shares; 2025Q3: not reported; 2025Q4: 295 shares; 2026Q1: 295 shares 295$36K<0.01%0Timeline
ARDXARDELYX 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: 3,047 shares; 2026Q1: 5,987 shares 5,987$35.9K<0.01%+2,940Timeline
RECSCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 945 shares; 2025Q4: 2,176 shares; 2026Q1: 920 shares 920$35.9K<0.01%-1,256Timeline
OTEXOPEN TEXT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,027 shares; 2025Q1: 1,005 shares; 2025Q2: 1,595 shares; 2025Q3: 1,608 shares; 2025Q4: 1,670 shares; 2026Q1: 1,604 shares 1,604$35.7K<0.01%-66Timeline
WRLDWORLD ACCEP 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: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 262 shares 262$35.4K<0.01%+255Timeline
MGYMAGNOLIA OIL & GAS 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: 274 shares; 2025Q3: 184 shares; 2025Q4: 242 shares; 2026Q1: 1,120 shares 1,120$35.4K<0.01%+878Timeline
DBJPDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350$35.4K<0.01%0Timeline
ETVEATON VANCE TAX-MANAGED BUY-Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,207 shares; 2025Q1: 2,207 shares; 2025Q2: 2,207 shares; 2025Q3: 2,207 shares; 2025Q4: 2,582 shares; 2026Q1: 2,582 shares 2,582$35.3K<0.01%0Timeline
NWNNORTHWEST NAT HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 642 shares; 2025Q1: 572 shares; 2025Q2: 739 shares; 2025Q3: 572 shares; 2025Q4: 722 shares; 2026Q1: 663 shares 663$35.3K<0.01%-59Timeline
DBBINVESCO DB MULTI-SECTOR COMMQuarterly 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: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$35.2K<0.01%0Timeline
ETGEATON VANCE TX ADV GLBL DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,024 shares; 2025Q1: 1,746 shares; 2025Q2: 1,747 shares; 2025Q3: 1,748 shares; 2025Q4: 1,748 shares; 2026Q1: 1,750 shares 1,750$35.2K<0.01%+2Timeline
KFYKORN FERRYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 49 shares; 2025Q2: 202 shares; 2025Q3: 105 shares; 2025Q4: 216 shares; 2026Q1: 557 shares 557$35.1K<0.01%+341Timeline
NTBBANK OF N T BUTTERFIELD & SOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 497 shares; 2025Q1: 503 shares; 2025Q2: 508 shares; 2025Q3: 416 shares; 2025Q4: 446 shares; 2026Q1: 668 shares 668$35.1K<0.01%+222Timeline
SWBISMITH & WESSON BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 1,052 shares; 2025Q4: 1,313 shares; 2026Q1: 2,444 shares 2,444$35K<0.01%+1,131Timeline
NTCTNETSCOUT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 520 shares; 2025Q4: 649 shares; 2026Q1: 1,100 shares 1,100$35K<0.01%+451Timeline
PLABPHOTRONICS 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: 865 shares 865$35K<0.01%newTimeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 202 shares; 2025Q3: 134 shares; 2025Q4: 140 shares; 2026Q1: 297 shares 297$34.8K<0.01%+157Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 322 shares; 2025Q1: 522 shares; 2025Q2: 871 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 1,067 shares 1,067$34.7K<0.01%+277Timeline
FNWBFIRST NORTHWEST BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000$34.7K<0.01%0Timeline
FTCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 225 shares 225$34.7K<0.01%-200Timeline
SLGSL GREEN RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 988 shares; 2025Q3: 1,139 shares; 2025Q4: 800 shares; 2026Q1: 938 shares 938$34.6K<0.01%+138Timeline
TDOCTELADOC HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,510 shares; 2025Q1: 6,490 shares; 2025Q2: 6,564 shares; 2025Q3: 6,473 shares; 2025Q4: 6,452 shares; 2026Q1: 6,353 shares 6,353$34.6K<0.01%-99Timeline
ONDSONDAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares; 2026Q1: 3,826 shares 3,826$34.6K<0.01%+1,726Timeline
AEOAMERICAN EAGLE OUTFITTERS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 21 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: 26 shares; 2026Q1: 2,071 shares 2,071$34.6K<0.01%+2,045Timeline
CIBGRUPO CIBEST 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: 531 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 475 shares 475$34.6K<0.01%+120Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 117 shares; 2025Q3: 56 shares; 2025Q4: 279 shares; 2026Q1: 404 shares 404$34.3K<0.01%+125Timeline
IPAYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800$34.2K<0.01%0Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 387 shares; 2025Q1: 217 shares; 2025Q2: 140 shares; 2025Q3: 101 shares; 2025Q4: 118 shares; 2026Q1: 198 shares 198$34.2K<0.01%+80Timeline
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: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 106 shares 106$34.2K<0.01%+102Timeline
