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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
VSHVISHAY INTERTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,253 shares; 2025Q1: 2,171 shares; 2025Q2: 2,185 shares; 2025Q3: 2,295 shares; 2025Q4: 2,200 shares; 2026Q1: 2,357 shares 2,357$42.4K<0.01%+157Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 519 shares; 2025Q1: 491 shares; 2025Q2: 532 shares; 2025Q3: 607 shares; 2025Q4: 468 shares; 2026Q1: 389 shares 389$42.1K<0.01%-79Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 141 shares; 2025Q1: 48 shares; 2025Q2: 3,628 shares; 2025Q3: 3,669 shares; 2025Q4: 4,094 shares; 2026Q1: 844 shares 844$42K<0.01%-3,250Timeline
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 2,205 shares; 2025Q1: 2,243 shares; 2025Q2: 1,965 shares; 2025Q3: 2,145 shares; 2025Q4: 2,099 shares; 2026Q1: 5,135 shares 5,135$41.9K<0.01%+3,036Timeline
CARAVIS BUDGET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 287 shares; 2025Q3: 363 shares; 2025Q4: 310 shares; 2026Q1: 287 shares 287$41.9K<0.01%-23Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 1,688 shares; 2025Q1: 826 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 732 shares; 2026Q1: 883 shares 883$41.8K<0.01%+151Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 855 shares; 2025Q1: 520 shares; 2025Q2: 487 shares; 2025Q3: 522 shares; 2025Q4: 465 shares; 2026Q1: 505 shares 505$41.7K<0.01%+40Timeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 1,562 shares; 2025Q1: 2,478 shares; 2025Q2: 2,607 shares; 2025Q3: 15,632 shares; 2025Q4: 9,427 shares; 2026Q1: 4,571 shares 4,571$41.7K<0.01%-4,856Timeline
QQQINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 3,424 shares; 2026Q1: 839 shares 839$41.7K<0.01%-2,585Timeline
CIIBLACKROCK ENHANCED LARGE CAPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,603 shares; 2026Q1: 1,976 shares 1,976$41.5K<0.01%-627Timeline
ARDXARDELYX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: not reported; 2025Q4: 922 shares; 2026Q1: 6,922 shares 6,922$41.5K<0.01%+6,000Timeline
GELGENESIS ENERGY L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,321 shares; 2025Q1: 2,321 shares; 2025Q2: 2,321 shares; 2025Q3: 2,321 shares; 2025Q4: 2,321 shares; 2026Q1: 2,321 shares 2,321$41.4K<0.01%0Timeline
BULPACER 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: 764 shares; 2026Q1: 764 shares 764$41.3K<0.01%0Timeline
XMTRXOMETRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 11 shares; 2025Q1: 38 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,194 shares; 2026Q1: 1,009 shares 1,009$41.2K<0.01%-185Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 96 shares; 2026Q1: 129 shares 129$41.2K<0.01%+33Timeline
PSCEINVESCO 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: 625 shares; 2025Q2: 654 shares; 2025Q3: 672 shares; 2025Q4: 672 shares; 2026Q1: 672 shares 672$41K<0.01%0Timeline
CLMCORNERSTONE STRATEGIC INVESTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,579 shares; 2024Q4: 14,117 shares; 2025Q1: 14,117 shares; 2025Q2: 9,755 shares; 2025Q3: 5,647 shares; 2025Q4: 1,908 shares; 2026Q1: 5,628 shares 5,628$41K<0.01%+3,720Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 571 shares; 2025Q1: 317 shares; 2025Q2: 328 shares; 2025Q3: 338 shares; 2025Q4: 339 shares; 2026Q1: 293 shares 293$41K<0.01%-46Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 1,609 shares; 2025Q1: 752 shares; 2025Q2: 1,979 shares; 2025Q3: 2,786 shares; 2025Q4: 1,789 shares; 2026Q1: 2,071 shares 2,071$40.9K<0.01%+282Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,237 shares; 2025Q1: 1,044 shares; 2025Q2: 1,051 shares; 2025Q3: 2,330 shares; 2025Q4: 1,475 shares; 2026Q1: 1,116 shares 1,116$40.6K<0.01%-359Timeline
RFMZRIVERNORTH FLEXIBLE MUNI 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: 750 shares; 2025Q3: not reported; 2025Q4: 4,250 shares; 2026Q1: 3,204 shares 3,204$40.5K<0.01%-1,046Timeline
DFPFLAHERTY & CRUMRINE DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,565 shares; 2024Q4: 6,669 shares; 2025Q1: 5,766 shares; 2025Q2: 1,266 shares; 2025Q3: 1,349 shares; 2025Q4: 1,800 shares; 2026Q1: 2,010 shares 2,010$40.3K<0.01%+210Timeline
RDVIFIRST 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: 775 shares; 2025Q4: 718 shares; 2026Q1: 1,571 shares 1,571$40.1K<0.01%+853Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 362 shares; 2025Q1: 514 shares; 2025Q2: 119 shares; 2025Q3: 366 shares; 2025Q4: 552 shares; 2026Q1: 789 shares 789$40.1K<0.01%+237Timeline
AMRZAMRIZE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 715 shares 715$40.1K<0.01%newTimeline
HWKNHAWKINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 321 shares; 2025Q4: 263 shares; 2026Q1: 260 shares 260$39.9K<0.01%-3Timeline
RXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213$39.8K<0.01%0Timeline
PACGRUPO AEROPORTUNARIO DEL PACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 64 shares; 2026Q1: 161 shares 161$39.7K<0.01%+97Timeline
NVGSNAVIGATOR HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 71 shares; 2025Q3: 2,055 shares; 2025Q4: 2,680 shares; 2026Q1: 2,055 shares 2,055$39.7K<0.01%-625Timeline
ITRIITRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 61 shares; 2025Q1: 78 shares; 2025Q2: 346 shares; 2025Q3: 342 shares; 2025Q4: 443 shares; 2026Q1: 443 shares 443$39.7K<0.01%0Timeline
IDRVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,072 shares; 2024Q4: 30,881 shares; 2025Q1: 1,779 shares; 2025Q2: 810 shares; 2025Q3: 849 shares; 2025Q4: 849 shares; 2026Q1: 1,030 shares 1,030$39.7K<0.01%+181Timeline
STCESCHWAB STRATEGIC 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: 200 shares; 2025Q3: not reported; 2025Q4: 763 shares; 2026Q1: 763 shares 763$39.7K<0.01%0Timeline
UAAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,173 shares; 2024Q4: 36,201 shares; 2025Q1: 37,376 shares; 2025Q2: 38,178 shares; 2025Q3: 10,057 shares; 2025Q4: 7,821 shares; 2026Q1: 6,695 shares 6,695$39.6K<0.01%-1,126Timeline
FIZZNATIONAL BEVERAGE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,281 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,175 shares 1,175$39.5K<0.01%-70Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 110 shares; 2025Q2: 119 shares; 2025Q3: 291 shares; 2025Q4: 145 shares; 2026Q1: 136 shares 136$39.5K<0.01%-9Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 185 shares; 2025Q1: 1,112 shares; 2025Q2: 464 shares; 2025Q3: 199 shares; 2025Q4: 232 shares; 2026Q1: 254 shares 254$39.4K<0.01%+22Timeline
ABGASBURY AUTOMOTIVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 132 shares; 2025Q1: 125 shares; 2025Q2: 206 shares; 2025Q3: 222 shares; 2025Q4: 199 shares; 2026Q1: 201 shares 201$39.3K<0.01%+2Timeline
DEHPDIMENSIONAL 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: 179 shares; 2026Q1: 1,162 shares 1,162$39.3K<0.01%+983Timeline
FMSFRESENIUS MEDICAL CARE AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,369 shares; 2025Q1: 2,119 shares; 2025Q2: 1,661 shares; 2025Q3: 1,734 shares; 2025Q4: 1,692 shares; 2026Q1: 1,738 shares 1,738$39.2K<0.01%+46Timeline
FTCBFIRST 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: 9,690 shares; 2025Q4: not reported; 2026Q1: 1,861 shares 1,861$39K<0.01%newTimeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 111 shares; 2025Q3: 208 shares; 2025Q4: 55 shares; 2026Q1: 3,151 shares 3,151$38.9K<0.01%+3,096Timeline
ALRMALARM COM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 960 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 932 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900$38.9K<0.01%0Timeline
DDMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 371 shares; 2025Q3: 372 shares; 2025Q4: 1,993 shares; 2026Q1: 747 shares 747$38.9K<0.01%-1,246Timeline
EURONET WORLDWIDE INCEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,000 shares; 2024Q4: 55,000 shares; 2025Q1: 43,000 shares; 2025Q2: 43,000 shares; 2025Q3: 46,000 shares; 2025Q4: 46,000 shares; 2026Q1: 46,000 shares 46,000$38.8K<0.01%0
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 1,137 shares 1,137$38.8K<0.01%+984Timeline
KBWPINVESCO 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: 57 shares; 2025Q2: 1,602 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares 325$38.7K<0.01%newTimeline
XPHSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 713 shares 713$38.6K<0.01%-108Timeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 542 shares; 2025Q1: 353 shares; 2025Q2: 406 shares; 2025Q3: 549 shares; 2025Q4: 280 shares; 2026Q1: 251 shares 251$38.4K<0.01%-29Timeline
MKC-VMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 3,265 shares; 2025Q1: 3,010 shares; 2025Q2: 3,010 shares; 2025Q3: 1,699 shares; 2025Q4: 1,257 shares; 2026Q1: 762 shares 762$38.4K<0.01%-495Timeline
AGOASSURED GUARANTY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 252 shares; 2025Q2: 316 shares; 2025Q3: 345 shares; 2025Q4: 440 shares; 2026Q1: 470 shares 470$38.3K<0.01%+30Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 575 shares; 2025Q1: 1,197 shares; 2025Q2: 563 shares; 2025Q3: 523 shares; 2025Q4: 583 shares; 2026Q1: 780 shares 780$38.3K<0.01%+197Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 996 shares; 2025Q1: 39 shares; 2025Q2: 431 shares; 2025Q3: 61 shares; 2025Q4: 39 shares; 2026Q1: 602 shares 602$38.2K<0.01%+563Timeline
LEADSIREN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 177 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 497 shares 497$38.1K<0.01%newTimeline
PRVAPRIVIA HEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,652 shares; 2025Q1: 1,652 shares; 2025Q2: 1,654 shares; 2025Q3: 1,669 shares; 2025Q4: 1,652 shares; 2026Q1: 1,850 shares 1,850$38.1K<0.01%+198Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 184 shares; 2025Q3: 216 shares; 2025Q4: 290 shares; 2026Q1: 365 shares 365$37.9K<0.01%+75Timeline
RUMRUM 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: 7,415 shares; 2026Q1: 7,415 shares 7,415$37.8K<0.01%0Timeline
CUKCARNIVAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 624 shares; 2025Q1: 386 shares; 2025Q2: 1,115 shares; 2025Q3: 925 shares; 2025Q4: 825 shares; 2026Q1: 1,465 shares 1,465$37.8K<0.01%+640Timeline
HURNHURON CONSULTING GROUP 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: 40 shares; 2025Q3: 313 shares; 2025Q4: 300 shares; 2026Q1: 296 shares 296$37.7K<0.01%-4Timeline
