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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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13F filer, CIK 1141802, MILWAUKEE, WI

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported $162,425,866,743 across 4,113 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-07. Its ten largest share positions make up 46.85% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-26-000398

Period
2026-03-31
Reported value
$162B
Holdings
4,113
Top 10 weight
46.85%
New
568
Sold out
462

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+759,983$496M
BNDadded+3,913,767$288M
IJHadded+4,032,370$272M
RSPadded+842,656$162M
FBNDadded+3,411,046$156M

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-168,269-$53.5M
XLGreduced-861,447-$47M
Dreduced-700,720-$43.3M
DOVreduced-200,599-$41.8M
CRWDreduced-98,400-$38.4M

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 0001085146-26-000398, largest first. % of portfolio is the value over $162,425,866,743, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 930 shares; 2025Q2: 877 shares; 2025Q3: 853 shares; 2025Q4: 865 shares; 2026Q1: 848 shares 848$157K<0.01%-17Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 754 shares; 2025Q1: 1,189 shares; 2025Q2: 736 shares; 2025Q3: 984 shares; 2025Q4: 694 shares; 2026Q1: 1,433 shares 1,433$157K<0.01%+739Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 18 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 773 shares; 2026Q1: 763 shares 763$156K<0.01%-10Timeline
AUANGLOGOLD ASHANTI PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 779 shares; 2025Q1: 785 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,101 shares; 2026Q1: 1,597 shares 1,597$155K<0.01%+496Timeline
NTGRNETGEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 5,260 shares; 2025Q3: 6,757 shares; 2025Q4: 7,113 shares; 2026Q1: 7,118 shares 7,118$155K<0.01%+5Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 466 shares; 2025Q1: 642 shares; 2025Q2: 690 shares; 2025Q3: 459 shares; 2025Q4: 807 shares; 2026Q1: 666 shares 666$155K<0.01%-141Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,997 shares; 2024Q4: 7,211 shares; 2025Q1: 1,000 shares; 2025Q2: 11,328 shares; 2025Q3: 12,284 shares; 2025Q4: 12,284 shares; 2026Q1: 10,351 shares 10,351$155K<0.01%-1,933Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 187 shares; 2025Q1: 139 shares; 2025Q2: 149 shares; 2025Q3: 139 shares; 2025Q4: 1,044 shares; 2026Q1: 326 shares 326$155K<0.01%-718Timeline
IMOIMPERIAL OIL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 288 shares; 2025Q1: 543 shares; 2025Q2: 61 shares; 2025Q3: 511 shares; 2025Q4: 404 shares; 2026Q1: 1,182 shares 1,182$155K<0.01%+778Timeline
IMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,868 shares; 2025Q3: 4,868 shares; 2025Q4: 4,868 shares; 2026Q1: 4,868 shares 4,868$154K<0.01%0Timeline
CIKUBS ASSET MGMT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,812 shares; 2024Q4: 113,422 shares; 2025Q1: 97,188 shares; 2025Q2: 90,271 shares; 2025Q3: 75,661 shares; 2025Q4: 61,626 shares; 2026Q1: 59,793 shares 59,793$153K<0.01%-1,833Timeline
BUYWNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 788 shares; 2025Q3: 454 shares; 2025Q4: not reported; 2026Q1: 10,821 shares 10,821$152K<0.01%newTimeline
EOSEATON VANCE ENHANCED EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,191 shares; 2025Q1: 5,911 shares; 2025Q2: 6,315 shares; 2025Q3: 6,405 shares; 2025Q4: 6,634 shares; 2026Q1: 7,432 shares 7,432$152K<0.01%+798Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 4,755 shares; 2025Q1: 4,577 shares; 2025Q2: 11,868 shares; 2025Q3: 5,240 shares; 2025Q4: 5,581 shares; 2026Q1: 5,613 shares 5,613$152K<0.01%+32Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,641 shares; 2024Q4: 7,753 shares; 2025Q1: 5,267 shares; 2025Q2: 5,032 shares; 2025Q3: 4,980 shares; 2025Q4: 5,014 shares; 2026Q1: 5,015 shares 5,015$151K<0.01%+1Timeline
IPACISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,758 shares; 2025Q1: 1,529 shares; 2025Q2: 2,056 shares; 2025Q3: 1,898 shares; 2025Q4: 1,787 shares; 2026Q1: 1,978 shares 1,978$151K<0.01%+191Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,782 shares; 2024Q4: 90,963 shares; 2025Q1: 4,369 shares; 2025Q2: 5,260 shares; 2025Q3: 5,021 shares; 2025Q4: 4,809 shares; 2026Q1: 4,887 shares 4,887$150K<0.01%+78Timeline
SPUSTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,434 shares; 2024Q4: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 5,791 shares; 2025Q4: 6,016 shares; 2026Q1: 3,116 shares 3,116$150K<0.01%-2,900Timeline
NMRANEUMORA THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,706 shares; 2025Q1: 76,706 shares; 2025Q2: 76,713 shares; 2025Q3: 76,706 shares; 2025Q4: 76,706 shares; 2026Q1: 76,706 shares 76,706$150K<0.01%0Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 1,113 shares; 2025Q1: 867 shares; 2025Q2: 886 shares; 2025Q3: 956 shares; 2025Q4: 1,775 shares; 2026Q1: 1,039 shares 1,039$149K<0.01%-736Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 2,573 shares; 2025Q1: 3,387 shares; 2025Q2: 3,350 shares; 2025Q3: 2,954 shares; 2025Q4: 3,193 shares; 2026Q1: 2,139 shares 2,139$148K<0.01%-1,054Timeline
ESLTELBIT SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 174 shares 174$148K<0.01%+10Timeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918,713 shares; 2024Q4: 872,269 shares; 2025Q1: 9,122 shares; 2025Q2: 8,675 shares; 2025Q3: 6,948 shares; 2025Q4: 8,691 shares; 2026Q1: 5,590 shares 5,590$148K<0.01%-3,101Timeline
VTCVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,133 shares; 2025Q4: 133 shares; 2026Q1: 1,920 shares 1,920$148K<0.01%+1,787Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,518 shares; 2025Q4: 2,534 shares; 2026Q1: 3,535 shares 3,535$147K<0.01%+1,001Timeline
NMLNEUBERGER ENGY INFRSTR & INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,545 shares; 2024Q4: 12,644 shares; 2025Q1: 12,741 shares; 2025Q2: 12,845 shares; 2025Q3: 13,650 shares; 2025Q4: 14,762 shares; 2026Q1: 13,858 shares 13,858$146K<0.01%-904Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 1,529 shares; 2025Q1: 225 shares; 2025Q2: 214 shares; 2025Q3: 144 shares; 2025Q4: 164 shares; 2026Q1: 313 shares 313$145K<0.01%+149Timeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 1,878 shares; 2025Q1: 1,961 shares; 2025Q2: 2,127 shares; 2025Q3: 2,846 shares; 2025Q4: 2,828 shares; 2026Q1: 2,677 shares 2,677$145K<0.01%-151Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,333 shares; 2025Q1: 1,294 shares; 2025Q2: 276 shares; 2025Q3: 2,544 shares; 2025Q4: 1,901 shares; 2026Q1: 1,883 shares 1,883$145K<0.01%-18Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,819 shares; 2025Q1: 2,804 shares; 2025Q2: 2,804 shares; 2025Q3: 2,865 shares; 2025Q4: 2,865 shares; 2026Q1: 3,860 shares 3,860$144K<0.01%+995Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 2,744 shares; 2025Q1: 2,348 shares; 2025Q2: 2,390 shares; 2025Q3: 2,344 shares; 2025Q4: 1,945 shares; 2026Q1: 2,210 shares 2,210$144K<0.01%+265Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 10,139 shares; 2025Q1: 9,394 shares; 2025Q2: 8,716 shares; 2025Q3: 6,254 shares; 2025Q4: 6,343 shares; 2026Q1: 3,921 shares 3,921$144K<0.01%-2,422Timeline
ASGIABRDN GLOBAL INFRA INCOME FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,438 shares 6,438$144K<0.01%newTimeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,199 shares; 2024Q4: 6,431 shares; 2025Q1: 6,403 shares; 2025Q2: 5,965 shares; 2025Q3: 5,287 shares; 2025Q4: 4,561 shares; 2026Q1: 3,442 shares 3,442$143K<0.01%-1,119Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,252 shares; 2025Q1: 1,142 shares; 2025Q2: 1,109 shares; 2025Q3: 942 shares; 2025Q4: 945 shares; 2026Q1: 903 shares 903$143K<0.01%-42Timeline
TXRHTEXAS ROADHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 1,414 shares; 2025Q1: 1,799 shares; 2025Q2: 1,037 shares; 2025Q3: 802 shares; 2025Q4: 827 shares; 2026Q1: 864 shares 864$143K<0.01%+37Timeline
SYSBISHARES 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: 275 shares; 2026Q1: 1,603 shares 1,603$143K<0.01%+1,328Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,104 shares; 2025Q2: 397 shares; 2025Q3: 653 shares; 2025Q4: 26 shares; 2026Q1: 3,152 shares 3,152$143K<0.01%+3,126Timeline
WSWORTHINGTON STL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,667 shares; 2025Q2: 4,696 shares; 2025Q3: 4,696 shares; 2025Q4: 4,696 shares; 2026Q1: 4,696 shares 4,696$143K<0.01%0Timeline
WPPWPP PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,999 shares; 2024Q4: 10,370 shares; 2025Q1: 10,373 shares; 2025Q2: 11,558 shares; 2025Q3: 11,261 shares; 2025Q4: 9,300 shares; 2026Q1: 9,123 shares 9,123$142K<0.01%-177Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 3,428 shares; 2025Q1: 2,846 shares; 2025Q2: 2,734 shares; 2025Q3: 2,257 shares; 2025Q4: 1,727 shares; 2026Q1: 1,874 shares 1,874$142K<0.01%+147Timeline
NTLAINTELLIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,935 shares; 2025Q1: 4,590 shares; 2025Q2: 5,110 shares; 2025Q3: 7,080 shares; 2025Q4: 9,186 shares; 2026Q1: 10,958 shares 10,958$140K<0.01%+1,772Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,064 shares; 2025Q1: 1,048 shares; 2025Q2: 1,033 shares; 2025Q3: 1,086 shares; 2025Q4: 1,769 shares; 2026Q1: 1,787 shares 1,787$140K<0.01%+18Timeline
ZVRAZEVRA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000$140K<0.01%0Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 359 shares; 2025Q1: 482 shares; 2025Q2: 583 shares; 2025Q3: 621 shares; 2025Q4: 534 shares; 2026Q1: 659 shares 659$140K<0.01%+125Timeline
MUSAMURPHY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 331 shares; 2025Q1: 379 shares; 2025Q2: 311 shares; 2025Q3: 188 shares; 2025Q4: 152 shares; 2026Q1: 280 shares 280$138K<0.01%+128Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,048 shares; 2024Q4: 13,242 shares; 2025Q1: 12,812 shares; 2025Q2: 13,208 shares; 2025Q3: 6,552 shares; 2025Q4: 7,326 shares; 2026Q1: 8,098 shares 8,098$138K<0.01%+772Timeline
TGSTRANSPORTADORA DE GAS DEL SUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 3,967 shares; 2025Q1: 3,978 shares; 2025Q2: 3,967 shares; 2025Q3: 3,967 shares; 2025Q4: 3,967 shares; 2026Q1: 3,967 shares 3,967$137K<0.01%0Timeline
CENTACENTRAL GARDEN & PET COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,202 shares; 2025Q1: 4,407 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: 4,195 shares; 2026Q1: 4,195 shares 4,195$136K<0.01%0Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,871 shares; 2025Q1: 1,458 shares; 2025Q2: 1,659 shares; 2025Q3: 2,386 shares; 2025Q4: 1,772 shares; 2026Q1: 1,338 shares 1,338$136K<0.01%-434Timeline
HWCHANCOCK WHITNEY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 879 shares; 2025Q1: 1,011 shares; 2025Q2: 1,000 shares; 2025Q3: 2,859 shares; 2025Q4: 2,814 shares; 2026Q1: 2,135 shares 2,135$136K<0.01%-679Timeline
EVNEATON VANCE MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 7,803 shares; 2025Q1: 7,803 shares; 2025Q2: 1,553 shares; 2025Q3: 1,553 shares; 2025Q4: 1,100 shares; 2026Q1: 13,010 shares 13,010$135K<0.01%+11,910Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 9,407 shares; 2025Q1: 7,551 shares; 2025Q2: 7,221 shares; 2025Q3: 8,709 shares; 2025Q4: 7,344 shares; 2026Q1: 7,187 shares 7,187$135K<0.01%-157Timeline
MKTXMARKETAXESS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 793 shares; 2025Q1: 976 shares; 2025Q2: 1,022 shares; 2025Q3: 607 shares; 2025Q4: 496 shares; 2026Q1: 819 shares 819$135K<0.01%+323Timeline
RYZRYERSON HLDG 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: 6,000 shares 6,000$135K<0.01%newTimeline
ETVEATON VANCE TAX-MANAGED BUY-Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,198 shares; 2024Q4: 12,228 shares; 2025Q1: 12,369 shares; 2025Q2: 8,265 shares; 2025Q3: 11,512 shares; 2025Q4: 9,828 shares; 2026Q1: 9,853 shares 9,853$135K<0.01%+25Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 2,626 shares; 2025Q1: 2,626 shares; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares; 2025Q4: 1,870 shares; 2026Q1: 2,200 shares 2,200$134K<0.01%+330Timeline
GSSCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 99 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 399 shares; 2025Q4: 2,000 shares; 2026Q1: 1,797 shares 1,797$134K<0.01%-203Timeline
SHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,618 shares; 2025Q1: 1,416 shares; 2025Q2: 1,289 shares; 2025Q3: 1,043 shares; 2025Q4: 1,045 shares; 2026Q1: 1,047 shares 1,047$134K<0.01%+2Timeline
BSJTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,163 shares; 2024Q4: 7,470 shares; 2025Q1: 9,052 shares; 2025Q2: 9,052 shares; 2025Q3: 9,162 shares; 2025Q4: 6,221 shares; 2026Q1: 6,350 shares 6,350$134K<0.01%+129Timeline
FXGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,811 shares; 2025Q1: 1,753 shares; 2025Q2: 1,844 shares; 2025Q3: 1,917 shares; 2025Q4: 2,132 shares; 2026Q1: 2,094 shares 2,094$133K<0.01%-38Timeline
FTNJPUTNAM 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: 15,306 shares; 2026Q1: 15,306 shares 15,306$133K<0.01%0Timeline
SCYBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 42 shares; 2025Q1: 277 shares; 2025Q2: 192 shares; 2025Q3: 228 shares; 2025Q4: 1,014 shares; 2026Q1: 5,103 shares 5,103$133K<0.01%+4,089Timeline
FTCAPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,221 shares; 2026Q1: 18,221 shares 18,221$133K<0.01%0Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 1,710 shares; 2025Q1: 1,814 shares; 2025Q2: 1,988 shares; 2025Q3: 3,295 shares; 2025Q4: 2,621 shares; 2026Q1: 3,649 shares 3,649$132K<0.01%+1,028Timeline
XOVRENTREPRENEURSHARES SERIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,785 shares; 2025Q2: 1,888 shares; 2025Q3: 4,923 shares; 2025Q4: 6,301 shares; 2026Q1: 7,796 shares 7,796$132K<0.01%+1,495Timeline
USTBVICTORY PORTFOLIOS 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: 241 shares; 2025Q4: 241 shares; 2026Q1: 2,602 shares 2,602$132K<0.01%+2,361Timeline
CTOSCUSTOM TRUCK ONE SOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 447 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000$131K<0.01%newTimeline
TBLATABOOLA.COM 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: 42,352 shares 42,352$131K<0.01%newTimeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 13,497 shares; 2025Q1: 15,604 shares; 2025Q2: 10,053 shares; 2025Q3: 3,378 shares; 2025Q4: 3,785 shares; 2026Q1: 2,208 shares 2,208$131K<0.01%-1,577Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 87 shares; 2025Q2: 123 shares; 2025Q3: 635 shares; 2025Q4: 1,384 shares; 2026Q1: 1,401 shares 1,401$131K<0.01%+17Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 96 shares; 2025Q1: 400 shares; 2025Q2: 1,581 shares; 2025Q3: 1,558 shares; 2025Q4: 1,381 shares; 2026Q1: 1,387 shares 1,387$130K<0.01%+6Timeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,250 shares; 2025Q3: 1,350 shares; 2025Q4: 1,353 shares; 2026Q1: 1,396 shares 1,396$130K<0.01%+43Timeline
BSTZBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,838 shares; 2025Q1: 5,871 shares; 2025Q2: 6,638 shares; 2025Q3: 10,065 shares; 2025Q4: 7,115 shares; 2026Q1: 5,838 shares 5,838$129K<0.01%-1,277Timeline
XLGIXLAZARD GLOBAL TOTAL RETURN &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,085 shares; 2024Q4: 8,085 shares; 2025Q1: 8,134 shares; 2025Q2: 7,520 shares; 2025Q3: 7,175 shares; 2025Q4: 7,175 shares; 2026Q1: 8,034 shares 8,034$129K<0.01%+859Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 760 shares; 2025Q1: 913 shares; 2025Q2: 1,056 shares; 2025Q3: 698 shares; 2025Q4: 694 shares; 2026Q1: 749 shares 749$129K<0.01%+55Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 191 shares; 2025Q1: 215 shares; 2025Q2: 214 shares; 2025Q3: 527 shares; 2025Q4: 683 shares; 2026Q1: 747 shares 747$128K<0.01%+64Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 413 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 97 shares; 2026Q1: 803 shares 803$128K<0.01%+706Timeline
AEGAEGON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,064 shares; 2024Q4: 17,064 shares; 2025Q1: 17,064 shares; 2025Q2: 17,624 shares; 2025Q3: 17,643 shares; 2025Q4: 17,621 shares; 2026Q1: 17,644 shares 17,644$128K<0.01%+23Timeline
JXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 65 shares; 2025Q3: 12 shares; 2025Q4: 6,127 shares; 2026Q1: 1,482 shares 1,482$128K<0.01%-4,645Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 200 shares; 2025Q3: 1,521 shares; 2025Q4: 3,410 shares; 2026Q1: 4,431 shares 4,431$128K<0.01%+1,021Timeline
DFVXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,715 shares 1,715$127K<0.01%newTimeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,309 shares; 2024Q4: 1,845 shares; 2025Q1: 951 shares; 2025Q2: 865 shares; 2025Q3: 862 shares; 2025Q4: 864 shares; 2026Q1: 992 shares 992$127K<0.01%+128Timeline
GTGOODYEAR TIRE & RUBR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,927 shares; 2024Q4: 9,249 shares; 2025Q1: 12,205 shares; 2025Q2: 15,060 shares; 2025Q3: 17,050 shares; 2025Q4: 18,869 shares; 2026Q1: 19,054 shares 19,054$126K<0.01%+185Timeline
SDGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,236 shares; 2025Q2: 1,242 shares; 2025Q3: 1,192 shares; 2025Q4: 1,037 shares; 2026Q1: 1,501 shares 1,501$126K<0.01%+464Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,370 shares; 2025Q1: 3,918 shares; 2025Q2: 3,281 shares; 2025Q3: 5,832 shares; 2025Q4: 3,947 shares; 2026Q1: 2,713 shares 2,713$126K<0.01%-1,234Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 13 shares; 2025Q1: 44 shares; 2025Q2: 208 shares; 2025Q3: 175 shares; 2025Q4: 451 shares; 2026Q1: 449 shares 449$126K<0.01%-2Timeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 12,496 shares; 2025Q1: 12,902 shares; 2025Q2: 13,553 shares; 2025Q3: 13,455 shares; 2025Q4: 13,462 shares; 2026Q1: 13,538 shares 13,538$126K<0.01%+76Timeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 1,682 shares; 2025Q1: 1,649 shares; 2025Q2: 2,344 shares; 2025Q3: 2,390 shares; 2025Q4: 1,802 shares; 2026Q1: 1,806 shares 1,806$125K<0.01%+4Timeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 4,307 shares; 2025Q1: 1,968 shares; 2025Q2: 598 shares; 2025Q3: 182 shares; 2025Q4: 1,532 shares; 2026Q1: 1,325 shares 1,325$125K<0.01%-207Timeline
BITBLACKROCK MULTI SECTOR INC TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,680 shares; 2024Q4: 9,680 shares; 2025Q1: 9,980 shares; 2025Q2: 9,980 shares; 2025Q3: 9,980 shares; 2025Q4: 9,980 shares; 2026Q1: 9,980 shares 9,980$125K<0.01%0Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 117 shares; 2025Q1: 109 shares; 2025Q2: 88 shares; 2025Q3: 157 shares; 2025Q4: 107 shares; 2026Q1: 99 shares 99$125K<0.01%-8Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,316 shares; 2025Q1: 1,334 shares; 2025Q2: 1,296 shares; 2025Q3: 940 shares; 2025Q4: 1,331 shares; 2026Q1: 1,740 shares 1,740$125K<0.01%+409Timeline
PEOADAM NAT RES FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,901 shares; 2024Q4: 3,355 shares; 2025Q1: 2,736 shares; 2025Q2: 2,801 shares; 2025Q3: 4,436 shares; 2025Q4: 4,386 shares; 2026Q1: 4,466 shares 4,466$124K<0.01%+80Timeline
CNRGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,181 shares; 2025Q1: 4,518 shares; 2025Q2: 1,347 shares; 2025Q3: 1,375 shares; 2025Q4: 1,432 shares; 2026Q1: 1,374 shares 1,374$124K<0.01%-58Timeline
USALIBERTY ALL STAR EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,142 shares; 2024Q4: 6,142 shares; 2025Q1: 7,120 shares; 2025Q2: 6,592 shares; 2025Q3: 7,678 shares; 2025Q4: 43,790 shares; 2026Q1: 22,348 shares 22,348$124K<0.01%-21,442Timeline
JPUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 496 shares; 2025Q1: 446 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares 948$123K<0.01%0Timeline
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: 2,557 shares; 2025Q3: 3,911 shares; 2025Q4: 4,089 shares; 2026Q1: 5,199 shares 5,199$123K<0.01%+1,110Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,931 shares; 2024Q4: 9,612 shares; 2025Q1: 10,599 shares; 2025Q2: 4,409 shares; 2025Q3: 4,381 shares; 2025Q4: 2,602 shares; 2026Q1: 2,608 shares 2,608$123K<0.01%+6Timeline
IBUYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,654 shares; 2025Q1: 2,728 shares; 2025Q2: 2,272 shares; 2025Q3: 2,150 shares; 2025Q4: 1,832 shares; 2026Q1: 1,964 shares 1,964$123K<0.01%+132Timeline
AMTXAEMETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,125 shares; 2025Q2: not reported; 2025Q3: 38,388 shares; 2025Q4: 38,388 shares; 2026Q1: 38,388 shares 38,388$122K<0.01%0Timeline
TAFIAB 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: 1,891 shares; 2025Q4: 2,117 shares; 2026Q1: 4,847 shares 4,847$122K<0.01%+2,730Timeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,895 shares; 2024Q4: 7,172 shares; 2025Q1: 6,995 shares; 2025Q2: 7,242 shares; 2025Q3: 7,948 shares; 2025Q4: 6,285 shares; 2026Q1: 4,431 shares 4,431$122K<0.01%-1,854Timeline
GIBCGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 966 shares; 2025Q1: 966 shares; 2025Q2: 966 shares; 2025Q3: 966 shares; 2025Q4: 1,662 shares; 2026Q1: 1,662 shares 1,662$121K<0.01%0Timeline
BKTBLACKROCK INCOME TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 9,683 shares; 2025Q1: 9,561 shares; 2025Q2: 9,561 shares; 2025Q3: 10,993 shares; 2025Q4: 11,801 shares; 2026Q1: 11,468 shares 11,468$121K<0.01%-333Timeline
CYRXCRYOPORT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,398 shares; 2024Q4: 21,768 shares; 2025Q1: 21,768 shares; 2025Q2: 21,768 shares; 2025Q3: 31,556 shares; 2025Q4: 14,498 shares; 2026Q1: 14,497 shares 14,497$120K<0.01%-1Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 2,889 shares; 2025Q1: 1,845 shares; 2025Q2: 1,626 shares; 2025Q3: 1,178 shares; 2025Q4: 1,098 shares; 2026Q1: 1,670 shares 1,670$119K<0.01%+572Timeline
MACMACERICH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 5,343 shares; 2025Q1: 5,347 shares; 2025Q2: 6,205 shares; 2025Q3: 6,218 shares; 2025Q4: 6,231 shares; 2026Q1: 6,259 shares 6,259$118K<0.01%+28Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 878 shares; 2025Q1: 914 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 857 shares; 2026Q1: 1,002 shares 1,002$118K<0.01%+145Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 333 shares; 2025Q1: 305 shares; 2025Q2: 434 shares; 2025Q3: 672 shares; 2025Q4: 869 shares; 2026Q1: 885 shares 885$118K<0.01%+16Timeline
OTFBLUE OWL TECHNOLOGY FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,439 shares; 2026Q1: 9,508 shares 9,508$118K<0.01%-4,931Timeline
IDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 1,532 shares; 2025Q1: 1,532 shares; 2025Q2: 2,360 shares; 2025Q3: 2,821 shares; 2025Q4: 2,821 shares; 2026Q1: 2,826 shares 2,826$118K<0.01%+5Timeline
BSVOEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,409 shares; 2024Q4: 14,015 shares; 2025Q1: 6,145 shares; 2025Q2: 4,620 shares; 2025Q3: 4,620 shares; 2025Q4: 4,620 shares; 2026Q1: 4,620 shares 4,620$117K<0.01%0Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 3,401 shares; 2025Q1: 3,534 shares; 2025Q2: 3,782 shares; 2025Q3: 2,420 shares; 2025Q4: 2,464 shares; 2026Q1: 2,509 shares 2,509$117K<0.01%+45Timeline
GAMGENERAL AMERN INVS CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 841 shares; 2026Q1: 1,999 shares 1,999$117K<0.01%+1,158Timeline
CNXCNX RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,343 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,723 shares; 2025Q4: 2,688 shares; 2026Q1: 3,027 shares 3,027$117K<0.01%+339Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 955 shares; 2025Q1: 908 shares; 2025Q2: 883 shares; 2025Q3: 952 shares; 2025Q4: 4,053 shares; 2026Q1: 2,285 shares 2,285$116K<0.01%-1,768Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,825 shares; 2024Q4: 5,004 shares; 2025Q1: 5,819 shares; 2025Q2: 6,594 shares; 2025Q3: 4,611 shares; 2025Q4: 5,362 shares; 2026Q1: 1,342 shares 1,342$115K<0.01%-4,020Timeline
RFICOHEN & STEERS TOTAL RETURNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 2,247 shares; 2025Q1: 3,979 shares; 2025Q2: 2,142 shares; 2025Q3: 2,696 shares; 2025Q4: 3,675 shares; 2026Q1: 10,340 shares 10,340$115K<0.01%+6,665Timeline
PCNPIMCO CORPORATE & INCM STRGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484,736 shares; 2024Q4: 527,598 shares; 2025Q1: 560,280 shares; 2025Q2: 13,566 shares; 2025Q3: 12,149 shares; 2025Q4: 8,716 shares; 2026Q1: 9,672 shares 9,672$115K<0.01%+956Timeline
XSWSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 63 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 806 shares 806$115K<0.01%newTimeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,136 shares; 2026Q1: 7,660 shares 7,660$115K<0.01%-1,476Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 83 shares; 2025Q1: 317 shares; 2025Q2: 747 shares; 2025Q3: 452 shares; 2025Q4: 543 shares; 2026Q1: 909 shares 909$115K<0.01%+366Timeline
SAROSTANDARDAERO 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: 126 shares; 2025Q4: 198 shares; 2026Q1: 4,431 shares 4,431$114K<0.01%+4,233Timeline
KLICKULICKE & SOFFA INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,860 shares; 2025Q1: 1,704 shares; 2025Q2: 1,704 shares; 2025Q3: 1,704 shares; 2025Q4: 1,704 shares; 2026Q1: 1,741 shares 1,741$114K<0.01%+37Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 11,500 shares; 2025Q1: 11,506 shares; 2025Q2: 11,512 shares; 2025Q3: 11,519 shares; 2025Q4: 7,569 shares; 2026Q1: 7,654 shares 7,654$114K<0.01%+85Timeline
PZZAPAPA JOHNS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,540 shares; 2025Q1: 3,729 shares; 2025Q2: 3,807 shares; 2025Q3: 958 shares; 2025Q4: 3,300 shares; 2026Q1: 3,500 shares 3,500$113K<0.01%+200Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,061 shares; 2025Q1: 1,943 shares; 2025Q2: 1,863 shares; 2025Q3: 1,575 shares; 2025Q4: 1,991 shares; 2026Q1: 2,158 shares 2,158$113K<0.01%+167Timeline
BUIBLACKROCK UTILS INFRASTRUCTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,932 shares; 2024Q4: 12,557 shares; 2025Q1: 12,695 shares; 2025Q2: 12,829 shares; 2025Q3: 12,952 shares; 2025Q4: 14,777 shares; 2026Q1: 4,240 shares 4,240$112K<0.01%-10,537Timeline
SNDASONIDA SENIOR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,458 shares 3,458$112K<0.01%newTimeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,174 shares; 2025Q1: 1,177 shares; 2025Q2: 1,200 shares; 2025Q3: 1,507 shares; 2025Q4: 1,586 shares; 2026Q1: 4,458 shares 4,458$111K<0.01%+2,872Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 522 shares; 2025Q1: 1,358 shares; 2025Q2: 2,203 shares; 2025Q3: 2,260 shares; 2025Q4: 2,450 shares; 2026Q1: 1,344 shares 1,344$111K<0.01%-1,106Timeline
GVIPGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 698 shares; 2025Q4: 698 shares; 2026Q1: 759 shares 759$111K<0.01%+61Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 554 shares; 2025Q1: 618 shares; 2025Q2: 653 shares; 2025Q3: 667 shares; 2025Q4: 648 shares; 2026Q1: 724 shares 724$110K<0.01%+76Timeline
TXNMTXNM ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,982 shares; 2025Q4: 2,037 shares; 2026Q1: 1,886 shares 1,886$110K<0.01%-151Timeline
LMATLEMAITRE VASCULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 1,069 shares; 2025Q1: 929 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares; 2026Q1: 1,008 shares 1,008$110K<0.01%+54Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 539 shares; 2025Q1: 2,288 shares; 2025Q2: 323 shares; 2025Q3: 284 shares; 2025Q4: 582 shares; 2026Q1: 579 shares 579$110K<0.01%-3Timeline
PKSTPEAKSTONE REALTY TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,701 shares; 2024Q4: 7,758 shares; 2025Q1: 7,212 shares; 2025Q2: 7,330 shares; 2025Q3: 6,203 shares; 2025Q4: 4,864 shares; 2026Q1: 5,233 shares 5,233$109K<0.01%+369Timeline
SXTSENSIENT TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,201 shares; 2025Q3: 1,209 shares; 2025Q4: 1,206 shares; 2026Q1: 1,262 shares 1,262$109K<0.01%+56Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 143 shares; 2025Q2: 129 shares; 2025Q3: 192 shares; 2025Q4: 249 shares; 2026Q1: 539 shares 539$109K<0.01%+290Timeline
DWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 3,062 shares; 2025Q1: 3,038 shares; 2025Q2: 2,041 shares; 2025Q3: 16 shares; 2025Q4: 34 shares; 2026Q1: 1,548 shares 1,548$108K<0.01%+1,514Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 3,782 shares; 2025Q1: 4,937 shares; 2025Q2: 6,595 shares; 2025Q3: 7,735 shares; 2025Q4: 5,628 shares; 2026Q1: 5,751 shares 5,751$108K<0.01%+123Timeline
WINNHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,825 shares; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 3,479 shares; 2026Q1: 3,893 shares 3,893$108K<0.01%+414Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 1,007 shares; 2025Q3: 63 shares; 2025Q4: 137 shares; 2026Q1: 383 shares 383$108K<0.01%+246Timeline
FCBCFIRST CMNTY BANKSHARES INC VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares; 2025Q3: 2,586 shares; 2025Q4: 2,586 shares; 2026Q1: 2,586 shares 2,586$107K<0.01%0Timeline
KBRKBR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 852 shares; 2025Q1: 620 shares; 2025Q2: 1,228 shares; 2025Q3: 1,561 shares; 2025Q4: 3,047 shares; 2026Q1: 2,905 shares 2,905$107K<0.01%-142Timeline
TUTELUS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,063 shares; 2024Q4: 14,713 shares; 2025Q1: 3,268 shares; 2025Q2: 3,344 shares; 2025Q3: 4,585 shares; 2025Q4: 7,488 shares; 2026Q1: 8,338 shares 8,338$107K<0.01%+850Timeline
OXY/WSOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 2,239 shares; 2025Q1: 2,205 shares; 2025Q2: 2,301 shares; 2025Q3: 2,139 shares; 2025Q4: 2,489 shares; 2026Q1: 2,492 shares 2,492$107K<0.01%+3Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,024 shares; 2024Q4: 18,050 shares; 2025Q1: 8,687 shares; 2025Q2: 7,010 shares; 2025Q3: 9,381 shares; 2025Q4: 8,787 shares; 2026Q1: 9,674 shares 9,674$106K<0.01%+887Timeline
FXRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 1,002 shares; 2025Q3: 923 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares 1,297$106K<0.01%0Timeline
QHYWISDOMTREE 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: 2,325 shares 2,325$106K<0.01%newTimeline
CBUCOMMUNITY FINANCIAL SYSTEM IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 1,816 shares; 2025Q1: 1,810 shares; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 1,804 shares; 2026Q1: 1,804 shares 1,804$106K<0.01%0Timeline
UPGDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450$106K<0.01%0Timeline
CACCAMDEN NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 2,217 shares; 2025Q1: 2,567 shares; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 2,217 shares; 2026Q1: 2,217 shares 2,217$105K<0.01%0Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 1,707 shares; 2025Q1: 2,246 shares; 2025Q2: 2,899 shares; 2025Q3: 2,952 shares; 2025Q4: 2,340 shares; 2026Q1: 2,906 shares 2,906$105K<0.01%+566Timeline
KNKNOWLES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 117 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,135 shares; 2026Q1: 4,084 shares 4,084$105K<0.01%-51Timeline
USARUSA RARE EARTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 6,929 shares 6,929$105K<0.01%+6,919Timeline
SILASILA REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,153 shares; 2024Q4: 13,379 shares; 2025Q1: 6,143 shares; 2025Q2: 6,143 shares; 2025Q3: 5,869 shares; 2025Q4: 4,415 shares; 2026Q1: 4,403 shares 4,403$104K<0.01%-12Timeline
FCGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,799 shares; 2024Q4: 8,799 shares; 2025Q1: 4,214 shares; 2025Q2: 2,075 shares; 2025Q3: 2,237 shares; 2025Q4: 34,706 shares; 2026Q1: 3,285 shares 3,285$104K<0.01%-31,421Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,736 shares; 2024Q4: 26,188 shares; 2025Q1: 14,126 shares; 2025Q2: 15,925 shares; 2025Q3: 14,030 shares; 2025Q4: 9,416 shares; 2026Q1: 10,158 shares 10,158$103K<0.01%+742Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,068 shares; 2024Q4: 414,977 shares; 2025Q1: 1,093,103 shares; 2025Q2: 10,352 shares; 2025Q3: 1,744 shares; 2025Q4: 1,296 shares; 2026Q1: 2,909 shares 2,909$103K<0.01%+1,613Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,627 shares; 2025Q1: 1,781 shares; 2025Q2: 1,330 shares; 2025Q3: 1,448 shares; 2025Q4: 1,104 shares; 2026Q1: 775 shares 775$103K<0.01%-329Timeline
HOGHARLEY DAVIDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,235 shares; 2024Q4: 8,403 shares; 2025Q1: 7,303 shares; 2025Q2: 9,310 shares; 2025Q3: 7,870 shares; 2025Q4: 5,735 shares; 2026Q1: 5,046 shares 5,046$102K<0.01%-689Timeline
XAODXABRDN TOTAL DYNAMIC DIVIDENDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,581 shares; 2025Q1: 3,331 shares; 2025Q2: 11,411 shares; 2025Q3: 11,411 shares; 2025Q4: 10,532 shares; 2026Q1: 11,036 shares 11,036$102K<0.01%+504Timeline
INFLLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 322 shares; 2025Q1: 70 shares; 2025Q2: 61 shares; 2025Q3: 661 shares; 2025Q4: 1,563 shares; 2026Q1: 1,950 shares 1,950$102K<0.01%+387Timeline
DIVZELEVATION 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: 3 shares; 2025Q4: not reported; 2026Q1: 2,722 shares 2,722$101K<0.01%newTimeline
TSLXSIXTH STREET SPECIALTY LENDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 467 shares; 2025Q2: 83 shares; 2025Q3: not reported; 2025Q4: 5,446 shares; 2026Q1: 5,508 shares 5,508$101K<0.01%+62Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 364 shares; 2025Q1: 1,500 shares; 2025Q2: 1,136 shares; 2025Q3: 1,800 shares; 2025Q4: 1,908 shares; 2026Q1: 1,800 shares 1,800$101K<0.01%-108Timeline
TRMKTRUSTMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,537 shares; 2025Q1: 2,537 shares; 2025Q2: 2,538 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400$101K<0.01%0Timeline
SFBSSERVISFIRST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 1,964 shares; 2025Q1: 1,969 shares; 2025Q2: 2,094 shares; 2025Q3: 2,115 shares; 2025Q4: 2,089 shares; 2026Q1: 1,388 shares 1,388$101K<0.01%-701Timeline
SPFISOUTH PLAINS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,935 shares; 2025Q3: 2,930 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400$101K<0.01%0Timeline
RNXTRENOVORX 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: 74,596 shares; 2025Q3: 74,596 shares; 2025Q4: 74,616 shares; 2026Q1: 99,460 shares 99,460$100K<0.01%+24,844Timeline
TLRYTILRAY BRANDS 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: 8,718 shares; 2026Q1: 15,524 shares 15,524$100K<0.01%+6,806Timeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,179 shares; 2025Q1: 2,311 shares; 2025Q2: 1,173 shares; 2025Q3: 860 shares; 2025Q4: 1,218 shares; 2026Q1: 1,788 shares 1,788$99.8K<0.01%+570Timeline
CAPEDOUBLELINE 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: 1,408 shares; 2025Q3: 1,408 shares; 2025Q4: 2,554 shares; 2026Q1: 3,227 shares 3,227$99.6K<0.01%+673Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490,496 shares; 2024Q4: 143,366 shares; 2025Q1: 615 shares; 2025Q2: 16,267 shares; 2025Q3: 4,039 shares; 2025Q4: 2,071 shares; 2026Q1: 2,340 shares 2,340$99.3K<0.01%+269Timeline
RLTYCOHEN & STEERS REAL ESTATE OQuarterly shares; oldest to 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: 6,828 shares 6,828$99.3K<0.01%newTimeline
MSMMSC INDL DIRECT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 3,044 shares; 2025Q1: 5,444 shares; 2025Q2: 3,691 shares; 2025Q3: 3,620 shares; 2025Q4: 2,736 shares; 2026Q1: 1,074 shares 1,074$99.1K<0.01%-1,662Timeline
PTCTPTC THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,453 shares; 2025Q1: 1,453 shares; 2025Q2: 1,453 shares; 2025Q3: 1,457 shares; 2025Q4: 1,453 shares; 2026Q1: 1,453 shares 1,453$99K<0.01%0Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 2,186 shares; 2025Q1: 1,727 shares; 2025Q2: 1,892 shares; 2025Q3: 1,050 shares; 2025Q4: 741 shares; 2026Q1: 845 shares 845$98.9K<0.01%+104Timeline
SXISTANDEX INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 144 shares; 2025Q1: 152 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 399 shares; 2026Q1: 387 shares 387$98.6K<0.01%-12Timeline
IBHLISHARES 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: 3,900 shares; 2026Q1: 3,900 shares 3,900$98.5K<0.01%0Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 2,425 shares; 2025Q1: 2,412 shares; 2025Q2: 3,449 shares; 2025Q3: 3,924 shares; 2025Q4: 1,214 shares; 2026Q1: 1,803 shares 1,803$98.3K<0.01%+589Timeline
CSWCCAPITAL SOUTHWEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,080 shares; 2025Q4: 4,000 shares; 2026Q1: 4,409 shares 4,409$97.5K<0.01%+409Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 149 shares; 2025Q1: 362 shares; 2025Q2: 226 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 862 shares 862$97.2K<0.01%+437Timeline
IQSUNYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 1,552 shares; 2025Q1: 1,514 shares; 2025Q2: 1,611 shares; 2025Q3: 1,611 shares; 2025Q4: 1,891 shares; 2026Q1: 1,891 shares 1,891$96.8K<0.01%0Timeline
PIOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,424 shares; 2025Q1: 1,809 shares; 2025Q2: 1,813 shares; 2025Q3: 2,301 shares; 2025Q4: 2,148 shares; 2026Q1: 2,227 shares 2,227$96.7K<0.01%+79Timeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,429 shares; 2025Q1: 2,419 shares; 2025Q2: 2,061 shares; 2025Q3: 2,034 shares; 2025Q4: 1,689 shares; 2026Q1: 1,619 shares 1,619$96.5K<0.01%-70Timeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 753 shares; 2025Q1: 869 shares; 2025Q2: 1,008 shares; 2025Q3: 960 shares; 2025Q4: 429 shares; 2026Q1: 1,628 shares 1,628$96.5K<0.01%+1,199Timeline
TYTRI CONTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,577 shares; 2025Q1: 3,206 shares; 2025Q2: 3,237 shares; 2025Q3: 2,874 shares; 2025Q4: 3,050 shares; 2026Q1: 3,050 shares 3,050$96.3K<0.01%0Timeline
BBTBEACON FINANCIAL CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,558 shares; 2025Q4: 4,558 shares; 2026Q1: 3,211 shares 3,211$96.3K<0.01%-1,347Timeline
VCELVERICEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,026 shares; 2025Q1: 2,000 shares; 2025Q2: 2,039 shares; 2025Q3: 2,037 shares; 2025Q4: 3,019 shares; 2026Q1: 2,994 shares 2,994$96.3K<0.01%-25Timeline
ASBASSOCIATED BANC-CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 3,129 shares; 2025Q1: 3,688 shares; 2025Q2: 3,117 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,721 shares 3,721$96.2K<0.01%+721Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 2,216 shares; 2025Q1: 1,203 shares; 2025Q2: 568 shares; 2025Q3: 818 shares; 2025Q4: 787 shares; 2026Q1: 1,200 shares 1,200$95.9K<0.01%+413Timeline
EXPEAGLE MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 1,497 shares; 2025Q1: 2,947 shares; 2025Q2: 1,720 shares; 2025Q3: 499 shares; 2025Q4: 495 shares; 2026Q1: 506 shares 506$95.9K<0.01%+11Timeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,734 shares; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 829 shares; 2025Q4: not reported; 2026Q1: 2,235 shares 2,235$95.9K<0.01%newTimeline
XBJLINNOVATOR 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: 2,514 shares; 2025Q4: 2,514 shares; 2026Q1: 2,514 shares 2,514$95.6K<0.01%0Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,360 shares; 2024Q4: 34,941 shares; 2025Q1: 36,559 shares; 2025Q2: 25,831 shares; 2025Q3: 48,666 shares; 2025Q4: 985,653 shares; 2026Q1: 3,596 shares 3,596$95.3K<0.01%-982,057Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,853 shares; 2025Q1: 2,302 shares; 2025Q2: 1,853 shares; 2025Q3: 2,145 shares; 2025Q4: 2,161 shares; 2026Q1: 2,116 shares 2,116$95.3K<0.01%-45Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 365 shares; 2025Q1: 258 shares; 2025Q2: 251 shares; 2025Q3: 227 shares; 2025Q4: 232 shares; 2026Q1: 251 shares 251$94.8K<0.01%+19Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 635 shares; 2025Q1: 603 shares; 2025Q2: 598 shares; 2025Q3: 583 shares; 2025Q4: 404 shares; 2026Q1: 802 shares 802$94.5K<0.01%+398Timeline
IIMINVESCO VALUE MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 6,810 shares; 2025Q1: 15,884 shares; 2025Q2: 6,995 shares; 2025Q3: 7,635 shares; 2025Q4: 7,635 shares; 2026Q1: 7,635 shares 7,635$92.8K<0.01%0Timeline
FVCBFVCBANKCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,102 shares; 2025Q1: 6,102 shares; 2025Q2: 6,102 shares; 2025Q3: 6,102 shares; 2025Q4: 6,102 shares; 2026Q1: 6,102 shares 6,102$92.7K<0.01%0Timeline
SPXCSPX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: 488 shares; 2025Q2: 459 shares; 2025Q3: 475 shares; 2025Q4: 465 shares; 2026Q1: 463 shares 463$92.6K<0.01%-2Timeline
DJDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,639 shares; 2025Q1: 1,522 shares; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,522 shares; 2026Q1: 1,536 shares 1,536$91.8K<0.01%+14Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,711 shares; 2025Q1: 2,680 shares; 2025Q2: 2,573 shares; 2025Q3: 558,720 shares; 2025Q4: 4,798 shares; 2026Q1: 2,494 shares 2,494$90.8K<0.01%-2,304Timeline
NTSXWISDOMTREE 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: 877 shares; 2025Q4: 1,715 shares; 2026Q1: 1,738 shares 1,738$90.6K<0.01%+23Timeline
KBWYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,926 shares; 2026Q1: 5,926 shares 5,926$90.5K<0.01%0Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,063 shares; 2024Q4: 3,276 shares; 2025Q1: 5,164 shares; 2025Q2: 1,726 shares; 2025Q3: 1,782 shares; 2025Q4: 1,736 shares; 2026Q1: 2,060 shares 2,060$90.3K<0.01%+324Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,714 shares; 2024Q4: 3,683 shares; 2025Q1: 4,062 shares; 2025Q2: 3,607 shares; 2025Q3: 2,462 shares; 2025Q4: 2,441 shares; 2026Q1: 3,069 shares 3,069$90.1K<0.01%+628Timeline
BSJQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 2,586 shares; 2025Q1: 3,809 shares; 2025Q2: 3,809 shares; 2025Q3: 4,342 shares; 2025Q4: 3,604 shares; 2026Q1: 3,875 shares 3,875$89.8K<0.01%+271Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 19 shares; 2025Q2: 26 shares; 2025Q3: 33 shares; 2025Q4: 801 shares; 2026Q1: 808 shares 808$89.7K<0.01%+7Timeline
NMRKNEWMARK GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 111 shares; 2025Q3: 7,662 shares; 2025Q4: 5,784 shares; 2026Q1: 5,953 shares 5,953$89.2K<0.01%+169Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 464 shares; 2025Q1: 56 shares; 2025Q2: 97 shares; 2025Q3: 95 shares; 2025Q4: 101 shares; 2026Q1: 1,780 shares 1,780$88.9K<0.01%+1,679Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: not reported; 2025Q1: 766 shares; 2025Q2: 720 shares; 2025Q3: 1 shares; 2025Q4: 2,200 shares; 2026Q1: 3,873 shares 3,873$88.3K<0.01%+1,673Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,511 shares; 2025Q1: 3,175 shares; 2025Q2: 3,048 shares; 2025Q3: 3,195 shares; 2025Q4: 3,409 shares; 2026Q1: 1,269 shares 1,269$88.1K<0.01%-2,140Timeline
TRIPTRIPADVISOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,094 shares; 2025Q1: 1,075 shares; 2025Q2: 5,127 shares; 2025Q3: 8,686 shares; 2025Q4: 9,812 shares; 2026Q1: 8,260 shares 8,260$88.1K<0.01%-1,552Timeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 21 shares; 2025Q2: 12 shares; 2025Q3: 11 shares; 2025Q4: 9 shares; 2026Q1: 40 shares 40$87.9K<0.01%+31Timeline
SCHQSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,792 shares 2,792$87.8K<0.01%newTimeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,180 shares; 2025Q1: 1,168 shares; 2025Q2: 4,216 shares; 2025Q3: 7,268 shares; 2025Q4: 6,882 shares; 2026Q1: 1,063 shares 1,063$87.7K<0.01%-5,819Timeline
PBWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 2,982 shares; 2025Q1: 3,568 shares; 2025Q2: 3,236 shares; 2025Q3: 3,238 shares; 2025Q4: 2,961 shares; 2026Q1: 2,776 shares 2,776$87.7K<0.01%-185Timeline
CVCOCAVCO INDS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 177 shares; 2025Q2: 199 shares; 2025Q3: 211 shares; 2025Q4: 177 shares; 2026Q1: 181 shares 181$87.7K<0.01%+4Timeline
FMCFMC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,484 shares; 2024Q4: 4,827 shares; 2025Q1: 10,441 shares; 2025Q2: 9,665 shares; 2025Q3: 7,671 shares; 2025Q4: 4,119 shares; 2026Q1: 5,081 shares 5,081$87.5K<0.01%+962Timeline
THGHANOVER INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 42 shares; 2025Q1: 386 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 108 shares; 2026Q1: 504 shares 504$87.4K<0.01%+396Timeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,770 shares; 2025Q4: 2,795 shares; 2026Q1: 3,660 shares 3,660$87.4K<0.01%+865Timeline
FFLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 555 shares; 2025Q4: not reported; 2026Q1: 1,703 shares 1,703$87.3K<0.01%newTimeline
DBJPDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,519 shares; 2024Q4: 28,163 shares; 2025Q1: 4,420 shares; 2025Q2: 3,089 shares; 2025Q3: 3,112 shares; 2025Q4: 3,112 shares; 2026Q1: 860 shares 860$86.9K<0.01%-2,252Timeline
SASEABRIDGE GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,052 shares; 2026Q1: 3,052 shares 3,052$86.5K<0.01%0Timeline
ANDEANDERSONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,201 shares; 2025Q1: 1,201 shares; 2025Q2: 61,081 shares; 2025Q3: 1,201 shares; 2025Q4: 1,269 shares; 2026Q1: 1,201 shares 1,201$86.2K<0.01%-68Timeline
ACTUACTUATE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,125 shares; 2025Q2: 18,518 shares; 2025Q3: 19,301 shares; 2025Q4: 18,518 shares; 2026Q1: 31,396 shares 31,396$86K<0.01%+12,878Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,330 shares; 2025Q1: 1,270 shares; 2025Q2: 1,304 shares; 2025Q3: 1,470 shares; 2025Q4: 1,849 shares; 2026Q1: 1,243 shares 1,243$85.9K<0.01%-606Timeline
FASDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 486 shares; 2025Q1: 398 shares; 2025Q2: 401 shares; 2025Q3: 402 shares; 2025Q4: 1,023 shares; 2026Q1: 725 shares 725$85.9K<0.01%-298Timeline
IXPISHARES 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: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 746 shares 746$85.7K<0.01%+594Timeline
GFIGOLD FIELDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 949 shares; 2026Q1: 1,887 shares 1,887$85.7K<0.01%+938Timeline
EMCSDBX 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: 1,534 shares; 2025Q3: 2,278 shares; 2025Q4: 2,296 shares; 2026Q1: 2,296 shares 2,296$85.3K<0.01%0Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 337 shares; 2025Q3: 321 shares; 2025Q4: 394 shares; 2026Q1: 768 shares 768$85.3K<0.01%+374Timeline
DFJWISDOMTREE 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: 200 shares; 2025Q4: 543 shares; 2026Q1: 833 shares 833$85K<0.01%+290Timeline
JFRNUVEEN FLOATING RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,596 shares; 2024Q4: 5,120 shares; 2025Q1: 870 shares; 2025Q2: 1,688 shares; 2025Q3: 870 shares; 2025Q4: 766 shares; 2026Q1: 11,273 shares 11,273$84.8K<0.01%+10,507Timeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 878 shares; 2025Q3: 666 shares; 2025Q4: 938 shares; 2026Q1: 850 shares 850$84.8K<0.01%-88Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 459 shares; 2025Q1: 409 shares; 2025Q2: 558 shares; 2025Q3: 432 shares; 2025Q4: 813 shares; 2026Q1: 1,461 shares 1,461$84.4K<0.01%+648Timeline
PLMRPALOMAR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 18 shares; 2025Q4: 749 shares; 2026Q1: 706 shares 706$84.4K<0.01%-43Timeline
OMCLOMNICELL COMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 4,107 shares; 2025Q1: 2,587 shares; 2025Q2: 2,526 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares; 2026Q1: 2,526 shares 2,526$84.3K<0.01%0Timeline
XFFCXFLAHERTY & CRUMRIN PFD & INMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 697 shares; 2026Q1: 5,427 shares 5,427$84.1K<0.01%+4,730Timeline
EQHEQUITABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 1,063 shares; 2025Q1: 2,985 shares; 2025Q2: 3,639 shares; 2025Q3: 2,025 shares; 2025Q4: 1,862 shares; 2026Q1: 2,262 shares 2,262$83.9K<0.01%+400Timeline
KLARKLARNA GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,365 shares 6,365$83.3K<0.01%newTimeline
VOYGVOYAGER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,560 shares 3,560$83.3K<0.01%newTimeline
AMRNAMARIN CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 5,750 shares; 2025Q4: 5,762 shares; 2026Q1: 5,750 shares 5,750$83.1K<0.01%-12Timeline
EFAXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 680 shares; 2025Q1: 670 shares; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 1,668 shares; 2026Q1: 1,671 shares 1,671$83.1K<0.01%+3Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 313 shares; 2025Q1: 443 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 1,460 shares; 2026Q1: 1,284 shares 1,284$83K<0.01%-176Timeline
EDFVIRTUS STONE HBR EMRG MKTS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,305 shares 17,305$82.7K<0.01%newTimeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 611 shares; 2025Q3: 604 shares; 2025Q4: 457 shares; 2026Q1: 911 shares 911$82.5K<0.01%+454Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 2,030 shares; 2026Q1: 1,546 shares 1,546$82.2K<0.01%-484Timeline