BHFBRIGHTHOUSE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 121 shares; 2025Q2: 168 shares; 2025Q3: 128 shares; 2025Q4: 153 shares; 2026Q1: 570 shares 570$34.1K<0.01%+417Timeline
XFFCXFLAHERTY & CRUMRIN PFD & INMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,447 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200$34.1K<0.01%0Timeline
REMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,047 shares; 2025Q1: 2,047 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,822 shares; 2026Q1: 1,586 shares 1,586$34.1K<0.01%-236Timeline
BCIABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 1,400 shares 1,400$34K<0.01%-860Timeline
HWCHANCOCK WHITNEY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 116 shares; 2025Q3: 94 shares; 2025Q4: 163 shares; 2026Q1: 531 shares 531$33.8K<0.01%+368Timeline
IVESWEDBUSH SER 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: 1,190 shares 1,190$33.8K<0.01%+190Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 152 shares; 2025Q4: 183 shares; 2026Q1: 583 shares 583$33.8K<0.01%+400Timeline
DTDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares 390$33.7K<0.01%0Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 105 shares; 2025Q4: 96 shares; 2026Q1: 99 shares 99$33.6K<0.01%+3Timeline
BFHBREAD FINANCIAL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: 123 shares; 2025Q2: 433 shares; 2025Q3: 246 shares; 2025Q4: 261 shares; 2026Q1: 448 shares 448$33.6K<0.01%+187Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 482 shares; 2025Q1: 483 shares; 2025Q2: 801 shares; 2025Q3: 803 shares; 2025Q4: 805 shares; 2026Q1: 995 shares 995$33.5K<0.01%+190Timeline
PDLBPONCE FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,994 shares; 2025Q1: 1,994 shares; 2025Q2: 1,994 shares; 2025Q3: 1,994 shares; 2025Q4: 2,003 shares; 2026Q1: 2,003 shares 2,003$33.5K<0.01%0Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 408 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 1,512 shares; 2025Q4: 320 shares; 2026Q1: 282 shares 282$33.4K<0.01%-38Timeline
CVCOCAVCO INDS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 28 shares; 2025Q4: 20 shares; 2026Q1: 69 shares 69$33.4K<0.01%+49Timeline
GTXGARRETT MOTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 302 shares; 2026Q1: 1,833 shares 1,833$33.3K<0.01%+1,531Timeline
BIPCBROOKFIELD INFRASTRUCTURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 303 shares; 2025Q1: 1,133 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 808 shares; 2026Q1: 840 shares 840$33.2K<0.01%+32Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,022 shares; 2025Q1: 842 shares; 2025Q2: 984 shares; 2025Q3: 1,745 shares; 2025Q4: 1,883 shares; 2026Q1: 2,986 shares 2,986$33.1K<0.01%+1,103Timeline
SCHJSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,349 shares; 2025Q3: 1,349 shares; 2025Q4: 1,338 shares; 2026Q1: 1,338 shares 1,338$33.1K<0.01%0Timeline
PRPLPURPLE INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000$33.1K<0.01%0Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,292 shares; 2025Q1: 1,013 shares; 2025Q2: 561 shares; 2025Q3: 587 shares; 2025Q4: 657 shares; 2026Q1: 1,126 shares 1,126$33.1K<0.01%+469Timeline
KBDCKAYNE ANDERSON BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87,755 shares; 2025Q2: 87,880 shares; 2025Q3: not reported; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400$32.9K<0.01%0Timeline
VNMVANECK 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: 1,100 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900$32.9K<0.01%0Timeline
ISMDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 822 shares 822$32.9K<0.01%0Timeline
EPSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,067 shares; 2025Q4: 481 shares; 2026Q1: 481 shares 481$32.8K<0.01%0Timeline
KLARKLARNA GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,740 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500$32.7K<0.01%0Timeline
INDBINDEPENDENT BK CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 431 shares; 2025Q2: 458 shares; 2025Q3: 418 shares; 2025Q4: 415 shares; 2026Q1: 434 shares 434$32.6K<0.01%+19Timeline
SDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 624 shares; 2025Q1: 625 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$32.5K<0.01%0Timeline
JJSFJ & J SNACK FOODS 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: 43 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 409 shares 409$32.4K<0.01%+399Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 643 shares; 2025Q2: 1,147 shares; 2025Q3: 886 shares; 2025Q4: 1,524 shares; 2026Q1: 972 shares 972$32.3K<0.01%-552Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,468 shares; 2025Q1: 1,522 shares; 2025Q2: 1,642 shares; 2025Q3: 1,762 shares; 2025Q4: 1,231 shares; 2026Q1: 1,368 shares 1,368$32.3K<0.01%+137Timeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,340 shares; 2025Q1: 3,340 shares; 2025Q2: 5,498 shares; 2025Q3: 5,469 shares; 2025Q4: 6,027 shares; 2026Q1: 7,505 shares 7,505$32.2K<0.01%+1,478Timeline
SAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250$32.2K<0.01%0Timeline
HPHELMERICH & PAYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95 shares; 2025Q2: 809 shares; 2025Q3: 364 shares; 2025Q4: 672 shares; 2026Q1: 890 shares 890$32.1K<0.01%+218Timeline
IMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,104 shares 1,104$32K<0.01%newTimeline
ETHWBITWISE ETHEREUM ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,133 shares; 2025Q1: 2,133 shares; 2025Q2: 2,133 shares; 2025Q3: 2,133 shares; 2025Q4: 2,133 shares; 2026Q1: 2,133 shares 2,133$32K<0.01%0Timeline
DBDDIEBOLD NIXDORF 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: 54 shares; 2026Q1: 424 shares 424$32K<0.01%+370Timeline
LMATLEMAITRE VASCULAR 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: 432 shares; 2025Q4: 332 shares; 2026Q1: 293 shares 293$32K<0.01%-39Timeline
MCRIMONARCH CASINO & RESORT 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: 7 shares; 2026Q1: 333 shares 333$31.8K<0.01%+326Timeline
TCITRANSCONTINENTAL RLTY INVSQuarterly 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: 910 shares; 2025Q4: 910 shares; 2026Q1: 910 shares 910$31.7K<0.01%0Timeline
AGEMABRDN 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: 781 shares; 2026Q1: 781 shares 781$31.7K<0.01%0Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 328 shares; 2025Q1: 255 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 14 shares; 2026Q1: 554 shares 554$31.6K<0.01%+540Timeline
GEVOGEVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 11,381 shares; 2026Q1: 11,560 shares 11,560$31.6K<0.01%+179Timeline
EEMSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 456 shares 456$31.5K<0.01%+259Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 103 shares; 2025Q4: 109 shares; 2026Q1: 481 shares 481$31.4K<0.01%+372Timeline
GLOFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$31.3K<0.01%0Timeline
ACTGACACIA RESH 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: 6,478 shares; 2026Q1: 6,495 shares 6,495$31.2K<0.01%+17Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 822 shares 822$31.2K<0.01%0Timeline
TGRWT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares 770$31.2K<0.01%0Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 55 shares; 2025Q2: 175 shares; 2025Q3: 366 shares; 2025Q4: 383 shares; 2026Q1: 346 shares 346$31.2K<0.01%-37Timeline
ADMAADMA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 563 shares; 2025Q3: 1,225 shares; 2025Q4: 2,577 shares; 2026Q1: 3,456 shares 3,456$31.1K<0.01%+879Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106 shares; 2025Q1: 101 shares; 2025Q2: 267 shares; 2025Q3: 126 shares; 2025Q4: 131 shares; 2026Q1: 247 shares 247$31.1K<0.01%+116Timeline
KMTKENNAMETAL 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: 196 shares; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 858 shares 858$31K<0.01%+831Timeline
THRTHERMON GROUP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 615 shares 615$31K<0.01%+15Timeline
SLXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 266 shares; 2025Q4: 356 shares; 2026Q1: 337 shares 337$30.9K<0.01%-19Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282$30.8K<0.01%0Timeline
PGJINVESCO 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: 1,189 shares; 2026Q1: 1,189 shares 1,189$30.7K<0.01%0Timeline
BRWSABA CAPITAL INCOME & OPRNTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,657 shares; 2024Q4: 11,706 shares; 2025Q1: 11,575 shares; 2025Q2: 9,567 shares; 2025Q3: 9,067 shares; 2025Q4: 4,543 shares; 2026Q1: 4,543 shares 4,543$30.6K<0.01%0Timeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 40 shares; 2026Q1: 240 shares 240$30.5K<0.01%+200Timeline
EOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 995 shares; 2026Q1: 954 shares 954$30.5K<0.01%-41Timeline
FSOLFIDELITY SOLANA FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,106 shares; 2026Q1: 3,126 shares 3,126$30.5K<0.01%+20Timeline
AINALBANY INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 575 shares; 2026Q1: 584 shares 584$30.5K<0.01%+9Timeline
JBGSJBG SMITH PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,056 shares; 2025Q1: 4,184 shares; 2025Q2: 4,901 shares; 2025Q3: 4,976 shares; 2025Q4: 2,778 shares; 2026Q1: 2,085 shares 2,085$30.5K<0.01%-693Timeline