IMVPINVESCO INDIA EXCHANGE-TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,611 shares; 2025Q1: 2,516 shares; 2025Q2: 2,489 shares; 2025Q3: 3,452 shares; 2025Q4: 3,503 shares; 2026Q1: 1,834 shares 1,834$37.7K<0.01%-1,669Timeline
MMITNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,472 shares; 2025Q2: 4,056 shares; 2025Q3: 4,724 shares; 2025Q4: 4,724 shares; 2026Q1: 1,560 shares 1,560$37.6K<0.01%-3,164Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 44 shares; 2026Q1: 72 shares 72$37.5K<0.01%+28Timeline
OCSLOAKTREE SPECIALTY LENDINGQuarterly shares; oldest to 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: 3,326 shares; 2026Q1: 3,322 shares 3,322$37.5K<0.01%-4Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,276 shares; 2025Q2: 2,336 shares; 2025Q3: 3,733 shares; 2025Q4: 3,451 shares; 2026Q1: 5,449 shares 5,449$37.4K<0.01%+1,998Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 47 shares; 2025Q1: 31 shares; 2025Q2: 29 shares; 2025Q3: 24 shares; 2025Q4: 58 shares; 2026Q1: 126 shares 126$37.4K<0.01%+68Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 283 shares; 2025Q1: 801 shares; 2025Q2: 207 shares; 2025Q3: 229 shares; 2025Q4: 316 shares; 2026Q1: 697 shares 697$37K<0.01%+381Timeline
TENBTENABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,216 shares; 2025Q1: 2,299 shares; 2025Q2: 2,225 shares; 2025Q3: 2,243 shares; 2025Q4: 2,188 shares; 2026Q1: 2,182 shares 2,182$36.9K<0.01%-6Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 2,030 shares; 2025Q1: 1,497 shares; 2025Q2: 1,220 shares; 2025Q3: 310 shares; 2025Q4: 346 shares; 2026Q1: 271 shares 271$36.7K<0.01%-75Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 141 shares; 2025Q1: 27 shares; 2025Q2: 97 shares; 2025Q3: 93 shares; 2025Q4: 120 shares; 2026Q1: 369 shares 369$36.7K<0.01%+249Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 861 shares; 2025Q1: 525 shares; 2025Q2: 552 shares; 2025Q3: 599 shares; 2025Q4: 540 shares; 2026Q1: 275 shares 275$36.6K<0.01%-265Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,350 shares; 2025Q1: 1,206 shares; 2025Q2: 2,616 shares; 2025Q3: 3,064 shares; 2025Q4: 3,138 shares; 2026Q1: 2,789 shares 2,789$36.6K<0.01%-349Timeline
TDOCTELADOC HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,501 shares; 2025Q1: 1,774 shares; 2025Q2: 1,663 shares; 2025Q3: 790 shares; 2025Q4: 869 shares; 2026Q1: 6,707 shares 6,707$36.6K<0.01%+5,838Timeline
SPEUSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 712 shares 712$36.5K<0.01%newTimeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 1,014 shares; 2025Q1: 2,131 shares; 2025Q2: 1,815 shares; 2025Q3: 4,819 shares; 2025Q4: 3,412 shares; 2026Q1: 1,760 shares 1,760$36.3K<0.01%-1,652Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 671 shares; 2025Q1: 780 shares; 2025Q2: 2,911 shares; 2025Q3: 2,390 shares; 2025Q4: 1,504 shares; 2026Q1: 1,590 shares 1,590$35.9K<0.01%+86Timeline
SERVSERVE ROBOTICS 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: 150 shares; 2025Q4: 209 shares; 2026Q1: 4,240 shares 4,240$35.8K<0.01%+4,031Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,201 shares; 2026Q1: 3,000 shares 3,000$35.6K<0.01%-201Timeline
SIMOSILICON MOTION TECHNOLOGY 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: 274 shares; 2025Q3: 274 shares; 2025Q4: 284 shares; 2026Q1: 317 shares 317$35.6K<0.01%+33Timeline
KEPKOREA ELEC PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,170 shares; 2025Q1: 5,743 shares; 2025Q2: 2,323 shares; 2025Q3: 2,323 shares; 2025Q4: 2,497 shares; 2026Q1: 2,497 shares 2,497$35.6K<0.01%0Timeline
TEITEMPLETON EMERGING MKTS INCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 6,853 shares; 2026Q1: 5,860 shares 5,860$35.2K<0.01%-993Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 137 shares; 2025Q1: 45 shares; 2025Q2: 79 shares; 2025Q3: 175 shares; 2025Q4: 224 shares; 2026Q1: 234 shares 234$35.2K<0.01%+10Timeline
FTGSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 760 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 1,101 shares; 2025Q4: 810 shares; 2026Q1: 1,030 shares 1,030$35.1K<0.01%+220Timeline
XBGYXBLACKROCK ENHANCED INTL DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,613 shares; 2024Q4: 18,734 shares; 2025Q1: 14,710 shares; 2025Q2: 6,450 shares; 2025Q3: 6,453 shares; 2025Q4: 6,453 shares; 2026Q1: 6,450 shares 6,450$34.9K<0.01%-3Timeline
OBTORANGE CNTY 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: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 1,086 shares; 2026Q1: 1,086 shares 1,086$34.7K<0.01%0Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 5,901 shares; 2025Q1: 1,276 shares; 2025Q2: 1,548 shares; 2025Q3: 1,517 shares; 2025Q4: 1,169 shares; 2026Q1: 937 shares 937$34.6K<0.01%-232Timeline
SBSCOMPANHIA DE SANEAMENTO BASIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 822 shares; 2025Q1: 715 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,134 shares 1,134$34.6K<0.01%+33Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 131 shares; 2025Q1: 198 shares; 2025Q2: 227 shares; 2025Q3: 352 shares; 2025Q4: 404 shares; 2026Q1: 441 shares 441$34.4K<0.01%+37Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 439 shares; 2025Q2: 4,861 shares; 2025Q3: 685 shares; 2025Q4: 690 shares; 2026Q1: 719 shares 719$34.4K<0.01%+29Timeline
EDOWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 848 shares 848$34.4K<0.01%+22Timeline
SLISTANDARD LITHIUM CORPQuarterly 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 11,000 shares; 2026Q1: 10,000 shares 10,000$34.1K<0.01%-1,000Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 806 shares; 2025Q1: 757 shares; 2025Q2: 797 shares; 2025Q3: 639 shares; 2025Q4: 580 shares; 2026Q1: 545 shares 545$34K<0.01%-35Timeline
BBSCJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 453 shares; 2026Q1: 453 shares 453$34K<0.01%0Timeline
KOREKORE GROUP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,764 shares 3,764$34K<0.01%newTimeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 679 shares; 2026Q1: 814 shares 814$33.5K<0.01%+135Timeline
AAXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 348 shares 348$33.5K<0.01%0Timeline
SMBSSCHWAB STRATEGIC 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: 1,913 shares; 2025Q3: 1,596 shares; 2025Q4: 6,468 shares; 2026Q1: 1,311 shares 1,311$33.5K<0.01%-5,157Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,253 shares; 2025Q1: 993 shares; 2025Q2: 625 shares; 2025Q3: 207 shares; 2025Q4: 202 shares; 2026Q1: 254 shares 254$33.5K<0.01%+52Timeline
TLKTELEKOMUNIKASI INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,317 shares; 2025Q3: 1,317 shares; 2025Q4: 1,413 shares; 2026Q1: 1,779 shares 1,779$33.2K<0.01%+366Timeline
CNXCCONCENTRIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,358 shares; 2025Q1: 1,243 shares; 2025Q2: 1,250 shares; 2025Q3: 1,058 shares; 2025Q4: 1,056 shares; 2026Q1: 1,215 shares 1,215$33.2K<0.01%+159Timeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,003 shares; 2025Q3: 1,000 shares; 2025Q4: 1,066 shares; 2026Q1: 1,030 shares 1,030$33.2K<0.01%-36Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 145 shares; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 710 shares; 2026Q1: 2,090 shares 2,090$33.1K<0.01%+1,380Timeline
ACBAURORA CANNABIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 1,496 shares; 2025Q1: 652 shares; 2025Q2: 551 shares; 2025Q3: 10,518 shares; 2025Q4: 10,094 shares; 2026Q1: 10,110 shares 10,110$33.1K<0.01%+16Timeline
ACAARCOSA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 289 shares; 2025Q3: 306 shares; 2025Q4: 289 shares; 2026Q1: 311 shares 311$33K<0.01%+22Timeline
DBAINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 2,039 shares; 2025Q1: not reported; 2025Q2: 247 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,204 shares 1,204$32.9K<0.01%newTimeline
CGUICAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares 1,300$32.9K<0.01%newTimeline
XDQQINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares; 2026Q1: 887 shares 887$32.8K<0.01%-310Timeline
BBHYJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 1,542 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 517 shares; 2026Q1: 709 shares 709$32.5K<0.01%+192Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 191 shares; 2025Q1: 209 shares; 2025Q2: 713 shares; 2025Q3: 783 shares; 2025Q4: 525 shares; 2026Q1: 457 shares 457$32.4K<0.01%-68Timeline
CRMDCORMEDIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,768 shares; 2025Q4: 4,768 shares; 2026Q1: 4,768 shares 4,768$32.4K<0.01%0Timeline
JBLUJETBLUE AIRWAYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,799 shares; 2024Q4: 9,251 shares; 2025Q1: 16,462 shares; 2025Q2: 13,768 shares; 2025Q3: 9,725 shares; 2025Q4: 3,000 shares; 2026Q1: 7,321 shares 7,321$32.4K<0.01%+4,321Timeline
MRSKNORTHERN LIGHTS FD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,802 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 911 shares 911$32.2K<0.01%0Timeline
PFLTPENNANTPARK FLOATING RATE CAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 299 shares; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000$32.2K<0.01%0Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 418 shares; 2025Q1: 302 shares; 2025Q2: 332 shares; 2025Q3: 771 shares; 2025Q4: 580 shares; 2026Q1: 1,253 shares 1,253$32.1K<0.01%+673Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 995 shares; 2025Q1: 1,032 shares; 2025Q2: 1,259 shares; 2025Q3: 1,259 shares; 2025Q4: 1,259 shares; 2026Q1: 1,259 shares 1,259$32K<0.01%0Timeline
PDLBPONCE FINANCIAL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,895 shares 1,895$31.7K<0.01%newTimeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 681 shares; 2025Q1: 155 shares; 2025Q2: 169 shares; 2025Q3: 263 shares; 2025Q4: 231 shares; 2026Q1: 485 shares 485$31.6K<0.01%+254Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,424 shares; 2025Q1: 25 shares; 2025Q2: 138 shares; 2025Q3: 152 shares; 2025Q4: 153 shares; 2026Q1: 129 shares 129$31.6K<0.01%-24Timeline
UMCUNITED MICROELECTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,956 shares; 2025Q3: 2,036 shares; 2025Q4: 2,083 shares; 2026Q1: 3,518 shares 3,518$31.6K<0.01%+1,435Timeline
GLPGLOBAL PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750$31.6K<0.01%newTimeline