OTTROTTER TAIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 661 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 950 shares; 2026Q1: 936 shares 936$82.2K<0.01%-14Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,269 shares; 2025Q1: 3,456 shares; 2025Q2: 3,190 shares; 2025Q3: 2,728 shares; 2025Q4: 2,354 shares; 2026Q1: 2,439 shares 2,439$82.1K<0.01%+85Timeline
DDWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 686 shares; 2025Q1: 53,701 shares; 2025Q2: 2,329 shares; 2025Q3: 2,067 shares; 2025Q4: 1,821 shares; 2026Q1: 1,856 shares 1,856$81.9K<0.01%+35Timeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 427 shares; 2025Q1: 556 shares; 2025Q2: 561 shares; 2025Q3: 1,759 shares; 2025Q4: 513 shares; 2026Q1: 684 shares 684$81.8K<0.01%+171Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 4,410 shares; 2025Q1: 3,841 shares; 2025Q2: 3,553 shares; 2025Q3: 3,566 shares; 2025Q4: 3,729 shares; 2026Q1: 3,939 shares 3,939$81.6K<0.01%+210Timeline
EVIEVI INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 3,963 shares; 2025Q1: 3,963 shares; 2025Q2: 3,963 shares; 2025Q3: 3,963 shares; 2025Q4: 3,963 shares; 2026Q1: 3,963 shares 3,963$81.6K<0.01%0Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 341 shares; 2025Q1: 496 shares; 2025Q2: 426 shares; 2025Q3: 613 shares; 2025Q4: 830 shares; 2026Q1: 958 shares 958$81.4K<0.01%+128Timeline
COYACOYA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,626 shares; 2025Q3: 20,626 shares; 2025Q4: 20,626 shares; 2026Q1: 20,626 shares 20,626$81.3K<0.01%0Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 85 shares; 2025Q2: 59 shares; 2025Q3: 330 shares; 2025Q4: 600 shares; 2026Q1: 740 shares 740$81.1K<0.01%+140Timeline
PURRHYPERLIQUID STRATEGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,920 shares; 2026Q1: 15,920 shares 15,920$81K<0.01%0Timeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,329 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,278 shares; 2025Q4: 3,348 shares; 2026Q1: 3,978 shares 3,978$80.9K<0.01%+630Timeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 197 shares; 2025Q1: 106 shares; 2025Q2: 251 shares; 2025Q3: 300 shares; 2025Q4: 633 shares; 2026Q1: 952 shares 952$80.6K<0.01%+319Timeline
BMEZBLACKROCK HEALTH SCIENCES TEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 6,060 shares; 2025Q3: 5,500 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares 5,600$80.4K<0.01%0Timeline
FLGBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 867 shares; 2025Q2: 1,553 shares; 2025Q3: 1,655 shares; 2025Q4: 2,178 shares; 2026Q1: 2,313 shares 2,313$80.4K<0.01%+135Timeline
EVSDMORGAN STANLEY 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: 89 shares; 2025Q4: not reported; 2026Q1: 1,578 shares 1,578$80.4K<0.01%newTimeline
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: 386 shares; 2025Q4: not reported; 2026Q1: 518 shares 518$80.3K<0.01%newTimeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 519 shares; 2025Q1: 472 shares; 2025Q2: 494 shares; 2025Q3: 714 shares; 2025Q4: 814 shares; 2026Q1: 501 shares 501$80.3K<0.01%-313Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 594 shares; 2025Q1: 263 shares; 2025Q2: 1,484 shares; 2025Q3: 2,766 shares; 2025Q4: 5,818 shares; 2026Q1: 3,216 shares 3,216$80K<0.01%-2,602Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 466 shares; 2025Q1: 703 shares; 2025Q2: 562 shares; 2025Q3: 891 shares; 2025Q4: 22 shares; 2026Q1: 3,746 shares 3,746$79.9K<0.01%+3,724Timeline
MIRMIRION TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 177 shares; 2025Q4: 3,571 shares; 2026Q1: 4,274 shares 4,274$79.5K<0.01%+703Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 145 shares 145$79K<0.01%+140Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,293 shares; 2025Q1: 1,879 shares; 2025Q2: 1,998 shares; 2025Q3: 3,577 shares; 2025Q4: 1,980 shares; 2026Q1: 1,604 shares 1,604$78.9K<0.01%-376Timeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 213 shares; 2025Q1: 3,729 shares; 2025Q2: 7,450 shares; 2025Q3: 1,213 shares; 2025Q4: 3,266 shares; 2026Q1: 4,529 shares 4,529$78K<0.01%+1,263Timeline
VIDIETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,154 shares 2,154$77.8K<0.01%newTimeline
FXDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 701 shares; 2025Q1: 779 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 312 shares; 2026Q1: 1,212 shares 1,212$77.6K<0.01%+900Timeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 141 shares; 2025Q3: 145 shares; 2025Q4: not reported; 2026Q1: 961 shares 961$77.5K<0.01%newTimeline
SAMBOSTON BEER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 418 shares; 2025Q1: 404 shares; 2025Q2: 414 shares; 2025Q3: 399 shares; 2025Q4: 427 shares; 2026Q1: 336 shares 336$77.4K<0.01%-91Timeline
SMPLSIMPLY GOOD FOODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 5,569 shares; 2025Q1: 5,558 shares; 2025Q2: 5,710 shares; 2025Q3: 5,535 shares; 2025Q4: 5,535 shares; 2026Q1: 5,386 shares 5,386$77.3K<0.01%-149Timeline
STNSTANTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 894 shares; 2025Q1: 854 shares; 2025Q2: 889 shares; 2025Q3: 890 shares; 2025Q4: 895 shares; 2026Q1: 893 shares 893$77.1K<0.01%-2Timeline
XEADXALLSPRING INCOME OPPORTUNITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 3,847 shares; 2025Q1: 14,847 shares; 2025Q2: 37,312 shares; 2025Q3: 15,297 shares; 2025Q4: 15,797 shares; 2026Q1: 11,900 shares 11,900$77.1K<0.01%-3,897Timeline
JBSSSANFILIPPO JOHN B & SON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,225 shares; 2025Q1: 1,010 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 970 shares 970$77K<0.01%0Timeline
CALYCALLAWAY GOLF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 6,996 shares; 2025Q1: 10,636 shares; 2025Q2: 6,729 shares; 2025Q3: 6,367 shares; 2025Q4: 5,844 shares; 2026Q1: 5,530 shares 5,530$76.8K<0.01%-314Timeline
FABFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,071 shares; 2025Q1: 1,074 shares; 2025Q2: 1,394 shares; 2025Q3: 801 shares; 2025Q4: 806 shares; 2026Q1: 809 shares 809$76.5K<0.01%+3Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 4,045 shares; 2025Q1: 3,242 shares; 2025Q2: 3,449 shares; 2025Q3: 3,555 shares; 2025Q4: 3,805 shares; 2026Q1: 4,289 shares 4,289$76.3K<0.01%+484Timeline
OCGNOCUGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 40,001 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 42,019 shares 42,019$76.1K<0.01%+2,019Timeline
SMBKSMARTFINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,949 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,945 shares; 2026Q1: 1,945 shares 1,945$76K<0.01%0Timeline
ORCORCHID IS CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,311 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,799 shares 10,799$75.9K<0.01%newTimeline
COLMCOLUMBIA SPORTSWEAR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 1,385 shares 1,385$75.9K<0.01%+1,343Timeline
BKAGBNY MELLON 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: 541 shares; 2025Q3: 244 shares; 2025Q4: 1,518 shares; 2026Q1: 1,795 shares 1,795$75.7K<0.01%+277Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,797 shares; 2025Q1: 1,749 shares; 2025Q2: 1,710 shares; 2025Q3: 1,844 shares; 2025Q4: 1,775 shares; 2026Q1: 1,313 shares 1,313$75.6K<0.01%-462Timeline
AGYSAGILYSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares 1,060$75.4K<0.01%0Timeline
TIPXSPDR 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: 89 shares; 2025Q4: not reported; 2026Q1: 3,917 shares 3,917$75.2K<0.01%newTimeline
TOWNTOWNEBANK PORTSMOUTH VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 2,158 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares; 2026Q1: 2,230 shares 2,230$75.1K<0.01%+72Timeline
FRPTFRESHPET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,346 shares; 2025Q1: 1,266 shares; 2025Q2: 4,053 shares; 2025Q3: 7,965 shares; 2025Q4: 2,516 shares; 2026Q1: 1,269 shares 1,269$74.8K<0.01%-1,247Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 250 shares; 2025Q1: 421 shares; 2025Q2: 650 shares; 2025Q3: 635 shares; 2025Q4: 648 shares; 2026Q1: 1,875 shares 1,875$74.8K<0.01%+1,227Timeline
WCLDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,779 shares; 2025Q1: 2,779 shares; 2025Q2: 2,779 shares; 2025Q3: 2,709 shares; 2025Q4: 2,709 shares; 2026Q1: 2,709 shares 2,709$74K<0.01%0Timeline
EWJVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 1,022 shares; 2025Q4: 1,783 shares; 2026Q1: 1,729 shares 1,729$73.8K<0.01%-54Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,410 shares; 2024Q4: 3,636 shares; 2025Q1: 3,617 shares; 2025Q2: 3,708 shares; 2025Q3: 8,005 shares; 2025Q4: 8,253 shares; 2026Q1: 1,418 shares 1,418$73.6K<0.01%-6,835Timeline
LCIILCI INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 310 shares; 2025Q1: 155 shares; 2025Q2: 136 shares; 2025Q3: 624 shares; 2025Q4: 561 shares; 2026Q1: 598 shares 598$73.5K<0.01%+37Timeline
FNKFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 1,287 shares 1,287$73.5K<0.01%+728Timeline
SLGNSILGAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,175 shares; 2024Q4: 23,347 shares; 2025Q1: 25,816 shares; 2025Q2: 26,246 shares; 2025Q3: 28,050 shares; 2025Q4: 22,286 shares; 2026Q1: 1,891 shares 1,891$73.4K<0.01%-20,395Timeline
TYGTORTOISE ENERGY INFRSTRCTR CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,270 shares; 2026Q1: 1,471 shares 1,471$73.3K<0.01%+201Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,615 shares; 2024Q4: 7,087 shares; 2025Q1: 1,976 shares; 2025Q2: 1,658 shares; 2025Q3: 1,517 shares; 2025Q4: 1,484 shares; 2026Q1: 1,055 shares 1,055$73K<0.01%-429Timeline
OUNZVANECK MERK GOLD ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,513 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 2,012 shares; 2026Q1: 1,620 shares 1,620$73K<0.01%-392Timeline
GMOIGMO 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: 2,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$72.5K<0.01%newTimeline
FICSFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,302 shares; 2025Q4: 1,851 shares; 2026Q1: 1,851 shares 1,851$72.3K<0.01%0Timeline
RSPSINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,999 shares; 2025Q1: 2,923 shares; 2025Q2: 2,628 shares; 2025Q3: 2,662 shares; 2025Q4: 2,438 shares; 2026Q1: 2,447 shares 2,447$72.2K<0.01%+9Timeline
FLCAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 721 shares; 2025Q2: 1,331 shares; 2025Q3: 1,351 shares; 2025Q4: 1,397 shares; 2026Q1: 1,473 shares 1,473$72.1K<0.01%+76Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215 shares; 2025Q2: 183 shares; 2025Q3: 877 shares; 2025Q4: 732 shares; 2026Q1: 715 shares 715$71.9K<0.01%-17Timeline
BLOOM ENERGY CORPBLOOM 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: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$71.9K<0.01%0
MBLYMOBILEYE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 1,128 shares; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 5,957 shares; 2025Q4: 8,694 shares; 2026Q1: 10,451 shares 10,451$71.8K<0.01%+1,757Timeline
NFJVIRTUS DIVIDEND INTEREST & PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,405 shares; 2025Q1: 7,269 shares; 2025Q2: 8,105 shares; 2025Q3: 5,405 shares; 2025Q4: 5,805 shares; 2026Q1: 5,692 shares 5,692$71.8K<0.01%-113Timeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 877 shares; 2025Q1: 932 shares; 2025Q2: 1,035 shares; 2025Q3: 960 shares; 2025Q4: 1,937 shares; 2026Q1: 1,937 shares 1,937$71.2K<0.01%0Timeline
JTEKJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 53 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 884 shares 884$70.3K<0.01%newTimeline
IGLDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,789 shares; 2026Q1: 2,742 shares 2,742$70K<0.01%+953Timeline
VMOINVESCO MUN OPPORTUNIT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,961 shares; 2024Q4: 2,171 shares; 2025Q1: 2,171 shares; 2025Q2: 7,661 shares; 2025Q3: 8,267 shares; 2025Q4: 8,641 shares; 2026Q1: 7,361 shares 7,361$70K<0.01%-1,280Timeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 199 shares; 2025Q1: 90 shares; 2025Q2: 73 shares; 2025Q3: 417 shares; 2025Q4: 66 shares; 2026Q1: 199 shares 199$69.9K<0.01%+133Timeline
ISHGISHARES 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: 823 shares; 2026Q1: 941 shares 941$69.8K<0.01%+118Timeline
BCRXBIOCRYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 8,867 shares; 2025Q1: 6,127 shares; 2025Q2: 6,127 shares; 2025Q3: 6,128 shares; 2025Q4: 6,127 shares; 2026Q1: 7,312 shares 7,312$69.6K<0.01%+1,185Timeline
MATMATTEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,108 shares; 2024Q4: 5,345 shares; 2025Q1: 5,392 shares; 2025Q2: 5,034 shares; 2025Q3: 4,298 shares; 2025Q4: 4,478 shares; 2026Q1: 4,780 shares 4,780$69.5K<0.01%+302Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,586 shares; 2025Q1: 4,301 shares; 2025Q2: 5,542 shares; 2025Q3: 4,545 shares; 2025Q4: 6,416 shares; 2026Q1: 3,165 shares 3,165$69.4K<0.01%-3,251Timeline
XRTSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 630 shares; 2025Q1: 748 shares; 2025Q2: 645 shares; 2025Q3: 313 shares; 2025Q4: 911 shares; 2026Q1: 861 shares 861$69.3K<0.01%-50Timeline
WTAIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 3,184 shares; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 466 shares; 2026Q1: 2,446 shares 2,446$69K<0.01%+1,980Timeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 520 shares; 2025Q1: 411 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 782 shares; 2026Q1: 757 shares 757$69K<0.01%-25Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,183 shares; 2025Q1: 1,181 shares; 2025Q2: 1,319 shares; 2025Q3: 5,303 shares; 2025Q4: 5,370 shares; 2026Q1: 2,165 shares 2,165$68.6K<0.01%-3,205Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: 993 shares; 2025Q1: 1,521 shares; 2025Q2: 2,146 shares; 2025Q3: 2,258 shares; 2025Q4: 1,853 shares; 2026Q1: 2,647 shares 2,647$68.6K<0.01%+794Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,712 shares; 2025Q1: 3,312 shares; 2025Q2: 591 shares; 2025Q3: 461 shares; 2025Q4: 431 shares; 2026Q1: 1,653 shares 1,653$68.4K<0.01%+1,222Timeline
FLBLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134 shares; 2026Q1: 2,973 shares 2,973$68.4K<0.01%+2,839Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 514 shares; 2025Q1: 899 shares; 2025Q2: 831 shares; 2025Q3: 2,044 shares; 2025Q4: 1,401 shares; 2026Q1: 1,474 shares 1,474$68.4K<0.01%+73Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 2,039 shares; 2025Q1: 1,719 shares; 2025Q2: 1,639 shares; 2025Q3: 1,639 shares; 2025Q4: 1,642 shares; 2026Q1: 1,677 shares 1,677$68K<0.01%+35Timeline
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 70 shares; 2025Q1: 73 shares; 2025Q2: 72 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57$67.9K<0.01%0
CVBFCVB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 6,810 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares; 2026Q1: 3,499 shares 3,499$67.8K<0.01%+94Timeline
COMBGRANITESHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,547 shares 2,547$66.9K<0.01%newTimeline
CRAICRA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 413 shares; 2026Q1: 413 shares 413$66.9K<0.01%0Timeline
NWBINORTHWEST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 4,354 shares; 2025Q1: 4,421 shares; 2025Q2: 4,492 shares; 2025Q3: 5,112 shares; 2025Q4: 5,190 shares; 2026Q1: 5,261 shares 5,261$66.8K<0.01%+71Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 828 shares; 2025Q1: 482 shares; 2025Q2: 567 shares; 2025Q3: 527 shares; 2025Q4: 3,757 shares; 2026Q1: 1,958 shares 1,958$66.6K<0.01%-1,799Timeline
WCEOTWO RDS SHARED 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: 2,000 shares 2,000$66.6K<0.01%newTimeline
FFBC1ST FINL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 569 shares; 2025Q1: 505 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 2,355 shares 2,355$65.7K<0.01%+1,945Timeline
AGMFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 76 shares; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 49 shares; 2025Q4: 441 shares; 2026Q1: 441 shares 441$65.4K<0.01%0Timeline
AXSMAXSOME THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 406 shares; 2025Q3: 472 shares; 2025Q4: 370 shares; 2026Q1: 387 shares 387$65.4K<0.01%+17Timeline
KXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,019 shares; 2025Q1: 1,053 shares; 2025Q2: 870 shares; 2025Q3: 888 shares; 2025Q4: 888 shares; 2026Q1: 972 shares 972$65.1K<0.01%+84Timeline
GLVCLOUGH GLOBAL DIVID & INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,020 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000$65.1K<0.01%newTimeline
HTZHERTZ GLOBAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 13,065 shares; 2025Q4: 13,076 shares; 2026Q1: 14,074 shares 14,074$64.9K<0.01%+998Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 287 shares; 2025Q1: 279 shares; 2025Q2: 334 shares; 2025Q3: 454 shares; 2025Q4: 552 shares; 2026Q1: 615 shares 615$64.7K<0.01%+63Timeline
LEUCENTRUS 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: 511 shares; 2025Q3: 609 shares; 2025Q4: 360 shares; 2026Q1: 372 shares 372$64.6K<0.01%+12Timeline
XHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 826 shares; 2025Q1: 814 shares; 2025Q2: 754 shares; 2025Q3: 543 shares; 2025Q4: 506 shares; 2026Q1: 823 shares 823$64.4K<0.01%+317Timeline
ATOMATOMERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,337 shares; 2025Q1: 3,187 shares; 2025Q2: 17,891 shares; 2025Q3: 16,891 shares; 2025Q4: 16,891 shares; 2026Q1: 16,891 shares 16,891$64.4K<0.01%0Timeline
XTNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 465 shares; 2025Q4: 691 shares; 2026Q1: 691 shares 691$64.3K<0.01%0Timeline
XCHYXCALAMOS CONV & HIGH INCOME FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,093 shares; 2024Q4: 12,894 shares; 2025Q1: 5,813 shares; 2025Q2: 5,813 shares; 2025Q3: 5,813 shares; 2025Q4: 6,313 shares; 2026Q1: 5,880 shares 5,880$64K<0.01%-433Timeline
XTENBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,392 shares 1,392$63.8K<0.01%newTimeline
IVESWEDBUSH SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,250 shares 2,250$63.8K<0.01%newTimeline
ARCBARCBEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 649 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares 640$63K<0.01%0Timeline
VOTETCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 2 shares; 2025Q1: 119 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 825 shares 825$62.9K<0.01%+633Timeline
STBAS & T BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$62.7K<0.01%0Timeline
SHGSHINHAN FINANCIAL GROUP CO LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98 shares; 2025Q1: 58 shares; 2025Q2: 908 shares; 2025Q3: 947 shares; 2025Q4: 972 shares; 2026Q1: 1,021 shares 1,021$62.6K<0.01%+49Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,776 shares; 2024Q4: 168,595 shares; 2025Q1: 566,768 shares; 2025Q2: 791,581 shares; 2025Q3: 17,858 shares; 2025Q4: 5,200 shares; 2026Q1: 2,890 shares 2,890$62.5K<0.01%-2,310Timeline
VIPSVIPSHOP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 5,493 shares; 2025Q1: 5,025 shares; 2025Q2: 4,146 shares; 2025Q3: 3,927 shares; 2025Q4: 4,025 shares; 2026Q1: 3,968 shares 3,968$62.4K<0.01%-57Timeline
EISISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 537 shares 537$62.3K<0.01%+127Timeline
ZIGETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,601 shares 1,601$62.3K<0.01%newTimeline
BMVPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,216 shares; 2025Q1: 1,222 shares; 2025Q2: 1,226 shares; 2025Q3: 1,232 shares; 2025Q4: 1,238 shares; 2026Q1: 1,243 shares 1,243$62K<0.01%+5Timeline
FMATFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,065 shares; 2025Q1: 1,052 shares; 2025Q2: 1,404 shares; 2025Q3: 1,418 shares; 2025Q4: 1,064 shares; 2026Q1: 1,067 shares 1,067$61.5K<0.01%+3Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 729 shares; 2025Q1: 532 shares; 2025Q2: 673 shares; 2025Q3: 585 shares; 2025Q4: 1,585 shares; 2026Q1: 487 shares 487$61.3K<0.01%-1,098Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 82 shares; 2025Q1: 659 shares; 2025Q2: 81 shares; 2025Q3: 495 shares; 2025Q4: 242 shares; 2026Q1: 508 shares 508$61.2K<0.01%+266Timeline
XBMEXBLACKROCK HEALTH SCIENCES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,719 shares; 2025Q1: 1,151 shares; 2025Q2: 1,160 shares; 2025Q3: 1,417 shares; 2025Q4: 983 shares; 2026Q1: 1,590 shares 1,590$61.2K<0.01%+607Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 3,015 shares; 2025Q1: 525 shares; 2025Q2: 515 shares; 2025Q3: 5,769 shares; 2025Q4: 5,639 shares; 2026Q1: 3,603 shares 3,603$61.2K<0.01%-2,036Timeline
BLKBBLACKBAUD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,544 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,538 shares; 2025Q4: 1,564 shares; 2026Q1: 1,585 shares 1,585$61.2K<0.01%+21Timeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 54 shares; 2025Q1: 450 shares; 2025Q2: 264 shares; 2025Q3: 391 shares; 2025Q4: 495 shares; 2026Q1: 1,053 shares 1,053$61.2K<0.01%+558Timeline
CWENCLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 6,818 shares; 2025Q3: 6,970 shares; 2025Q4: 261 shares; 2026Q1: 1,556 shares 1,556$61.1K<0.01%+1,295Timeline
POSTPOST HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 89 shares; 2025Q1: 113 shares; 2025Q2: 248 shares; 2025Q3: 797 shares; 2025Q4: 44 shares; 2026Q1: 616 shares 616$60.9K<0.01%+572Timeline
PACKRANPAK HOLDINGS 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: 63 shares; 2026Q1: 17,000 shares 17,000$60.7K<0.01%+16,937Timeline
POWAINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,358 shares; 2025Q3: 2,105 shares; 2025Q4: 1,195 shares; 2026Q1: 703 shares 703$60.6K<0.01%-492Timeline
ZVIAZEVIA PBCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,346 shares; 2024Q4: 50,346 shares; 2025Q1: 50,346 shares; 2025Q2: 50,346 shares; 2025Q3: 50,346 shares; 2025Q4: 50,350 shares; 2026Q1: 51,554 shares 51,554$60.3K<0.01%+1,204Timeline
DMOWESTERN ASSET MTG DEFINED OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,596 shares; 2024Q4: 9,696 shares; 2025Q1: 9,838 shares; 2025Q2: 7,025 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 5,600 shares 5,600$60.2K<0.01%-800Timeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 128 shares; 2025Q1: 116 shares; 2025Q2: 239 shares; 2025Q3: 272 shares; 2025Q4: 183 shares; 2026Q1: 171 shares 171$60.1K<0.01%-12Timeline
SBLKSTAR BULK CARRIERS CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 2,639 shares; 2026Q1: 2,605 shares 2,605$59.8K<0.01%-34Timeline
NTSIWISDOMTREE 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: 628 shares; 2025Q4: 1,509 shares; 2026Q1: 1,359 shares 1,359$59.8K<0.01%-150Timeline
DOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,377 shares 1,377$59.8K<0.01%newTimeline
BLCOBAUSCH PLUS LOMB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 2,322 shares; 2025Q3: 2,718 shares; 2025Q4: 3,757 shares; 2026Q1: 3,757 shares 3,757$59.7K<0.01%0Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 772 shares; 2025Q1: 27,272 shares; 2025Q2: 1,227 shares; 2025Q3: 911 shares; 2025Q4: 772 shares; 2026Q1: 963 shares 963$59.6K<0.01%+191Timeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 287 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 562 shares; 2026Q1: 565 shares 565$59.2K<0.01%+3Timeline
PBIPITNEY BOWES 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: 16,626 shares; 2025Q3: 13,646 shares; 2025Q4: 13,646 shares; 2026Q1: 5,307 shares 5,307$58.6K<0.01%-8,339Timeline
PFSPROVIDENT FINL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,226 shares; 2025Q1: 2,893 shares; 2025Q2: 2,896 shares; 2025Q3: 2,899 shares; 2025Q4: 3,053 shares; 2026Q1: 2,751 shares 2,751$58.2K<0.01%-302Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,455 shares; 2025Q1: 1,402 shares; 2025Q2: 1,401 shares; 2025Q3: 1,450 shares; 2025Q4: 1,525 shares; 2026Q1: 1,450 shares 1,450$58.2K<0.01%-75Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,137 shares; 2024Q4: 66,950 shares; 2025Q1: 58,613 shares; 2025Q2: 73,084 shares; 2025Q3: 65,414 shares; 2025Q4: 34,954 shares; 2026Q1: 25,724 shares 25,724$58.1K<0.01%-9,230Timeline
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 410 shares; 2025Q1: 1,040 shares; 2025Q2: 237 shares; 2025Q3: 969 shares; 2025Q4: 813 shares; 2026Q1: 2,492 shares 2,492$57.4K<0.01%+1,679Timeline
GABGABELLI EQUITY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 7,850 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares; 2026Q1: 10,170 shares 10,170$57K<0.01%+8,799Timeline