GENIGENIUS SPORTS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,260 shares; 2025Q1: 4,260 shares; 2025Q2: 4,260 shares; 2025Q3: 4,260 shares; 2025Q4: 6,920 shares; 2026Q1: 6,854 shares 6,854$30.4K<0.01%-66Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 569 shares 569$30.3K<0.01%+9Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 299 shares 299$30.2K<0.01%0Timeline
GEMGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700$30.2K<0.01%0Timeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 554 shares; 2025Q3: 87 shares; 2025Q4: 222 shares; 2026Q1: 519 shares 519$30.2K<0.01%+297Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 18 shares; 2025Q3: 5 shares; 2025Q4: 7 shares; 2026Q1: 16 shares 16$30.2K<0.01%+9Timeline
XFRAXBLACKROCK FLOATING RATE INCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,736 shares; 2025Q1: 2,736 shares; 2025Q2: 2,736 shares; 2025Q3: 2,736 shares; 2025Q4: 2,736 shares; 2026Q1: 2,736 shares 2,736$30.2K<0.01%0Timeline
OSBCOLD SECOND BANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,357 shares; 2025Q1: 1,357 shares; 2025Q2: 1,523 shares; 2025Q3: 1,430 shares; 2025Q4: 1,474 shares; 2026Q1: 1,491 shares 1,491$30.1K<0.01%+17Timeline
SOXSDIREXION 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: 753 shares 753$30K<0.01%newTimeline
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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,370 shares 1,370$29.8K<0.01%newTimeline
ORAORMAT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 366 shares; 2025Q1: 265 shares; 2025Q2: 305 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265$29.7K<0.01%0Timeline
AEGAEGON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 756 shares; 2025Q1: 756 shares; 2025Q2: 2,630 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 4,082 shares 4,082$29.6K<0.01%+2,982Timeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 1,046 shares; 2025Q3: 894 shares; 2025Q4: 1,360 shares; 2026Q1: 1,453 shares 1,453$29.6K<0.01%+93Timeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,003 shares; 2026Q1: 1,003 shares 1,003$29.4K<0.01%0Timeline
AVXCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435$29.4K<0.01%0Timeline
ADTNADTRAN 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: 48 shares; 2026Q1: 2,319 shares 2,319$29.2K<0.01%+2,271Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 791 shares; 2025Q1: not reported; 2025Q2: 176 shares; 2025Q3: 363 shares; 2025Q4: 966 shares; 2026Q1: 970 shares 970$29.2K<0.01%+4Timeline
WKWORKIVA 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: 20 shares; 2026Q1: 489 shares 489$29.2K<0.01%+469Timeline
HRMYHARMONY BIOSCIENCES HLDGS 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: not reported; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 1,040 shares 1,040$29.1K<0.01%+1,013Timeline
XEMDXWESTERN ASSET EMERGING MKTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,746 shares; 2025Q1: 6,772 shares; 2025Q2: 6,815 shares; 2025Q3: 3,936 shares; 2025Q4: 2,920 shares; 2026Q1: 2,965 shares 2,965$29.1K<0.01%+45Timeline
NMIHNMI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 168 shares; 2025Q1: 140 shares; 2025Q2: 279 shares; 2025Q3: 45 shares; 2025Q4: 105 shares; 2026Q1: 776 shares 776$29.1K<0.01%+671Timeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 656 shares; 2025Q1: 693 shares; 2025Q2: 883 shares; 2025Q3: 744 shares; 2025Q4: 784 shares; 2026Q1: 785 shares 785$28.8K<0.01%+1Timeline
QQQINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,031 shares; 2026Q1: 580 shares 580$28.8K<0.01%-451Timeline
PHRPHREESIA 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: 53 shares; 2026Q1: 3,433 shares 3,433$28.8K<0.01%+3,380Timeline
QLVFLEXSHARES 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: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$28.8K<0.01%0Timeline
GIIIG III APPAREL GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 491 shares; 2026Q1: 1,036 shares 1,036$28.7K<0.01%+545Timeline
MUJBLACKROCK MUNIHLDGS NJ QLTYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,322 shares; 2025Q1: 2,343 shares; 2025Q2: 2,378 shares; 2025Q3: 2,413 shares; 2025Q4: 2,458 shares; 2026Q1: 2,479 shares 2,479$28.7K<0.01%+21Timeline
BRXBRIXMOR PPTY 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: 95 shares; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 994 shares 994$28.6K<0.01%+926Timeline
GNLXGENELUX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 285 shares; 2025Q1: 357 shares; 2025Q2: 236,553 shares; 2025Q3: 31,993 shares; 2025Q4: 25,878 shares; 2026Q1: 11,757 shares 11,757$28.5K<0.01%-14,121Timeline
UNITUNITI GROUP LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,391 shares; 2025Q4: 3,320 shares; 2026Q1: 3,028 shares 3,028$28.4K<0.01%-292Timeline