FFEBFIRST 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: 800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 563 shares 563$31.4K<0.01%newTimeline
MXFMEXICO FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,570 shares; 2026Q1: 1,500 shares 1,500$31.4K<0.01%-70Timeline
SABRSABRE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,082 shares; 2024Q4: 25,958 shares; 2025Q1: 15,307 shares; 2025Q2: 18,509 shares; 2025Q3: 23,841 shares; 2025Q4: 21,194 shares; 2026Q1: 21,620 shares 21,620$31.3K<0.01%+426Timeline
TNDMTANDEM DIABETES CARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 311 shares; 2025Q1: 35 shares; 2025Q2: 30 shares; 2025Q3: 317 shares; 2025Q4: 686 shares; 2026Q1: 1,634 shares 1,634$31.3K<0.01%+948Timeline
SONOSONOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 1,127 shares; 2025Q1: 257 shares; 2025Q2: 658 shares; 2025Q3: 257 shares; 2025Q4: 2,055 shares; 2026Q1: 2,335 shares 2,335$31.3K<0.01%+280Timeline
CALCALERES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,634 shares; 2024Q4: 14,634 shares; 2025Q1: 14,634 shares; 2025Q2: 14,634 shares; 2025Q3: 3,217 shares; 2025Q4: 3,850 shares; 2026Q1: 2,967 shares 2,967$31.3K<0.01%-883Timeline
CLIRCLEARSIGN TECHNOLOGIES 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: 7,172 shares 7,172$31.3K<0.01%newTimeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 824 shares; 2025Q4: 1,013 shares; 2026Q1: 758 shares 758$31.3K<0.01%-255Timeline
HAEHAEMONETICS CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: 520 shares; 2025Q2: 523 shares; 2025Q3: 548 shares; 2025Q4: 446 shares; 2026Q1: 553 shares 553$31.2K<0.01%+107Timeline
DBNDDOUBLELINE 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: 680 shares 680$31.2K<0.01%newTimeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 287 shares; 2025Q1: 4,182 shares; 2025Q2: 885 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 420 shares 420$31K<0.01%+20Timeline
RCSPIMCO STRATEGIC INCOME FDQuarterly 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: 2,657 shares; 2025Q3: 2,657 shares; 2025Q4: 3,179 shares; 2026Q1: 5,772 shares 5,772$30.9K<0.01%+2,593Timeline
PJANINNOVATOR 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: 286 shares; 2025Q4: not reported; 2026Q1: 670 shares 670$30.9K<0.01%newTimeline
EJULINNOVATOR 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: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares 1,034$30.9K<0.01%0Timeline
GATXGATX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 355 shares; 2025Q1: 142 shares; 2025Q2: 167 shares; 2025Q3: 237 shares; 2025Q4: 273 shares; 2026Q1: 181 shares 181$30.9K<0.01%-92Timeline
MMINNYLIM ACTIVE 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: 1,298 shares 1,298$30.8K<0.01%newTimeline
SBSWSIBANYE STILLWATER LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 2,481 shares; 2025Q3: 3,481 shares; 2025Q4: 2,554 shares; 2026Q1: 2,481 shares 2,481$30.6K<0.01%-73Timeline
BCXBLACKROCK RES & COMMODITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,584 shares; 2026Q1: 2,532 shares 2,532$30.5K<0.01%+948Timeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,258 shares; 2024Q4: 5,238 shares; 2025Q1: 5,238 shares; 2025Q2: 6,440 shares; 2025Q3: 3,238 shares; 2025Q4: 2,433 shares; 2026Q1: 2,648 shares 2,648$30.5K<0.01%+215Timeline
MWAMUELLER WTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 104 shares; 2025Q3: 164 shares; 2025Q4: 104 shares; 2026Q1: 1,104 shares 1,104$30.3K<0.01%+1,000Timeline
BBDBANCO BRADESCO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,479 shares; 2024Q4: 16,747 shares; 2025Q1: 16,665 shares; 2025Q2: 23,707 shares; 2025Q3: 18,758 shares; 2025Q4: 10,170 shares; 2026Q1: 8,315 shares 8,315$30.3K<0.01%-1,855Timeline
SFLSFL CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,446 shares; 2025Q1: 2,526 shares; 2025Q2: 2,606 shares; 2025Q3: 2,917 shares; 2025Q4: 2,986 shares; 2026Q1: 2,794 shares 2,794$30.2K<0.01%-192Timeline
SMINISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,768 shares; 2024Q4: 165,151 shares; 2025Q1: 203,505 shares; 2025Q2: 209,027 shares; 2025Q3: 202,323 shares; 2025Q4: 128,612 shares; 2026Q1: 501 shares 501$30K<0.01%-128,111Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 4,375 shares; 2025Q1: 1,671 shares; 2025Q2: 2,317 shares; 2025Q3: 852 shares; 2025Q4: 874 shares; 2026Q1: 1,255 shares 1,255$30K<0.01%+381Timeline
HTZWWHERTZ GLOBAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,303 shares; 2024Q4: 11,303 shares; 2025Q1: 11,303 shares; 2025Q2: 11,303 shares; 2025Q3: 11,303 shares; 2025Q4: 13,052 shares; 2026Q1: 13,110 shares 13,110$29.9K<0.01%+58Timeline
AGFIRST MAJESTIC SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 615 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 5,040 shares; 2025Q4: 115 shares; 2026Q1: 1,389 shares 1,389$29.8K<0.01%+1,274Timeline
EVAXEVAXION ASQuarterly shares; oldest to 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: 8,000 shares; 2026Q1: 8,000 shares 8,000$29.8K<0.01%0Timeline
VENTAS RLTY LTD PARTNERSHIPVENTAS RLTY LTD PARTNERSHIPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 20,000 shares 20,000$29.7K<0.01%+4,000
FSSLFS SPECIALTY LENDING FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,546 shares; 2026Q1: 2,364 shares 2,364$29.6K<0.01%-4,182Timeline
LEMBISHARES 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: 723 shares 723$29.5K<0.01%newTimeline
SMSM ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 600 shares; 2025Q1: 1,017 shares; 2025Q2: 631 shares; 2025Q3: 701 shares; 2025Q4: 723 shares; 2026Q1: 944 shares 944$29.4K<0.01%+221Timeline
BITOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 600 shares; 2025Q1: 593 shares; 2025Q2: 3,100 shares; 2025Q3: 1,030 shares; 2025Q4: 1,017 shares; 2026Q1: 3,151 shares 3,151$29.3K<0.01%+2,134Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,026 shares; 2025Q3: 2,333 shares; 2025Q4: 1,757 shares; 2026Q1: 2,029 shares 2,029$29.3K<0.01%+272Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 775 shares; 2025Q1: 707 shares; 2025Q2: 736 shares; 2025Q3: 773 shares; 2025Q4: 778 shares; 2026Q1: 760 shares 760$29.1K<0.01%-18Timeline
DEAEASTERLY GOVT PPTYS 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: 60 shares; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 1,354 shares 1,354$29K<0.01%+1,327Timeline
AMCXAMC GLOBAL MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 2,158 shares; 2025Q1: 2,051 shares; 2025Q2: 4,786 shares; 2025Q3: 5,200 shares; 2025Q4: 4,421 shares; 2026Q1: 4,268 shares 4,268$29K<0.01%-153Timeline
USVMVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 760 shares; 2025Q1: 805 shares; 2025Q2: 718 shares; 2025Q3: 711 shares; 2025Q4: 1,071 shares; 2026Q1: 306 shares 306$29K<0.01%-765Timeline
QCRHQCR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 339 shares 339$29K<0.01%+39Timeline
MYIBLACKROCK MUNIYIELD QUALITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,286 shares; 2024Q4: 43,788 shares; 2025Q1: 43,788 shares; 2025Q2: 43,788 shares; 2025Q3: 3,928 shares; 2025Q4: 2,752 shares; 2026Q1: 2,752 shares 2,752$28.9K<0.01%0Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 591 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 111 shares; 2025Q4: 172 shares; 2026Q1: 143 shares 143$28.8K<0.01%-29Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 416 shares; 2025Q1: 595 shares; 2025Q2: 22 shares; 2025Q3: 200 shares; 2025Q4: 265 shares; 2026Q1: 3,426 shares 3,426$28.7K<0.01%+3,161Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 1,732 shares; 2025Q1: 2,629 shares; 2025Q2: 4,780 shares; 2025Q3: 884 shares; 2025Q4: 1,884 shares; 2026Q1: 1,942 shares 1,942$28.7K<0.01%+58Timeline
CLBKCOLUMBIA FINL 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: 1,634 shares 1,634$28.6K<0.01%newTimeline
HOMBHOME BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,539 shares; 2024Q4: 449 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,062 shares 1,062$28.6K<0.01%newTimeline
CDECOEUR MNG 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: 918 shares; 2026Q1: 1,523 shares 1,523$28.6K<0.01%+605Timeline
INODINNODATA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502 shares; 2026Q1: 740 shares 740$28.6K<0.01%+238Timeline
NXPNUVEEN SELECT TAX-FREE INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 3,375 shares; 2025Q1: 3,038 shares; 2025Q2: 1,778 shares; 2025Q3: 3,857 shares; 2025Q4: 296 shares; 2026Q1: 1,988 shares 1,988$28.5K<0.01%+1,692Timeline
POWIPOWER INTEGRATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 141 shares; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 44 shares; 2025Q4: 521 shares; 2026Q1: 557 shares 557$28.5K<0.01%+36Timeline
NMCONUVEEN MUN CR OPPORTUNITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,795 shares; 2025Q1: 1,135 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 294 shares; 2026Q1: 2,693 shares 2,693$28.5K<0.01%+2,399Timeline
GDRXGOODRX HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 69 shares; 2025Q1: 14,529 shares; 2025Q2: 14,530 shares; 2025Q3: 14,529 shares; 2025Q4: 14,533 shares; 2026Q1: 14,529 shares 14,529$28.5K<0.01%-4Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 222 shares; 2025Q1: 162 shares; 2025Q2: 215 shares; 2025Q3: 214 shares; 2025Q4: 172 shares; 2026Q1: 152 shares 152$28.5K<0.01%-20Timeline
LYTSLSI INDS INC OHIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 1,534 shares; 2026Q1: 1,528 shares 1,528$28.4K<0.01%-6Timeline
CHTCHUNGHWA TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: not reported; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 368 shares; 2026Q1: 669 shares 669$28.3K<0.01%+301Timeline
LABSTANDARD BIOTOOLS 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: 30,703 shares 30,703$28.2K<0.01%newTimeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 1,580 shares; 2025Q1: 1,628 shares; 2025Q2: 2,109 shares; 2025Q3: 1,362 shares; 2025Q4: 616 shares; 2026Q1: 866 shares 866$28.2K<0.01%+250Timeline
BHCBAUSCH HEALTH COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 5,409 shares; 2025Q4: 5,409 shares; 2026Q1: 5,209 shares 5,209$28.1K<0.01%-200Timeline
