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MML INVESTORS SERVICES, LLC

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13F filer, CIK 701059, SPRINGFIELD, MA

MML INVESTORS SERVICES, LLC reported $36,058,228,958 across 2,995 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-04. Its ten largest share positions make up 15.66% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000701059-26-000012

Period
2026-03-31
Reported value
$36.1B
Holdings
2,995
Top 10 weight
15.66%
New
197
Sold out
239

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EFGadded+1,150,931$128M
BLCRnew+2,625,301$108M
IDEFnew+2,956,001$96.7M
GOVTadded+3,738,116$85.6M
LMUBnew+1,187,412$59.3M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
OEFreduced-853,181-$271M
IAUreduced-975,089-$86M
QQQreduced-148,443-$85.7M
ITAreduced-390,843-$85.5M
QUALreduced-433,005-$83.1M

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 0000701059-26-000012, largest first. % of portfolio is the value over $36,058,228,958, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VSECVSE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,884 shares; 2026Q1: 8,034 shares 8,034$1.48M<0.01%+150Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,156 shares; 2024Q4: 19,153 shares; 2025Q1: 18,762 shares; 2025Q2: 27,888 shares; 2025Q3: 26,542 shares; 2025Q4: 28,872 shares; 2026Q1: 27,649 shares 27,649$1.48M<0.01%-1,223Timeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,081 shares; 2024Q4: 28,731 shares; 2025Q1: 51,823 shares; 2025Q2: 65,794 shares; 2025Q3: 64,168 shares; 2025Q4: 75,318 shares; 2026Q1: 64,126 shares 64,126$1.48M<0.01%-11,192Timeline
BBAGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,472 shares; 2024Q4: 41,255 shares; 2025Q1: 49,294 shares; 2025Q2: 95,877 shares; 2025Q3: 94,813 shares; 2025Q4: 43,700 shares; 2026Q1: 31,985 shares 31,985$1.48M<0.01%-11,715Timeline
AXTIAXT 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: 25,858 shares 25,858$1.47M<0.01%newTimeline
DMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,046 shares; 2024Q4: 16,556 shares; 2025Q1: 6,462 shares; 2025Q2: 23,566 shares; 2025Q3: 25,983 shares; 2025Q4: 36,039 shares; 2026Q1: 34,651 shares 34,651$1.47M<0.01%-1,388Timeline
UDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,823 shares; 2024Q4: 30,066 shares; 2025Q1: 26,111 shares; 2025Q2: 25,598 shares; 2025Q3: 25,222 shares; 2025Q4: 46,960 shares; 2026Q1: 37,646 shares 37,646$1.46M<0.01%-9,314Timeline
BUFBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,581 shares; 2024Q4: 22,418 shares; 2025Q1: 32,061 shares; 2025Q2: 32,060 shares; 2025Q3: 35,296 shares; 2025Q4: 36,456 shares; 2026Q1: 40,696 shares 40,696$1.46M<0.01%+4,240Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,338 shares; 2024Q4: 10,997 shares; 2025Q1: 13,281 shares; 2025Q2: 11,357 shares; 2025Q3: 13,266 shares; 2025Q4: 17,465 shares; 2026Q1: 10,215 shares 10,215$1.46M<0.01%-7,250Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,297 shares; 2024Q4: 12,886 shares; 2025Q1: 14,429 shares; 2025Q2: 15,287 shares; 2025Q3: 12,455 shares; 2025Q4: 12,669 shares; 2026Q1: 4,900 shares 4,900$1.46M<0.01%-7,769Timeline
IBTIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,028 shares; 2024Q4: 14,227 shares; 2025Q1: 13,951 shares; 2025Q2: 54,525 shares; 2025Q3: 67,253 shares; 2025Q4: 77,480 shares; 2026Q1: 65,429 shares 65,429$1.46M<0.01%-12,051Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,377 shares; 2025Q1: 40,682 shares; 2025Q2: 47,009 shares; 2025Q3: 46,401 shares; 2025Q4: 51,691 shares; 2026Q1: 35,885 shares 35,885$1.46M<0.01%-15,806Timeline
PCEFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,860 shares; 2024Q4: 188,552 shares; 2025Q1: 99,171 shares; 2025Q2: 91,654 shares; 2025Q3: 90,429 shares; 2025Q4: 92,989 shares; 2026Q1: 77,270 shares 77,270$1.45M<0.01%-15,719Timeline
JEMAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,247 shares; 2024Q4: 12,811 shares; 2025Q1: 14,499 shares; 2025Q2: 16,213 shares; 2025Q3: 19,170 shares; 2025Q4: 25,470 shares; 2026Q1: 27,891 shares 27,891$1.45M<0.01%+2,421Timeline
ACVFETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 17,999 shares; 2025Q1: 29,603 shares; 2025Q2: 29,861 shares; 2025Q3: 25,014 shares; 2025Q4: 30,741 shares; 2026Q1: 30,414 shares 30,414$1.45M<0.01%-327Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 5,557 shares; 2025Q1: 5,570 shares; 2025Q2: 5,437 shares; 2025Q3: 6,600 shares; 2025Q4: 10,574 shares; 2026Q1: 11,955 shares 11,955$1.45M<0.01%+1,381Timeline
DIVBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 4,300 shares; 2025Q1: 4,232 shares; 2025Q2: not reported; 2025Q3: 17,661 shares; 2025Q4: 22,389 shares; 2026Q1: 26,778 shares 26,778$1.44M<0.01%+4,389Timeline
FTCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 9,320 shares; 2025Q1: 11,047 shares; 2025Q2: 11,293 shares; 2025Q3: 9,415 shares; 2025Q4: 8,617 shares; 2026Q1: 9,370 shares 9,370$1.44M<0.01%+753Timeline
IJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,291 shares; 2024Q4: 127,042 shares; 2025Q1: 138,229 shares; 2025Q2: 146,987 shares; 2025Q3: 130,955 shares; 2025Q4: 58,237 shares; 2026Q1: 42,708 shares 42,708$1.44M<0.01%-15,529Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,709 shares; 2025Q1: 39,688 shares; 2025Q2: 33,077 shares; 2025Q3: 30,538 shares; 2025Q4: 19,629 shares; 2026Q1: 20,757 shares 20,757$1.44M<0.01%+1,128Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,710 shares; 2024Q4: 247,497 shares; 2025Q1: 166,231 shares; 2025Q2: 132,361 shares; 2025Q3: 96,759 shares; 2025Q4: 100,132 shares; 2026Q1: 78,546 shares 78,546$1.44M<0.01%-21,586Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,098 shares; 2024Q4: 62,153 shares; 2025Q1: 69,286 shares; 2025Q2: 80,829 shares; 2025Q3: 89,628 shares; 2025Q4: 101,844 shares; 2026Q1: 77,465 shares 77,465$1.43M<0.01%-24,379Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,308 shares; 2024Q4: 31,040 shares; 2025Q1: 29,634 shares; 2025Q2: 28,845 shares; 2025Q3: 26,217 shares; 2025Q4: 27,326 shares; 2026Q1: 22,152 shares 22,152$1.43M<0.01%-5,174Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,959 shares; 2024Q4: 28,773 shares; 2025Q1: 38,106 shares; 2025Q2: 37,766 shares; 2025Q3: 39,358 shares; 2025Q4: 52,393 shares; 2026Q1: 170,817 shares 170,817$1.43M<0.01%+118,424Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,534 shares; 2024Q4: 17,743 shares; 2025Q1: 22,994 shares; 2025Q2: 32,334 shares; 2025Q3: 34,615 shares; 2025Q4: 25,645 shares; 2026Q1: 23,095 shares 23,095$1.43M<0.01%-2,550Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 4,981 shares; 2025Q1: 5,925 shares; 2025Q2: 6,012 shares; 2025Q3: 2,206 shares; 2025Q4: 2,081 shares; 2026Q1: 3,979 shares 3,979$1.43M<0.01%+1,898Timeline
WMGWARNER MUSIC GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,134 shares; 2024Q4: 73,540 shares; 2025Q1: 70,734 shares; 2025Q2: 69,493 shares; 2025Q3: 67,876 shares; 2025Q4: 69,606 shares; 2026Q1: 55,889 shares 55,889$1.43M<0.01%-13,717Timeline
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: 35,547 shares 35,547$1.42M<0.01%newTimeline
VISNVISTANCE NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,223 shares; 2025Q3: 102,440 shares; 2025Q4: 116,404 shares; 2026Q1: 78,116 shares 78,116$1.42M<0.01%-38,288Timeline
IGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,403 shares; 2024Q4: 12,749 shares; 2025Q1: 14,232 shares; 2025Q2: 22,744 shares; 2025Q3: 19,839 shares; 2025Q4: 22,657 shares; 2026Q1: 21,181 shares 21,181$1.42M<0.01%-1,476Timeline
USEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,240 shares; 2024Q4: 19,195 shares; 2025Q1: 18,383 shares; 2025Q2: 18,506 shares; 2025Q3: 39,582 shares; 2025Q4: 39,889 shares; 2026Q1: 36,695 shares 36,695$1.42M<0.01%-3,194Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,505 shares; 2024Q4: 128,016 shares; 2025Q1: 35,695 shares; 2025Q2: 27,844 shares; 2025Q3: 14,488 shares; 2025Q4: 14,180 shares; 2026Q1: 24,628 shares 24,628$1.42M<0.01%+10,448Timeline
FNGSBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,023 shares; 2025Q2: 23,567 shares; 2025Q3: 22,136 shares; 2025Q4: 24,760 shares; 2026Q1: 23,790 shares 23,790$1.42M<0.01%-970Timeline
DAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,741 shares; 2024Q4: 21,148 shares; 2025Q1: 21,649 shares; 2025Q2: 19,631 shares; 2025Q3: 25,407 shares; 2025Q4: 28,779 shares; 2026Q1: 32,559 shares 32,559$1.42M<0.01%+3,780Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 1,527 shares; 2025Q1: 728 shares; 2025Q2: 1,464 shares; 2025Q3: 1,651 shares; 2025Q4: 2,094 shares; 2026Q1: 2,607 shares 2,607$1.42M<0.01%+513Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,169 shares; 2024Q4: 55,057 shares; 2025Q1: 69,112 shares; 2025Q2: 52,422 shares; 2025Q3: 60,631 shares; 2025Q4: 57,806 shares; 2026Q1: 68,219 shares 68,219$1.42M<0.01%+10,413Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,972 shares; 2024Q4: 309,996 shares; 2025Q1: 311,344 shares; 2025Q2: 321,624 shares; 2025Q3: 304,029 shares; 2025Q4: 286,582 shares; 2026Q1: 33,902 shares 33,902$1.41M<0.01%-252,680Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,457 shares; 2024Q4: 83,643 shares; 2025Q1: 84,745 shares; 2025Q2: 86,576 shares; 2025Q3: 91,065 shares; 2025Q4: 87,133 shares; 2026Q1: 82,252 shares 82,252$1.41M<0.01%-4,881Timeline
BCIABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,801 shares; 2025Q1: 22,379 shares; 2025Q2: 30,236 shares; 2025Q3: 34,041 shares; 2025Q4: 43,053 shares; 2026Q1: 57,747 shares 57,747$1.4M<0.01%+14,694Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,816 shares; 2024Q4: 26,964 shares; 2025Q1: 27,594 shares; 2025Q2: 29,481 shares; 2025Q3: 29,492 shares; 2025Q4: 31,949 shares; 2026Q1: 25,806 shares 25,806$1.4M<0.01%-6,143Timeline
INTAINTAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,936 shares; 2025Q2: 39,849 shares; 2025Q3: 56,384 shares; 2025Q4: 75,389 shares; 2026Q1: 54,488 shares 54,488$1.4M<0.01%-20,901Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 17,812 shares; 2025Q1: 10,764 shares; 2025Q2: 14,244 shares; 2025Q3: 14,530 shares; 2025Q4: 17,246 shares; 2026Q1: 17,400 shares 17,400$1.4M<0.01%+154Timeline
DFGPDIMENSIONAL 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: 27,239 shares; 2025Q3: 27,642 shares; 2025Q4: 30,219 shares; 2026Q1: 25,866 shares 25,866$1.4M<0.01%-4,353Timeline
PXFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,147 shares; 2024Q4: 19,977 shares; 2025Q1: 20,522 shares; 2025Q2: 21,117 shares; 2025Q3: 19,124 shares; 2025Q4: 22,754 shares; 2026Q1: 19,964 shares 19,964$1.4M<0.01%-2,790Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,455 shares; 2024Q4: 33,334 shares; 2025Q1: 44,080 shares; 2025Q2: 41,919 shares; 2025Q3: 48,119 shares; 2025Q4: 54,404 shares; 2026Q1: 31,841 shares 31,841$1.4M<0.01%-22,563Timeline
SDIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,078 shares; 2024Q4: 14,765 shares; 2025Q1: 12,734 shares; 2025Q2: 26,894 shares; 2025Q3: 52,209 shares; 2025Q4: 53,765 shares; 2026Q1: 55,197 shares 55,197$1.39M<0.01%+1,432Timeline
FETHFIDELITY ETHEREUM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,599 shares; 2025Q2: 46,772 shares; 2025Q3: 68,909 shares; 2025Q4: 51,105 shares; 2026Q1: 66,631 shares 66,631$1.39M<0.01%+15,526Timeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,156 shares; 2024Q4: 81,479 shares; 2025Q1: 80,738 shares; 2025Q2: 65,462 shares; 2025Q3: 67,358 shares; 2025Q4: 23,454 shares; 2026Q1: 25,268 shares 25,268$1.38M<0.01%+1,814Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,585 shares; 2024Q4: 39,345 shares; 2025Q1: 46,879 shares; 2025Q2: 49,545 shares; 2025Q3: 41,677 shares; 2025Q4: 49,332 shares; 2026Q1: 42,212 shares 42,212$1.38M<0.01%-7,120Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,096 shares; 2024Q4: 3,238 shares; 2025Q1: 2,906 shares; 2025Q2: 4,778 shares; 2025Q3: 16,694 shares; 2025Q4: 5,083 shares; 2026Q1: 4,746 shares 4,746$1.38M<0.01%-337Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,462 shares; 2024Q4: 38,608 shares; 2025Q1: 39,060 shares; 2025Q2: 40,389 shares; 2025Q3: 38,162 shares; 2025Q4: 38,776 shares; 2026Q1: 40,057 shares 40,057$1.38M<0.01%+1,281Timeline
EWJVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,723 shares; 2024Q4: 47,085 shares; 2025Q1: 49,965 shares; 2025Q2: 45,246 shares; 2025Q3: 39,464 shares; 2025Q4: 47,231 shares; 2026Q1: 32,318 shares 32,318$1.38M<0.01%-14,913Timeline
XSSPXNUVEEN S&P 500 DYNAMIC OVERWQuarterly shares; oldest to 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: 85,582 shares 85,582$1.38M<0.01%newTimeline
AOHYANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,102 shares; 2024Q4: 220,279 shares; 2025Q1: 210,056 shares; 2025Q2: 202,354 shares; 2025Q3: 215,991 shares; 2025Q4: 243,110 shares; 2026Q1: 125,708 shares 125,708$1.37M<0.01%-117,402Timeline
HYEMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,080 shares; 2024Q4: 81,279 shares; 2025Q1: 95,758 shares; 2025Q2: 108,238 shares; 2025Q3: 88,314 shares; 2025Q4: 81,201 shares; 2026Q1: 69,590 shares 69,590$1.37M<0.01%-11,611Timeline
NFLTETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,249 shares; 2024Q4: 40,080 shares; 2025Q1: 46,140 shares; 2025Q2: 54,037 shares; 2025Q3: 51,568 shares; 2025Q4: 57,272 shares; 2026Q1: 60,245 shares 60,245$1.37M<0.01%+2,973Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,217 shares; 2024Q4: 10,032 shares; 2025Q1: 8,636 shares; 2025Q2: 9,186 shares; 2025Q3: 10,018 shares; 2025Q4: 10,704 shares; 2026Q1: 11,010 shares 11,010$1.37M<0.01%+306Timeline
RTHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,229 shares; 2025Q1: 1,783 shares; 2025Q2: 2,970 shares; 2025Q3: 4,338 shares; 2025Q4: 5,196 shares; 2026Q1: 5,456 shares 5,456$1.37M<0.01%+260Timeline
COMTISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,189 shares; 2024Q4: 182,675 shares; 2025Q1: 73,911 shares; 2025Q2: 58,033 shares; 2025Q3: 47,818 shares; 2025Q4: 50,335 shares; 2026Q1: 40,479 shares 40,479$1.37M<0.01%-9,856Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,342 shares; 2024Q4: 6,488 shares; 2025Q1: 7,689 shares; 2025Q2: 7,874 shares; 2025Q3: 7,792 shares; 2025Q4: 8,124 shares; 2026Q1: 6,754 shares 6,754$1.37M<0.01%-1,370Timeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,684 shares; 2025Q1: 6,440 shares; 2025Q2: 5,906 shares; 2025Q3: 5,456 shares; 2025Q4: 7,720 shares; 2026Q1: 7,861 shares 7,861$1.37M<0.01%+141Timeline
IGBHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,992 shares; 2024Q4: 62,077 shares; 2025Q1: 152,614 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,454 shares 56,454$1.37M<0.01%newTimeline
UITBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,451 shares; 2024Q4: 25,551 shares; 2025Q1: 40,823 shares; 2025Q2: 51,808 shares; 2025Q3: 54,506 shares; 2025Q4: 26,672 shares; 2026Q1: 28,982 shares 28,982$1.36M<0.01%+2,310Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,082 shares; 2025Q1: 1,457 shares; 2025Q2: 1,295 shares; 2025Q3: 1,326 shares; 2025Q4: 1,444 shares; 2026Q1: 1,080 shares 1,080$1.36M<0.01%-364Timeline
USCIUNITED STS COMMODITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,633 shares; 2024Q4: 36,015 shares; 2025Q1: 44,906 shares; 2025Q2: 24,948 shares; 2025Q3: 25,170 shares; 2025Q4: 25,225 shares; 2026Q1: 14,223 shares 14,223$1.36M<0.01%-11,002Timeline
FTCBFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,600 shares; 2025Q1: 33,294 shares; 2025Q2: 36,448 shares; 2025Q3: 55,519 shares; 2025Q4: 74,429 shares; 2026Q1: 64,676 shares 64,676$1.36M<0.01%-9,753Timeline
PIDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,390 shares; 2024Q4: 240,162 shares; 2025Q1: 147,499 shares; 2025Q2: 49,196 shares; 2025Q3: 49,620 shares; 2025Q4: 61,611 shares; 2026Q1: 60,889 shares 60,889$1.35M<0.01%-722Timeline
FVALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,074 shares; 2024Q4: 5,668 shares; 2025Q1: 8,145 shares; 2025Q2: 12,236 shares; 2025Q3: 16,540 shares; 2025Q4: 23,303 shares; 2026Q1: 19,481 shares 19,481$1.35M<0.01%-3,822Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,522 shares; 2024Q4: 28,469 shares; 2025Q1: 32,712 shares; 2025Q2: 47,520 shares; 2025Q3: 33,851 shares; 2025Q4: 49,390 shares; 2026Q1: 27,250 shares 27,250$1.35M<0.01%-22,140Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,331 shares; 2024Q4: 9,141 shares; 2025Q1: 10,772 shares; 2025Q2: 12,488 shares; 2025Q3: 12,138 shares; 2025Q4: 12,600 shares; 2026Q1: 11,053 shares 11,053$1.35M<0.01%-1,547Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 4,985 shares; 2025Q1: 4,616 shares; 2025Q2: 5,474 shares; 2025Q3: 4,714 shares; 2025Q4: 5,169 shares; 2026Q1: 4,538 shares 4,538$1.35M<0.01%-631Timeline
ESLTELBIT SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,584 shares 1,584$1.35M<0.01%newTimeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,357 shares; 2024Q4: 14,696 shares; 2025Q1: 21,378 shares; 2025Q2: 29,304 shares; 2025Q3: 28,933 shares; 2025Q4: 14,879 shares; 2026Q1: 13,084 shares 13,084$1.34M<0.01%-1,795Timeline
AFEMFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,232 shares; 2025Q1: 11,652 shares; 2025Q2: 11,766 shares; 2025Q3: 12,901 shares; 2025Q4: 16,401 shares; 2026Q1: 16,285 shares 16,285$1.34M<0.01%-116Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 6,394 shares; 2025Q1: 6,443 shares; 2025Q2: 5,904 shares; 2025Q3: 11,428 shares; 2025Q4: 10,457 shares; 2026Q1: 3,718 shares 3,718$1.33M<0.01%-6,739Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,631 shares; 2024Q4: 39,168 shares; 2025Q1: 30,143 shares; 2025Q2: 30,143 shares; 2025Q3: 28,846 shares; 2025Q4: 14,280 shares; 2026Q1: 12,191 shares 12,191$1.33M<0.01%-2,089Timeline
BJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,047 shares; 2024Q4: 15,868 shares; 2025Q1: 27,771 shares; 2025Q2: 27,091 shares; 2025Q3: 27,027 shares; 2025Q4: 14,203 shares; 2026Q1: 24,866 shares 24,866$1.33M<0.01%+10,663Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,609 shares; 2024Q4: 29,890 shares; 2025Q1: 23,745 shares; 2025Q2: 25,600 shares; 2025Q3: 28,909 shares; 2025Q4: 32,140 shares; 2026Q1: 26,259 shares 26,259$1.32M<0.01%-5,881Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,976 shares; 2024Q4: 21,312 shares; 2025Q1: 23,395 shares; 2025Q2: 24,745 shares; 2025Q3: 24,352 shares; 2025Q4: 25,736 shares; 2026Q1: 16,176 shares 16,176$1.32M<0.01%-9,560Timeline
FLQLFRANKLIN 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: 16,159 shares; 2025Q3: 16,332 shares; 2025Q4: 17,077 shares; 2026Q1: 19,546 shares 19,546$1.32M<0.01%+2,469Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,847 shares; 2024Q4: 7,860 shares; 2025Q1: 10,084 shares; 2025Q2: 9,963 shares; 2025Q3: 11,579 shares; 2025Q4: 11,140 shares; 2026Q1: 10,297 shares 10,297$1.32M<0.01%-843Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,199 shares; 2024Q4: 20,859 shares; 2025Q1: 19,408 shares; 2025Q2: 19,547 shares; 2025Q3: 16,946 shares; 2025Q4: 27,456 shares; 2026Q1: 28,995 shares 28,995$1.32M<0.01%+1,539Timeline
SIHYHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,549 shares; 2024Q4: 37,603 shares; 2025Q1: 37,607 shares; 2025Q2: 35,475 shares; 2025Q3: 33,339 shares; 2025Q4: 33,683 shares; 2026Q1: 29,429 shares 29,429$1.32M<0.01%-4,254Timeline
XEMDBONDBLOXX 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: 5,602 shares; 2026Q1: 29,934 shares 29,934$1.32M<0.01%+24,332Timeline
URBNURBAN OUTFITTERS 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: 11,810 shares; 2025Q4: 20,129 shares; 2026Q1: 20,760 shares 20,760$1.32M<0.01%+631Timeline
HYBINEOS 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: 97,769 shares; 2025Q4: 74,935 shares; 2026Q1: 26,477 shares 26,477$1.31M<0.01%-48,458Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,318 shares; 2024Q4: 16,372 shares; 2025Q1: 13,923 shares; 2025Q2: 23,759 shares; 2025Q3: 14,844 shares; 2025Q4: 13,053 shares; 2026Q1: 34,116 shares 34,116$1.31M<0.01%+21,063Timeline
REGLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,663 shares; 2024Q4: 10,741 shares; 2025Q1: 11,414 shares; 2025Q2: 16,978 shares; 2025Q3: 14,178 shares; 2025Q4: 16,603 shares; 2026Q1: 15,148 shares 15,148$1.31M<0.01%-1,455Timeline
GSIEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 12,702 shares; 2025Q1: 15,944 shares; 2025Q2: 19,158 shares; 2025Q3: 23,266 shares; 2025Q4: 27,902 shares; 2026Q1: 30,344 shares 30,344$1.31M<0.01%+2,442Timeline
DNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,271 shares; 2024Q4: 6,100 shares; 2025Q1: 6,650 shares; 2025Q2: 6,577 shares; 2025Q3: 8,976 shares; 2025Q4: 22,966 shares; 2026Q1: 27,303 shares 27,303$1.31M<0.01%+4,337Timeline
QSPTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,741 shares; 2024Q4: 31,288 shares; 2025Q1: 60,607 shares; 2025Q2: 69,257 shares; 2025Q3: 58,651 shares; 2025Q4: 70,735 shares; 2026Q1: 42,718 shares 42,718$1.31M<0.01%-28,017Timeline
BUGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,906 shares; 2024Q4: 68,168 shares; 2025Q1: 75,555 shares; 2025Q2: 49,945 shares; 2025Q3: 56,923 shares; 2025Q4: 63,431 shares; 2026Q1: 52,034 shares 52,034$1.31M<0.01%-11,397Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 7,981 shares; 2025Q1: 6,425 shares; 2025Q2: 7,992 shares; 2025Q3: 8,014 shares; 2025Q4: 11,785 shares; 2026Q1: 9,968 shares 9,968$1.31M<0.01%-1,817Timeline
FDRRFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,282 shares; 2024Q4: 25,204 shares; 2025Q1: 19,332 shares; 2025Q2: 20,375 shares; 2025Q3: 17,925 shares; 2025Q4: 20,782 shares; 2026Q1: 22,189 shares 22,189$1.3M<0.01%+1,407Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,328 shares; 2025Q3: 51,286 shares; 2025Q4: 44,578 shares; 2026Q1: 31,749 shares 31,749$1.3M<0.01%-12,829Timeline
DAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,741 shares; 2024Q4: 16,764 shares; 2025Q1: 17,609 shares; 2025Q2: 32,806 shares; 2025Q3: 36,075 shares; 2025Q4: 36,103 shares; 2026Q1: 32,773 shares 32,773$1.3M<0.01%-3,330Timeline
HSCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,757 shares; 2024Q4: 24,193 shares; 2025Q1: 32,203 shares; 2025Q2: 36,051 shares; 2025Q3: 37,056 shares; 2025Q4: 40,964 shares; 2026Q1: 32,828 shares 32,828$1.3M<0.01%-8,136Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,101 shares; 2024Q4: 11,997 shares; 2025Q1: 70,527 shares; 2025Q2: 16,810 shares; 2025Q3: 15,217 shares; 2025Q4: 15,283 shares; 2026Q1: 15,040 shares 15,040$1.3M<0.01%-243Timeline
UJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,880 shares; 2024Q4: 29,988 shares; 2025Q1: 26,514 shares; 2025Q2: 26,508 shares; 2025Q3: 33,662 shares; 2025Q4: 34,608 shares; 2026Q1: 33,949 shares 33,949$1.3M<0.01%-659Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,868 shares; 2024Q4: 27,731 shares; 2025Q1: 29,951 shares; 2025Q2: 60,491 shares; 2025Q3: 72,225 shares; 2025Q4: 61,460 shares; 2026Q1: 53,459 shares 53,459$1.3M<0.01%-8,001Timeline
CMTLCOMTECH TELECOMMUNICATIONS CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,128 shares; 2024Q4: 225,502 shares; 2025Q1: 271,356 shares; 2025Q2: 283,344 shares; 2025Q3: 320,841 shares; 2025Q4: 410,596 shares; 2026Q1: 390,319 shares 390,319$1.3M<0.01%-20,277Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,561 shares; 2024Q4: 28,016 shares; 2025Q1: 22,264 shares; 2025Q2: 24,270 shares; 2025Q3: 19,562 shares; 2025Q4: 25,032 shares; 2026Q1: 24,375 shares 24,375$1.29M<0.01%-657Timeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 7,233 shares; 2025Q1: 7,264 shares; 2025Q2: 7,312 shares; 2025Q3: 7,301 shares; 2025Q4: 7,300 shares; 2026Q1: 8,143 shares 8,143$1.29M<0.01%+843Timeline
DCREDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,239 shares; 2025Q2: 5,154 shares; 2025Q3: 5,432 shares; 2025Q4: 5,470 shares; 2026Q1: 24,790 shares 24,790$1.29M<0.01%+19,320Timeline
PFMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,741 shares; 2024Q4: 63,008 shares; 2025Q1: 64,119 shares; 2025Q2: 66,062 shares; 2025Q3: 72,002 shares; 2025Q4: 30,897 shares; 2026Q1: 25,207 shares 25,207$1.29M<0.01%-5,690Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,252 shares; 2024Q4: 7,039 shares; 2025Q1: 15,038 shares; 2025Q2: 20,239 shares; 2025Q3: 2,692 shares; 2025Q4: 8,588 shares; 2026Q1: 5,248 shares 5,248$1.28M<0.01%-3,340Timeline
QQXTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,789 shares; 2024Q4: 14,819 shares; 2025Q1: 14,225 shares; 2025Q2: 14,234 shares; 2025Q3: 14,253 shares; 2025Q4: 14,242 shares; 2026Q1: 13,113 shares 13,113$1.28M<0.01%-1,129Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,080 shares; 2024Q4: 42,014 shares; 2025Q1: 47,797 shares; 2025Q2: 47,608 shares; 2025Q3: 63,403 shares; 2025Q4: 66,763 shares; 2026Q1: 64,235 shares 64,235$1.28M<0.01%-2,528Timeline
DFSIDIMENSIONAL 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: 45,064 shares; 2025Q3: 53,117 shares; 2025Q4: 65,596 shares; 2026Q1: 30,163 shares 30,163$1.28M<0.01%-35,433Timeline
PSCPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,030 shares; 2025Q3: 15,504 shares; 2025Q4: 19,636 shares; 2026Q1: 22,308 shares 22,308$1.28M<0.01%+2,672Timeline
PTFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,537 shares; 2024Q4: 155,898 shares; 2025Q1: 166,877 shares; 2025Q2: 37,772 shares; 2025Q3: 38,211 shares; 2025Q4: 14,234 shares; 2026Q1: 14,753 shares 14,753$1.27M<0.01%+519Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 30,007 shares; 2025Q1: 29,823 shares; 2025Q2: 31,081 shares; 2025Q3: 34,261 shares; 2025Q4: 36,354 shares; 2026Q1: 35,238 shares 35,238$1.27M<0.01%-1,116Timeline
QJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,457 shares; 2024Q4: 203,261 shares; 2025Q1: 164,639 shares; 2025Q2: 125,911 shares; 2025Q3: 117,079 shares; 2025Q4: 101,472 shares; 2026Q1: 40,697 shares 40,697$1.27M<0.01%-60,775Timeline
BBBIBONDBLOXX 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: 7,015 shares; 2026Q1: 24,700 shares 24,700$1.27M<0.01%+17,685Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,130 shares; 2024Q4: 1,125,552 shares; 2025Q1: 1,145,652 shares; 2025Q2: 1,205,001 shares; 2025Q3: 713,266 shares; 2025Q4: 596,145 shares; 2026Q1: 73,660 shares 73,660$1.27M<0.01%-522,485Timeline
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: not reported; 2026Q1: 76,289 shares 76,289$1.27M<0.01%newTimeline
FTAFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 14,985 shares; 2025Q1: 23,619 shares; 2025Q2: 23,804 shares; 2025Q3: 13,864 shares; 2025Q4: 13,918 shares; 2026Q1: 13,706 shares 13,706$1.27M<0.01%-212Timeline
PEGAPEGASYSTEMS 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: 9,625 shares; 2025Q3: 10,861 shares; 2025Q4: 11,632 shares; 2026Q1: 29,719 shares 29,719$1.26M<0.01%+18,087Timeline
SDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,386 shares; 2024Q4: 22,397 shares; 2025Q1: 21,168 shares; 2025Q2: 19,719 shares; 2025Q3: 20,311 shares; 2025Q4: 20,540 shares; 2026Q1: 19,436 shares 19,436$1.26M<0.01%-1,104Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,711 shares; 2024Q4: 21,506 shares; 2025Q1: 20,761 shares; 2025Q2: 21,558 shares; 2025Q3: 20,302 shares; 2025Q4: 36,642 shares; 2026Q1: 35,504 shares 35,504$1.26M<0.01%-1,138Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,523 shares; 2024Q4: 64,933 shares; 2025Q1: 65,422 shares; 2025Q2: 73,172 shares; 2025Q3: 67,898 shares; 2025Q4: 79,221 shares; 2026Q1: 65,571 shares 65,571$1.26M<0.01%-13,650Timeline
BBAXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,817 shares; 2024Q4: 30,714 shares; 2025Q1: 28,759 shares; 2025Q2: 30,735 shares; 2025Q3: 22,963 shares; 2025Q4: 24,817 shares; 2026Q1: 21,144 shares 21,144$1.26M<0.01%-3,673Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,749 shares; 2024Q4: 51,944 shares; 2025Q1: 40,369 shares; 2025Q2: 38,116 shares; 2025Q3: 35,044 shares; 2025Q4: 38,887 shares; 2026Q1: 35,121 shares 35,121$1.25M<0.01%-3,766Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,204 shares; 2024Q4: 74,168 shares; 2025Q1: 68,806 shares; 2025Q2: 54,761 shares; 2025Q3: 45,453 shares; 2025Q4: 33,327 shares; 2026Q1: 38,544 shares 38,544$1.25M<0.01%+5,217Timeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,586 shares; 2025Q1: 3,920 shares; 2025Q2: 4,126 shares; 2025Q3: 4,286 shares; 2025Q4: 4,977 shares; 2026Q1: 12,517 shares 12,517$1.25M<0.01%+7,540Timeline
KBWPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,895 shares; 2024Q4: 10,193 shares; 2025Q1: 10,182 shares; 2025Q2: 10,703 shares; 2025Q3: 10,923 shares; 2025Q4: 12,896 shares; 2026Q1: 10,474 shares 10,474$1.25M<0.01%-2,422Timeline
WLDNWILLDAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,643 shares; 2025Q1: 5,402 shares; 2025Q2: 7,827 shares; 2025Q3: 23,016 shares; 2025Q4: 20,246 shares; 2026Q1: 16,260 shares 16,260$1.24M<0.01%-3,986Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,625 shares; 2024Q4: 15,759 shares; 2025Q1: 20,601 shares; 2025Q2: 22,253 shares; 2025Q3: 23,028 shares; 2025Q4: 24,459 shares; 2026Q1: 18,601 shares 18,601$1.24M<0.01%-5,858Timeline
ITRIITRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,681 shares; 2025Q1: 12,867 shares; 2025Q2: 18,824 shares; 2025Q3: 23,700 shares; 2025Q4: 20,223 shares; 2026Q1: 13,875 shares 13,875$1.24M<0.01%-6,348Timeline
BMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,606 shares; 2024Q4: 26,357 shares; 2025Q1: 24,269 shares; 2025Q2: 71,191 shares; 2025Q3: 42,679 shares; 2025Q4: 44,519 shares; 2026Q1: 27,689 shares 27,689$1.24M<0.01%-16,830Timeline
BSMUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,862 shares; 2024Q4: 17,179 shares; 2025Q1: 41,163 shares; 2025Q2: 47,013 shares; 2025Q3: 48,696 shares; 2025Q4: 75,057 shares; 2026Q1: 56,879 shares 56,879$1.24M<0.01%-18,178Timeline
BYDBOYD GAMING 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: 10,092 shares; 2025Q4: 9,505 shares; 2026Q1: 15,066 shares 15,066$1.24M<0.01%+5,561Timeline
DJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 9,545 shares; 2025Q1: 13,011 shares; 2025Q2: 10,414 shares; 2025Q3: 12,725 shares; 2025Q4: 17,392 shares; 2026Q1: 26,291 shares 26,291$1.24M<0.01%+8,899Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,307 shares; 2024Q4: 39,029 shares; 2025Q1: 33,949 shares; 2025Q2: 40,599 shares; 2025Q3: 29,861 shares; 2025Q4: 31,901 shares; 2026Q1: 23,825 shares 23,825$1.24M<0.01%-8,076Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,592 shares; 2024Q4: 10,320 shares; 2025Q1: 7,368 shares; 2025Q2: 7,234 shares; 2025Q3: 13,146 shares; 2025Q4: 13,612 shares; 2026Q1: 12,977 shares 12,977$1.23M<0.01%-635Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,451 shares; 2024Q4: 12,650 shares; 2025Q1: 12,930 shares; 2025Q2: 8,941 shares; 2025Q3: 8,488 shares; 2025Q4: 9,008 shares; 2026Q1: 7,113 shares 7,113$1.23M<0.01%-1,895Timeline
SLVPISHARES 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: 46,477 shares; 2025Q3: 51,106 shares; 2025Q4: 89,500 shares; 2026Q1: 34,577 shares 34,577$1.23M<0.01%-54,923Timeline
BSJRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,064 shares; 2025Q2: 16,240 shares; 2025Q3: 16,806 shares; 2025Q4: 62,530 shares; 2026Q1: 54,763 shares 54,763$1.22M<0.01%-7,767Timeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,229 shares; 2025Q1: 4,306 shares; 2025Q2: 6,336 shares; 2025Q3: 6,616 shares; 2025Q4: 9,913 shares; 2026Q1: 15,151 shares 15,151$1.22M<0.01%+5,238Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,606 shares 3,606$1.22M<0.01%newTimeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 6,546 shares; 2025Q1: 15,328 shares; 2025Q2: 16,510 shares; 2025Q3: 8,756 shares; 2025Q4: 9,093 shares; 2026Q1: 7,679 shares 7,679$1.22M<0.01%-1,414Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 238 shares; 2025Q1: 235 shares; 2025Q2: 232 shares; 2025Q3: 230 shares; 2025Q4: 217 shares; 2026Q1: 185 shares 185$1.22M<0.01%-32Timeline
CENXCENTURY ALUM 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: 23,167 shares; 2026Q1: 20,728 shares 20,728$1.22M<0.01%-2,439Timeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 5,383 shares; 2025Q1: 5,915 shares; 2025Q2: 8,139 shares; 2025Q3: 8,693 shares; 2025Q4: 18,913 shares; 2026Q1: 13,327 shares 13,327$1.21M<0.01%-5,586Timeline
UTGREAVES UTIL INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,978 shares; 2024Q4: 16,006 shares; 2025Q1: 21,148 shares; 2025Q2: 17,658 shares; 2025Q3: 25,236 shares; 2025Q4: 30,854 shares; 2026Q1: 30,816 shares 30,816$1.21M<0.01%-38Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,137 shares; 2024Q4: 86,338 shares; 2025Q1: 149,855 shares; 2025Q2: 167,131 shares; 2025Q3: 181,576 shares; 2025Q4: 105,623 shares; 2026Q1: 53,284 shares 53,284$1.21M<0.01%-52,339Timeline
BBCAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,395 shares; 2024Q4: 17,016 shares; 2025Q1: 11,357 shares; 2025Q2: 12,430 shares; 2025Q3: 13,327 shares; 2025Q4: 14,135 shares; 2026Q1: 12,817 shares 12,817$1.21M<0.01%-1,318Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,517 shares; 2024Q4: 9,475 shares; 2025Q1: 16,306 shares; 2025Q2: 12,809 shares; 2025Q3: 39,143 shares; 2025Q4: 8,233 shares; 2026Q1: 7,904 shares 7,904$1.21M<0.01%-329Timeline
MCIBARINGS CORPORATE INVSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,704 shares; 2024Q4: 46,563 shares; 2025Q1: 70,034 shares; 2025Q2: 74,745 shares; 2025Q3: 78,840 shares; 2025Q4: 75,257 shares; 2026Q1: 69,886 shares 69,886$1.2M<0.01%-5,371Timeline
TKTEEKAY CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,412 shares; 2025Q1: 30,221 shares; 2025Q2: 41,899 shares; 2025Q3: 61,865 shares; 2025Q4: 94,372 shares; 2026Q1: 98,473 shares 98,473$1.2M<0.01%+4,101Timeline
STEWSRH TOTAL RETURN FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,575 shares; 2024Q4: 73,787 shares; 2025Q1: 74,767 shares; 2025Q2: 83,893 shares; 2025Q3: 72,494 shares; 2025Q4: 75,179 shares; 2026Q1: 70,284 shares 70,284$1.2M<0.01%-4,895Timeline
BITQBITWISE FUNDS 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: 75,156 shares; 2026Q1: 63,618 shares 63,618$1.2M<0.01%-11,538Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,008 shares; 2024Q4: 18,922 shares; 2025Q1: 23,325 shares; 2025Q2: 23,641 shares; 2025Q3: 13,557 shares; 2025Q4: 12,928 shares; 2026Q1: 11,789 shares 11,789$1.2M<0.01%-1,139Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,782 shares; 2024Q4: 242,603 shares; 2025Q1: 216,075 shares; 2025Q2: 168,263 shares; 2025Q3: 151,463 shares; 2025Q4: 136,563 shares; 2026Q1: 119,786 shares 119,786$1.2M<0.01%-16,777Timeline
SEZLSEZZLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,372 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,938 shares 18,938$1.2M<0.01%newTimeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,540 shares; 2024Q4: 20,163 shares; 2025Q1: 19,637 shares; 2025Q2: 24,860 shares; 2025Q3: 31,117 shares; 2025Q4: 36,627 shares; 2026Q1: 31,880 shares 31,880$1.2M<0.01%-4,747Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,398 shares; 2024Q4: 75,788 shares; 2025Q1: 77,528 shares; 2025Q2: 72,115 shares; 2025Q3: 69,475 shares; 2025Q4: 70,776 shares; 2026Q1: 47,569 shares 47,569$1.19M<0.01%-23,207Timeline
CTRECARETRUST REIT 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: 7,256 shares; 2025Q3: 33,583 shares; 2025Q4: 41,339 shares; 2026Q1: 32,534 shares 32,534$1.19M<0.01%-8,805Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,085 shares; 2024Q4: 26,097 shares; 2025Q1: 26,818 shares; 2025Q2: 30,272 shares; 2025Q3: 31,381 shares; 2025Q4: 32,732 shares; 2026Q1: 24,629 shares 24,629$1.19M<0.01%-8,103Timeline
ECHOECHOSTAR 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: 10,166 shares 10,166$1.19M<0.01%newTimeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,155 shares; 2024Q4: 27,379 shares; 2025Q1: 27,288 shares; 2025Q2: 27,103 shares; 2025Q3: 27,003 shares; 2025Q4: 26,794 shares; 2026Q1: 22,369 shares 22,369$1.19M<0.01%-4,425Timeline
EUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,084 shares; 2024Q4: 70,133 shares; 2025Q1: 70,815 shares; 2025Q2: 88,685 shares; 2025Q3: 35,791 shares; 2025Q4: 40,072 shares; 2026Q1: 27,264 shares 27,264$1.19M<0.01%-12,808Timeline
BJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,447 shares; 2024Q4: 29,330 shares; 2025Q1: 25,153 shares; 2025Q2: 24,048 shares; 2025Q3: 26,949 shares; 2025Q4: 26,755 shares; 2026Q1: 23,830 shares 23,830$1.18M<0.01%-2,925Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,224 shares; 2024Q4: 5,267 shares; 2025Q1: 6,229 shares; 2025Q2: 5,886 shares; 2025Q3: 6,147 shares; 2025Q4: 6,726 shares; 2026Q1: 7,482 shares 7,482$1.18M<0.01%+756Timeline
FLXRTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,739 shares; 2024Q4: 14,314 shares; 2025Q1: 43,037 shares; 2025Q2: 61,758 shares; 2025Q3: 82,870 shares; 2025Q4: 116,116 shares; 2026Q1: 29,967 shares 29,967$1.18M<0.01%-86,149Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,078 shares; 2024Q4: 17,157 shares; 2025Q1: 20,222 shares; 2025Q2: 19,522 shares; 2025Q3: 13,237 shares; 2025Q4: 39,883 shares; 2026Q1: 41,270 shares 41,270$1.17M<0.01%+1,387Timeline
BSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,612 shares; 2024Q4: 25,625 shares; 2025Q1: 24,466 shares; 2025Q2: 24,342 shares; 2025Q3: 29,895 shares; 2025Q4: 31,509 shares; 2026Q1: 24,356 shares 24,356$1.17M<0.01%-7,153Timeline
CGIBCAPITAL 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: 8,846 shares; 2025Q3: 20,748 shares; 2025Q4: 32,776 shares; 2026Q1: 46,293 shares 46,293$1.17M<0.01%+13,517Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 3,622 shares; 2025Q1: 5,038 shares; 2025Q2: 5,069 shares; 2025Q3: 5,093 shares; 2025Q4: 7,512 shares; 2026Q1: 10,629 shares 10,629$1.17M<0.01%+3,117Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353,778 shares; 2024Q4: 419,437 shares; 2025Q1: 398,669 shares; 2025Q2: 363,183 shares; 2025Q3: 250,290 shares; 2025Q4: 260,439 shares; 2026Q1: 73,085 shares 73,085$1.16M<0.01%-187,354Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,610 shares; 2024Q4: 19,873 shares; 2025Q1: 22,679 shares; 2025Q2: 23,473 shares; 2025Q3: 22,373 shares; 2025Q4: 23,282 shares; 2026Q1: 51,036 shares 51,036$1.16M<0.01%+27,754Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,200 shares; 2024Q4: 48,190 shares; 2025Q1: 62,149 shares; 2025Q2: 60,539 shares; 2025Q3: 45,377 shares; 2025Q4: 47,370 shares; 2026Q1: 34,118 shares 34,118$1.16M<0.01%-13,252Timeline
GVIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,597 shares; 2024Q4: 8,703 shares; 2025Q1: 8,312 shares; 2025Q2: 7,405 shares; 2025Q3: 7,912 shares; 2025Q4: 11,904 shares; 2026Q1: 10,856 shares 10,856$1.16M<0.01%-1,048Timeline
BLBDBLUE BIRD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,317 shares; 2025Q2: 10,090 shares; 2025Q3: 13,680 shares; 2025Q4: 19,276 shares; 2026Q1: 20,273 shares 20,273$1.15M<0.01%+997Timeline
MEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,453 shares; 2024Q4: 25,903 shares; 2025Q1: 29,695 shares; 2025Q2: 28,734 shares; 2025Q3: 23,118 shares; 2025Q4: 33,473 shares; 2026Q1: 22,854 shares 22,854$1.15M<0.01%-10,619Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,041 shares; 2024Q4: 53,529 shares; 2025Q1: 50,181 shares; 2025Q2: 42,009 shares; 2025Q3: 36,230 shares; 2025Q4: 34,115 shares; 2026Q1: 12,990 shares 12,990$1.15M<0.01%-21,125Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: 6,578 shares; 2025Q1: 15,618 shares; 2025Q2: 16,336 shares; 2025Q3: 17,910 shares; 2025Q4: 20,112 shares; 2026Q1: 17,408 shares 17,408$1.15M<0.01%-2,704Timeline
FLLAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,283 shares; 2024Q4: 41,277 shares; 2025Q1: 40,045 shares; 2025Q2: 42,423 shares; 2025Q3: 42,281 shares; 2025Q4: 44,281 shares; 2026Q1: 40,607 shares 40,607$1.15M<0.01%-3,674Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,063 shares; 2024Q4: 5,283 shares; 2025Q1: 4,716 shares; 2025Q2: 5,343 shares; 2025Q3: 4,151 shares; 2025Q4: 15,037 shares; 2026Q1: 12,198 shares 12,198$1.15M<0.01%-2,839Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,936 shares; 2025Q1: 3,766 shares; 2025Q2: 4,033 shares; 2025Q3: 4,274 shares; 2025Q4: 4,001 shares; 2026Q1: 3,353 shares 3,353$1.15M<0.01%-648Timeline
JPLDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,079 shares; 2024Q4: 8,336 shares; 2025Q1: 24,372 shares; 2025Q2: 23,177 shares; 2025Q3: 15,684 shares; 2025Q4: 22,687 shares; 2026Q1: 21,968 shares 21,968$1.15M<0.01%-719Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,720 shares; 2024Q4: 15,903 shares; 2025Q1: 18,176 shares; 2025Q2: 51,169 shares; 2025Q3: 55,409 shares; 2025Q4: 61,448 shares; 2026Q1: 51,104 shares 51,104$1.15M<0.01%-10,344Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 2,428 shares; 2025Q1: 3,996 shares; 2025Q2: 3,314 shares; 2025Q3: 2,063 shares; 2025Q4: 1,420 shares; 2026Q1: 2,459 shares 2,459$1.14M<0.01%+1,039Timeline
XMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,490 shares; 2024Q4: 33,272 shares; 2025Q1: 35,711 shares; 2025Q2: 33,786 shares; 2025Q3: 35,307 shares; 2025Q4: 37,410 shares; 2026Q1: 28,077 shares 28,077$1.14M<0.01%-9,333Timeline
QDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,806 shares; 2024Q4: 45,558 shares; 2025Q1: 58,858 shares; 2025Q2: 57,306 shares; 2025Q3: 35,190 shares; 2025Q4: 38,617 shares; 2026Q1: 36,046 shares 36,046$1.13M<0.01%-2,571Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,184 shares; 2026Q1: 46,436 shares 46,436$1.13M<0.01%+5,252Timeline
IFVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,640 shares; 2024Q4: 45,719 shares; 2025Q1: 46,791 shares; 2025Q2: 44,836 shares; 2025Q3: 49,245 shares; 2025Q4: 49,841 shares; 2026Q1: 44,870 shares 44,870$1.13M<0.01%-4,971Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,628 shares; 2024Q4: 43,891 shares; 2025Q1: 44,041 shares; 2025Q2: 44,801 shares; 2025Q3: 48,767 shares; 2025Q4: 32,725 shares; 2026Q1: 30,527 shares 30,527$1.13M<0.01%-2,198Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 5,195 shares; 2025Q1: 4,845 shares; 2025Q2: 7,949 shares; 2025Q3: 10,361 shares; 2025Q4: 12,270 shares; 2026Q1: 7,095 shares 7,095$1.13M<0.01%-5,175Timeline
IOTSAMSARA 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: 20,743 shares; 2025Q3: 30,547 shares; 2025Q4: 50,079 shares; 2026Q1: 35,548 shares 35,548$1.13M<0.01%-14,531Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,959 shares; 2024Q4: 8,349 shares; 2025Q1: 12,001 shares; 2025Q2: 8,562 shares; 2025Q3: 8,931 shares; 2025Q4: 8,778 shares; 2026Q1: 10,844 shares 10,844$1.12M<0.01%+2,066Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,731 shares; 2024Q4: 8,411 shares; 2025Q1: 8,977 shares; 2025Q2: 10,010 shares; 2025Q3: 8,233 shares; 2025Q4: 8,975 shares; 2026Q1: 8,252 shares 8,252$1.12M<0.01%-723Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99,129 shares; 2025Q1: 49,857 shares; 2025Q2: 89,781 shares; 2025Q3: 48,844 shares; 2025Q4: 51,833 shares; 2026Q1: 49,283 shares 49,283$1.12M<0.01%-2,550Timeline
MOG-AMOOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,606 shares; 2024Q4: 3,547 shares; 2025Q1: 3,662 shares; 2025Q2: 3,600 shares; 2025Q3: 4,351 shares; 2025Q4: 4,191 shares; 2026Q1: 3,833 shares 3,833$1.12M<0.01%-358Timeline
RFVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,557 shares; 2024Q4: 12,323 shares; 2025Q1: 13,069 shares; 2025Q2: 7,773 shares; 2025Q3: 9,950 shares; 2025Q4: 11,440 shares; 2026Q1: 8,582 shares 8,582$1.12M<0.01%-2,858Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,018 shares; 2024Q4: 37,089 shares; 2025Q1: 21,160 shares; 2025Q2: 18,094 shares; 2025Q3: 19,399 shares; 2025Q4: 24,230 shares; 2026Q1: 24,245 shares 24,245$1.11M<0.01%+15Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,776 shares; 2024Q4: 22,709 shares; 2025Q1: 22,702 shares; 2025Q2: 25,523 shares; 2025Q3: 5,744 shares; 2025Q4: 22,065 shares; 2026Q1: 22,568 shares 22,568$1.11M<0.01%+503Timeline
AMRXAMNEAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,999 shares; 2025Q4: 82,434 shares; 2026Q1: 89,343 shares 89,343$1.11M<0.01%+6,909Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,028 shares; 2024Q4: 9,277 shares; 2025Q1: 9,485 shares; 2025Q2: 10,545 shares; 2025Q3: 8,592 shares; 2025Q4: 8,624 shares; 2026Q1: 6,449 shares 6,449$1.11M<0.01%-2,175Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,700 shares; 2024Q4: 56,499 shares; 2025Q1: 70,588 shares; 2025Q2: 86,924 shares; 2025Q3: 81,741 shares; 2025Q4: 73,205 shares; 2026Q1: 51,288 shares 51,288$1.11M<0.01%-21,917Timeline
DWAWADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,084 shares; 2024Q4: 74,967 shares; 2025Q1: 61,633 shares; 2025Q2: 23,228 shares; 2025Q3: 20,506 shares; 2025Q4: 26,542 shares; 2026Q1: 25,816 shares 25,816$1.11M<0.01%-726Timeline
EWLISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,118 shares; 2024Q4: 20,685 shares; 2025Q1: 20,481 shares; 2025Q2: 20,390 shares; 2025Q3: 19,551 shares; 2025Q4: 19,251 shares; 2026Q1: 18,800 shares 18,800$1.11M<0.01%-451Timeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,297 shares; 2024Q4: 139,552 shares; 2025Q1: 40,147 shares; 2025Q2: 36,709 shares; 2025Q3: 36,115 shares; 2025Q4: 41,274 shares; 2026Q1: 38,174 shares 38,174$1.11M<0.01%-3,100Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,292 shares; 2024Q4: 16,008 shares; 2025Q1: 12,796 shares; 2025Q2: 9,561 shares; 2025Q3: 6,850 shares; 2025Q4: 6,771 shares; 2026Q1: 20,761 shares 20,761$1.1M<0.01%+13,990Timeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,393 shares; 2024Q4: 71,710 shares; 2025Q1: 66,824 shares; 2025Q2: 67,607 shares; 2025Q3: 60,452 shares; 2025Q4: 61,462 shares; 2026Q1: 51,461 shares 51,461$1.1M<0.01%-10,001Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,877 shares; 2024Q4: 2,927 shares; 2025Q1: 24,705 shares; 2025Q2: not reported; 2025Q3: 2,007 shares; 2025Q4: 4,567 shares; 2026Q1: 9,882 shares 9,882$1.1M<0.01%+5,315Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,443 shares; 2024Q4: 26,720 shares; 2025Q1: 26,240 shares; 2025Q2: 27,304 shares; 2025Q3: 25,949 shares; 2025Q4: 30,956 shares; 2026Q1: 23,415 shares 23,415$1.1M<0.01%-7,541Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,602 shares; 2024Q4: 90,642 shares; 2025Q1: 93,508 shares; 2025Q2: 93,386 shares; 2025Q3: 81,083 shares; 2025Q4: 88,171 shares; 2026Q1: 76,606 shares 76,606$1.1M<0.01%-11,565Timeline
AJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,774 shares; 2024Q4: 16,886 shares; 2025Q1: 14,406 shares; 2025Q2: 14,406 shares; 2025Q3: 14,406 shares; 2025Q4: 14,406 shares; 2026Q1: 39,785 shares 39,785$1.1M<0.01%+25,379Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,171 shares; 2024Q4: 26,562 shares; 2025Q1: 27,844 shares; 2025Q2: 27,668 shares; 2025Q3: 24,988 shares; 2025Q4: 27,523 shares; 2026Q1: 23,519 shares 23,519$1.1M<0.01%-4,004Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,760 shares; 2025Q4: 7,385 shares; 2026Q1: 10,336 shares 10,336$1.09M<0.01%+2,951Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,533 shares; 2025Q1: 7,012 shares; 2025Q2: 6,602 shares; 2025Q3: 4,890 shares; 2025Q4: 6,570 shares; 2026Q1: 10,816 shares 10,816$1.09M<0.01%+4,246Timeline
XEVTXEATON VANCE TAX ADVT DIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,435 shares; 2024Q4: 44,083 shares; 2025Q1: 44,233 shares; 2025Q2: 47,885 shares; 2025Q3: 47,805 shares; 2025Q4: 47,474 shares; 2026Q1: 44,481 shares 44,481$1.09M<0.01%-2,993Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,841 shares; 2024Q4: 26,793 shares; 2025Q1: 25,705 shares; 2025Q2: 41,298 shares; 2025Q3: 42,767 shares; 2025Q4: 34,938 shares; 2026Q1: 8,512 shares 8,512$1.09M<0.01%-26,426Timeline
VFMVVANGUARD WELLINGTON 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: 4,785 shares; 2025Q3: 5,577 shares; 2025Q4: 7,581 shares; 2026Q1: 8,191 shares 8,191$1.09M<0.01%+610Timeline
CWKCUSHMAN AND WAKEFIELD LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,702 shares; 2026Q1: 88,761 shares 88,761$1.09M<0.01%-33,941Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,250 shares; 2026Q1: 52,696 shares 52,696$1.09M<0.01%+34,446Timeline
BGTBLACKROCK FLOATING RATE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,891 shares; 2024Q4: 98,517 shares; 2025Q1: 101,451 shares; 2025Q2: 100,585 shares; 2025Q3: 103,964 shares; 2025Q4: 104,675 shares; 2026Q1: 100,778 shares 100,778$1.08M<0.01%-3,897Timeline
GNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,090 shares; 2025Q1: 9,409 shares; 2025Q2: 9,952 shares; 2025Q3: 9,418 shares; 2025Q4: 30,327 shares; 2026Q1: 27,821 shares 27,821$1.08M<0.01%-2,506Timeline
BOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,064 shares; 2024Q4: 53,065 shares; 2025Q1: 24,242 shares; 2025Q2: 24,500 shares; 2025Q3: 22,803 shares; 2025Q4: 75,577 shares; 2026Q1: 22,522 shares 22,522$1.08M<0.01%-53,055Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,938 shares; 2025Q1: 4,077 shares; 2025Q2: 4,533 shares; 2025Q3: 3,842 shares; 2025Q4: 6,036 shares; 2026Q1: 5,534 shares 5,534$1.08M<0.01%-502Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 5,943 shares; 2025Q1: 7,501 shares; 2025Q2: 6,719 shares; 2025Q3: 6,436 shares; 2025Q4: 7,047 shares; 2026Q1: 5,475 shares 5,475$1.08M<0.01%-1,572Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 17,467 shares; 2025Q1: 15,925 shares; 2025Q2: 22,667 shares; 2025Q3: 13,843 shares; 2025Q4: 12,074 shares; 2026Q1: 9,224 shares 9,224$1.08M<0.01%-2,850Timeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,790 shares; 2025Q3: 31,725 shares; 2025Q4: 36,407 shares; 2026Q1: 34,707 shares 34,707$1.08M<0.01%-1,700Timeline
JSCPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,981 shares; 2024Q4: 12,052 shares; 2025Q1: 57,505 shares; 2025Q2: 25,883 shares; 2025Q3: 28,176 shares; 2025Q4: 29,801 shares; 2026Q1: 22,805 shares 22,805$1.08M<0.01%-6,996Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,228 shares; 2024Q4: 31,773 shares; 2025Q1: 32,670 shares; 2025Q2: 32,118 shares; 2025Q3: 48,210 shares; 2025Q4: 53,695 shares; 2026Q1: 50,014 shares 50,014$1.07M<0.01%-3,681Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,833 shares; 2024Q4: 11,392 shares; 2025Q1: 10,930 shares; 2025Q2: 12,020 shares; 2025Q3: 13,019 shares; 2025Q4: 11,730 shares; 2026Q1: 8,151 shares 8,151$1.07M<0.01%-3,579Timeline
LGHTSPINNAKER ETF SERIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,062 shares; 2024Q4: 151,894 shares; 2025Q1: 161,986 shares; 2025Q2: 159,714 shares; 2025Q3: 168,133 shares; 2025Q4: 172,654 shares; 2026Q1: 123,331 shares 123,331$1.07M<0.01%-49,323Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,891 shares; 2024Q4: 9,568 shares; 2025Q1: 6,618 shares; 2025Q2: 6,874 shares; 2025Q3: 6,377 shares; 2025Q4: 6,866 shares; 2026Q1: 22,936 shares 22,936$1.07M<0.01%+16,070Timeline
KTKT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,380 shares; 2024Q4: 17,217 shares; 2025Q1: 17,194 shares; 2025Q2: 16,221 shares; 2025Q3: 21,107 shares; 2025Q4: 17,285 shares; 2026Q1: 49,952 shares 49,952$1.07M<0.01%+32,667Timeline
TAFMAB ACTIVE ETFS 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: 42,328 shares 42,328$1.07M<0.01%newTimeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,460 shares; 2025Q1: 4,021 shares; 2025Q2: 5,472 shares; 2025Q3: 7,126 shares; 2025Q4: 10,221 shares; 2026Q1: 11,658 shares 11,658$1.07M<0.01%+1,437Timeline
BNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,390 shares; 2024Q4: 59,079 shares; 2025Q1: 59,885 shares; 2025Q2: 58,904 shares; 2025Q3: 58,970 shares; 2025Q4: 38,555 shares; 2026Q1: 24,729 shares 24,729$1.06M<0.01%-13,826Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 5,313 shares; 2025Q1: 6,438 shares; 2025Q2: 7,813 shares; 2025Q3: 8,507 shares; 2025Q4: 10,940 shares; 2026Q1: 11,187 shares 11,187$1.06M<0.01%+247Timeline
RVNUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,399 shares; 2024Q4: 29,111 shares; 2025Q1: 36,478 shares; 2025Q2: 37,795 shares; 2025Q3: 38,899 shares; 2025Q4: 41,840 shares; 2026Q1: 43,074 shares 43,074$1.06M<0.01%+1,234Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 848 shares; 2025Q1: 527 shares; 2025Q2: 530 shares; 2025Q3: 552 shares; 2025Q4: 689 shares; 2026Q1: 554 shares 554$1.06M<0.01%-135Timeline
TOWNTOWNEBANK PORTSMOUTH VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 11,174 shares; 2025Q1: 12,210 shares; 2025Q2: 13,780 shares; 2025Q3: 15,800 shares; 2025Q4: 11,269 shares; 2026Q1: 31,487 shares 31,487$1.06M<0.01%+20,218Timeline
XPHSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,074 shares; 2025Q4: 32,682 shares; 2026Q1: 19,574 shares 19,574$1.06M<0.01%-13,108Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,984 shares; 2024Q4: 110,698 shares; 2025Q1: 111,137 shares; 2025Q2: 119,636 shares; 2025Q3: 82,325 shares; 2025Q4: 76,238 shares; 2026Q1: 70,442 shares 70,442$1.06M<0.01%-5,796Timeline
SDVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,917 shares; 2025Q2: 22,844 shares; 2025Q3: 22,862 shares; 2025Q4: 42,129 shares; 2026Q1: 48,638 shares 48,638$1.06M<0.01%+6,509Timeline
BUFPPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,614 shares; 2025Q2: 31,130 shares; 2025Q3: 33,653 shares; 2025Q4: 38,802 shares; 2026Q1: 35,432 shares 35,432$1.05M<0.01%-3,370Timeline
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: 71,270 shares; 2026Q1: 84,132 shares 84,132$1.05M<0.01%+12,862Timeline
BBHYJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,775 shares; 2024Q4: 60,109 shares; 2025Q1: 63,188 shares; 2025Q2: 34,070 shares; 2025Q3: 35,288 shares; 2025Q4: 38,580 shares; 2026Q1: 22,965 shares 22,965$1.05M<0.01%-15,615Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,239 shares; 2024Q4: 9,426 shares; 2025Q1: 9,116 shares; 2025Q2: 6,882 shares; 2025Q3: 5,893 shares; 2025Q4: 12,104 shares; 2026Q1: 4,747 shares 4,747$1.05M<0.01%-7,357Timeline
LTPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,191 shares; 2024Q4: 25,722 shares; 2025Q1: 22,287 shares; 2025Q2: 22,567 shares; 2025Q3: 22,022 shares; 2025Q4: 23,702 shares; 2026Q1: 20,541 shares 20,541$1.05M<0.01%-3,161Timeline
HNDLSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,851 shares; 2024Q4: 67,703 shares; 2025Q1: 64,725 shares; 2025Q2: 60,765 shares; 2025Q3: 60,034 shares; 2025Q4: 60,342 shares; 2026Q1: 47,952 shares 47,952$1.05M<0.01%-12,390Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,282 shares; 2024Q4: 22,894 shares; 2025Q1: 25,382 shares; 2025Q2: 27,775 shares; 2025Q3: 26,474 shares; 2025Q4: 29,005 shares; 2026Q1: 25,368 shares 25,368$1.05M<0.01%-3,637Timeline
GOGOGOGO 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: 20,634 shares; 2026Q1: 259,815 shares 259,815$1.04M<0.01%+239,181Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 5,501 shares; 2025Q1: 5,467 shares; 2025Q2: 5,803 shares; 2025Q3: 5,462 shares; 2025Q4: 5,985 shares; 2026Q1: 8,205 shares 8,205$1.04M<0.01%+2,220Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,919 shares; 2025Q4: 3,444 shares; 2026Q1: 4,259 shares 4,259$1.04M<0.01%+815Timeline
BSMVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,217 shares; 2025Q1: 42,664 shares; 2025Q2: 48,725 shares; 2025Q3: 50,605 shares; 2025Q4: 58,162 shares; 2026Q1: 49,940 shares 49,940$1.04M<0.01%-8,222Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,005 shares; 2024Q4: 20,733 shares; 2025Q1: 30,867 shares; 2025Q2: 34,051 shares; 2025Q3: 29,952 shares; 2025Q4: 8,747 shares; 2026Q1: 7,629 shares 7,629$1.04M<0.01%-1,118Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 13,179 shares; 2025Q1: 15,663 shares; 2025Q2: 16,511 shares; 2025Q3: 15,297 shares; 2025Q4: 14,485 shares; 2026Q1: 10,836 shares 10,836$1.04M<0.01%-3,649Timeline
BSMWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,395 shares; 2025Q2: 11,445 shares; 2025Q3: 11,371 shares; 2025Q4: 48,187 shares; 2026Q1: 41,730 shares 41,730$1.04M<0.01%-6,457Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,763 shares; 2024Q4: 32,814 shares; 2025Q1: 33,112 shares; 2025Q2: 33,543 shares; 2025Q3: 30,915 shares; 2025Q4: 34,514 shares; 2026Q1: 41,236 shares 41,236$1.04M<0.01%+6,722Timeline
FHIFEDERATED HERMES 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: 18,230 shares 18,230$1.03M<0.01%newTimeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,714 shares; 2024Q4: 14,961 shares; 2025Q1: 24,776 shares; 2025Q2: 22,225 shares; 2025Q3: 37,776 shares; 2025Q4: 13,977 shares; 2026Q1: 20,117 shares 20,117$1.03M<0.01%+6,140Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 13,530 shares; 2025Q1: 12,482 shares; 2025Q2: 11,008 shares; 2025Q3: 10,588 shares; 2025Q4: 11,107 shares; 2026Q1: 9,762 shares 9,762$1.03M<0.01%-1,345Timeline
FLCOFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,254 shares; 2024Q4: 30,871 shares; 2025Q1: 36,649 shares; 2025Q2: 62,574 shares; 2025Q3: 56,908 shares; 2025Q4: 60,468 shares; 2026Q1: 48,121 shares 48,121$1.03M<0.01%-12,347Timeline
PREFPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,426 shares; 2025Q3: 51,238 shares; 2025Q4: 59,073 shares; 2026Q1: 54,725 shares 54,725$1.03M<0.01%-4,348Timeline
RDIVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,647 shares; 2024Q4: 34,164 shares; 2025Q1: 30,390 shares; 2025Q2: 24,955 shares; 2025Q3: 25,066 shares; 2025Q4: 23,419 shares; 2026Q1: 18,502 shares 18,502$1.03M<0.01%-4,917Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,697 shares; 2024Q4: 7,266 shares; 2025Q1: 7,124 shares; 2025Q2: 7,394 shares; 2025Q3: 6,529 shares; 2025Q4: 6,240 shares; 2026Q1: 5,474 shares 5,474$1.03M<0.01%-766Timeline
CASHPATHWARD FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,793 shares; 2025Q2: 6,538 shares; 2025Q3: 12,302 shares; 2025Q4: 11,294 shares; 2026Q1: 11,531 shares 11,531$1.03M<0.01%+237Timeline
ASXASE TECHNOLOGY HLDG CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,006 shares; 2024Q4: 65,077 shares; 2025Q1: 61,163 shares; 2025Q2: 60,236 shares; 2025Q3: 52,910 shares; 2025Q4: 66,960 shares; 2026Q1: 47,450 shares 47,450$1.03M<0.01%-19,510Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,602 shares; 2024Q4: 16,143 shares; 2025Q1: 17,888 shares; 2025Q2: 15,068 shares; 2025Q3: 9,138 shares; 2025Q4: 11,990 shares; 2026Q1: 6,708 shares 6,708$1.03M<0.01%-5,282Timeline
HYBLSSGA ACTIVE 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: 36,874 shares 36,874$1.03M<0.01%newTimeline
GSUSGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,726 shares; 2025Q4: 11,321 shares; 2026Q1: 11,457 shares 11,457$1.03M<0.01%+136Timeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,261 shares; 2024Q4: 44,111 shares; 2025Q1: 46,726 shares; 2025Q2: 38,576 shares; 2025Q3: 37,988 shares; 2025Q4: 39,249 shares; 2026Q1: 38,230 shares 38,230$1.03M<0.01%-1,019Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,971 shares; 2024Q4: 18,803 shares; 2025Q1: 8,549 shares; 2025Q2: 14,529 shares; 2025Q3: 8,813 shares; 2025Q4: 8,086 shares; 2026Q1: 11,205 shares 11,205$1.02M<0.01%+3,119Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 3,686 shares; 2025Q1: 5,358 shares; 2025Q2: 6,249 shares; 2025Q3: 6,836 shares; 2025Q4: 9,224 shares; 2026Q1: 5,717 shares 5,717$1.02M<0.01%-3,507Timeline
NJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,051 shares; 2024Q4: 14,187 shares; 2025Q1: 12,579 shares; 2025Q2: 11,344 shares; 2025Q3: 14,038 shares; 2025Q4: 15,929 shares; 2026Q1: 14,312 shares 14,312$1.02M<0.01%-1,617Timeline
EPRTESSENTIAL PPTYS RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,597 shares; 2024Q4: 25,264 shares; 2025Q1: 28,899 shares; 2025Q2: 31,929 shares; 2025Q3: 28,816 shares; 2025Q4: 34,493 shares; 2026Q1: 33,654 shares 33,654$1.02M<0.01%-839Timeline
EPACENERPAC TOOL GROUP 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: 27,986 shares 27,986$1.02M<0.01%newTimeline
GIISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,110 shares; 2025Q3: 14,628 shares; 2025Q4: 16,477 shares; 2026Q1: 13,354 shares 13,354$1.02M<0.01%-3,123Timeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,675 shares; 2024Q4: 14,574 shares; 2025Q1: 8,944 shares; 2025Q2: 23,352 shares; 2025Q3: 22,472 shares; 2025Q4: 22,630 shares; 2026Q1: 19,361 shares 19,361$1.01M<0.01%-3,269Timeline
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: 3,488 shares; 2025Q4: 5,490 shares; 2026Q1: 4,674 shares 4,674$1.01M<0.01%-816Timeline
DUSBDIMENSIONAL 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: 19,965 shares; 2025Q4: 19,965 shares; 2026Q1: 19,965 shares 19,965$1.01M<0.01%0Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,532 shares; 2024Q4: 14,742 shares; 2025Q1: 9,818 shares; 2025Q2: 11,015 shares; 2025Q3: 11,011 shares; 2025Q4: 11,716 shares; 2026Q1: 10,170 shares 10,170$1.01M<0.01%-1,546Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,582 shares; 2025Q4: 16,059 shares; 2026Q1: 23,817 shares 23,817$1.01M<0.01%+7,758Timeline
DWASINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,483 shares; 2024Q4: 14,945 shares; 2025Q1: 14,955 shares; 2025Q2: 12,137 shares; 2025Q3: 10,758 shares; 2025Q4: 11,661 shares; 2026Q1: 10,249 shares 10,249$1.01M<0.01%-1,412Timeline
NUHYNUSHARES 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: 39,271 shares; 2026Q1: 47,651 shares 47,651$1.01M<0.01%+8,380Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,220 shares; 2025Q1: 2,547 shares; 2025Q2: 2,479 shares; 2025Q3: 8,589 shares; 2025Q4: 9,454 shares; 2026Q1: 6,595 shares 6,595$1M<0.01%-2,859Timeline
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: 12,017 shares; 2025Q4: 10,517 shares; 2026Q1: 110,959 shares 110,959$1M<0.01%+100,442Timeline
FNXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 9,187 shares; 2025Q1: 9,200 shares; 2025Q2: 6,875 shares; 2025Q3: 7,552 shares; 2025Q4: 8,099 shares; 2026Q1: 7,792 shares 7,792$999K<0.01%-307Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,121 shares; 2024Q4: 55,165 shares; 2025Q1: 52,040 shares; 2025Q2: 51,771 shares; 2025Q3: 46,296 shares; 2025Q4: 41,610 shares; 2026Q1: 38,415 shares 38,415$999K<0.01%-3,195Timeline
AITAPPLIED INDL TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,954 shares; 2025Q1: 2,753 shares; 2025Q2: 5,044 shares; 2025Q3: 5,618 shares; 2025Q4: 3,963 shares; 2026Q1: 3,746 shares 3,746$994K<0.01%-217Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,820 shares; 2024Q4: 31,481 shares; 2025Q1: 36,453 shares; 2025Q2: 31,093 shares; 2025Q3: 31,870 shares; 2025Q4: 30,846 shares; 2026Q1: 27,452 shares 27,452$992K<0.01%-3,394Timeline
XDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,146 shares; 2024Q4: 160,520 shares; 2025Q1: 149,404 shares; 2025Q2: 148,599 shares; 2025Q3: 128,607 shares; 2025Q4: 32,772 shares; 2026Q1: 24,597 shares 24,597$992K<0.01%-8,175Timeline
ASAMER SPORTS 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: 26,812 shares; 2026Q1: 30,099 shares 30,099$991K<0.01%+3,287Timeline
HYZDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,447 shares; 2024Q4: 29,991 shares; 2025Q1: 45,636 shares; 2025Q2: 64,804 shares; 2025Q3: 88,255 shares; 2025Q4: 132,566 shares; 2026Q1: 44,897 shares 44,897$988K<0.01%-87,669Timeline
RSSBTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,744 shares; 2025Q3: 25,564 shares; 2025Q4: 30,706 shares; 2026Q1: 36,294 shares 36,294$988K<0.01%+5,588Timeline
SKORFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,965 shares; 2024Q4: 10,844 shares; 2025Q1: 9,877 shares; 2025Q2: 14,172 shares; 2025Q3: 17,735 shares; 2025Q4: 18,611 shares; 2026Q1: 20,296 shares 20,296$987K<0.01%+1,685Timeline
VFMOVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 4,215 shares; 2025Q1: 3,876 shares; 2025Q2: 3,933 shares; 2025Q3: 3,441 shares; 2025Q4: 3,980 shares; 2026Q1: 4,994 shares 4,994$984K<0.01%+1,014Timeline
SWXSOUTHWEST GAS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,583 shares; 2025Q2: 10,980 shares; 2025Q3: 11,188 shares; 2025Q4: 11,199 shares; 2026Q1: 11,316 shares 11,316$983K<0.01%+117Timeline
CUBICUSTOMERS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,726 shares; 2025Q2: 6,775 shares; 2025Q3: 9,206 shares; 2025Q4: 13,755 shares; 2026Q1: 14,166 shares 14,166$983K<0.01%+411Timeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,971 shares; 2024Q4: 27,091 shares; 2025Q1: 30,114 shares; 2025Q2: 32,018 shares; 2025Q3: 35,785 shares; 2025Q4: 39,700 shares; 2026Q1: 48,274 shares 48,274$982K<0.01%+8,574Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 2,466 shares; 2025Q1: 2,862 shares; 2025Q2: 2,453 shares; 2025Q3: 3,365 shares; 2025Q4: 4,765 shares; 2026Q1: 4,781 shares 4,781$980K<0.01%+16Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 3,589 shares; 2025Q1: 3,043 shares; 2025Q2: 3,088 shares; 2025Q3: 3,215 shares; 2025Q4: 3,292 shares; 2026Q1: 3,840 shares 3,840$980K<0.01%+548Timeline
ILTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,325 shares; 2024Q4: 13,338 shares; 2025Q1: 14,100 shares; 2025Q2: 15,012 shares; 2025Q3: 17,911 shares; 2025Q4: 20,921 shares; 2026Q1: 19,992 shares 19,992$979K<0.01%-929Timeline
SPXCSPX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 2,883 shares; 2025Q1: 2,892 shares; 2025Q2: 3,730 shares; 2025Q3: 4,808 shares; 2025Q4: 4,755 shares; 2026Q1: 4,896 shares 4,896$979K<0.01%+141Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,697 shares; 2024Q4: 35,623 shares; 2025Q1: 38,922 shares; 2025Q2: 40,425 shares; 2025Q3: 40,175 shares; 2025Q4: 43,731 shares; 2026Q1: 38,411 shares 38,411$979K<0.01%-5,320Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 5,323 shares; 2025Q1: 3,978 shares; 2025Q2: 3,844 shares; 2025Q3: 4,375 shares; 2025Q4: 4,639 shares; 2026Q1: 5,136 shares 5,136$979K<0.01%+497Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 3,210 shares; 2025Q1: 3,440 shares; 2025Q2: 3,451 shares; 2025Q3: 2,984 shares; 2025Q4: 2,451 shares; 2026Q1: 2,688 shares 2,688$978K<0.01%+237Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,769 shares; 2024Q4: 15,169 shares; 2025Q1: 16,455 shares; 2025Q2: 13,155 shares; 2025Q3: 12,817 shares; 2025Q4: 13,611 shares; 2026Q1: 15,207 shares 15,207$976K<0.01%+1,596Timeline
BSCYINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,528 shares; 2025Q1: 48,634 shares; 2025Q2: 46,784 shares; 2025Q3: 46,483 shares; 2025Q4: 52,195 shares; 2026Q1: 47,096 shares 47,096$975K<0.01%-5,099Timeline
NATNORDIC AMERICAN TANKERS LIMIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,357 shares; 2024Q4: 152,341 shares; 2025Q1: 156,891 shares; 2025Q2: 159,060 shares; 2025Q3: 167,683 shares; 2025Q4: 184,447 shares; 2026Q1: 166,145 shares 166,145$974K<0.01%-18,302Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: 8,507 shares; 2025Q1: 8,420 shares; 2025Q2: 13,812 shares; 2025Q3: 11,122 shares; 2025Q4: 11,788 shares; 2026Q1: 8,101 shares 8,101$972K<0.01%-3,687Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 5,636 shares; 2025Q1: 6,702 shares; 2025Q2: 6,496 shares; 2025Q3: 5,345 shares; 2025Q4: 4,436 shares; 2026Q1: 3,649 shares 3,649$971K<0.01%-787Timeline
UAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,170 shares; 2024Q4: 29,408 shares; 2025Q1: 27,159 shares; 2025Q2: 27,006 shares; 2025Q3: 33,907 shares; 2025Q4: 29,255 shares; 2026Q1: 24,591 shares 24,591$968K<0.01%-4,664Timeline
SSRMSSR MINING 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: 19,842 shares; 2025Q3: 27,260 shares; 2025Q4: 39,798 shares; 2026Q1: 32,853 shares 32,853$966K<0.01%-6,945Timeline
EWNISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,483 shares; 2024Q4: 22,917 shares; 2025Q1: 21,953 shares; 2025Q2: 21,218 shares; 2025Q3: 20,695 shares; 2025Q4: 20,622 shares; 2026Q1: 16,735 shares 16,735$962K<0.01%-3,887Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,684 shares; 2024Q4: 6,419 shares; 2025Q1: 3,671 shares; 2025Q2: 2,818 shares; 2025Q3: 3,332 shares; 2025Q4: not reported; 2026Q1: 5,612 shares 5,612$962K<0.01%newTimeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,437 shares; 2025Q3: 3,603 shares; 2025Q4: 4,324 shares; 2026Q1: 12,711 shares 12,711$962K<0.01%+8,387Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,658 shares; 2025Q1: 2,721 shares; 2025Q2: 3,244 shares; 2025Q3: 3,178 shares; 2025Q4: 5,079 shares; 2026Q1: 4,572 shares 4,572$959K<0.01%-507Timeline
VCTRVICTORY CAP HLDGS 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: 3,621 shares; 2025Q3: 11,380 shares; 2025Q4: 11,422 shares; 2026Q1: 14,642 shares 14,642$959K<0.01%+3,220Timeline
XBBBONDBLOXX 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: 9,406 shares; 2025Q4: 10,029 shares; 2026Q1: 23,543 shares 23,543$958K<0.01%+13,514Timeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,039 shares; 2024Q4: 76,069 shares; 2025Q1: 79,187 shares; 2025Q2: 80,287 shares; 2025Q3: 81,402 shares; 2025Q4: 85,268 shares; 2026Q1: 83,145 shares 83,145$957K<0.01%-2,123Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,290 shares; 2025Q1: 6,496 shares; 2025Q2: 6,625 shares; 2025Q3: 5,831 shares; 2025Q4: 5,661 shares; 2026Q1: 6,617 shares 6,617$957K<0.01%+956Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,809 shares; 2024Q4: 10,969 shares; 2025Q1: 11,787 shares; 2025Q2: 13,592 shares; 2025Q3: 15,025 shares; 2025Q4: 14,067 shares; 2026Q1: 14,035 shares 14,035$956K<0.01%-32Timeline
EDOWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,820 shares; 2024Q4: 16,265 shares; 2025Q1: 39,712 shares; 2025Q2: 40,194 shares; 2025Q3: 14,976 shares; 2025Q4: 15,436 shares; 2026Q1: 23,403 shares 23,403$949K<0.01%+7,967Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,334 shares; 2024Q4: 49,892 shares; 2025Q1: 51,828 shares; 2025Q2: 54,557 shares; 2025Q3: 52,948 shares; 2025Q4: 56,722 shares; 2026Q1: 39,068 shares 39,068$949K<0.01%-17,654Timeline
MAINMAIN STR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,743 shares; 2024Q4: 17,824 shares; 2025Q1: 17,760 shares; 2025Q2: 18,687 shares; 2025Q3: 19,001 shares; 2025Q4: 18,994 shares; 2026Q1: 17,841 shares 17,841$945K<0.01%-1,153Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 5,826 shares; 2025Q1: 5,834 shares; 2025Q2: 6,786 shares; 2025Q3: 7,031 shares; 2025Q4: 8,800 shares; 2026Q1: 8,496 shares 8,496$944K<0.01%-304Timeline
LOBLIVE OAK BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,966 shares; 2024Q4: 27,222 shares; 2025Q1: 33,725 shares; 2025Q2: 37,648 shares; 2025Q3: 39,402 shares; 2025Q4: 42,097 shares; 2026Q1: 28,526 shares 28,526$943K<0.01%-13,571Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 4,425 shares; 2025Q1: 5,844 shares; 2025Q2: 7,822 shares; 2025Q3: 10,155 shares; 2025Q4: 12,820 shares; 2026Q1: 11,049 shares 11,049$940K<0.01%-1,771Timeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,323 shares; 2024Q4: 21,518 shares; 2025Q1: 25,456 shares; 2025Q2: 28,891 shares; 2025Q3: 32,180 shares; 2025Q4: 38,997 shares; 2026Q1: 17,556 shares 17,556$939K<0.01%-21,441Timeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 3,458 shares; 2025Q1: 2,720 shares; 2025Q2: 2,940 shares; 2025Q3: 3,248 shares; 2025Q4: 3,869 shares; 2026Q1: 2,667 shares 2,667$937K<0.01%-1,202Timeline
VPGVISHAY PRECISION GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,559 shares 21,559$936K<0.01%newTimeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,501 shares; 2024Q4: 13,060 shares; 2025Q1: 11,192 shares; 2025Q2: 12,863 shares; 2025Q3: 14,216 shares; 2025Q4: 17,031 shares; 2026Q1: 15,646 shares 15,646$934K<0.01%-1,385Timeline
VIKVIKING HOLDINGS 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: 5,326 shares; 2025Q3: 10,577 shares; 2025Q4: 10,992 shares; 2026Q1: 12,705 shares 12,705$934K<0.01%+1,713Timeline
OMFSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,122 shares; 2024Q4: 19,673 shares; 2025Q1: 20,993 shares; 2025Q2: 20,956 shares; 2025Q3: 21,608 shares; 2025Q4: 21,682 shares; 2026Q1: 20,617 shares 20,617$933K<0.01%-1,065Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,323 shares; 2024Q4: 6,823 shares; 2025Q1: 9,654 shares; 2025Q2: 7,340 shares; 2025Q3: 9,721 shares; 2025Q4: 7,547 shares; 2026Q1: 6,161 shares 6,161$932K<0.01%-1,386Timeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 9,038 shares; 2025Q1: 8,147 shares; 2025Q2: 8,340 shares; 2025Q3: 3,564 shares; 2025Q4: 5,317 shares; 2026Q1: 5,088 shares 5,088$931K<0.01%-229Timeline
BSCZINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,084 shares; 2026Q1: 45,341 shares 45,341$930K<0.01%-4,743Timeline
PSCWPACER 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: 24,900 shares; 2025Q3: 25,303 shares; 2025Q4: 29,956 shares; 2026Q1: 32,676 shares 32,676$929K<0.01%+2,720Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 4,247 shares; 2025Q1: 4,948 shares; 2025Q2: 5,331 shares; 2025Q3: 5,338 shares; 2025Q4: 5,453 shares; 2026Q1: 5,014 shares 5,014$928K<0.01%-439Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,144 shares; 2024Q4: 69,598 shares; 2025Q1: 76,035 shares; 2025Q2: 61,724 shares; 2025Q3: 62,775 shares; 2025Q4: 62,375 shares; 2026Q1: 67,427 shares 67,427$928K<0.01%+5,052Timeline
DJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,532 shares; 2024Q4: 26,673 shares; 2025Q1: 25,395 shares; 2025Q2: 6,980 shares; 2025Q3: 12,093 shares; 2025Q4: 16,511 shares; 2026Q1: 19,812 shares 19,812$926K<0.01%+3,301Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,087 shares; 2024Q4: 22,369 shares; 2025Q1: 21,041 shares; 2025Q2: 20,605 shares; 2025Q3: 17,109 shares; 2025Q4: 17,249 shares; 2026Q1: 12,717 shares 12,717$923K<0.01%-4,532Timeline
XHRXENIA HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,451 shares; 2024Q4: 16,737 shares; 2025Q1: 19,826 shares; 2025Q2: 26,062 shares; 2025Q3: 39,747 shares; 2025Q4: 58,826 shares; 2026Q1: 62,169 shares 62,169$922K<0.01%+3,343Timeline
CDXSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,515 shares; 2025Q3: 35,739 shares; 2025Q4: 43,479 shares; 2026Q1: 43,085 shares 43,085$919K<0.01%-394Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,207 shares; 2025Q2: 16,279 shares; 2025Q3: 26,547 shares; 2025Q4: 29,746 shares; 2026Q1: 20,309 shares 20,309$918K<0.01%-9,437Timeline
BKSYBLACKSKY TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,393 shares 36,393$916K<0.01%newTimeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,581 shares; 2024Q4: 10,912 shares; 2025Q1: 12,406 shares; 2025Q2: 11,700 shares; 2025Q3: 32,675 shares; 2025Q4: 39,064 shares; 2026Q1: 41,034 shares 41,034$914K<0.01%+1,970Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,109 shares; 2025Q2: 10,030 shares; 2025Q3: 11,143 shares; 2025Q4: 13,833 shares; 2026Q1: 12,110 shares 12,110$914K<0.01%-1,723Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,166 shares; 2024Q4: 9,835 shares; 2025Q1: 9,227 shares; 2025Q2: 8,689 shares; 2025Q3: 8,378 shares; 2025Q4: 7,813 shares; 2026Q1: 7,487 shares 7,487$913K<0.01%-326Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,159 shares; 2024Q4: 2,167 shares; 2025Q1: 2,047 shares; 2025Q2: 2,193 shares; 2025Q3: 2,553 shares; 2025Q4: 3,348 shares; 2026Q1: 4,670 shares 4,670$908K<0.01%+1,322Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,938 shares; 2024Q4: 15,940 shares; 2025Q1: 17,171 shares; 2025Q2: 17,112 shares; 2025Q3: 19,256 shares; 2025Q4: 20,857 shares; 2026Q1: 19,454 shares 19,454$908K<0.01%-1,403Timeline
BWZSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,490 shares; 2024Q4: 51,608 shares; 2025Q1: 53,191 shares; 2025Q2: 53,822 shares; 2025Q3: 51,486 shares; 2025Q4: 34,368 shares; 2026Q1: 33,595 shares 33,595$904K<0.01%-773Timeline
NFEBINNOVATOR 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: 7,853 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,916 shares 32,916$902K<0.01%newTimeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,263 shares; 2024Q4: 54,084 shares; 2025Q1: 153,018 shares; 2025Q2: 38,873 shares; 2025Q3: 36,323 shares; 2025Q4: 35,315 shares; 2026Q1: 15,530 shares 15,530$900K<0.01%-19,785Timeline
TAPRINNOVATOR 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: 34,933 shares; 2025Q3: 34,933 shares; 2025Q4: 34,933 shares; 2026Q1: 34,933 shares 34,933$899K<0.01%0Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,362 shares; 2025Q4: 26,000 shares; 2026Q1: 36,200 shares 36,200$898K<0.01%+10,200Timeline
IYZISHARES 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: 24,592 shares; 2025Q3: 25,166 shares; 2025Q4: 25,134 shares; 2026Q1: 22,748 shares 22,748$894K<0.01%-2,386Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,231 shares; 2024Q4: 28,295 shares; 2025Q1: 27,724 shares; 2025Q2: 28,516 shares; 2025Q3: 28,300 shares; 2025Q4: 28,318 shares; 2026Q1: 24,297 shares 24,297$889K<0.01%-4,021Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,364 shares; 2024Q4: 57,822 shares; 2025Q1: 27,769 shares; 2025Q2: 28,276 shares; 2025Q3: 34,617 shares; 2025Q4: 42,437 shares; 2026Q1: 36,441 shares 36,441$886K<0.01%-5,996Timeline
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: not reported; 2025Q3: 12,853 shares; 2025Q4: 19,456 shares; 2026Q1: 16,245 shares 16,245$884K<0.01%-3,211Timeline
EXPEAGLE MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,797 shares; 2025Q1: 3,032 shares; 2025Q2: 2,561 shares; 2025Q3: 3,040 shares; 2025Q4: 4,140 shares; 2026Q1: 4,666 shares 4,666$884K<0.01%+526Timeline
CCNRRBB FD 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: 7,285 shares; 2026Q1: 22,012 shares 22,012$883K<0.01%+14,727Timeline
TFLRT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,907 shares; 2026Q1: 17,468 shares 17,468$880K<0.01%+2,561Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 3,960 shares; 2025Q1: 5,066 shares; 2025Q2: 2,634 shares; 2025Q3: 3,861 shares; 2025Q4: 4,018 shares; 2026Q1: 4,875 shares 4,875$878K<0.01%+857Timeline
MDPEDIATRIX MEDICAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,724 shares; 2026Q1: 40,916 shares 40,916$875K<0.01%+10,192Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,897 shares; 2024Q4: 84,590 shares; 2025Q1: 107,753 shares; 2025Q2: 123,885 shares; 2025Q3: 51,319 shares; 2025Q4: 55,501 shares; 2026Q1: 35,822 shares 35,822$875K<0.01%-19,679Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,302 shares; 2025Q1: 2,510 shares; 2025Q2: 2,507 shares; 2025Q3: 2,512 shares; 2025Q4: 2,999 shares; 2026Q1: 4,031 shares 4,031$875K<0.01%+1,032Timeline
PMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,585 shares; 2024Q4: 24,981 shares; 2025Q1: 22,750 shares; 2025Q2: 70,161 shares; 2025Q3: 37,776 shares; 2025Q4: 39,467 shares; 2026Q1: 21,839 shares 21,839$872K<0.01%-17,628Timeline
HEGDLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,254 shares; 2025Q2: 35,333 shares; 2025Q3: 36,765 shares; 2025Q4: 36,778 shares; 2026Q1: 35,283 shares 35,283$871K<0.01%-1,495Timeline
HPHELMERICH & PAYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,034 shares; 2024Q4: 28,852 shares; 2025Q1: 30,519 shares; 2025Q2: 34,416 shares; 2025Q3: 23,984 shares; 2025Q4: 26,666 shares; 2026Q1: 24,178 shares 24,178$871K<0.01%-2,488Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 3,350 shares; 2025Q1: 3,499 shares; 2025Q2: 3,779 shares; 2025Q3: 3,935 shares; 2025Q4: 4,344 shares; 2026Q1: 3,596 shares 3,596$870K<0.01%-748Timeline
TMDXTRANSMEDICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 6,243 shares; 2025Q1: 6,806 shares; 2025Q2: 8,598 shares; 2025Q3: 11,515 shares; 2025Q4: 11,934 shares; 2026Q1: 8,744 shares 8,744$869K<0.01%-3,190Timeline
ACMRACM RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,337 shares; 2025Q1: 15,224 shares; 2025Q2: 18,722 shares; 2025Q3: 22,634 shares; 2025Q4: 22,851 shares; 2026Q1: 22,067 shares 22,067$868K<0.01%-784Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,091 shares; 2025Q2: 6,222 shares; 2025Q3: 18,905 shares; 2025Q4: 10,189 shares; 2026Q1: 7,203 shares 7,203$868K<0.01%-2,986Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,241 shares; 2025Q2: 11,753 shares; 2025Q3: 10,680 shares; 2025Q4: 11,216 shares; 2026Q1: 8,656 shares 8,656$868K<0.01%-2,560Timeline
SOLSSOLSTICE ADVANCED MATLS 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: 13,310 shares; 2026Q1: 11,373 shares 11,373$866K<0.01%-1,937Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,253 shares; 2024Q4: 8,809 shares; 2025Q1: 10,301 shares; 2025Q2: 9,974 shares; 2025Q3: 7,829 shares; 2025Q4: 7,696 shares; 2026Q1: 9,380 shares 9,380$865K<0.01%+1,684Timeline
XMVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,573 shares; 2024Q4: 12,242 shares; 2025Q1: 13,049 shares; 2025Q2: 55,025 shares; 2025Q3: 58,553 shares; 2025Q4: 64,727 shares; 2026Q1: 13,273 shares 13,273$864K<0.01%-51,454Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,849 shares; 2024Q4: 24,592 shares; 2025Q1: 17,249 shares; 2025Q2: 17,486 shares; 2025Q3: 13,521 shares; 2025Q4: 15,525 shares; 2026Q1: 12,011 shares 12,011$862K<0.01%-3,514Timeline
OCTTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,235 shares; 2026Q1: 20,359 shares 20,359$862K<0.01%-876Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,479 shares; 2024Q4: 9,523 shares; 2025Q1: 9,645 shares; 2025Q2: 9,162 shares; 2025Q3: 8,679 shares; 2025Q4: 12,069 shares; 2026Q1: 11,097 shares 11,097$861K<0.01%-972Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,110 shares; 2025Q1: 15,112 shares; 2025Q2: 15,850 shares; 2025Q3: 15,947 shares; 2025Q4: 16,760 shares; 2026Q1: 12,424 shares 12,424$860K<0.01%-4,336Timeline
PSCIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,557 shares; 2024Q4: 7,565 shares; 2025Q1: 5,042 shares; 2025Q2: 4,403 shares; 2025Q3: 4,552 shares; 2025Q4: 4,826 shares; 2026Q1: 5,556 shares 5,556$859K<0.01%+730Timeline
ERICTELEFONAKTIEBOLAGET LM ERICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,837 shares; 2024Q4: 77,132 shares; 2025Q1: 96,285 shares; 2025Q2: 95,858 shares; 2025Q3: 91,576 shares; 2025Q4: 88,758 shares; 2026Q1: 76,159 shares 76,159$858K<0.01%-12,599Timeline
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,977 shares; 2024Q4: 18,335 shares; 2025Q1: 18,522 shares; 2025Q2: 19,711 shares; 2025Q3: 20,094 shares; 2025Q4: 15,315 shares; 2026Q1: 19,571 shares 19,571$854K<0.01%+4,256Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,512 shares; 2024Q4: 4,798 shares; 2025Q1: 13,348 shares; 2025Q2: 7,231 shares; 2025Q3: 5,647 shares; 2025Q4: 4,862 shares; 2026Q1: 9,874 shares 9,874$851K<0.01%+5,012Timeline
CBUCOMMUNITY FINANCIAL SYSTEM IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,641 shares; 2024Q4: 14,732 shares; 2025Q1: 16,237 shares; 2025Q2: 17,651 shares; 2025Q3: 20,087 shares; 2025Q4: 20,378 shares; 2026Q1: 14,486 shares 14,486$850K<0.01%-5,892Timeline
BIZDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,712 shares; 2024Q4: 79,090 shares; 2025Q1: 67,321 shares; 2025Q2: 58,645 shares; 2025Q3: 62,524 shares; 2025Q4: 72,133 shares; 2026Q1: 66,246 shares 66,246$848K<0.01%-5,887Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,352 shares; 2024Q4: 89,788 shares; 2025Q1: 95,353 shares; 2025Q2: 104,225 shares; 2025Q3: 104,492 shares; 2025Q4: 121,391 shares; 2026Q1: 89,006 shares 89,006$844K<0.01%-32,385Timeline