REALTHE REALREAL 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: 100 shares; 2025Q4: 106 shares; 2026Q1: 3,125 shares 3,125$28.4K<0.01%+3,019Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 277 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 320 shares 320$28.3K<0.01%+94Timeline
BLBLACKLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 7 shares; 2025Q3: 707 shares; 2025Q4: 707 shares; 2026Q1: 761 shares 761$28.2K<0.01%+54Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 566 shares; 2025Q1: 510 shares; 2025Q2: 566 shares; 2025Q3: 512 shares; 2025Q4: 513 shares; 2026Q1: 514 shares 514$28K<0.01%+1Timeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 400 shares; 2025Q2: 564 shares; 2025Q3: 490 shares; 2025Q4: 493 shares; 2026Q1: 477 shares 477$28K<0.01%-16Timeline
ADAMADAMAS TRUST INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,952 shares; 2025Q1: 2,952 shares; 2025Q2: 2,952 shares; 2025Q3: 2,952 shares; 2025Q4: 3,239 shares; 2026Q1: 3,799 shares 3,799$28K<0.01%+560Timeline
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 1,264 shares; 2025Q3: 1,061 shares; 2025Q4: 1,049 shares; 2026Q1: 1,213 shares 1,213$27.9K<0.01%+164Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 317 shares; 2025Q3: 207 shares; 2025Q4: 244 shares; 2026Q1: 297 shares 297$27.8K<0.01%+53Timeline
KMPRKEMPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214 shares; 2025Q1: 289 shares; 2025Q2: 214 shares; 2025Q3: not reported; 2025Q4: 87 shares; 2026Q1: 909 shares 909$27.8K<0.01%+822Timeline
TERNTERNS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 525 shares 525$27.7K<0.01%+336Timeline
GBCIGLACIER BANCORP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 315 shares; 2025Q3: 232 shares; 2025Q4: 226 shares; 2026Q1: 619 shares 619$27.7K<0.01%+393Timeline
HYSABONDBLOXX 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: 1,862 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares 1,862$27.7K<0.01%0Timeline
GABGABELLI EQUITY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 4,566 shares; 2026Q1: 4,936 shares 4,936$27.6K<0.01%+370Timeline
OEFAALPS 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: 879 shares; 2025Q4: 879 shares; 2026Q1: 879 shares 879$27.6K<0.01%0Timeline
FTDRFRONTDOOR 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: 134 shares; 2025Q3: not reported; 2025Q4: 292 shares; 2026Q1: 521 shares 521$27.5K<0.01%+229Timeline
CAKECHEESECAKE FACTORY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 559 shares; 2025Q3: 509 shares; 2025Q4: 505 shares; 2026Q1: 500 shares 500$27.4K<0.01%-5Timeline
TFSLTFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,404 shares; 2025Q1: 2,404 shares; 2025Q2: 1,527 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares; 2026Q1: 1,948 shares 1,948$27.4K<0.01%+193Timeline
UMACUNUSUAL MACHS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,206 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 2,206 shares; 2026Q1: 2,206 shares 2,206$27.4K<0.01%0Timeline
TDSTELEPHONE & DATA SYS 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: 647 shares 647$27.3K<0.01%newTimeline
UWMCUWM HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 678 shares; 2025Q1: 667 shares; 2025Q2: 803 shares; 2025Q3: 630 shares; 2025Q4: 1,004 shares; 2026Q1: 7,529 shares 7,529$27.3K<0.01%+6,525Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,368 shares; 2025Q1: 2,445 shares; 2025Q2: 2,278 shares; 2025Q3: 2,543 shares; 2025Q4: 4,163 shares; 2026Q1: 5,911 shares 5,911$27.2K<0.01%+1,748Timeline
HESMHESS MIDSTREAM LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 765 shares; 2026Q1: 699 shares 699$27.2K<0.01%-66Timeline
UAAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,690 shares; 2024Q4: 17,008 shares; 2025Q1: 17,008 shares; 2025Q2: 17,159 shares; 2025Q3: 1,908 shares; 2025Q4: 3,565 shares; 2026Q1: 4,577 shares 4,577$27.1K<0.01%+1,012Timeline
IQIINVESCO QUALITY MUN INCOME TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,811 shares; 2025Q1: 2,811 shares; 2025Q2: 2,811 shares; 2025Q3: 2,811 shares; 2025Q4: 2,811 shares; 2026Q1: 2,811 shares 2,811$27K<0.01%0Timeline
MACMACERICH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 1,608 shares; 2025Q3: 1,382 shares; 2025Q4: 1,383 shares; 2026Q1: 1,429 shares 1,429$27K<0.01%+46Timeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: 31 shares; 2025Q3: not reported; 2025Q4: 455 shares; 2026Q1: 470 shares 470$26.8K<0.01%+15Timeline
PMTPENNYMAC MTG INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,475 shares; 2025Q1: 2,485 shares; 2025Q2: 2,536 shares; 2025Q3: 2,507 shares; 2025Q4: 2,268 shares; 2026Q1: 2,294 shares 2,294$26.8K<0.01%+26Timeline
IMCBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 320 shares 320$26.7K<0.01%-10Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,074 shares; 2025Q1: 862 shares; 2025Q2: 4,403 shares; 2025Q3: 907 shares; 2025Q4: 938 shares; 2026Q1: 1,783 shares 1,783$26.6K<0.01%+845Timeline