TNGYTORTOISE CAPITAL SERIES TRUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares; 2025Q4: 2,682 shares; 2026Q1: 2,682 shares 2,682$28K<0.01%0Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 577 shares; 2025Q2: 401 shares; 2025Q3: 754 shares; 2025Q4: 1,143 shares; 2026Q1: 1,143 shares 1,143$27.9K<0.01%0Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 1,382 shares; 2025Q2: 959 shares; 2025Q3: 2,824 shares; 2025Q4: 2,964 shares; 2026Q1: 4,644 shares 4,644$27.9K<0.01%+1,680Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 938 shares; 2025Q1: 56 shares; 2025Q2: 45 shares; 2025Q3: 1,095 shares; 2025Q4: 1,588 shares; 2026Q1: 3,360 shares 3,360$27.8K<0.01%+1,772Timeline
ABNDAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 630 shares 630$27.6K<0.01%newTimeline
BFCBANK FIRST 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: 20 shares; 2025Q4: 204 shares; 2026Q1: 204 shares 204$27.6K<0.01%0Timeline
BSBKBOGOTA FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares; 2026Q1: 3,215 shares 3,215$27.3K<0.01%+250Timeline
GNLGLOBAL NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 2,045 shares; 2025Q1: 2,123 shares; 2025Q2: 5,953 shares; 2025Q3: 2,234 shares; 2025Q4: 5,517 shares; 2026Q1: 2,914 shares 2,914$27.3K<0.01%-2,603Timeline
AWPABRDN GLOBAL PREMIER PPTYS FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,460 shares 2,460$27.2K<0.01%newTimeline
VPLSVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350$27.2K<0.01%newTimeline
ANIXANIXA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500$27.1K<0.01%0Timeline
HLITHARMONIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,510 shares; 2025Q1: 4,510 shares; 2025Q2: 4,708 shares; 2025Q3: 4,510 shares; 2025Q4: 4,510 shares; 2026Q1: 3,007 shares 3,007$27K<0.01%-1,503Timeline
KRPKIMBELL RTY PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,857 shares 1,857$26.9K<0.01%+357Timeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 630 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 564 shares 564$26.7K<0.01%+5Timeline
EFCELLINGTON 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: 78 shares; 2025Q3: not reported; 2025Q4: 289 shares; 2026Q1: 2,250 shares 2,250$26.7K<0.01%+1,961Timeline
RMBIRICHMOND MUT BANCORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 2,213 shares; 2025Q1: 2,213 shares; 2025Q2: 2,213 shares; 2025Q3: 1,963 shares; 2025Q4: 1,963 shares; 2026Q1: 1,963 shares 1,963$26.6K<0.01%0Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 389 shares; 2025Q1: 372 shares; 2025Q2: 385 shares; 2025Q3: 457 shares; 2025Q4: 419 shares; 2026Q1: 478 shares 478$26.6K<0.01%+59Timeline
ABFLABACUS FCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 559 shares; 2025Q4: 483 shares; 2026Q1: 374 shares 374$26.6K<0.01%-109Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 36 shares; 2025Q1: 37 shares; 2025Q2: 496 shares; 2025Q3: 33 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23$26.6K<0.01%0
BWBBRIDGEWATER BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,800 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$26.6K<0.01%0Timeline
BBDCBARINGS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,276 shares; 2025Q1: 2,822 shares; 2025Q2: 2,918 shares; 2025Q3: 3,013 shares; 2025Q4: 3,101 shares; 2026Q1: 3,200 shares 3,200$26.3K<0.01%+99Timeline
AXIAYAXIA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,332 shares; 2025Q3: 2,332 shares; 2025Q4: 2,332 shares; 2026Q1: 2,332 shares 2,332$26.3K<0.01%0Timeline
BHFBRIGHTHOUSE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 380 shares; 2025Q1: 501 shares; 2025Q2: 415 shares; 2025Q3: 396 shares; 2025Q4: 467 shares; 2026Q1: 439 shares 439$26.3K<0.01%-28Timeline
QQXTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269 shares; 2026Q1: 269 shares 269$26.3K<0.01%0Timeline
PDTHANCOCK JOHN PREM DIVID FDQuarterly 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: 2,864 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$26.2K<0.01%0Timeline
EENI SPAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97 shares; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 550 shares; 2025Q4: 623 shares; 2026Q1: 461 shares 461$26.1K<0.01%-162Timeline
TECLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 601 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 301 shares 301$26.1K<0.01%0Timeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 253 shares; 2025Q1: 260 shares; 2025Q2: 281 shares; 2025Q3: 40 shares; 2025Q4: 70 shares; 2026Q1: 79 shares 79$25.9K<0.01%+9Timeline
LLYVKLIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178 shares; 2026Q1: 275 shares 275$25.9K<0.01%+97Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 4,583 shares; 2025Q1: 4,784 shares; 2025Q2: 4,000 shares; 2025Q3: 3,105 shares; 2025Q4: 1,161 shares; 2026Q1: 1,168 shares 1,168$25.7K<0.01%+7Timeline
IDRIDAHO STRATEGIC RESOURCESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800$25.7K<0.01%newTimeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,328 shares; 2024Q4: 29,734 shares; 2025Q1: 29,638 shares; 2025Q2: 29,380 shares; 2025Q3: 6,707 shares; 2025Q4: 7,134 shares; 2026Q1: 5,555 shares 5,555$25.6K<0.01%-1,579Timeline
NOVTNOVANTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 48 shares; 2025Q1: 59 shares; 2025Q2: 43 shares; 2025Q3: 63 shares; 2025Q4: 35 shares; 2026Q1: 216 shares 216$25.5K<0.01%+181Timeline
CWKCUSHMAN AND WAKEFIELD LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,953 shares; 2026Q1: 2,078 shares 2,078$25.5K<0.01%+125Timeline
DUSADAVIS FUNDAMENTAL ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares 500$25.4K<0.01%newTimeline
DUKE ENERGY CORP NEWDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 23,000 shares 23,000$25.3K<0.01%+5,000
MAXJISHARES 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: 902 shares; 2026Q1: 900 shares 900$25.3K<0.01%-2Timeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 425 shares; 2025Q1: 1,454 shares; 2025Q2: 430 shares; 2025Q3: 309 shares; 2025Q4: 251 shares; 2026Q1: 273 shares 273$25.3K<0.01%+22Timeline
FHTXFOGHORN 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: not reported; 2026Q1: 5,295 shares 5,295$25.3K<0.01%newTimeline
FLDRFIDELITY MERRIMACK STR 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: 502 shares; 2025Q3: 808 shares; 2025Q4: 1,799 shares; 2026Q1: 505 shares 505$25.3K<0.01%-1,294Timeline
MXLMAXLINEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 543 shares; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,446 shares; 2026Q1: 1,446 shares 1,446$25.1K<0.01%0Timeline
FFICFLUSHING FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,637 shares 1,637$25.1K<0.01%newTimeline
CHCOCITY HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 201 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 210 shares 210$25.1K<0.01%+37Timeline
BGHBARINGS GLOBAL SHORT DURATIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,337 shares; 2026Q1: 1,837 shares 1,837$25.1K<0.01%-1,500Timeline
CBTCABOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 443 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 190 shares; 2025Q4: 146 shares; 2026Q1: 333 shares 333$25.1K<0.01%+187Timeline
CIONCION INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,133 shares; 2024Q4: 3,133 shares; 2025Q1: 3,133 shares; 2025Q2: 3,133 shares; 2025Q3: 3,133 shares; 2025Q4: 8,872 shares; 2026Q1: 3,666 shares 3,666$25.1K<0.01%-5,206Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 333 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 378 shares; 2025Q4: 3,012 shares; 2026Q1: 3,012 shares 3,012$25K<0.01%0Timeline
OCFCOCEANFIRST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,313 shares; 2025Q1: 1,327 shares; 2025Q2: 1,342 shares; 2025Q3: 1,425 shares; 2025Q4: 1,373 shares; 2026Q1: 1,387 shares 1,387$25K<0.01%+14Timeline
WLYWILEY JOHN & SONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 654 shares; 2025Q2: 654 shares; 2025Q3: 654 shares; 2025Q4: 722 shares; 2026Q1: 654 shares 654$24.9K<0.01%-68Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 869 shares; 2025Q1: 883 shares; 2025Q2: 890 shares; 2025Q3: 901 shares; 2025Q4: 912 shares; 2026Q1: 1,012 shares 1,012$24.8K<0.01%+100Timeline
XEMDXWESTERN ASSET EMERGING MKTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 2,528 shares 2,528$24.8K<0.01%+2,167Timeline
XHRXENIA HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,594 shares; 2025Q1: 1,815 shares; 2025Q2: 1,626 shares; 2025Q3: 1,642 shares; 2025Q4: 1,659 shares; 2026Q1: 1,673 shares 1,673$24.8K<0.01%+14Timeline
WGOWINNEBAGO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 354 shares; 2025Q1: 294 shares; 2025Q2: 402 shares; 2025Q3: 766 shares; 2025Q4: 853 shares; 2026Q1: 799 shares 799$24.8K<0.01%-54Timeline
IQIINVESCO QUALITY MUN INCOME TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,615 shares; 2024Q4: 30,847 shares; 2025Q1: 35,457 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,557 shares 2,557$24.6K<0.01%newTimeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 275 shares; 2025Q1: 190 shares; 2025Q2: 178 shares; 2025Q3: 161 shares; 2025Q4: 61 shares; 2026Q1: 88 shares 88$24.5K<0.01%+27Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 531 shares; 2025Q1: 57 shares; 2025Q2: 14 shares; 2025Q3: 96 shares; 2025Q4: 117 shares; 2026Q1: 298 shares 298$24.5K<0.01%+181Timeline
NANNUVEEN NY DIVI ADVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,317 shares; 2024Q4: 6,317 shares; 2025Q1: 6,317 shares; 2025Q2: 6,014 shares; 2025Q3: 6,014 shares; 2025Q4: 6,014 shares; 2026Q1: 2,195 shares 2,195$24.5K<0.01%-3,819Timeline
MIYBLACKROCK MUNIYIELD MICH QUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares 2,050$24.4K<0.01%0Timeline
HLHECLA MINING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 183 shares; 2026Q1: 1,307 shares 1,307$24.4K<0.01%+1,124Timeline
GSUSGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares 271$24.3K<0.01%0Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,188 shares; 2025Q1: 1,096 shares; 2025Q2: 256 shares; 2025Q3: 143 shares; 2025Q4: 389 shares; 2026Q1: 448 shares 448$24.1K<0.01%+59Timeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 278 shares; 2025Q4: 131 shares; 2026Q1: 547 shares 547$24.1K<0.01%+416Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,741 shares; 2025Q1: 2,806 shares; 2025Q2: 1,753 shares; 2025Q3: 1,050 shares; 2025Q4: 1,404 shares; 2026Q1: 1,243 shares 1,243$23.9K<0.01%-161Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 51 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 864 shares; 2025Q4: 1,433 shares; 2026Q1: 1,086 shares 1,086$23.8K<0.01%-347Timeline
CLOUGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 1,669 shares; 2025Q1: 1,392 shares; 2025Q2: 992 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares; 2026Q1: 1,218 shares 1,218$23.8K<0.01%-170Timeline
SEZLSEZZLE 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: 375 shares 375$23.7K<0.01%newTimeline
VFQYVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68 shares; 2025Q4: 160 shares; 2026Q1: 159 shares 159$23.7K<0.01%-1Timeline
BOKFBOK FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,858 shares; 2025Q1: 2,207 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185$23.7K<0.01%0Timeline
CHICALAMOS CONV OPPORTUNITIES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,965 shares; 2024Q4: 98,871 shares; 2025Q1: 109,828 shares; 2025Q2: 101,673 shares; 2025Q3: 25,452 shares; 2025Q4: 1,495 shares; 2026Q1: 2,197 shares 2,197$23.6K<0.01%+702Timeline
GBTGGLOBAL BUSINESS TRAVEL GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,203 shares; 2026Q1: 4,203 shares 4,203$23.5K<0.01%0Timeline
NCANUVEEN CALIFORNIA MUNI VLU FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500$23.4K<0.01%newTimeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 67 shares; 2025Q3: 62 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69$23.4K<0.01%0Timeline
BRCBRADY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 220 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 287 shares 287$23.3K<0.01%+197Timeline
GDLCGRAYSCALE COINDESK CRYPTOQuarterly shares; oldest to 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: 245 shares; 2026Q1: 745 shares 745$23.2K<0.01%+500Timeline
CRFCORNERSTONE TOTAL RETURN FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 3,729 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares; 2026Q1: 3,318 shares 3,318$23.1K<0.01%+1,000Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 139 shares; 2025Q1: 524 shares; 2025Q2: 187 shares; 2025Q3: 269 shares; 2025Q4: 403 shares; 2026Q1: 404 shares 404$23K<0.01%+1Timeline
MSEXMIDDLESEX WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 303 shares; 2025Q1: 305 shares; 2025Q2: 440 shares; 2025Q3: 442 shares; 2025Q4: 447 shares; 2026Q1: 442 shares 442$23K<0.01%-5Timeline
MSSMMORGAN STANLEY PATHWAY FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163 shares; 2025Q1: 67 shares; 2025Q2: 1,200 shares; 2025Q3: 94 shares; 2025Q4: 849 shares; 2026Q1: 444 shares 444$22.9K<0.01%-405Timeline
PNIPIMCO NEW YORK MUN FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,489 shares; 2024Q4: 16,489 shares; 2025Q1: 16,489 shares; 2025Q2: 16,489 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,342 shares 3,342$22.9K<0.01%newTimeline
XRAYDENTSPLY SIRONA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,616 shares; 2025Q1: 1,625 shares; 2025Q2: 1,803 shares; 2025Q3: 1,813 shares; 2025Q4: 1,994 shares; 2026Q1: 1,971 shares 1,971$22.9K<0.01%-23Timeline
MOG-AMOOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 169 shares; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 79 shares; 2025Q4: 98 shares; 2026Q1: 78 shares 78$22.8K<0.01%-20Timeline
ENVISTA HOLDINGS CORPORATIONENVISTA HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 23,000 shares 23,000$22.8K<0.01%+5,000
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 600 shares; 2025Q4: 569 shares; 2026Q1: 568 shares 568$22.8K<0.01%-1Timeline
BSACBANCO SANTANDER CHILE NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 198 shares; 2025Q1: 124 shares; 2025Q2: 356 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 676 shares 676$22.6K<0.01%0Timeline
PRCHPORCH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 3,106 shares; 2025Q1: 3,106 shares; 2025Q2: 3,106 shares; 2025Q3: 3,106 shares; 2025Q4: 3,106 shares; 2026Q1: 3,149 shares 3,149$22.6K<0.01%+43Timeline
SSYSSTRATASYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,337 shares; 2024Q4: 7,191 shares; 2025Q1: 1,086 shares; 2025Q2: 1,235 shares; 2025Q3: 1,488 shares; 2025Q4: 2,791 shares; 2026Q1: 2,877 shares 2,877$22.5K<0.01%+86Timeline
HPHELMERICH & PAYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,359 shares; 2025Q1: 1,426 shares; 2025Q2: 7,909 shares; 2025Q3: 506 shares; 2025Q4: 698 shares; 2026Q1: 623 shares 623$22.4K<0.01%-75Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 32 shares; 2026Q1: 55 shares 55$22.4K<0.01%+23Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 487 shares; 2025Q1: 401 shares; 2025Q2: 673 shares; 2025Q3: 1,385 shares; 2025Q4: 624 shares; 2026Q1: 704 shares 704$22.4K<0.01%+80Timeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 9 shares; 2025Q1: 1 shares; 2025Q2: 78 shares; 2025Q3: 12 shares; 2025Q4: 13 shares; 2026Q1: 160 shares 160$22.4K<0.01%+147Timeline
JOETVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 556 shares 556$22.3K<0.01%newTimeline
FERFERROVIAL NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 149 shares; 2026Q1: 342 shares 342$22.2K<0.01%+193Timeline
EATBRINKER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 67 shares; 2025Q1: 145 shares; 2025Q2: 135 shares; 2025Q3: 140 shares; 2025Q4: 146 shares; 2026Q1: 155 shares 155$22.1K<0.01%+9Timeline
VERUVERU 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: 10,000 shares; 2025Q4: 10,005 shares; 2026Q1: 10,000 shares 10,000$22.1K<0.01%-5Timeline
EXKENDEAVOUR SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,354 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 61 shares; 2026Q1: 2,373 shares 2,373$22.1K<0.01%+2,312Timeline
CFFIC & F FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$21.9K<0.01%0Timeline
CIGCIA ENERGETICA DE MINAS GERAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,844 shares; 2024Q4: 7,844 shares; 2025Q1: 7,844 shares; 2025Q2: 9,132 shares; 2025Q3: 9,132 shares; 2025Q4: 9,132 shares; 2026Q1: 9,132 shares 9,132$21.8K<0.01%0Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 269 shares; 2025Q1: 293 shares; 2025Q2: 176 shares; 2025Q3: 123 shares; 2025Q4: 99 shares; 2026Q1: 120 shares 120$21.7K<0.01%+21Timeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 17 shares; 2025Q4: 558 shares; 2026Q1: 592 shares 592$21.7K<0.01%+34Timeline
SCIOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,048 shares 1,048$21.6K<0.01%newTimeline
FRMEFIRST MERCHANTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 56 shares; 2025Q4: 59 shares; 2026Q1: 558 shares 558$21.6K<0.01%+499Timeline
CSIQCANADIAN SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,912 shares; 2024Q4: 19,657 shares; 2025Q1: 21,874 shares; 2025Q2: 1,771 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares 1,560$21.6K<0.01%0Timeline
BGSB & G FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,230 shares; 2025Q1: 1,236 shares; 2025Q2: 7,443 shares; 2025Q3: 1,254 shares; 2025Q4: 2,730 shares; 2026Q1: 4,486 shares 4,486$21.6K<0.01%+1,756Timeline
XITKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 147 shares 147$21.5K<0.01%+91Timeline
ABCBAMERIS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 126 shares; 2025Q2: 196 shares; 2025Q3: 224 shares; 2025Q4: 248 shares; 2026Q1: 276 shares 276$21.5K<0.01%+28Timeline
EBCEASTERN BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares 1,100$21.5K<0.01%newTimeline
JRINUVEEN REAL ASSET INCOME & GQuarterly shares; oldest to 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: 1,529 shares; 2026Q1: 1,749 shares 1,749$21.5K<0.01%+220Timeline
EEFTEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 68 shares; 2025Q1: 110 shares; 2025Q2: 52 shares; 2025Q3: 64 shares; 2025Q4: 270 shares; 2026Q1: 323 shares 323$21.4K<0.01%+53Timeline
TFPMTRIPLE FLAG PRECIOUS METALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159 shares; 2025Q4: not reported; 2026Q1: 616 shares 616$21.4K<0.01%newTimeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: 745 shares; 2025Q3: 835 shares; 2025Q4: 73 shares; 2026Q1: 228 shares 228$21.3K<0.01%+155Timeline
MGYRMAGYAR 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: not reported; 2026Q1: 1,221 shares 1,221$21.1K<0.01%newTimeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 1,984 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 236 shares; 2025Q4: 234 shares; 2026Q1: 337 shares 337$21.1K<0.01%+103Timeline
XPOFXPONENTIAL FITNESS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500$21.1K<0.01%0Timeline
MSDMORGAN STANLEY EMKT DBT FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$21.1K<0.01%0Timeline
ATECALPHATEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,220 shares; 2025Q3: 1,000 shares; 2025Q4: 2,571 shares; 2026Q1: 1,935 shares 1,935$21.1K<0.01%-636Timeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 179 shares; 2025Q1: 3 shares; 2025Q2: 946 shares; 2025Q3: 487 shares; 2025Q4: 417 shares; 2026Q1: 694 shares 694$20.8K<0.01%+277Timeline
AGGYWISDOMTREE 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: 160 shares; 2025Q4: 162 shares; 2026Q1: 478 shares 478$20.8K<0.01%+316Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 152 shares; 2025Q1: 115 shares; 2025Q2: 230 shares; 2025Q3: 538 shares; 2025Q4: 530 shares; 2026Q1: 397 shares 397$20.6K<0.01%-133Timeline
TDCTERADATA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,801 shares; 2025Q1: 268 shares; 2025Q2: 328 shares; 2025Q3: 350 shares; 2025Q4: 382 shares; 2026Q1: 803 shares 803$20.6K<0.01%+421Timeline
MPBMID PENN BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639 shares 639$20.6K<0.01%newTimeline
BIDDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 830 shares; 2025Q1: not reported; 2025Q2: 4,565 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 716 shares 716$20.4K<0.01%newTimeline
UHALU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425$20.3K<0.01%0Timeline
HEEMISHARES 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: 550 shares 550$20.3K<0.01%newTimeline
SBIWESTERN ASSET INTER MUNIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 610 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,639 shares 2,639$20.3K<0.01%newTimeline
LUMENTUM HLDGS INCLUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$20.2K<0.01%0
DAKTDAKTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 3,046 shares; 2025Q3: 3,046 shares; 2025Q4: 1,001 shares; 2026Q1: 1,027 shares 1,027$20.1K<0.01%+26Timeline