JJSFJ & J SNACK FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 468 shares; 2025Q1: 613 shares; 2025Q2: 468 shares; 2025Q3: 472 shares; 2025Q4: 468 shares; 2026Q1: 718 shares 718$56.9K<0.01%+250Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 328 shares; 2025Q3: 378 shares; 2025Q4: 597 shares; 2026Q1: 583 shares 583$56.8K<0.01%-14Timeline
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: 800 shares; 2025Q4: 800 shares; 2026Q1: 965 shares 965$56.6K<0.01%+165Timeline
TBLDTHORNBURG INCM BUILDER OPP TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,678 shares 2,678$56.6K<0.01%newTimeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,150 shares; 2025Q1: 1,108 shares; 2025Q2: 1,000 shares; 2025Q3: 1,764 shares; 2025Q4: 1,556 shares; 2026Q1: 1,561 shares 1,561$56.3K<0.01%+5Timeline
NBBNUVEEN TAXABLE MUNICPAL INMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,573 shares; 2024Q4: 3,573 shares; 2025Q1: 3,573 shares; 2025Q2: 3,573 shares; 2025Q3: 3,573 shares; 2025Q4: 4,773 shares; 2026Q1: 3,573 shares 3,573$56K<0.01%-1,200Timeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 405 shares; 2025Q1: 862 shares; 2025Q2: 1,836 shares; 2025Q3: 1,787 shares; 2025Q4: 1,787 shares; 2026Q1: 1,382 shares 1,382$55.7K<0.01%-405Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 172 shares; 2025Q1: 169 shares; 2025Q2: 239 shares; 2025Q3: 254 shares; 2025Q4: 367 shares; 2026Q1: 435 shares 435$55.6K<0.01%+68Timeline
SSPSCRIPPS E W CO OHIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 4,216 shares; 2025Q1: 8,931 shares; 2025Q2: 8,931 shares; 2025Q3: 14,923 shares; 2025Q4: 14,923 shares; 2026Q1: 14,923 shares 14,923$55.5K<0.01%0Timeline
OPTUOPTIMUM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,810 shares; 2024Q4: 52,410 shares; 2025Q1: 56,440 shares; 2025Q2: 55,015 shares; 2025Q3: 52,567 shares; 2025Q4: 43,315 shares; 2026Q1: 42,605 shares 42,605$55.4K<0.01%-710Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 1,247 shares; 2025Q1: 637 shares; 2025Q2: 647 shares; 2025Q3: 666 shares; 2025Q4: 488 shares; 2026Q1: 535 shares 535$55.4K<0.01%+47Timeline
RNTXREIN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,441 shares; 2025Q2: 48,662 shares; 2025Q3: 42,440 shares; 2025Q4: 42,440 shares; 2026Q1: 42,440 shares 42,440$55.2K<0.01%0Timeline
BSJRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,356 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares; 2025Q4: 2,459 shares; 2026Q1: 2,459 shares 2,459$55K<0.01%0Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,647 shares; 2025Q2: 8,955 shares; 2025Q3: 831 shares; 2025Q4: 315 shares; 2026Q1: 1,204 shares 1,204$54.4K<0.01%+889Timeline
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 892 shares; 2025Q1: 2,003 shares; 2025Q2: 5,182 shares; 2025Q3: 1,844 shares; 2025Q4: 1,019 shares; 2026Q1: 977 shares 977$53.7K<0.01%-42Timeline
XHLFBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: 921 shares; 2026Q1: 1,067 shares 1,067$53.7K<0.01%+146Timeline
CETCENTRAL SECS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 974 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,079 shares 1,079$53.6K<0.01%newTimeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 272 shares; 2025Q1: 181 shares; 2025Q2: 107 shares; 2025Q3: 187 shares; 2025Q4: 279 shares; 2026Q1: 582 shares 582$53.6K<0.01%+303Timeline
AIOVIRTUS ARTIFICIAL INTELLIGENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500$53.5K<0.01%0Timeline
IBRXIMMUNITYBIO 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: 8,505 shares; 2025Q4: 8,500 shares; 2026Q1: 6,900 shares 6,900$52.9K<0.01%-1,600Timeline
FLCHFRANKLIN 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: 7 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,355 shares 2,355$52.7K<0.01%newTimeline
ETGEATON VANCE TX ADV GLBL DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 7,577 shares; 2025Q3: 3,396 shares; 2025Q4: 2,616 shares; 2026Q1: 2,616 shares 2,616$52.6K<0.01%0Timeline
KAIKADANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 256 shares; 2025Q4: 234 shares; 2026Q1: 180 shares 180$52.6K<0.01%-54Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 176 shares; 2025Q1: 54 shares; 2025Q2: 187 shares; 2025Q3: 333 shares; 2025Q4: 135 shares; 2026Q1: 516 shares 516$52.6K<0.01%+381Timeline
GFFGRIFFON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 564 shares; 2025Q2: 445 shares; 2025Q3: 448 shares; 2025Q4: 585 shares; 2026Q1: 720 shares 720$52.3K<0.01%+135Timeline
GOVIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,393 shares; 2025Q2: 2,757 shares; 2025Q3: 4,129 shares; 2025Q4: 6,903 shares; 2026Q1: 1,913 shares 1,913$52.2K<0.01%-4,990Timeline
WABCWESTAMERICA BANCORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,021 shares; 2026Q1: 1,000 shares 1,000$52.1K<0.01%-21Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,883 shares; 2025Q1: 4,102 shares; 2025Q2: 2,453 shares; 2025Q3: 2,459 shares; 2025Q4: 2,139 shares; 2026Q1: 899 shares 899$52K<0.01%-1,240Timeline
ETOEATON VANCE TAX-ADVANTAGED GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,953 shares; 2026Q1: 1,953 shares 1,953$52K<0.01%0Timeline
GNKGENCO SHIPPING & TRADING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102 shares; 2026Q1: 2,307 shares 2,307$52K<0.01%+2,205Timeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,369 shares; 2025Q1: 1,427 shares; 2025Q2: 1,525 shares; 2025Q3: 1,164 shares; 2025Q4: 800 shares; 2026Q1: 889 shares 889$52K<0.01%+89Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 898 shares; 2025Q1: 1,072 shares; 2025Q2: 532 shares; 2025Q3: 535 shares; 2025Q4: 1,439 shares; 2026Q1: 713 shares 713$51.9K<0.01%-726Timeline
LCTUBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 868 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 1,140 shares; 2025Q4: 739 shares; 2026Q1: 739 shares 739$51.8K<0.01%0Timeline
VSNTVERSANT MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,397 shares 1,397$51.7K<0.01%newTimeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,362 shares; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 356 shares; 2025Q3: not reported; 2025Q4: 1,137 shares; 2026Q1: 11,050 shares 11,050$51.7K<0.01%+9,913Timeline
XBAPINNOVATOR 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: 2,454 shares; 2025Q4: 2,321 shares; 2026Q1: 1,321 shares 1,321$51.7K<0.01%-1,000Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 422 shares; 2025Q4: 618 shares; 2026Q1: 225 shares 225$51.7K<0.01%-393Timeline
ETJEATON VANCE RISK-MANAGED DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,499 shares; 2024Q4: 25,415 shares; 2025Q1: 27,986 shares; 2025Q2: 4,296 shares; 2025Q3: 4,296 shares; 2025Q4: 4,296 shares; 2026Q1: 6,296 shares 6,296$51.4K<0.01%+2,000Timeline
HAUZDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 291 shares; 2025Q1: 1,281 shares; 2025Q2: 1,372 shares; 2025Q3: 608 shares; 2025Q4: 885 shares; 2026Q1: 2,262 shares 2,262$51.1K<0.01%+1,377Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 237 shares; 2025Q1: 655 shares; 2025Q2: 710 shares; 2025Q3: 208 shares; 2025Q4: 604 shares; 2026Q1: 610 shares 610$51K<0.01%+6Timeline
USPXFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 895 shares 895$50.9K<0.01%newTimeline
CRKCOMSTOCK RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,351 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 2,400 shares 2,400$50.6K<0.01%+2,300Timeline
GGNGAMCO GLOBAL GOLD NAT RES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 9,133 shares; 2025Q1: 7,371 shares; 2025Q2: 7,771 shares; 2025Q3: 8,645 shares; 2025Q4: 9,442 shares; 2026Q1: 9,442 shares 9,442$50.2K<0.01%0Timeline
FFSMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,568 shares; 2025Q1: 5,290 shares; 2025Q2: 2,568 shares; 2025Q3: 2,615 shares; 2025Q4: 1,565 shares; 2026Q1: 1,570 shares 1,570$50.2K<0.01%+5Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,357 shares; 2025Q4: 3,391 shares; 2026Q1: 3,250 shares 3,250$50.1K<0.01%-141Timeline
RAAETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,809 shares 1,809$49.9K<0.01%newTimeline
IGBHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,109 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares; 2026Q1: 2,060 shares 2,060$49.8K<0.01%0Timeline
CERYSPDR 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: 368 shares; 2025Q4: 1,404 shares; 2026Q1: 1,404 shares 1,404$49.5K<0.01%0Timeline
CZAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 449 shares 449$49.5K<0.01%0Timeline
BTCOINVESCO GALAXY BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 498 shares; 2026Q1: 733 shares 733$49.5K<0.01%+235Timeline
AOSLALPHA & OMEGA SEMICONDUCTORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares; 2026Q1: 2,205 shares 2,205$48.9K<0.01%0Timeline
MLIMUELLER INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 240 shares; 2025Q2: 501 shares; 2025Q3: 692 shares; 2025Q4: 553 shares; 2026Q1: 439 shares 439$48.6K<0.01%-114Timeline
AIC3 AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 287 shares; 2025Q1: 523 shares; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,002 shares; 2026Q1: 5,756 shares 5,756$48.5K<0.01%+754Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 426 shares; 2025Q1: 29 shares; 2025Q2: 34 shares; 2025Q3: 62 shares; 2025Q4: 20 shares; 2026Q1: 457 shares 457$48.4K<0.01%+437Timeline
RLJ LODGING TRRLJ LODGING TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,160 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$48.2K<0.01%0
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 625 shares; 2025Q1: 586 shares; 2025Q2: 1,678 shares; 2025Q3: 1,293 shares; 2025Q4: 762 shares; 2026Q1: 1,164 shares 1,164$48.2K<0.01%+402Timeline
NXGNXG NEXTGEN INFRASTR INCM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares 875$48.1K<0.01%0Timeline
THQABRDN HEALTHCARE OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 1,865 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 4,224 shares; 2026Q1: 2,859 shares 2,859$48K<0.01%-1,365Timeline
LCNBLCNB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,845 shares; 2025Q1: 2,852 shares; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares; 2025Q4: 2,845 shares; 2026Q1: 3,076 shares 3,076$48K<0.01%+231Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 3,718 shares; 2025Q1: 5,757 shares; 2025Q2: 2,732 shares; 2025Q3: 3,090 shares; 2025Q4: 680 shares; 2026Q1: 613 shares 613$47.8K<0.01%-67Timeline
VGVENTURE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,694 shares; 2025Q3: 1,700 shares; 2025Q4: 101,864 shares; 2026Q1: 3,026 shares 3,026$47.7K<0.01%-98,838Timeline
INDBINDEPENDENT BK CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 634 shares 634$47.7K<0.01%newTimeline
TDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 83 shares; 2025Q1: 84 shares; 2025Q2: 578 shares; 2025Q3: 658 shares; 2025Q4: 559 shares; 2026Q1: 561 shares 561$47.5K<0.01%+2Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 2,727 shares; 2025Q1: 173 shares; 2025Q2: 837 shares; 2025Q3: 873 shares; 2025Q4: 1,029 shares; 2026Q1: 1,126 shares 1,126$47.4K<0.01%+97Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 10 shares; 2025Q1: 93 shares; 2025Q2: 7 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,415 shares 1,415$47.1K<0.01%+165Timeline
PRKPARK NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 287 shares 287$46.9K<0.01%+5Timeline
TMCTMC THE METALS COMPANY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,003 shares; 2025Q3: 10,000 shares; 2025Q4: 10,025 shares; 2026Q1: 10,030 shares 10,030$46.8K<0.01%+5Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 382 shares; 2025Q1: 224 shares; 2025Q2: 580 shares; 2025Q3: 1,604 shares; 2025Q4: 1,560 shares; 2026Q1: 621 shares 621$46.8K<0.01%-939Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 671 shares; 2025Q1: 505 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 573 shares; 2026Q1: 573 shares 573$46.8K<0.01%0Timeline
XAGDXABRDN GLOBAL DYNAMIC DIVIDENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 3,761 shares; 2025Q1: 3,790 shares; 2025Q2: 4,256 shares; 2025Q3: 4,276 shares; 2025Q4: 4,291 shares; 2026Q1: 4,322 shares 4,322$46.7K<0.01%+31Timeline