XOVRENTREPRENEURSHARES SERIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares; 2026Q1: 1,566 shares 1,566$26.4K<0.01%+515Timeline
EPCEDGEWELL PERSONAL CARE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,116 shares; 2025Q3: 1,000 shares; 2025Q4: 1,039 shares; 2026Q1: 1,239 shares 1,239$26.4K<0.01%+200Timeline
IAGIAMGOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 1,402 shares 1,402$26.4K<0.01%+1,302Timeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 39 shares; 2025Q2: 53 shares; 2025Q3: 22 shares; 2025Q4: 20 shares; 2026Q1: 149 shares 149$26.3K<0.01%+129Timeline
AGQPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 425 shares; 2026Q1: 220 shares 220$26.3K<0.01%-205Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 420 shares; 2025Q1: 431 shares; 2025Q2: 824 shares; 2025Q3: 860 shares; 2025Q4: 1,017 shares; 2026Q1: 1,392 shares 1,392$26.3K<0.01%+375Timeline
TNETTRINET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 687 shares; 2025Q1: 651 shares; 2025Q2: 660 shares; 2025Q3: 664 shares; 2025Q4: 665 shares; 2026Q1: 720 shares 720$26.2K<0.01%+55Timeline
CBTCABOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142 shares; 2025Q1: 158 shares; 2025Q2: 383 shares; 2025Q3: 34 shares; 2025Q4: 75 shares; 2026Q1: 347 shares 347$26.1K<0.01%+272Timeline
HAUZDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 410 shares; 2025Q1: 362 shares; 2025Q2: 1 shares; 2025Q3: 76 shares; 2025Q4: 1,159 shares; 2026Q1: 1,156 shares 1,156$26.1K<0.01%-3Timeline
SHPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 613 shares; 2026Q1: 688 shares 688$26.1K<0.01%+75Timeline
PVHPVH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: 78 shares; 2025Q2: 104 shares; 2025Q3: 80 shares; 2025Q4: 74 shares; 2026Q1: 374 shares 374$26.1K<0.01%+300Timeline
CRGYCRESCENT ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,792 shares; 2024Q4: 1,624 shares; 2025Q1: 1,685 shares; 2025Q2: 1,664 shares; 2025Q3: 1,684 shares; 2025Q4: 1,706 shares; 2026Q1: 1,930 shares 1,930$26.1K<0.01%+224Timeline
FCTFIRST TR SR FLTG RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,949 shares; 2025Q1: 2,849 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700$26K<0.01%0Timeline
ASTSAST SPACEMOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121 shares; 2025Q3: 26 shares; 2025Q4: 27 shares; 2026Q1: 314 shares 314$26K<0.01%+287Timeline
ISCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares 372$25.9K<0.01%0Timeline
CRSRCORSAIR GAMING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 146 shares; 2025Q3: 25 shares; 2025Q4: 63 shares; 2026Q1: 4,657 shares 4,657$25.8K<0.01%+4,594Timeline
TPGTPG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 1,190 shares; 2025Q3: 249 shares; 2025Q4: 223 shares; 2026Q1: 638 shares 638$25.8K<0.01%+415Timeline
AAOIAPPLIED OPTOELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305 shares 305$25.8K<0.01%newTimeline
SLGNSILGAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37 shares; 2025Q1: 44 shares; 2025Q2: 37 shares; 2025Q3: 35 shares; 2025Q4: 21 shares; 2026Q1: 665 shares 665$25.8K<0.01%+644Timeline
ENRENERGIZER HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,385 shares; 2025Q3: 1,277 shares; 2025Q4: 1,246 shares; 2026Q1: 1,563 shares 1,563$25.7K<0.01%+317Timeline
COLDAMERICOLD REALTY TRUST 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: 103 shares; 2025Q4: 1,015 shares; 2026Q1: 2,238 shares 2,238$25.6K<0.01%+1,223Timeline
ACKYTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,474 shares; 2025Q4: 1,474 shares; 2026Q1: 1,474 shares 1,474$25.6K<0.01%0Timeline
SPBSPECTRUM BRANDS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 157 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 26 shares; 2026Q1: 346 shares 346$25.5K<0.01%+320Timeline
EBCEASTERN BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: 168 shares; 2025Q4: 1,206 shares; 2026Q1: 1,302 shares 1,302$25.5K<0.01%+96Timeline
AAMIACADIAN ASSET MANAGEMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 467 shares 467$25.4K<0.01%+466Timeline
PAYOPAYONEER GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,139 shares; 2024Q4: 5,039 shares; 2025Q1: 5,039 shares; 2025Q2: 5,039 shares; 2025Q3: 5,039 shares; 2025Q4: 5,116 shares; 2026Q1: 5,243 shares 5,243$25.3K<0.01%+127Timeline
CAPRCAPRICOR THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,632 shares; 2025Q1: 3,632 shares; 2025Q2: 4,032 shares; 2025Q3: 4,032 shares; 2025Q4: 352 shares; 2026Q1: 832 shares 832$25.3K<0.01%+480Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113 shares; 2025Q1: 4 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 509 shares 509$25.3K<0.01%+205Timeline