SUSBISHARES 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: 800 shares 800$20.1K<0.01%newTimeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 180 shares; 2025Q1: 159 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 212 shares; 2026Q1: 207 shares 207$20K<0.01%-5Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,465 shares; 2025Q1: 585 shares; 2025Q2: 957 shares; 2025Q3: 1,029 shares; 2025Q4: 757 shares; 2026Q1: 765 shares 765$20K<0.01%+8Timeline
EQINCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405 shares 405$19.9K<0.01%newTimeline
HAPVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 189 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 273 shares 273$19.8K<0.01%newTimeline
PKXPOSCO HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 258 shares; 2026Q1: 338 shares 338$19.8K<0.01%+80Timeline
BKDBROOKDALE SR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 500 shares; 2025Q1: 400 shares; 2025Q2: 3,400 shares; 2025Q3: 1,190 shares; 2025Q4: 1,400 shares; 2026Q1: 1,445 shares 1,445$19.8K<0.01%+45Timeline
FUBOFUBOTV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,082 shares 2,082$19.7K<0.01%newTimeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 871 shares; 2025Q3: 587 shares; 2025Q4: 536 shares; 2026Q1: 583 shares 583$19.7K<0.01%+47Timeline
BUFSFIRST 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: 853 shares 853$19.7K<0.01%newTimeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 539 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 691 shares 691$19.5K<0.01%+100Timeline
TOPTISHARES 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: 681 shares; 2025Q4: 681 shares; 2026Q1: 681 shares 681$19.5K<0.01%0Timeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 12,166 shares; 2025Q1: 54,189 shares; 2025Q2: 20,498 shares; 2025Q3: 1,411 shares; 2025Q4: 2,765 shares; 2026Q1: 2,795 shares 2,795$19.4K<0.01%+30Timeline
FLG-PUFLAGSTAR BANK NATIONAL ASSOCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$19.4K<0.01%0Timeline
RSPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$19.3K<0.01%0Timeline
BRSLBRIGHTSTAR LOTTERY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,204 shares; 2025Q4: 1,194 shares; 2026Q1: 1,513 shares 1,513$19.3K<0.01%+319Timeline
SPXTPROSHARES 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: 301 shares; 2025Q4: not reported; 2026Q1: 190 shares 190$19.2K<0.01%newTimeline
TRUPTRUPANION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 842 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 843 shares; 2026Q1: 750 shares 750$19.2K<0.01%-93Timeline
MNKDMANNKIND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,836 shares; 2025Q1: 7,836 shares; 2025Q2: 7,836 shares; 2025Q3: 7,836 shares; 2025Q4: 7,840 shares; 2026Q1: 7,836 shares 7,836$19.2K<0.01%-4Timeline
FCFFIRST COMWLTH FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 1,091 shares 1,091$19.2K<0.01%+196Timeline
IESCIES 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: 37 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40$19.1K<0.01%0Timeline
DEIDOUGLAS EMMETT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,890 shares; 2025Q4: 1,890 shares; 2026Q1: 2,022 shares 2,022$19K<0.01%+132Timeline
TXTERNIUM SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 393 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 474 shares 474$19K<0.01%+114Timeline
AGCOAGCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 91 shares; 2026Q1: 164 shares 164$19K<0.01%+73Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,889 shares; 2025Q1: 2,294 shares; 2025Q2: 3,586 shares; 2025Q3: 3,387 shares; 2025Q4: 3,226 shares; 2026Q1: 1,025 shares 1,025$19K<0.01%-2,201Timeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 93 shares; 2025Q3: 548 shares; 2025Q4: 357 shares; 2026Q1: 331 shares 331$18.9K<0.01%-26Timeline
SMASMARTSTOP SELF STORAG REIT IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 886 shares; 2026Q1: 623 shares 623$18.9K<0.01%-263Timeline
IPGPIPG PHOTONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 164 shares 164$18.8K<0.01%+146Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares 450$18.8K<0.01%newTimeline
GSJYGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 385 shares 385$18.7K<0.01%newTimeline
TXG10X GENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 806 shares; 2025Q1: 11 shares; 2025Q2: 23 shares; 2025Q3: 554 shares; 2025Q4: 615 shares; 2026Q1: 872 shares 872$18.5K<0.01%+257Timeline
BMNRBITMINE IMMERSION TECHS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 732 shares; 2025Q4: 1,126 shares; 2026Q1: 933 shares 933$18.5K<0.01%-193Timeline
TMPTOMPKINS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 224 shares; 2025Q1: 226 shares; 2025Q2: 228 shares; 2025Q3: 230 shares; 2025Q4: 232 shares; 2026Q1: 234 shares 234$18.4K<0.01%+2Timeline
DRSLEONARDO DRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 414 shares 414$18.4K<0.01%+14Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 217 shares; 2025Q1: 277 shares; 2025Q2: 209 shares; 2025Q3: 197 shares; 2025Q4: 186 shares; 2026Q1: 187 shares 187$18.4K<0.01%+1Timeline
CUECUE BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 10,000 shares; 2025Q2: 83,000 shares; 2025Q3: 79,500 shares; 2025Q4: 79,500 shares; 2026Q1: 79,500 shares 79,500$18.3K<0.01%0Timeline
BLCRBLACKROCK 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: 445 shares 445$18.3K<0.01%newTimeline
HQLABRDN LIFE SCIENCES INVESTORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 1,055 shares; 2026Q1: 1,123 shares 1,123$18.3K<0.01%+68Timeline
WFWOORI FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 232 shares; 2026Q1: 274 shares 274$18.2K<0.01%+42Timeline
SIGISELECTIVE INS 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: 242 shares 242$18.2K<0.01%newTimeline
HAWXISHARES 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: 1,024 shares; 2025Q3: 800 shares; 2025Q4: 540 shares; 2026Q1: 445 shares 445$18.2K<0.01%-95Timeline
OXSQOXFORD SQUARE CAP 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: 355 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,276 shares 10,276$18.2K<0.01%newTimeline
HYBLSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,162 shares; 2025Q4: 651 shares; 2026Q1: 651 shares 651$18.1K<0.01%0Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 4,431 shares; 2025Q1: 4,381 shares; 2025Q2: 5,211 shares; 2025Q3: 1,177 shares; 2025Q4: 604 shares; 2026Q1: 686 shares 686$18K<0.01%+82Timeline
INDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 7,099 shares; 2025Q1: 2,714 shares; 2025Q2: 2,349 shares; 2025Q3: 1,679 shares; 2025Q4: 1,040 shares; 2026Q1: 425 shares 425$18K<0.01%-615Timeline
ARLPALLIANCE RESOURCE PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 1,523 shares; 2025Q4: 648 shares; 2026Q1: 648 shares 648$17.9K<0.01%0Timeline
BILIBILIBILI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 1,290 shares; 2025Q1: 538 shares; 2025Q2: 778 shares; 2025Q3: 744 shares; 2025Q4: 801 shares; 2026Q1: 794 shares 794$17.9K<0.01%-7Timeline
BFHBREAD FINANCIAL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 493 shares; 2025Q1: 250 shares; 2025Q2: 233 shares; 2025Q3: 562 shares; 2025Q4: 233 shares; 2026Q1: 236 shares 236$17.7K<0.01%+3Timeline
IFVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 693 shares; 2025Q4: 693 shares; 2026Q1: 693 shares 693$17.5K<0.01%0Timeline
QUBTQUANTUM COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 432 shares; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 2,545 shares 2,545$17.4K<0.01%newTimeline
AGEMABRDN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares 429$17.4K<0.01%0Timeline
PYPDPOLYPID 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: 3,968 shares; 2025Q3: 3,968 shares; 2025Q4: 3,968 shares; 2026Q1: 3,968 shares 3,968$17.4K<0.01%0Timeline
JEMAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 134 shares; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 50 shares; 2025Q4: 939 shares; 2026Q1: 334 shares 334$17.4K<0.01%-605Timeline
RSPFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares 243$17.3K<0.01%0Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 855 shares; 2025Q2: 62 shares; 2025Q3: 63 shares; 2025Q4: 17 shares; 2026Q1: 32 shares 32$17.3K<0.01%+15Timeline
CGHYCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 691 shares 691$17.3K<0.01%newTimeline
NSANATIONAL STORAGE AFFILIATESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 458 shares 458$17.3K<0.01%+396Timeline
RMAXRE/MAX HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$17.3K<0.01%0Timeline
SBCFSEACOAST BKG CORP FLAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 570 shares 570$17.3K<0.01%+70Timeline
NMTNUVEEN MASS QUALITY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 1,002 shares; 2025Q1: 1,578 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares; 2026Q1: 1,402 shares 1,402$17.3K<0.01%0Timeline
DPSTDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195 shares; 2026Q1: 178 shares 178$17.2K<0.01%-17Timeline
VPVINVESCO PA VALUE MUN INC 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: 532 shares; 2025Q4: 1,612 shares; 2026Q1: 1,612 shares 1,612$17K<0.01%0Timeline
VVRINVESCO SR INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,766 shares; 2025Q1: 3,766 shares; 2025Q2: 5,866 shares; 2025Q3: 5,057 shares; 2025Q4: 5,057 shares; 2026Q1: 5,254 shares 5,254$16.9K<0.01%+197Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 300 shares; 2026Q1: 3,271 shares 3,271$16.9K<0.01%+2,971Timeline
ATENA10 NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 728 shares 728$16.8K<0.01%0Timeline
WAFDWAFD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 1,174 shares; 2025Q3: 1,174 shares; 2025Q4: 822 shares; 2026Q1: 535 shares 535$16.8K<0.01%-287Timeline
TRNTRINITY INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 1,016 shares; 2026Q1: 522 shares 522$16.8K<0.01%-494Timeline
LGNDLIGAND PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 63 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 84 shares 84$16.8K<0.01%+46Timeline
RDNTRADNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 7 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 307 shares; 2025Q4: 333 shares; 2026Q1: 300 shares 300$16.8K<0.01%-33Timeline