PLTMGRANITESHARES PLATINUM 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: 99,088 shares; 2026Q1: 44,614 shares 44,614$844K<0.01%-54,474Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 14,895 shares; 2025Q1: 12,679 shares; 2025Q2: 15,441 shares; 2025Q3: 13,900 shares; 2025Q4: 21,093 shares; 2026Q1: 16,213 shares 16,213$843K<0.01%-4,880Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,288 shares; 2024Q4: 18,701 shares; 2025Q1: 19,532 shares; 2025Q2: 19,533 shares; 2025Q3: 13,799 shares; 2025Q4: 13,731 shares; 2026Q1: 11,532 shares 11,532$842K<0.01%-2,199Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,630 shares; 2024Q4: 15,031 shares; 2025Q1: 13,111 shares; 2025Q2: 13,295 shares; 2025Q3: 14,586 shares; 2025Q4: 8,197 shares; 2026Q1: 9,020 shares 9,020$842K<0.01%+823Timeline
RGLORUSSELL INVTS EXCHANGE TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,916 shares; 2025Q3: 28,916 shares; 2025Q4: 31,437 shares; 2026Q1: 29,031 shares 29,031$841K<0.01%-2,406Timeline
PCYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,610 shares; 2024Q4: 55,378 shares; 2025Q1: 44,497 shares; 2025Q2: 44,776 shares; 2025Q3: 41,208 shares; 2025Q4: 74,685 shares; 2026Q1: 39,843 shares 39,843$833K<0.01%-34,842Timeline
GCTGIGACLOUD TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,166 shares; 2024Q4: 11,273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,277 shares; 2026Q1: 18,336 shares 18,336$832K<0.01%+5,059Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,767 shares; 2024Q4: 125,729 shares; 2025Q1: 135,890 shares; 2025Q2: 147,527 shares; 2025Q3: 137,047 shares; 2025Q4: 165,340 shares; 2026Q1: 103,409 shares 103,409$831K<0.01%-61,931Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,806 shares; 2024Q4: 7,726 shares; 2025Q1: 8,565 shares; 2025Q2: 10,738 shares; 2025Q3: 13,626 shares; 2025Q4: 15,916 shares; 2026Q1: 13,782 shares 13,782$831K<0.01%-2,134Timeline
HODLVANECK BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,223 shares; 2025Q1: 15,832 shares; 2025Q2: 23,536 shares; 2025Q3: 37,286 shares; 2025Q4: 120,598 shares; 2026Q1: 43,361 shares 43,361$831K<0.01%-77,237Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 8,941 shares; 2025Q1: 12,754 shares; 2025Q2: 10,451 shares; 2025Q3: 11,138 shares; 2025Q4: 10,831 shares; 2026Q1: 8,231 shares 8,231$829K<0.01%-2,600Timeline
PRCSPARNASSUS FUNDS 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: 23,690 shares; 2026Q1: 33,168 shares 33,168$829K<0.01%+9,478Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,792 shares; 2024Q4: 8,232 shares; 2025Q1: 8,612 shares; 2025Q2: 7,697 shares; 2025Q3: 6,922 shares; 2025Q4: 6,358 shares; 2026Q1: 6,207 shares 6,207$828K<0.01%-151Timeline
PBPINVESCO 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: 22,212 shares; 2025Q3: 27,152 shares; 2025Q4: 30,992 shares; 2026Q1: 37,529 shares 37,529$825K<0.01%+6,537Timeline
SIGSIGNET JEWELERS 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: 7,895 shares; 2026Q1: 9,742 shares 9,742$825K<0.01%+1,847Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,487 shares; 2024Q4: 26,786 shares; 2025Q1: 32,250 shares; 2025Q2: 46,517 shares; 2025Q3: 48,728 shares; 2025Q4: 53,177 shares; 2026Q1: 48,484 shares 48,484$824K<0.01%-4,693Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,022 shares; 2025Q3: 2,388 shares; 2025Q4: 2,609 shares; 2026Q1: 2,568 shares 2,568$820K<0.01%-41Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,358 shares; 2025Q3: 16,125 shares; 2025Q4: 17,244 shares; 2026Q1: 14,911 shares 14,911$815K<0.01%-2,333Timeline
GDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,907 shares; 2024Q4: 235,880 shares; 2025Q1: 203,251 shares; 2025Q2: 189,647 shares; 2025Q3: 168,472 shares; 2025Q4: 73,082 shares; 2026Q1: 21,968 shares 21,968$813K<0.01%-51,114Timeline
ACADACADIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,802 shares; 2025Q2: 16,184 shares; 2025Q3: 22,311 shares; 2025Q4: 32,737 shares; 2026Q1: 36,523 shares 36,523$813K<0.01%+3,786Timeline
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: 5,500 shares; 2026Q1: 10,147 shares 10,147$812K<0.01%+4,647Timeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,970 shares; 2025Q1: 15,460 shares; 2025Q2: 21,050 shares; 2025Q3: 24,160 shares; 2025Q4: 27,777 shares; 2026Q1: 28,179 shares 28,179$812K<0.01%+402Timeline
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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,890 shares 32,890$808K<0.01%newTimeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,229 shares; 2024Q4: 6,357 shares; 2025Q1: 14,605 shares; 2025Q2: 6,691 shares; 2025Q3: 7,291 shares; 2025Q4: 7,121 shares; 2026Q1: 6,339 shares 6,339$807K<0.01%-782Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,971 shares; 2025Q4: 3,640 shares; 2026Q1: 11,401 shares 11,401$804K<0.01%+7,761Timeline
GJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,033 shares; 2024Q4: 11,069 shares; 2025Q1: 11,069 shares; 2025Q2: 11,472 shares; 2025Q3: not reported; 2025Q4: 11,145 shares; 2026Q1: 20,371 shares 20,371$803K<0.01%+9,226Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,618 shares; 2024Q4: 25,248 shares; 2025Q1: 25,806 shares; 2025Q2: 22,338 shares; 2025Q3: 27,484 shares; 2025Q4: 27,605 shares; 2026Q1: 21,828 shares 21,828$800K<0.01%-5,777Timeline
BGLDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,873 shares; 2025Q2: 28,281 shares; 2025Q3: 41,751 shares; 2025Q4: 72,507 shares; 2026Q1: 46,584 shares 46,584$798K<0.01%-25,923Timeline
IMAXIMAX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,405 shares; 2024Q4: 17,573 shares; 2025Q1: 17,556 shares; 2025Q2: 17,153 shares; 2025Q3: 17,154 shares; 2025Q4: 17,205 shares; 2026Q1: 21,006 shares 21,006$798K<0.01%+3,801Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,817 shares; 2024Q4: 11,199 shares; 2025Q1: 13,642 shares; 2025Q2: 14,633 shares; 2025Q3: 15,071 shares; 2025Q4: 16,234 shares; 2026Q1: 10,531 shares 10,531$797K<0.01%-5,703Timeline
GPIQGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,226 shares; 2025Q3: 10,677 shares; 2025Q4: 12,327 shares; 2026Q1: 16,096 shares 16,096$797K<0.01%+3,769Timeline
RAAXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,860 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,508 shares; 2025Q4: 19,566 shares; 2026Q1: 19,566 shares 19,566$797K<0.01%0Timeline
ARRYARRAY TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,210 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,311 shares; 2025Q4: 96,422 shares; 2026Q1: 110,023 shares 110,023$795K<0.01%+13,601Timeline
XMPTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,075 shares; 2024Q4: 35,786 shares; 2025Q1: 36,197 shares; 2025Q2: 38,789 shares; 2025Q3: 40,941 shares; 2025Q4: 44,943 shares; 2026Q1: 36,949 shares 36,949$794K<0.01%-7,994Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,594 shares; 2024Q4: 192,567 shares; 2025Q1: 184,516 shares; 2025Q2: 212,479 shares; 2025Q3: 262,124 shares; 2025Q4: 314,019 shares; 2026Q1: 271,570 shares 271,570$793K<0.01%-42,449Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,528 shares; 2024Q4: 18,888 shares; 2025Q1: 18,041 shares; 2025Q2: 20,930 shares; 2025Q3: 19,567 shares; 2025Q4: 23,648 shares; 2026Q1: 21,723 shares 21,723$791K<0.01%-1,925Timeline
MQYBLACKROCK MUNIYILD QULT FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,451 shares; 2024Q4: 53,697 shares; 2025Q1: 57,672 shares; 2025Q2: 58,226 shares; 2025Q3: 62,282 shares; 2025Q4: 68,076 shares; 2026Q1: 72,022 shares 72,022$791K<0.01%+3,946Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,230 shares; 2024Q4: 10,353 shares; 2025Q1: 11,886 shares; 2025Q2: 11,331 shares; 2025Q3: 9,907 shares; 2025Q4: 9,929 shares; 2026Q1: 5,285 shares 5,285$790K<0.01%-4,644Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,782 shares; 2025Q1: 5,067 shares; 2025Q2: 5,427 shares; 2025Q3: 5,370 shares; 2025Q4: 5,520 shares; 2026Q1: 5,520 shares 5,520$789K<0.01%0Timeline
PZTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,438 shares; 2024Q4: 30,555 shares; 2025Q1: 30,452 shares; 2025Q2: 29,872 shares; 2025Q3: 33,424 shares; 2025Q4: 36,283 shares; 2026Q1: 35,758 shares 35,758$789K<0.01%-525Timeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 10,428 shares; 2025Q1: 12,925 shares; 2025Q2: 15,400 shares; 2025Q3: 25,044 shares; 2025Q4: 25,194 shares; 2026Q1: 22,070 shares 22,070$789K<0.01%-3,124Timeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,491 shares; 2024Q4: 16,638 shares; 2025Q1: 20,211 shares; 2025Q2: 17,655 shares; 2025Q3: 21,710 shares; 2025Q4: 28,193 shares; 2026Q1: 19,371 shares 19,371$786K<0.01%-8,822Timeline
QLVFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,180 shares; 2024Q4: 16,646 shares; 2025Q1: 13,409 shares; 2025Q2: 12,882 shares; 2025Q3: 12,383 shares; 2025Q4: 12,147 shares; 2026Q1: 10,929 shares 10,929$786K<0.01%-1,218Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,779 shares; 2024Q4: 11,073 shares; 2025Q1: 13,363 shares; 2025Q2: 11,020 shares; 2025Q3: 10,882 shares; 2025Q4: 11,414 shares; 2026Q1: 12,149 shares 12,149$785K<0.01%+735Timeline
SNDRSCHNEIDER NATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,987 shares; 2024Q4: 30,464 shares; 2025Q1: 34,279 shares; 2025Q2: 31,064 shares; 2025Q3: 30,897 shares; 2025Q4: 32,394 shares; 2026Q1: 29,740 shares 29,740$784K<0.01%-2,654Timeline
FMSFRESENIUS MEDICAL CARE AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,019 shares; 2024Q4: 16,814 shares; 2025Q1: 18,052 shares; 2025Q2: 22,911 shares; 2025Q3: 20,764 shares; 2025Q4: 24,664 shares; 2026Q1: 34,736 shares 34,736$784K<0.01%+10,072Timeline
ZSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,551 shares; 2024Q4: 16,049 shares; 2025Q1: 16,013 shares; 2025Q2: 16,012 shares; 2025Q3: 25,404 shares; 2025Q4: 29,721 shares; 2026Q1: 29,282 shares 29,282$782K<0.01%-439Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,333 shares; 2024Q4: 35,818 shares; 2025Q1: 37,081 shares; 2025Q2: 41,343 shares; 2025Q3: 22,319 shares; 2025Q4: 14,853 shares; 2026Q1: 9,931 shares 9,931$782K<0.01%-4,922Timeline
BKDVBNY MELLON ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,906 shares; 2026Q1: 26,267 shares 26,267$779K<0.01%+6,361Timeline
HFSIHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,797 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,121 shares; 2026Q1: 22,429 shares 22,429$779K<0.01%+12,308Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,237 shares; 2024Q4: 9,502 shares; 2025Q1: 15,416 shares; 2025Q2: 17,156 shares; 2025Q3: 15,924 shares; 2025Q4: 16,786 shares; 2026Q1: 11,799 shares 11,799$778K<0.01%-4,987Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,277 shares; 2024Q4: 10,571 shares; 2025Q1: 11,821 shares; 2025Q2: 11,557 shares; 2025Q3: 8,613 shares; 2025Q4: 12,356 shares; 2026Q1: 10,412 shares 10,412$777K<0.01%-1,944Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 1,747 shares; 2025Q1: 1,771 shares; 2025Q2: 2,701 shares; 2025Q3: 2,735 shares; 2025Q4: 2,810 shares; 2026Q1: 2,287 shares 2,287$776K<0.01%-523Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 5,972 shares; 2025Q1: 6,127 shares; 2025Q2: 6,389 shares; 2025Q3: 5,398 shares; 2025Q4: 4,655 shares; 2026Q1: 3,393 shares 3,393$775K<0.01%-1,262Timeline
PIEINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,997 shares; 2024Q4: 20,582 shares; 2025Q1: 18,382 shares; 2025Q2: 18,487 shares; 2025Q3: 31,157 shares; 2025Q4: 32,360 shares; 2026Q1: 29,733 shares 29,733$774K<0.01%-2,627Timeline
NOGNORTHERN OIL & GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,706 shares; 2024Q4: 12,376 shares; 2025Q1: 14,521 shares; 2025Q2: 18,007 shares; 2025Q3: 22,114 shares; 2025Q4: 24,033 shares; 2026Q1: 26,416 shares 26,416$772K<0.01%+2,383Timeline
EPCEDGEWELL PERSONAL CARE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,931 shares; 2024Q4: 31,509 shares; 2025Q1: 31,372 shares; 2025Q2: 31,688 shares; 2025Q3: 33,666 shares; 2025Q4: 25,538 shares; 2026Q1: 36,165 shares 36,165$772K<0.01%+10,627Timeline
UNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,307 shares; 2024Q4: 29,459 shares; 2025Q1: 29,257 shares; 2025Q2: 29,123 shares; 2025Q3: 29,106 shares; 2025Q4: 36,084 shares; 2026Q1: 20,620 shares 20,620$769K<0.01%-15,464Timeline
CZAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 8,925 shares; 2025Q1: 9,071 shares; 2025Q2: 9,046 shares; 2025Q3: 8,117 shares; 2025Q4: 8,529 shares; 2026Q1: 6,967 shares 6,967$767K<0.01%-1,562Timeline
DDFFINNOVATOR 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: 40,442 shares 40,442$765K<0.01%newTimeline
FYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,589 shares; 2024Q4: 11,601 shares; 2025Q1: 8,683 shares; 2025Q2: 24,368 shares; 2025Q3: 25,461 shares; 2025Q4: 23,619 shares; 2026Q1: 20,453 shares 20,453$764K<0.01%-3,166Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,739 shares; 2025Q1: 2,126 shares; 2025Q2: 2,153 shares; 2025Q3: 2,169 shares; 2025Q4: 4,093 shares; 2026Q1: 2,344 shares 2,344$763K<0.01%-1,749Timeline
CAOSEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,857 shares; 2025Q2: 4,119 shares; 2025Q3: 5,655 shares; 2025Q4: 6,472 shares; 2026Q1: 8,381 shares 8,381$761K<0.01%+1,909Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,110 shares; 2024Q4: 89,459 shares; 2025Q1: 66,939 shares; 2025Q2: 65,029 shares; 2025Q3: 59,498 shares; 2025Q4: 62,542 shares; 2026Q1: 43,217 shares 43,217$759K<0.01%-19,325Timeline
WTPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,174 shares; 2025Q2: 9,876 shares; 2025Q3: 12,443 shares; 2025Q4: 13,866 shares; 2026Q1: 23,728 shares 23,728$757K<0.01%+9,862Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 5,833 shares; 2025Q1: 6,892 shares; 2025Q2: 6,713 shares; 2025Q3: 5,786 shares; 2025Q4: 5,077 shares; 2026Q1: 4,444 shares 4,444$756K<0.01%-633Timeline
UYLDANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,439 shares; 2025Q2: not reported; 2025Q3: 4,615 shares; 2025Q4: 5,714 shares; 2026Q1: 14,781 shares 14,781$754K<0.01%+9,067Timeline
AGIXKRANESHARES 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: 23,018 shares 23,018$754K<0.01%newTimeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,905 shares; 2024Q4: 7,615 shares; 2025Q1: 9,934 shares; 2025Q2: 9,595 shares; 2025Q3: 8,257 shares; 2025Q4: 5,163 shares; 2026Q1: 11,550 shares 11,550$754K<0.01%+6,387Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,403 shares; 2024Q4: 143,566 shares; 2025Q1: 46,318 shares; 2025Q2: 44,762 shares; 2025Q3: 50,334 shares; 2025Q4: 49,878 shares; 2026Q1: 37,577 shares 37,577$753K<0.01%-12,301Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 3,691 shares; 2025Q1: 3,573 shares; 2025Q2: 4,021 shares; 2025Q3: 2,412 shares; 2025Q4: 3,028 shares; 2026Q1: 3,974 shares 3,974$753K<0.01%+946Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,219 shares; 2024Q4: 23,799 shares; 2025Q1: 30,013 shares; 2025Q2: 28,715 shares; 2025Q3: 27,685 shares; 2025Q4: 30,601 shares; 2026Q1: 25,610 shares 25,610$752K<0.01%-4,991Timeline
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: not reported; 2025Q3: not reported; 2025Q4: 23,447 shares; 2026Q1: 23,447 shares 23,447$749K<0.01%0Timeline
BAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,782 shares; 2024Q4: 28,431 shares; 2025Q1: 23,605 shares; 2025Q2: 39,546 shares; 2025Q3: 25,845 shares; 2025Q4: 33,276 shares; 2026Q1: 15,288 shares 15,288$749K<0.01%-17,988Timeline
IGPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,804 shares; 2024Q4: 6,558 shares; 2025Q1: 8,229 shares; 2025Q2: 9,587 shares; 2025Q3: 10,552 shares; 2025Q4: 11,202 shares; 2026Q1: 12,891 shares 12,891$749K<0.01%+1,689Timeline
FEMFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,100 shares; 2024Q4: 37,454 shares; 2025Q1: 38,994 shares; 2025Q2: 25,992 shares; 2025Q3: 25,023 shares; 2025Q4: 25,840 shares; 2026Q1: 24,884 shares 24,884$745K<0.01%-956Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 7,278 shares; 2025Q1: 7,454 shares; 2025Q2: 13,213 shares; 2025Q3: 13,109 shares; 2025Q4: 14,313 shares; 2026Q1: 10,698 shares 10,698$743K<0.01%-3,615Timeline
BELFBBEL FUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,750 shares 3,750$742K<0.01%newTimeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,484 shares; 2025Q1: 1,509 shares; 2025Q2: 1,511 shares; 2025Q3: 1,390 shares; 2025Q4: 1,668 shares; 2026Q1: 1,418 shares 1,418$742K<0.01%-250Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 8,317 shares; 2025Q1: 5,738 shares; 2025Q2: 4,876 shares; 2025Q3: 4,963 shares; 2025Q4: 5,051 shares; 2026Q1: 3,797 shares 3,797$742K<0.01%-1,254Timeline
JMSIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,645 shares; 2024Q4: 10,742 shares; 2025Q1: 10,236 shares; 2025Q2: 10,333 shares; 2025Q3: 9,044 shares; 2025Q4: 14,828 shares; 2026Q1: 14,869 shares 14,869$740K<0.01%+41Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,500 shares; 2024Q4: 44,481 shares; 2025Q1: 43,170 shares; 2025Q2: 42,158 shares; 2025Q3: 50,100 shares; 2025Q4: 61,051 shares; 2026Q1: 43,997 shares 43,997$739K<0.01%-17,054Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,918 shares; 2024Q4: 37,620 shares; 2025Q1: 39,402 shares; 2025Q2: 38,992 shares; 2025Q3: 35,619 shares; 2025Q4: 38,517 shares; 2026Q1: 26,974 shares 26,974$739K<0.01%-11,543Timeline
DGICADONEGAL 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: 53,817 shares; 2025Q4: 69,106 shares; 2026Q1: 42,841 shares 42,841$736K<0.01%-26,265Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,415 shares; 2024Q4: 12,391 shares; 2025Q1: 13,512 shares; 2025Q2: 14,126 shares; 2025Q3: 22,660 shares; 2025Q4: 27,366 shares; 2026Q1: 24,161 shares 24,161$736K<0.01%-3,205Timeline
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,870 shares; 2024Q4: 11,781 shares; 2025Q1: 17,838 shares; 2025Q2: 18,375 shares; 2025Q3: 18,961 shares; 2025Q4: 20,883 shares; 2026Q1: 18,726 shares 18,726$735K<0.01%-2,157Timeline
GOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,035 shares; 2025Q1: 15,035 shares; 2025Q2: 16,024 shares; 2025Q3: 15,666 shares; 2025Q4: 19,611 shares; 2026Q1: 19,010 shares 19,010$734K<0.01%-601Timeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,826 shares; 2024Q4: 18,785 shares; 2025Q1: 20,772 shares; 2025Q2: 22,274 shares; 2025Q3: 22,509 shares; 2025Q4: 17,634 shares; 2026Q1: 9,789 shares 9,789$734K<0.01%-7,845Timeline
ARKFARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,282 shares; 2024Q4: 14,407 shares; 2025Q1: 12,795 shares; 2025Q2: 11,319 shares; 2025Q3: 10,360 shares; 2025Q4: 21,081 shares; 2026Q1: 19,269 shares 19,269$732K<0.01%-1,812Timeline
FGDLFRANKLIN TEMPLETON HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,354 shares; 2025Q4: 34,381 shares; 2026Q1: 11,764 shares 11,764$731K<0.01%-22,617Timeline
VFMFVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,628 shares; 2026Q1: 4,715 shares 4,715$731K<0.01%+87Timeline
ADXADAMS DIVERSIFIED EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,581 shares; 2024Q4: 41,934 shares; 2025Q1: 42,177 shares; 2025Q2: 43,058 shares; 2025Q3: 32,327 shares; 2025Q4: 32,763 shares; 2026Q1: 33,365 shares 33,365$730K<0.01%+602Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,503 shares; 2024Q4: 3,742 shares; 2025Q1: 4,041 shares; 2025Q2: 8,472 shares; 2025Q3: 10,498 shares; 2025Q4: 6,158 shares; 2026Q1: 6,617 shares 6,617$730K<0.01%+459Timeline
APLDAPPLIED DIGITAL 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: 23,792 shares; 2026Q1: 30,729 shares 30,729$730K<0.01%+6,937Timeline
HUTHUT 8 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: 19,297 shares; 2026Q1: 15,499 shares 15,499$727K<0.01%-3,798Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,378 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,391 shares 30,391$726K<0.01%newTimeline
NUMVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,635 shares; 2024Q4: 6,667 shares; 2025Q1: 6,650 shares; 2025Q2: 8,916 shares; 2025Q3: 7,319 shares; 2025Q4: 20,390 shares; 2026Q1: 18,702 shares 18,702$725K<0.01%-1,688Timeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,543 shares; 2024Q4: 56,757 shares; 2025Q1: 64,161 shares; 2025Q2: 63,431 shares; 2025Q3: 71,652 shares; 2025Q4: 204,654 shares; 2026Q1: 103,930 shares 103,930$722K<0.01%-100,724Timeline
CSWCSW INDUSTRIALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 2,563 shares; 2025Q1: 2,959 shares; 2025Q2: 2,963 shares; 2025Q3: 2,774 shares; 2025Q4: 3,059 shares; 2026Q1: 2,770 shares 2,770$722K<0.01%-289Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,165 shares; 2024Q4: 19,690 shares; 2025Q1: 19,474 shares; 2025Q2: 21,120 shares; 2025Q3: 20,089 shares; 2025Q4: 18,939 shares; 2026Q1: 15,234 shares 15,234$722K<0.01%-3,705Timeline
PALLABRDN PALLADIUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,696 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,807 shares; 2026Q1: 5,347 shares 5,347$720K<0.01%+540Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 11,013 shares; 2025Q1: 12,723 shares; 2025Q2: 11,896 shares; 2025Q3: 10,328 shares; 2025Q4: 7,296 shares; 2026Q1: 7,821 shares 7,821$720K<0.01%+525Timeline
XONEBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,329 shares; 2025Q2: 31,048 shares; 2025Q3: 29,552 shares; 2025Q4: 29,066 shares; 2026Q1: 14,524 shares 14,524$719K<0.01%-14,542Timeline
ZMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,059 shares 26,059$719K<0.01%newTimeline
DUKXNORTHERN LIGHTS FD 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: 27,171 shares; 2025Q4: 26,876 shares; 2026Q1: 26,876 shares 26,876$719K<0.01%0Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,549 shares; 2024Q4: 45,939 shares; 2025Q1: 50,278 shares; 2025Q2: 53,572 shares; 2025Q3: 54,942 shares; 2025Q4: 65,947 shares; 2026Q1: 59,552 shares 59,552$718K<0.01%-6,395Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1$718K<0.01%0Timeline
SPBUAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,942 shares; 2025Q4: 89,860 shares; 2026Q1: 26,408 shares 26,408$718K<0.01%-63,452Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,578 shares; 2024Q4: 32,627 shares; 2025Q1: 25,786 shares; 2025Q2: 19,419 shares; 2025Q3: 13,070 shares; 2025Q4: 14,282 shares; 2026Q1: 14,205 shares 14,205$716K<0.01%-77Timeline
HCIHCI 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: 3,122 shares; 2025Q4: 4,674 shares; 2026Q1: 4,633 shares 4,633$716K<0.01%-41Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,657 shares; 2024Q4: 12,814 shares; 2025Q1: 14,073 shares; 2025Q2: 6,913 shares; 2025Q3: 7,298 shares; 2025Q4: 8,132 shares; 2026Q1: 12,417 shares 12,417$715K<0.01%+4,285Timeline
BUFYFIRST 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: 11,608 shares; 2025Q2: 45,747 shares; 2025Q3: 27,457 shares; 2025Q4: 18,891 shares; 2026Q1: 31,840 shares 31,840$713K<0.01%+12,949Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 14,405 shares; 2025Q1: 11,402 shares; 2025Q2: 8,129 shares; 2025Q3: 11,356 shares; 2025Q4: 12,391 shares; 2026Q1: 10,040 shares 10,040$712K<0.01%-2,351Timeline
HEDJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,665 shares; 2024Q4: 102,895 shares; 2025Q1: 110,024 shares; 2025Q2: 7,371 shares; 2025Q3: 9,095 shares; 2025Q4: 12,363 shares; 2026Q1: 13,611 shares 13,611$712K<0.01%+1,248Timeline

Sold out in Q1 2026

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

The largest 100 of 239. All 239

SecurityShares beforeValue beforeType
AZNASTRAZENECA PLC-SPONS ADR305,636$28.1Mshares
ISHARES LARGE CAP VALUE ACT…ISHARES LARGE CAP VALUE ACTIVE ETF247,916$9.25Mshares
GLINVANECK ETF TRUST115,019$5.3Mshares
OGIGALPS ETF TR99,137$5.21Mshares
SMOTVANECK ETF TRUST139,784$5.06Mshares
AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS217,573$4.69Mshares
EVSDMORGAN STANLEY ETF TRUST90,267$4.64Mshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL8,994$4.01Mshares
AMCOR PLCAMCOR PLC411,939$3.44Mshares
PIPRPIPER SANDLER COS9,474$3.22Mshares
AXTAAXALTA COATING SYS LTD86,308$2.79Mshares
PNFPPINNACLE FINANCIAL PARTNERS26,684$2.55Mshares
EXASEXACT SCIENCES CORP21,011$2.13Mshares
QIAGEN N.V.QIAGEN N.V.46,185$2.08Mshares
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR135,848$2.07Mshares
INOVINNOVATOR ETFS TRUST56,597$1.95Mshares
BUFGFIRST TR EXCHNG TRADED FD VI70,650$1.94Mshares
USVNRBB FD INC39,960$1.94Mshares
FLRFLUOR CORP47,908$1.9Mshares
CPNGCOUPANG INC63,871$1.51Mshares
AIC3 AI INC108,509$1.46Mshares
CRMDCORMEDIX INC120,264$1.4Mshares
PSNPARSONS CORP DEL22,537$1.39Mshares
CAIECALAMOS ETF TR46,786$1.25Mshares
GLXYGALAXY DIGITAL INC.55,586$1.24Mshares
RUNSUNRUN INC65,561$1.21Mshares
VALVALARIS LTD23,706$1.19Mshares
HUMHUMANA INC4,493$1.15Mshares
MPMP MATERIALS CORP22,594$1.14Mshares
GERNGERON CORP834,115$1.1Mshares
VIPSVIPSHOP HLDGS LTD57,859$1.02Mshares
WYNNWYNN RESORTS LTD7,747$932Kshares
ZZILLOW GROUP INC12,864$878Kshares
ACMAECOM8,355$796Kshares
CFLTCONFLUENT INC-CLASS A26,008$786Kshares
NEXTNEXTDECADE CORP140,700$741Kshares
CNRCORE NATURAL RESOURCES INC8,163$723Kshares
PINKSIMPLIFY EXCHANGE TRADED FUN19,231$704Kshares
MFUSPIMCO EQUITY SER11,553$654Kshares
CNXCCONCENTRIX CORP15,585$648Kshares
PBWINVESCO EXCHANGE TRADED FD T21,074$644Kshares
HRBBLOCK H & R INC14,381$627Kshares
ZLABZAI LAB LTD34,421$607Kshares
PPLIPEOPLE INC15,476$605Kshares
BMNRBITMINE IMMERSION TECHS INC21,394$581Kshares
BBCETFIS SER TR I14,935$576Kshares
COKECOCA COLA CONS INC3,745$574Kshares
IPARINTERPARFUMS INC6,694$568Kshares
CWSADVISORSHARES TR8,216$565Kshares
VCYTVERACYTE INC13,313$560Kshares
PAYCPAYCOM SOFTWARE INC3,486$555Kshares
GRWTCW ETF TRUST17,544$546Kshares
CWANCLEARWATER ANALYTICS HLDGS I22,498$543Kshares
KBWBINVESCO EXCH TRADED FD TR II6,309$532Kshares
HEEMISHARES INC15,253$530Kshares
SFMSPROUTS FMRS MKT INC6,580$524Kshares
FAIFIRST TR EXCHANGE-TRADED FD12,747$524Kshares
FXGFIRST TR EXCHANGE-TRADED FD8,493$515Kshares
LFSCRBB FD INC13,592$498Kshares
CLSETRUST FOR PROFESSIONAL MANAG18,176$497Kshares
LNWOLIGHT & WONDER INC4,539$468Kshares
GIBCGI INC5,054$467Kshares
BKTIBK TECHNOLOGIES CORPORATION6,152$459Kshares
GOVIINVESCO EXCH TRADED FD TR II16,616$458Kshares
CIGICOLLIERS INTL GROUP INC3,095$455Kshares
UNFIUNITED NAT FOODS INC13,400$451Kshares
DUOLDUOLINGO INC2,534$445Kshares
PDDPDD HOLDINGS INC3,882$440Kshares
FRSHFRESHWORKS INC35,861$439Kshares
VIVTELEFONICA BRASIL SA36,943$438Kshares
RZVINVESCO EXCHANGE TRADED FD T3,593$427Kshares
TUASIMPLIFY EXCHANGE TRADED FUN19,451$426Kshares
ALKTALKAMI TECHNOLOGY INC18,443$425Kshares
UUNITY SOFTWARE INC9,605$424Kshares
ILOWAB ACTIVE ETFS INC9,833$419Kshares
SEESEALED AIR CORP NEW9,978$413Kshares
PARRPAR PAC HOLDINGS INC11,586$407Kshares
INDIVIOR PLCINDIVIOR PLC10,789$387Kshares
REVGREV GROUP INC6,337$385Kshares
BBHVANECK ETF TRUST2,027$384Kshares
XAPRFIRST TR EXCHNG TRADED FD VI10,472$382Kshares
LPXLOUISIANA PAC CORP4,680$378Kshares
NGDNEW GOLD INC42,782$373Kshares
CCBCOASTAL FINL CORP WA3,247$372Kshares
IBLCISHARES TR9,023$369Kshares
CADECADENCE BANK8,574$367Kshares
GENGEN DIGITAL INC13,134$357Kshares
DSGXDESCARTES SYS GROUP INC4,062$356Kshares
PIIMPINJ INC2,007$349Kshares
SILASILA REALTY TRUST INC14,471$337Kshares
WKWORKIVA INC3,889$335Kshares
BXMXNUVEEN S&P 500 BUY-WRITE INCOM22,627$333Kshares
SPSCSPS COMM INC3,606$321Kshares
AVTRAVANTOR INC27,790$318Kshares
ROOTROOT INC4,380$316Kshares
CVSACOVISTA INC3,028$313Kshares
GRALGRAIL INC3,637$311Kshares
KBHKB HOME5,515$311Kshares
UPWKUPWORK INC15,624$310Kshares
MMSMAXIMUS INC3,566$308Kshares

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 0000701059-26-000012 base2026-05-04acceptance time not in the bulk data set