CECOCECO ENVIRONMENTAL 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: 3 shares; 2026Q1: 424 shares 424$25.3K<0.01%+421Timeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 337 shares; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 87 shares; 2025Q4: 94 shares; 2026Q1: 267 shares 267$25.3K<0.01%+173Timeline
WDWALKER & DUNLOP 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: 162 shares; 2025Q3: 41 shares; 2025Q4: 12 shares; 2026Q1: 568 shares 568$25.2K<0.01%+556Timeline

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).

The largest 100 of 208. All 208

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHSput42,700$27.8M+18,600
AAPLAPPLE INC COMput27,500$6.98M-100
SHWSHERWIN WILLIAMS CO COMput14,800$4.74M-400
MSFTMICROSOFT CORP COMput12,000$4.44M+1,200
LECOLINCOLN ELEC HLDGS INC COMput17,000$4.23M-3,000
CDNSCADENCE DESIGN SYSTEM INC Stockput13,800$3.83M0
UNMUNUM GROUP Stockput49,200$3.59Mnew
ABNBAIRBNB INC COMput26,500$3.35M0
AMATAPPLIED MATLS INC COMput8,000$2.73M0
TSMTAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADScall7,600$2.57M-200
ISRGINTUITIVE SURGICAL INC COMput4,700$2.17M+1,400
GOOGALPHABET INC COMput6,500$1.86M-3,200
QCOMQUALCOMM INC COMput12,800$1.65M+2,800
TMUST-MOBILE US INC COMput7,800$1.64M0
LLYELI LILLY & CO COMput1,700$1.56M0
GOOGLALPHABET INC COMput5,300$1.52M-300
HDHOME DEPOT INC COMput4,300$1.41M0
MRKMERCK & CO INC COMput11,000$1.32Mnew
PLTRPALANTIR TECHNOLOGIES INC COMput9,000$1.32M-500
AVGOBROADCOM INC COMcall3,600$1.11M0
TERTERADYNE INC Stockput3,600$1.07M+300
NVDANVIDIA CORPORATION COMcall5,900$1.03M-2,600
LOWLOWES COS INC COMput4,200$992K0
TXNTEXAS INSTRS INC COMput5,000$971K0
CATCATERPILLAR INC COMcall1,100$779K+400
LPLALPL FINL HLDGS INC Stockput2,500$752K0
GOOGLALPHABET INC COMcall2,200$633K+500
MSFTMICROSOFT CORP COMcall1,700$629K+600
STXSEAGATE TECHNOLOGY HLDNGS PL ORD SHScall1,600$627K+700
MCKMCKESSON CORP Stockput700$606K0
TSCOTRACTOR SUPPLY CO Stockput13,000$589K0
QQQINVESCO QQQ TR COMcall1,000$577K+800
METAMETA PLATFORMS INC COMcall1,000$572K0
ADIANALOG DEVICES INC COMput1,600$509Knew
COSTCOSTCO WHOLESALE CORPORATION COMcall500$498K0
LLYELI LILLY & CO COMcall500$460K0
SMHVANECK ETF TRUST COMcall1,100$422K+200
AMZNAMAZON COM INC COMput2,000$417K0
TSLATESLA INC COMput1,100$409K0
ASMLASML HLDG NV STOKcall300$396K0
AMZNAMAZON COM INC COMcall1,900$396K+400
LMTLOCKHEED MARTIN CORP COMcall600$363K+400
GEVGE VERNOVA INC COMcall400$349K+200
SNOWSNOWFLAKE INC Stockput2,200$332Knew
UUNITY SOFTWARE INC Stockput14,700$323K-4,000
BABOEING CO COMcall1,500$299K0
NFLXNETFLIX INC. COMcall3,000$288K0
SPYSTATE STR SPDR S&P 500 ETF T SHScall400$260K+300
IBITISHARES BITCOIN TRUST ETF SHScall6,700$257K+900
JNJJOHNSON & JOHNSON COMcall1,000$244K0
NOWSERVICENOW INC COMcall2,100$220K+500
APPAPPLOVIN CORP Stockcall500$199K+100
CRWDCROWDSTRIKE HLDGS INC COMcall500$195K+200
IBMINTERNATIONAL BUSINESS MACHS COMcall800$194K-200
USOUNITED STS OIL FD LP COMcall1,500$191Knew
IESCIES HOLDINGS INC COMcall400$191K+100
SLVISHARES SILVER TR COMcall2,500$170K+1,500
NDAQNASDAQ INC Stockput2,000$170K0
GSGOLDMAN SACHS GROUP INC COMcall200$169K-300
HDHOME DEPOT INC COMcall500$164K-200
WMTWALMART INC COMcall1,300$162K-700
PLTRPALANTIR TECHNOLOGIES INC COMcall1,100$161K-100
PGPROCTER & GAMBLE CO COMcall1,000$144K0
AMDADVANCED MICRO DEVICES INC COMcall700$142K+200
WELLWELLTOWER INC REITcall700$138K0
UNHUNITEDHEALTH GROUP INC COMcall500$135K0
GLDSPDR GOLD TR GOLD SHScall300$129K+100
AAPLAPPLE INC COMcall500$127K0
IWMISHARES TR SHScall500$124K0
DEDEERE & CO COMcall200$113K-200
FDXFEDEX CORP Stockcall300$107K0
CVXCHEVRON CORPORATION COMcall500$103K0
AMATAPPLIED MATLS INC COMcall300$103K0
MKCMCCORMICK & CO INC Stockput2,000$101Knew
MAMASTERCARD INCORPORATED COMcall200$99.9K-100
BRBROADRIDGE FINL SOLUTIONS IN Stockput600$97.5K0
PANWPALO ALTO NETWORKS INC COMcall600$96.2K-500
BLKBLACKROCK INC COMcall100$96.2Knew
IGVISHARES TR SHScall1,200$96.1Knew
GEGE AEROSPACE COMcall300$85.1K+100
CRMSALESFORCE INC COMcall400$74.7K+100
MDBMONGODB INC Stockcall300$73.4K0
UNPUNION PAC CORP COMcall300$72.8K0
WFCWELLS FARGO & CO COMcall900$71.6K+100
ETNEATON CORP PLC COMcall200$71.5K0
ETHAISHARES ETHEREUM TR COMcall4,500$71.2K+2,500
UPSUNITED PARCEL SVCS INC COMcall700$68.9K+100
NOCNORTHROP GRUMMAN CORP Stockcall100$68.2K-100
XOMEXXON MOBIL CORP COMcall400$67.9K0
NICENICE LTD ADRcall600$66.2K0
MARMARRIOTT INTL INC NEW Stockcall200$65.4K-100
QCOMQUALCOMM INC COMcall500$64.4K-100
TGTTARGET CORP Stockcall500$60.6K0
AXPAMERICAN EXPRESS CO COMcall200$60.5K0
VVISA INC COMcall200$60.4K-100
ACNACCENTURE PLC IRELAND COMcall300$59.5K0