CGBDCARLYLE SECURED LENDING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 2,630 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares 1,530$16.7K<0.01%0Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 216 shares; 2025Q1: 219 shares; 2025Q2: 209 shares; 2025Q3: 246 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186$16.5K<0.01%0Timeline
AIPARTERIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 505 shares; 2026Q1: 1,000 shares 1,000$16.4K<0.01%+495Timeline
CLIPGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 163 shares 163$16.4K<0.01%+153Timeline
MTUSMETALLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$16.3K<0.01%0Timeline
CRAKVANECK 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: 329 shares 329$16.3K<0.01%newTimeline
XERSXERIS BIOPHARMA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,789 shares; 2025Q2: 2,789 shares; 2025Q3: 7,789 shares; 2025Q4: 2,821 shares; 2026Q1: 2,789 shares 2,789$16.2K<0.01%-32Timeline
VKIINVESCO ADVANTAGE MUN 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,865 shares 1,865$16.2K<0.01%newTimeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 5 shares; 2025Q1: 32 shares; 2025Q2: 148 shares; 2025Q3: 40 shares; 2025Q4: 3 shares; 2026Q1: 248 shares 248$16.1K<0.01%+245Timeline
SSLSASOL 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: 1,172 shares; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares; 2026Q1: 1,244 shares 1,244$16.1K<0.01%+72Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,340 shares; 2025Q1: 1,353 shares; 2025Q2: 26,632 shares; 2025Q3: 3,306 shares; 2025Q4: 1,112 shares; 2026Q1: 1,309 shares 1,309$16.1K<0.01%+197Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 39 shares; 2025Q1: 12 shares; 2025Q2: 73 shares; 2025Q3: 17 shares; 2025Q4: 35 shares; 2026Q1: 154 shares 154$16.1K<0.01%+119Timeline
HMYHARMONY GOLD MNG 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: 1,145 shares; 2025Q3: 1,045 shares; 2025Q4: 1,108 shares; 2026Q1: 1,045 shares 1,045$16.1K<0.01%-63Timeline
APOLLO GLOBAL MGMT INCAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 297 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274$16K<0.01%0
KBAKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 432 shares; 2025Q4: 3,818 shares; 2026Q1: 529 shares 529$16K<0.01%-3,289Timeline
TPGTPG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,051 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 394 shares 394$16K<0.01%+285Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 388 shares; 2026Q1: 388 shares 388$15.9K<0.01%0Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: not reported; 2025Q1: 497 shares; 2025Q2: 121 shares; 2025Q3: 255 shares; 2025Q4: 487 shares; 2026Q1: 612 shares 612$15.9K<0.01%+125Timeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 172 shares 172$15.9K<0.01%+47Timeline
LTCLTC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 469 shares; 2025Q1: 628 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 428 shares; 2026Q1: 425 shares 425$15.8K<0.01%-3Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,249 shares; 2025Q3: 1,630 shares; 2025Q4: 2,630 shares; 2026Q1: 3,830 shares 3,830$15.8K<0.01%+1,200Timeline
NPCENEUROPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,250 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200$15.8K<0.01%0Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 121 shares; 2025Q2: 89 shares; 2025Q3: 133 shares; 2025Q4: 248 shares; 2026Q1: 283 shares 283$15.7K<0.01%+35Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 426 shares; 2025Q1: 290 shares; 2025Q2: 353 shares; 2025Q3: 337 shares; 2025Q4: 290 shares; 2026Q1: 462 shares 462$15.7K<0.01%+172Timeline
FINXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 764 shares; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 1,196 shares; 2026Q1: 680 shares 680$15.7K<0.01%-516Timeline
BCCBOISE CASCADE CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 406 shares; 2025Q2: 244 shares; 2025Q3: 196 shares; 2025Q4: 184 shares; 2026Q1: 207 shares 207$15.7K<0.01%+23Timeline
GVAGRANITE CONSTR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 152 shares; 2025Q4: 136 shares; 2026Q1: 130 shares 130$15.6K<0.01%-6Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 102 shares; 2025Q1: 903 shares; 2025Q2: 547 shares; 2025Q3: 765 shares; 2025Q4: 1,370 shares; 2026Q1: 1,358 shares 1,358$15.6K<0.01%-12Timeline
TWSTTWIST BIOSCIENCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 494 shares; 2025Q2: 47 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327 shares 327$15.5K<0.01%newTimeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 78 shares; 2025Q2: 76 shares; 2025Q3: 96 shares; 2025Q4: 76 shares; 2026Q1: 89 shares 89$15.5K<0.01%+13Timeline
AVNTAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 419 shares; 2025Q1: 737 shares; 2025Q2: 360 shares; 2025Q3: 422 shares; 2025Q4: 414 shares; 2026Q1: 425 shares 425$15.4K<0.01%+11Timeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 265 shares; 2025Q1: 215 shares; 2025Q2: 249 shares; 2025Q3: 312 shares; 2025Q4: 215 shares; 2026Q1: 250 shares 250$15.4K<0.01%+35Timeline
MANMANPOWERGROUP INC WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 523 shares; 2025Q2: 703 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 523 shares 523$15.4K<0.01%0Timeline
PXEINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 393 shares 393$15.4K<0.01%newTimeline
HPSHANCOCK JOHN PFD INCOME FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 1,081 shares 1,081$15.4K<0.01%+581Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 84 shares; 2025Q1: 83 shares; 2025Q2: 133 shares; 2025Q3: 116 shares; 2025Q4: 105 shares; 2026Q1: 21 shares 21$15.3K<0.01%-84Timeline
NPVNUVEEN VA QUALITY MUN INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,629 shares; 2025Q1: 1,629 shares; 2025Q2: 7,350 shares; 2025Q3: 7,350 shares; 2025Q4: 1,548 shares; 2026Q1: 1,352 shares 1,352$15.3K<0.01%-196Timeline
HAPIHARBOR 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: 385 shares 385$15.3K<0.01%newTimeline
RZLTREZOLUTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$15.2K<0.01%0Timeline
DLHCDLH HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares 2,620$15.2K<0.01%0Timeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,631 shares; 2025Q1: 1,631 shares; 2025Q2: 960 shares; 2025Q3: 2,325 shares; 2025Q4: 1,040 shares; 2026Q1: 1,027 shares 1,027$15.2K<0.01%-13Timeline
PPL CAP FDG INCPPL CAP FDG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 13,000 shares 13,000$15.2K<0.01%+3,000
ETORETORO GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 507 shares 507$15.2K<0.01%newTimeline
REZIRESIDEO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 574 shares; 2025Q1: 639 shares; 2025Q2: 545 shares; 2025Q3: 438 shares; 2025Q4: 445 shares; 2026Q1: 448 shares 448$15.1K<0.01%+3Timeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 5,750 shares; 2025Q1: 375 shares; 2025Q2: 11 shares; 2025Q3: 215 shares; 2025Q4: 1,076 shares; 2026Q1: 1,117 shares 1,117$15.1K<0.01%+41Timeline
CALXCALIX 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: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 306 shares 306$15K<0.01%+218Timeline
SKYCHAMPION HOMES 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: 158 shares; 2025Q3: 158 shares; 2025Q4: 120 shares; 2026Q1: 201 shares 201$14.9K<0.01%+81Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 398 shares; 2025Q1: 350 shares; 2025Q2: 348 shares; 2025Q3: 552 shares; 2025Q4: 83 shares; 2026Q1: 59 shares 59$14.8K<0.01%-24Timeline
ASSERTIO HOLDINGS INCASSERTIO 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: 15,000 shares; 2026Q1: 15,000 shares 15,000$14.7K<0.01%0
DMBBNY MELLON MUN BD INFRASTRUCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,746 shares; 2024Q4: 5,811 shares; 2025Q1: 5,811 shares; 2025Q2: 1,497 shares; 2025Q3: 1,497 shares; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares 1,396$14.7K<0.01%0Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 337 shares; 2026Q1: 286 shares 286$14.7K<0.01%-51Timeline
WDFCWD 40 COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 545 shares; 2025Q1: 264 shares; 2025Q2: 263 shares; 2025Q3: 267 shares; 2025Q4: 400 shares; 2026Q1: 72 shares 72$14.7K<0.01%-328Timeline
MYRGMYR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 2 shares; 2025Q4: 6 shares; 2026Q1: 52 shares 52$14.7K<0.01%+46Timeline
AVNSAVANOS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 272 shares; 2025Q1: 274 shares; 2025Q2: 1,041 shares; 2025Q3: 933 shares; 2025Q4: 947 shares; 2026Q1: 1,046 shares 1,046$14.7K<0.01%+99Timeline
LIONLIONSGATE STUDIOS 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: 2,590 shares; 2025Q3: 1,378 shares; 2025Q4: 1,414 shares; 2026Q1: 1,526 shares 1,526$14.6K<0.01%+112Timeline
SDSANDRIDGE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 896 shares 896$14.6K<0.01%newTimeline
DXDYNEX CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 945 shares; 2025Q1: 977 shares; 2025Q2: 1,018 shares; 2025Q3: 1,060 shares; 2025Q4: 2,378 shares; 2026Q1: 1,142 shares 1,142$14.6K<0.01%-1,236Timeline
IDNAISHARES 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: 520 shares; 2026Q1: 500 shares 500$14.5K<0.01%-20Timeline
GTOPGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,843 shares; 2026Q1: 401 shares 401$14.5K<0.01%-3,442Timeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 948 shares; 2025Q1: 200 shares; 2025Q2: 192 shares; 2025Q3: 193 shares; 2025Q4: 214 shares; 2026Q1: 235 shares 235$14.5K<0.01%+21Timeline
FTHYFIRST TR HIGH YIELD OPPRT 20Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,073 shares; 2025Q1: 1,073 shares; 2025Q2: 6,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares; 2026Q1: 1,073 shares 1,073$14.5K<0.01%0Timeline
JCPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300$14.5K<0.01%newTimeline
UMHUMH PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 499 shares; 2025Q1: 824 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 1,111 shares; 2026Q1: 1,000 shares 1,000$14.4K<0.01%-111Timeline
MZTIMARZETTI COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103 shares 103$14.2K<0.01%newTimeline
PAPRINNOVATOR 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: 166 shares; 2025Q4: not reported; 2026Q1: 356 shares 356$14.2K<0.01%newTimeline
ROIVROIVANT SCIENCES 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: 10 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 511 shares 511$14.2K<0.01%newTimeline