KEKIMBALL ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,962 shares; 2025Q1: 1,962 shares; 2025Q2: 1,962 shares; 2025Q3: 1,962 shares; 2025Q4: 1,962 shares; 2026Q1: 1,962 shares 1,962$46.5K<0.01%0Timeline
BFLYBUTTERFLY NETWORK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 4,500 shares; 2025Q2: 4,550 shares; 2025Q3: 4,500 shares; 2025Q4: 14,305 shares; 2026Q1: 11,500 shares 11,500$46.5K<0.01%-2,805Timeline
AROCARCHROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 1,768 shares; 2025Q1: 400 shares; 2025Q2: 492 shares; 2025Q3: 899 shares; 2025Q4: 1,814 shares; 2026Q1: 1,335 shares 1,335$46.5K<0.01%-479Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 38 shares; 2025Q1: 262 shares; 2025Q2: 11 shares; 2025Q3: 114 shares; 2025Q4: 430 shares; 2026Q1: 283 shares 283$46.3K<0.01%-147Timeline
GOFGUGGENHEIM STRATEGIC OPPORTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 4,408 shares; 2025Q1: 10,682 shares; 2025Q2: 3,144 shares; 2025Q3: 3,144 shares; 2025Q4: 2,328 shares; 2026Q1: 4,188 shares 4,188$46.2K<0.01%+1,860Timeline
ASOACADEMY SPORTS & OUTDOORS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,396 shares; 2025Q2: 1,053 shares; 2025Q3: 957 shares; 2025Q4: 812 shares; 2026Q1: 812 shares 812$45.8K<0.01%0Timeline
FOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 961 shares 961$45.8K<0.01%newTimeline
PMMFRANKLIN MANAGED MUN INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 10,000 shares; 2025Q3: 11,873 shares; 2025Q4: 7,256 shares; 2026Q1: 7,444 shares 7,444$45.8K<0.01%+188Timeline
JRSNUVEEN REAL ESTATE INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,229 shares; 2024Q4: 11,975 shares; 2025Q1: 11,944 shares; 2025Q2: 11,128 shares; 2025Q3: 10,901 shares; 2025Q4: 11,218 shares; 2026Q1: 6,110 shares 6,110$45.6K<0.01%-5,108Timeline
KTFDWS MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,382 shares; 2024Q4: 13,382 shares; 2025Q1: 13,382 shares; 2025Q2: 4,999 shares; 2025Q3: 5,179 shares; 2025Q4: 5,765 shares; 2026Q1: 4,999 shares 4,999$45.5K<0.01%-766Timeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 228 shares; 2025Q1: 516 shares; 2025Q2: 1,275 shares; 2025Q3: 1,824 shares; 2025Q4: 1,517 shares; 2026Q1: 584 shares 584$45.5K<0.01%-933Timeline
NRKNUVEEN NY AMT FREEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,448 shares; 2024Q4: 4,448 shares; 2025Q1: 4,448 shares; 2025Q2: 68,929 shares; 2025Q3: 4,448 shares; 2025Q4: 4,448 shares; 2026Q1: 4,448 shares 4,448$45.4K<0.01%0Timeline
HNSTHONEST CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 18 shares; 2025Q3: 15,416 shares; 2025Q4: 15,416 shares; 2026Q1: 15,446 shares 15,446$45.4K<0.01%+30Timeline
CAKECHEESECAKE FACTORY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 889 shares; 2025Q1: 1,010 shares; 2025Q2: 1,333 shares; 2025Q3: 1,944 shares; 2025Q4: 2,528 shares; 2026Q1: 828 shares 828$45.4K<0.01%-1,700Timeline
BTGB2GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,050 shares; 2025Q2: 262 shares; 2025Q3: not reported; 2025Q4: 10,005 shares; 2026Q1: 10,000 shares 10,000$45.3K<0.01%-5Timeline
CPTLGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares 1,090$45.3K<0.01%0Timeline
EFSCENTERPRISE FINL SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 3,890 shares; 2025Q1: 3,890 shares; 2025Q2: 883 shares; 2025Q3: 833 shares; 2025Q4: 844 shares; 2026Q1: 833 shares 833$45.1K<0.01%-11Timeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 574 shares; 2025Q1: 572 shares; 2025Q2: 651 shares; 2025Q3: 688 shares; 2025Q4: 655 shares; 2026Q1: 772 shares 772$44.9K<0.01%+117Timeline
CXCEMEX SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 4,298 shares; 2025Q3: 4,317 shares; 2025Q4: 4,413 shares; 2026Q1: 3,924 shares 3,924$44.9K<0.01%-489Timeline
SETMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,352 shares 1,352$44.7K<0.01%newTimeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 25,664 shares; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 206 shares; 2025Q4: not reported; 2026Q1: 2,800 shares 2,800$44.6K<0.01%newTimeline
CXSEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 2,605 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 826 shares; 2026Q1: 1,176 shares 1,176$44.5K<0.01%+350Timeline
BSJSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,571 shares; 2025Q4: 3,061 shares; 2026Q1: 2,046 shares 2,046$44.4K<0.01%-1,015Timeline
TMFGRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 381 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 1,564 shares 1,564$44.2K<0.01%+1,229Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 677 shares 677$44.1K<0.01%newTimeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 176 shares; 2025Q1: 50 shares; 2025Q2: 226 shares; 2025Q3: 251 shares; 2025Q4: 226 shares; 2026Q1: 320 shares 320$43.9K<0.01%+94Timeline
CERENCE INCCERENCE 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: 50,000 shares; 2026Q1: 50,000 shares 50,000$43.8K<0.01%0
NMAXNEWSMAX 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: 100 shares; 2025Q3: 1,457 shares; 2025Q4: 1,517 shares; 2026Q1: 8,385 shares 8,385$43.8K<0.01%+6,868Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 157 shares; 2025Q1: 203 shares; 2025Q2: 155 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 299 shares 299$43.8K<0.01%+140Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,180 shares; 2025Q1: 172 shares; 2025Q2: 77 shares; 2025Q3: 241 shares; 2025Q4: 289 shares; 2026Q1: 969 shares 969$43.5K<0.01%+680Timeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 56 shares; 2025Q1: 892 shares; 2025Q2: 958 shares; 2025Q3: 1,771 shares; 2025Q4: 1,792 shares; 2026Q1: 1,612 shares 1,612$43.4K<0.01%-180Timeline
SRCE1ST SOURCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625$43.3K<0.01%0Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 1,240 shares; 2025Q1: 439 shares; 2025Q2: 110 shares; 2025Q3: 136 shares; 2025Q4: 121 shares; 2026Q1: 189 shares 189$43.3K<0.01%+68Timeline
TSITCW STRATEGIC INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 11,200 shares; 2025Q1: 11,321 shares; 2025Q2: 11,362 shares; 2025Q3: 12,707 shares; 2025Q4: 9,627 shares; 2026Q1: 9,627 shares 9,627$43.2K<0.01%0Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,960 shares; 2025Q1: 1,639 shares; 2025Q2: 2,368 shares; 2025Q3: 2,677 shares; 2025Q4: 3,528 shares; 2026Q1: 2,388 shares 2,388$43.2K<0.01%-1,140Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,609 shares; 2025Q1: 2,317 shares; 2025Q2: 2,422 shares; 2025Q3: 2,442 shares; 2025Q4: 738 shares; 2026Q1: 748 shares 748$43.1K<0.01%+10Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: 631 shares; 2025Q2: 475 shares; 2025Q3: 552 shares; 2025Q4: 530 shares; 2026Q1: 459 shares 459$43.1K<0.01%-71Timeline
QUSSPDR 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: 232 shares; 2025Q4: not reported; 2026Q1: 250 shares 250$42.9K<0.01%newTimeline
UCONFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 3,592 shares; 2025Q1: 192 shares; 2025Q2: 4,588 shares; 2025Q3: 373 shares; 2025Q4: 322 shares; 2026Q1: 1,732 shares 1,732$42.9K<0.01%+1,410Timeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 234 shares; 2025Q1: 200 shares; 2025Q2: 229 shares; 2025Q3: 227 shares; 2025Q4: 210 shares; 2026Q1: 252 shares 252$42.7K<0.01%+42Timeline
QFLRINNOVATOR 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: 1,170 shares; 2025Q4: 574 shares; 2026Q1: 1,277 shares 1,277$42.5K<0.01%+703Timeline
NUVNUVEEN MUN VALUE FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,957 shares; 2024Q4: 7,255 shares; 2025Q1: 5,256 shares; 2025Q2: 6,873 shares; 2025Q3: 6,713 shares; 2025Q4: 5,023 shares; 2026Q1: 4,723 shares 4,723$42.5K<0.01%-300Timeline

Sold out in Q1 2026

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

The largest 100 of 462. All 462

SecurityShares beforeValue beforeType
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL23,518$10.5Mshares
AZNASTRAZENECA PLC-SPONS ADR86,207$7.92Mshares
AQECETF OPPORTUNITIES TRUST55,512$1.44Mshares
AHCOADAPTHEALTH CORP73,652$734Kshares
PNFPPINNACLE FINANCIAL PARTNERS7,377$704Kshares
CADECADENCE BANK16,274$697Kshares
AMCOR PLCAMCOR PLC77,502$646Kshares
XMYDXBLACKROCK MUNIYIELD FUND57,714$605Kshares
EXASEXACT SCIENCES CORP5,436$552Kshares
BXMXNUVEEN S&P 500 BUY-WRITE INCOM36,892$542Kshares
TRSTTRUSTCO BK CORP N Y12,010$496Kshares
XBKNXBLACKROCK INVEST QLTY MUNI30,029$336Kshares
PDPAGERDUTY INC20,863$274Kshares
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR15,080$230Kshares
BLBLACKLINE INC4,151$230Kshares
CMACOMERICA INC2,607$227Kshares
BLACKROCK MUNI INC TR IIBLACKROCK MUNI INC TR II21,660$226Kshares
XBTAXBLACKROCK LNG-TRM MUNI ADV23,319$216Kshares
CBCCENTRAL BANCOMPANY8,700$210Kshares
SNVSYNOVUS FINANCIAL CORP3,416$171Kshares
GOGROCERY OUTLET HLDG CORP15,933$161Kshares
TELFYTELEFONICA SA-SPON ADR38,581$156Kshares
ZEUSOLYMPIC STEEL INC3,562$152Kshares
EGYVAALCO ENERGY INC40,362$147Kshares
DGCBDIMENSIONAL ETF TRUST2,427$132Kshares
REVGREV GROUP INC2,112$128Kshares
VCRMVANGUARD MUN BD FDS1,438$109Kshares
MOFGMIDWESTONE FINANCIAL GROUP I2,568$98.9Kshares
SUNSUNOCO LP/SUNOCO FIN CORP1,814$95.1Kshares
WOMNTIDAL TRUST III2,248$93.3Kshares
FUBOFUBOTV INC34,943$88.1Kshares
ADTADT INC DEL10,333$83.4Kshares
SPRXLISTED FDS TR2,000$77Kshares
SMTHALPS ETF TR2,941$76.7Kshares
BXSLBLACKSTONE SECD LENDING FD2,672$70.4Kshares
LIENCHICAGO ATLANTIC BDC INC6,146$63.5Kshares
MGNRAMERICAN BEACON SELECT FUNDS1,411$62.2Kshares
DENNDENNY'S CORP10,000$62.2Kshares
DCORDIMENSIONAL ETF TRUST825$60.7Kshares
WIWWESTERN AST INFL LKD OPP & I6,545$56.2Kshares
WEYSWEYCO GROUP INC1,800$55.1Kshares
GERNGERON CORP40,000$52.8Kshares
PENNYMAC CORPPENNYMAC CORP50,000$49.8Kshares
BCDABRDN ETFS1,570$48.6Kshares
BANKFINANCIAL CORPBANKFINANCIAL CORP3,922$47.1Kshares
GLXYGALAXY DIGITAL INC.2,050$45.8Kshares
DFGPDIMENSIONAL ETF TRUST807$43.6Kshares
PNNTPENNANTPARK INVTS CORP7,286$43.4Kshares
FVRRFIVERR INTL LTD2,186$43.2Kshares
DGREWISDOMTREE TR1,363$42.7Kshares
AAOIAPPLIED OPTOELECTRONICS INC1,200$41.8Kshares
EOSEEOS ENERGY ENTERPRISES INC3,481$39.9Kshares
CLEARSIGN TECHNOLOGIES CORPCLEARSIGN TECHNOLOGIES CORP71,730$39.9Kshares
XGDVXGABELLI DIVID & INCOME TR1,244$34.5Kshares
EXPEDIA GROUP INCEXPEDIA GROUP INC30,000$33.5Kshares
VIVTELEFONICA BRASIL SA2,821$33.5Kshares
BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME QUA2,748$30.1Kshares
DAYDAYFORCE INC433$29.9Kshares
IBCPINDEPENDENT BK CORP MICH902$29.4Kshares
GSLGLOBAL SHIP LEASE INC833$29.2Kshares
XAWPXABRDN GLOBAL PREMIER PROPERT7,382$28.3Kshares
BUFTFIRST TR EXCHNG TRADED FD VI1,141$28.1Kshares
ARDCARES DYNAMIC CR ALLOCATION F2,033$27Kshares
TNADIREXION SHARES ETF TRUST593$27Kshares
CCAPCRESCENT CAP BDC INC1,915$26.9Kshares
STOTSSGA ACTIVE TR556$26.3Kshares
OZBELPOINTE PREP LLC400$26Kshares
HIHILLENBRAND INC819$26Kshares
XWIAXWESTERN ASSET INFLT LNK INC3,051$25.2Kshares
LQDALIQUIDIA CORPORATION731$25.2Kshares
PABPGIM ETF TR577$24.7Kshares
BRSPBRIGHTSPIRE CAPITAL INC4,363$24.4Kshares
SMAXISHARES TR900$24.3Kshares
DMAXISHARES TR900$24Kshares
XBFZXBLACKROCK CA MUNI INC TR2,206$23.7Kshares
BGXBLACKSTONE LONG SHORT CR INC2,000$23.3Kshares
XIGDXVOYA GLBL EQTY DIV & PREM OP4,048$23.2Kshares
VRDNVIRIDIAN THERAPEUTICS INC740$23Kshares
MTWMANITOWOC CO INC1,851$22.2Kshares
ITDCISHARES TR638$21.7Kshares
ITDBISHARES TR650$21.4Kshares
FCPIFIDELITY COVINGTON TRUST397$19.6Kshares
TPVGTRIPLEPOINT VENTURE GROWTH B3,000$19.6Kshares
FYBRFRONTIER COMMUNICATIONS PARE506$19.3Kshares
SLRCSLR INVESTMENT CORP1,236$19.1Kshares
BLACKROCK MUN INCOME TRBLACKROCK MUN INCOME TR1,900$19.1Kshares
TIPZPIMCO ETF TR358$18.7Kshares
SKYWSKYWEST INC180$18.1Kshares
ACPABRDN INCOME CREDIT STRATEGI3,230$17.5Kshares
PRCTPROCEPT BIOROBOTICS CORP539$17Kshares
LDILOANDEPOT INC8,100$16.8Kshares
XNQPXNUVEEN PA INVT QUALITY MUN F1,409$16.8Kshares
BIBPROSHARES TR204$16.3Kshares
GXOGXO LOGISTICS INCORPORATED300$15.8Kshares
FTPAPUTNAM ETF TRUST1,801$15.5Kshares
NUGTDIREXION SHARES ETF TRUST81$14.9Kshares
FIXTTCW ETF TRUST372$14.2Kshares
AXTAAXALTA COATING SYS LTD440$14.2Kshares
FLIAFRANKLIN TEMPLETON ETF TR682$13.8Kshares
PTACOHEN & STEERS TAX ADVAN PFD700$13.5Kshares

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 0001085146-26-000398 base2026-05-07acceptance time not in the bulk data set