ORCLORACLE CORP COMcall400$58.8K-600
JPMJPMORGAN CHASE & CO COMcall200$58.8K0
XLVSELECT SECTOR SPDR TR SHScall400$58.6K0
ASTSAST SPACEMOBILE INC Stockcall700$58Knew

Sold out in Q1 2026

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

The largest 100 of 158. All 158

SecurityShares beforeValue beforeType
ZEUSOLYMPIC STEEL INC125,856$5.38Mshares
AZNASTRAZENECA PLC-SPONS ADR20,191$1.86Mshares
RTXRTX CORPORATION9,200$1.69Mput
CADECADENCE BANK37,059$1.59Mshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL2,576$1.15Mshares
IGVISHARES TR9,000$951Kput
MSDLMORGAN STANLEY DIRECT LENDIN50,216$828Kshares
APOAPOLLO GLOBAL MGMT INC4,900$709Kcall
AVGOBROADCOM INC1,800$623Kput
AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS23,968$517Kshares
TYLTYLER TECHNOLOGIES INC1,000$454Kput
DELLDELL TECHNOLOGIES INC2,900$365Kput
XMYDXBLACKROCK MUNIYIELD FUND33,869$355Kshares
ADSKAUTODESK INC1,000$296Kput
MARMARRIOTT INTL INC NEW800$248Kput
XBKNXBLACKROCK INVEST QLTY MUNI21,568$242Kshares
ORCLORACLE CORP900$175Kput
MGICMAGIC SOFTWARE ENTERPRISES5,118$132Kshares
NUVEEN CALIFORNIA SELECT TA…NUVEEN CALIFORNIA SELECT TAX-F9,600$127Kshares
CMACOMERICA INC1,104$96Kshares
PCHPOTLATCHDELTIC CORP2,373$94.4Kshares
COSTCOSTCO WHOLESALE CORPORATION100$86.2Kput
TRITHOMSON REUTERS CORP627$82.7Kshares
DFGRDIMENSIONAL ETF TRUST2,616$69.1Kshares
FYBRFRONTIER COMMUNICATIONS PARE1,685$64.1Kshares
EXASEXACT SCIENCES CORP585$59.4Kshares
NGDNEW GOLD INC6,800$59.2Kshares
INSPIRATO INCORPORATEDINSPIRATO INCORPORATED12,216$50.9Kshares
MBCNMIDDLEFIELD BANC CORP1,450$50.1Kshares
FMHIFIRST TR EXCH TRADED FD III1,028$49.3Kshares
EXEELCHESAPEAKE ENERGY CORP -CW26448$44.6Kshares
FDHYFIDELITY COVINGTON TRUST770$38Kshares
NMTCNEUROONE MED TECHNOLOGIES CO50,000$37.9Kshares
QIAGEN N.V.QIAGEN N.V.743$33.4Kshares
CIVICIVITAS RESOURCES INC1,171$31.7Kshares
BLACKROCK MUN INCOME TRBLACKROCK MUN INCOME TR3,067$30.8Kshares
UYLDANGEL OAK FUNDS TRUST556$28.4Kshares
DVSDOLLY VARDEN SILVER LTD6,350$28Kshares
BLACKROCK MUNI INC TR IIBLACKROCK MUNI INC TR II2,635$27.5Kshares
INVESCO EXCH TRADED FD TR IIINVESCO EXCH TRADED FD TR II499$27Kshares
KBWBINVESCO EXCH TRADED FD TR II318$26.8Kshares
PNFPPINNACLE FINANCIAL PARTNERS275$26.2Kshares
CMCSACOMCAST CORP NEW800$23.9Kcall
PIPRPIPER SANDLER COS68$23.1Kshares
EVE HLDG INCEVE HLDG INC49,000$22.5Kshares
AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS1,000$21.6Kcall
EISISHARES INC195$21.5Kshares
ODVOSISKO DEVELOPMENT CORP6,133$21.4Kshares
PJPINVESCO EXCHANGE TRADED FD T198$20.7Kshares
CFLTCONFLUENT INC-CLASS A677$20.5Kshares
NETCLOUDFLARE INC100$19.7Kcall
IHIISHARES TR300$18.6Kcall
CGCBCAPITAL GRP FIXED INCM ETF T659$17.5Kshares
ITEQAMPLIFY ETF TR300$17.4Kshares
FTXOFIRST TR EXCHANGE TRADED FD460$17.4Kshares
SDSPROSHARES TR250$17.1Kshares
NBCMNEUBERGER BERMAN ETF TRUST751$17Kshares
KCCAKRANESHARES TRUST950$16Kshares
KBWYINVESCO EXCH TRADED FD TR II1,000$15.4Kshares
JMOMJ P MORGAN EXCHANGE TRADED F210$14.3Kshares
GANXGAIN THERAPEUTICS INC4,410$14.2Kshares
FORD MOTOR COMPANYFORD MOTOR COMPANY13,000$13.5Kshares
SNVSYNOVUS FINANCIAL CORP269$13.4Kshares
HSDTSOLANA CO4,000$11.6Kshares
PCARPACCAR INC100$11Kcall
NTAPNETAPP INC100$10.7Kcall
TXTERNIUM SA265$10.1Kshares
CGBLCAPITAL GROUP CORE BALANCED284$10Kshares
NBOSNEUBERGER BERMAN ETF TRUST367$10Kshares
FLUXFLUX PWR HLDGS INC7,500$9.53Kshares
FUBOFUBOTV INC3,778$9.52Kshares
HYTBLACKROCK CORPOR HI YLD FD I1,012$9.01Kshares
GPZVANECK ETF TRUST300$8.14Kshares
THSTREEHOUSE FOODS INC340$8.02Kshares
ENGNENGENE HOLDINGS INC776$7.01Kshares
DALDELTA AIR LINES INC100$6.94Kcall
BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME QUA600$6.56Kshares
HTUSCAPITOL SER TR163$6.47Kshares
TAOXTAO SYNERGIES INC1,742$6.41Kshares
FLGVFRANKLIN TEMPLETON ETF TR301$6.18Kshares
GQINATIXIS ETF TR94$5.37Kshares
DAYDAYFORCE INC75$5.19Kshares
PINSPINTEREST INC200$5.18Kcall
GUESS? INCGUESS? INC301$5.04Kshares
EDFVIRTUS STONE HBR EMRG MKTS I1,000$4.97Kshares
DWASINVESCO EXCH TRADED FD TR II44$4.26Kshares
HIHILLENBRAND INC126$3.99Kshares
TELFYTELEFONICA SA-SPON ADR913$3.7Kshares
FLIAFRANKLIN TEMPLETON ETF TR173$3.49Kshares
VOLTTEMA ETF TRUST115$3.33Kshares
ATAIBECKLEY INCATAIBECKLEY INC800$3.27Kshares
BTGB2GOLD CORP708$3.19Kshares
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR200$3.05Kshares
DENNDENNY'S CORP454$2.82Kshares
SCCRSCHWAB STRATEGIC TR103$2.66Kshares
IDNINTELLICHECK MOBILISA INC300$2Kshares
INDSPACER FDS TR54$1.98Kshares
REVGREV GROUP INC27$1.64Kshares
FTGCFIRST TR EXCHANGE TRAD FD VI66$1.54Kshares
ALEXALEXANDER & BALDWIN INC61$1.26Kshares

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 0001040197-26-000002 base2026-05-15acceptance time not in the bulk data set