CMTLCOMTECH TELECOMMUNICATIONS CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,262 shares; 2024Q4: 4,262 shares; 2025Q1: 4,262 shares; 2025Q2: 4,762 shares; 2025Q3: 4,262 shares; 2025Q4: 4,262 shares; 2026Q1: 4,262 shares 4,262$14.2K<0.01%0Timeline
AMOMEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$14.1K<0.01%0Timeline
HNIHNI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 426 shares; 2026Q1: 423 shares 423$14.1K<0.01%-3Timeline
GCCWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588$14.1K<0.01%0Timeline
JHMDJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 347 shares; 2025Q3: 370 shares; 2025Q4: 332 shares; 2026Q1: 332 shares 332$14.1K<0.01%0Timeline
OGCPEMPIRE ST RLTY OP L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 2,685 shares; 2025Q2: 2,685 shares; 2025Q3: 2,685 shares; 2025Q4: 2,685 shares; 2026Q1: 2,685 shares 2,685$14.1K<0.01%0Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 503 shares; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 4,053 shares; 2026Q1: 528 shares 528$14K<0.01%-3,525Timeline
BALTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 415 shares 415$13.9K<0.01%newTimeline
SRTASTRATA CRITICAL MEDICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,192 shares; 2024Q4: 3,022 shares; 2025Q1: 3,022 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,308 shares 3,308$13.8K<0.01%+308Timeline
TWITITAN INTL INC ILLQuarterly 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: 2,005 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$13.8K<0.01%0Timeline
PDXPIMCO DYNAMIC INCOME STRATEGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 3,185 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625$13.8K<0.01%0Timeline
BGIGETF 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: 1 shares; 2026Q1: 414 shares 414$13.8K<0.01%+413Timeline
PJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 299 shares 299$13.7K<0.01%newTimeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 100 shares; 2025Q1: 106 shares; 2025Q2: 129 shares; 2025Q3: 192 shares; 2025Q4: 233 shares; 2026Q1: 87 shares 87$13.7K<0.01%-146Timeline
FSLYFASTLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 586 shares; 2025Q3: 556 shares; 2025Q4: 496 shares; 2026Q1: 472 shares 472$13.7K<0.01%-24Timeline
ONDSONDAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251 shares; 2026Q1: 1,512 shares 1,512$13.7K<0.01%+1,261Timeline
POCTINNOVATOR 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: 666 shares; 2025Q4: not reported; 2026Q1: 316 shares 316$13.6K<0.01%newTimeline
RIGSALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 595 shares; 2025Q1: 920 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares 595$13.6K<0.01%0Timeline
ASANASANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 96 shares; 2025Q3: 283 shares; 2025Q4: 21 shares; 2026Q1: 2,121 shares 2,121$13.6K<0.01%+2,100Timeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 437 shares; 2025Q2: 898 shares; 2025Q3: 793 shares; 2025Q4: 791 shares; 2026Q1: 791 shares 791$13.5K<0.01%0Timeline
MITKMITEK SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$13.5K<0.01%0Timeline
ARKBARK 21SHARES 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: 324 shares; 2026Q1: 600 shares 600$13.5K<0.01%+276Timeline
TRNOTERRENO RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 278 shares; 2025Q1: 137 shares; 2025Q2: 130 shares; 2025Q3: 161 shares; 2025Q4: 130 shares; 2026Q1: 219 shares 219$13.5K<0.01%+89Timeline
EYPTEYEPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,040 shares 1,040$13.4K<0.01%+40Timeline
GENIGENIUS SPORTS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: 2,189 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 3,017 shares 3,017$13.4K<0.01%+1,017Timeline
UNFUNIFIRST CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 46 shares; 2025Q1: 2 shares; 2025Q2: 29 shares; 2025Q3: 39 shares; 2025Q4: 5 shares; 2026Q1: 53 shares 53$13.3K<0.01%+48Timeline
CGTXCOGNITION THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 5,867 shares; 2025Q1: 6,567 shares; 2025Q2: 16,767 shares; 2025Q3: 17,467 shares; 2025Q4: 17,467 shares; 2026Q1: 17,467 shares 17,467$13.3K<0.01%0Timeline
BLFYBLUE FOUNDRY BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$13.2K<0.01%newTimeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 898 shares; 2025Q1: 886 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 774 shares; 2026Q1: 615 shares 615$13.2K<0.01%-159Timeline
OMABGRUPO AEROPORTUARIO DEL CENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 115 shares 115$13.2K<0.01%+51Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,035 shares; 2025Q2: 594 shares; 2025Q3: 548 shares; 2025Q4: 510 shares; 2026Q1: 470 shares 470$13.2K<0.01%-40Timeline
IMTBISHARES 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: 300 shares 300$13.1K<0.01%newTimeline
OCCIOFS CREDIT COMPANY 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: 4,542 shares 4,542$13.1K<0.01%newTimeline
MSOSADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 3,656 shares; 2025Q1: 4,418 shares; 2025Q2: 3,609 shares; 2025Q3: 5,077 shares; 2025Q4: 3,610 shares; 2026Q1: 3,681 shares 3,681$13.1K<0.01%+71Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 10 shares; 2025Q3: 22 shares; 2025Q4: 10 shares; 2026Q1: 52 shares 52$13K<0.01%+42Timeline
DNOWDNOW 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: 272 shares; 2025Q3: 243 shares; 2025Q4: not reported; 2026Q1: 1,093 shares 1,093$13K<0.01%newTimeline
CLOIVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares; 2026Q1: 247 shares 247$13K<0.01%+23Timeline
LACLITHIUM AMERS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,182 shares; 2024Q4: 9,270 shares; 2025Q1: 9,258 shares; 2025Q2: 10,302 shares; 2025Q3: 7,513 shares; 2025Q4: 8,306 shares; 2026Q1: 3,282 shares 3,282$13K<0.01%-5,024Timeline
KBHKB HOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 3,898 shares; 2025Q1: 2,846 shares; 2025Q2: 1,759 shares; 2025Q3: 328 shares; 2025Q4: 288 shares; 2026Q1: 250 shares 250$12.9K<0.01%-38Timeline
FIBKFIRST INTST BANCSYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 2,011 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387$12.9K<0.01%0Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,452 shares; 2024Q4: 11,589 shares; 2025Q1: 6,903 shares; 2025Q2: 215 shares; 2025Q3: 462 shares; 2025Q4: 962 shares; 2026Q1: 584 shares 584$12.9K<0.01%-378Timeline
TGBTASEKO MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,008 shares; 2026Q1: 2,000 shares 2,000$12.9K<0.01%-8Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 114 shares; 2025Q1: 18 shares; 2025Q2: 61 shares; 2025Q3: 62 shares; 2025Q4: 50 shares; 2026Q1: 32 shares 32$12.8K<0.01%-18Timeline
SOXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 685 shares; 2025Q3: 543 shares; 2025Q4: 533 shares; 2026Q1: 267 shares 267$12.8K<0.01%-266Timeline
TARSTARSUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182 shares 182$12.8K<0.01%newTimeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 164 shares; 2025Q2: 212 shares; 2025Q3: 198 shares; 2025Q4: 162 shares; 2026Q1: 253 shares 253$12.7K<0.01%+91Timeline
LEALEAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 117 shares; 2025Q1: 118 shares; 2025Q2: 103 shares; 2025Q3: 111 shares; 2025Q4: 114 shares; 2026Q1: 105 shares 105$12.7K<0.01%-9Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 299 shares; 2026Q1: 299 shares 299$12.7K<0.01%0Timeline
XPGPXPIMCO GLOBAL STOCKPLUS INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,516 shares 1,516$12.6K<0.01%newTimeline
PSNLPERSONALIS 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: 1,977 shares 1,977$12.6K<0.01%newTimeline
FLGFLAGSTAR BANK NATIONAL ASSOCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,912 shares; 2024Q4: 93,568 shares; 2025Q1: 7,816 shares; 2025Q2: 1,038 shares; 2025Q3: 2,395 shares; 2025Q4: 955 shares; 2026Q1: 955 shares 955$12.6K<0.01%0Timeline
SPHSUBURBAN PROPANE PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 2,133 shares; 2025Q1: 1,687 shares; 2025Q2: 607 shares; 2025Q3: 4,671 shares; 2025Q4: 627 shares; 2026Q1: 636 shares 636$12.5K<0.01%+9Timeline
ELPCCOMPANHIA PARANAENSE DE ENERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,049 shares; 2026Q1: 1,049 shares 1,049$12.5K<0.01%0Timeline
ETHEGRAYSCALE ETHEREUM STAKING EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 37 shares; 2025Q2: 107 shares; 2025Q3: 459 shares; 2025Q4: 740 shares; 2026Q1: 733 shares 733$12.5K<0.01%-7Timeline
LNKBLINKBANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$12.5K<0.01%0Timeline
FCTEETF 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: 505 shares 505$12.4K<0.01%newTimeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 692 shares; 2025Q1: 278 shares; 2025Q2: 1,000 shares; 2025Q3: 824 shares; 2025Q4: 522 shares; 2026Q1: 700 shares 700$12.4K<0.01%+178Timeline
CHRSCOHERUS ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 7,350 shares; 2025Q1: 9,850 shares; 2025Q2: 7,385 shares; 2025Q3: 7,350 shares; 2025Q4: 7,350 shares; 2026Q1: 7,350 shares 7,350$12.4K<0.01%0Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 215 shares; 2025Q1: 200 shares; 2025Q2: 317 shares; 2025Q3: 200 shares; 2025Q4: 48 shares; 2026Q1: 203 shares 203$12.3K<0.01%+155Timeline
TPIFTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169 shares; 2025Q4: not reported; 2026Q1: 339 shares 339$12.2K<0.01%newTimeline
PMLPIMCO MUN INCOME FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,517 shares; 2024Q4: 4,517 shares; 2025Q1: 4,517 shares; 2025Q2: not reported; 2025Q3: 7,369 shares; 2025Q4: 1,163 shares; 2026Q1: 1,606 shares 1,606$12.2K<0.01%+443Timeline
PFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 303 shares 303$12.2K<0.01%newTimeline
EVERGY INCEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 9,000 shares 9,000$12.1K<0.01%+2,000
ISRAVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 444 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$12.1K<0.01%0Timeline
EVFEATON VANCE SR INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 2,917 shares; 2025Q1: 2,917 shares; 2025Q2: 2,934 shares; 2025Q3: 2,983 shares; 2025Q4: 3,017 shares; 2026Q1: 2,422 shares 2,422$12.1K<0.01%-595Timeline

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