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O'SHAUGHNESSY ASSET MANAGEMENT, LLC

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13F filer, CIK 1423442, Stamford, CT

O'SHAUGHNESSY ASSET MANAGEMENT, LLC reported $20,123,086,123 across 2,651 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 21.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001423442-26-000002

Period
2026-03-31
Reported value
$20.1B
Holdings
2,651
Top 10 weight
21.26%
New
227
Sold out
210

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AAPLadded+1,070,159$272M
NVDAadded+952,694$166M
SPYadded+123,751$80.5M
XOMadded+387,514$65.7M
GOOGLadded+225,659$64.9M

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
IWDreduced-182,438-$39M
CATreduced-48,555-$34.4M
AZNexited-331,384-$30.5M
MDTreduced-318,745-$27.6M
TDreduced-279,582-$26.1M

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001423442-26-000002, largest first. % of portfolio is the value over $19,930,677,488, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 623 shares; 2025Q1: 954 shares; 2025Q2: 1,934 shares; 2025Q3: 2,138 shares; 2025Q4: 2,170 shares; 2026Q1: 2,285 shares 2,285$178K<0.01%+115Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 3,333 shares; 2025Q1: 7,990 shares; 2025Q2: 3,376 shares; 2025Q3: 3,919 shares; 2025Q4: 3,914 shares; 2026Q1: 3,916 shares 3,916$178K<0.01%+2Timeline
VFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,469 shares 4,469$176K<0.01%newTimeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,573 shares; 2024Q4: 130 shares; 2025Q1: 8,171 shares; 2025Q2: 7,005 shares; 2025Q3: 7,648 shares; 2025Q4: 7,011 shares; 2026Q1: 4,521 shares 4,521$176K<0.01%-2,490Timeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 363 shares; 2025Q1: 923 shares; 2025Q2: 1,418 shares; 2025Q3: 1,606 shares; 2025Q4: 1,756 shares; 2026Q1: 2,115 shares 2,115$175K<0.01%+359Timeline
DIBS1STDIBS COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,072 shares; 2026Q1: 31,396 shares 31,396$173K<0.01%-9,676Timeline
IUSBISHARES 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: 3,697 shares; 2026Q1: 3,704 shares 3,704$171K<0.01%+7Timeline
EEXEMERALD HOLDING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,399 shares; 2024Q4: 29,135 shares; 2025Q1: 11,806 shares; 2025Q2: not reported; 2025Q3: 24,606 shares; 2025Q4: 38,972 shares; 2026Q1: 37,841 shares 37,841$171K<0.01%-1,131Timeline
IAIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 923 shares; 2025Q1: 1,232 shares; 2025Q2: 1,154 shares; 2025Q3: 1,127 shares; 2025Q4: 1,085 shares; 2026Q1: 1,038 shares 1,038$170K<0.01%-47Timeline
BRBRBELLRING BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,872 shares; 2024Q4: 11,587 shares; 2025Q1: 5,808 shares; 2025Q2: 5,302 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,501 shares 10,501$169K<0.01%newTimeline
FTXLFIRST 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: 140 shares; 2025Q4: 1,476 shares; 2026Q1: 1,143 shares 1,143$169K<0.01%-333Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 255 shares; 2025Q1: 419 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 1,871 shares; 2026Q1: 2,465 shares 2,465$165K<0.01%+594Timeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,926 shares; 2025Q4: 7,047 shares; 2026Q1: 7,047 shares 7,047$162K<0.01%0Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 404 shares; 2025Q1: 900 shares; 2025Q2: 935 shares; 2025Q3: 2,066 shares; 2025Q4: 2,066 shares; 2026Q1: 2,965 shares 2,965$162K<0.01%+899Timeline
BSMRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,793 shares; 2025Q4: 6,793 shares; 2026Q1: 6,793 shares 6,793$161K<0.01%0Timeline
QDPLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000$161K<0.01%newTimeline
BSMSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,856 shares; 2025Q4: 6,856 shares; 2026Q1: 6,856 shares 6,856$160K<0.01%0Timeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,147 shares; 2025Q1: 2,147 shares; 2025Q2: 2,147 shares; 2025Q3: 2,147 shares; 2025Q4: 2,487 shares; 2026Q1: 2,418 shares 2,418$160K<0.01%-69Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,297 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,559 shares 3,559$160K<0.01%newTimeline
IBMOISHARES 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: 6,225 shares; 2025Q4: 6,225 shares; 2026Q1: 6,225 shares 6,225$160K<0.01%0Timeline
PRGOPERRIGO CO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,826 shares 14,826$159K<0.01%newTimeline
IBMSISHARES 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: 6,159 shares; 2026Q1: 6,159 shares 6,159$159K<0.01%0Timeline
SPHDINVESCO 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: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 3,203 shares 3,203$159K<0.01%+3,076Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 6,334 shares; 2025Q1: 529 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 595 shares; 2026Q1: 6,405 shares 6,405$159K<0.01%+5,810Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,591 shares; 2024Q4: not reported; 2025Q1: 29,598 shares; 2025Q2: 18,685 shares; 2025Q3: 16,836 shares; 2025Q4: 17,774 shares; 2026Q1: 13,649 shares 13,649$157K<0.01%-4,125Timeline
PERIPERION NETWORK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,549 shares; 2024Q4: 17,842 shares; 2025Q1: 17,907 shares; 2025Q2: 16,683 shares; 2025Q3: 16,371 shares; 2025Q4: 16,064 shares; 2026Q1: 15,650 shares 15,650$156K<0.01%-414Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,630 shares; 2025Q2: 22,556 shares; 2025Q3: 33,504 shares; 2025Q4: 27,511 shares; 2026Q1: 37,329 shares 37,329$154K<0.01%+9,818Timeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,469 shares; 2024Q4: not reported; 2025Q1: 15,079 shares; 2025Q2: 13,560 shares; 2025Q3: 12,796 shares; 2025Q4: 15,764 shares; 2026Q1: 33,216 shares 33,216$154K<0.01%+17,452Timeline
EWCZEUROPEAN WAX CTR 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: 20,791 shares; 2025Q4: 30,775 shares; 2026Q1: 26,483 shares 26,483$153K<0.01%-4,292Timeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,776 shares; 2026Q1: 21,906 shares 21,906$152K<0.01%+4,130Timeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 3,130 shares; 2025Q2: 2,528 shares; 2025Q3: 2,444 shares; 2025Q4: 2,444 shares; 2026Q1: 3,134 shares 3,134$151K<0.01%+690Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 2,209 shares; 2025Q1: 2,609 shares; 2025Q2: 3,176 shares; 2025Q3: 2,993 shares; 2025Q4: 3,295 shares; 2026Q1: 3,420 shares 3,420$149K<0.01%+125Timeline
FLOFLOWERS FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,165 shares; 2024Q4: 143,889 shares; 2025Q1: 143,313 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,287 shares 18,287$149K<0.01%newTimeline
RGTIRIGETTI 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: not reported; 2025Q3: 9,359 shares; 2025Q4: 17,017 shares; 2026Q1: 10,479 shares 10,479$147K<0.01%-6,538Timeline
CCUCOMPANIA CERVECERIAS UNIDASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,891 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,159 shares; 2025Q3: not reported; 2025Q4: 12,670 shares; 2026Q1: 12,906 shares 12,906$146K<0.01%+236Timeline
ANGIANGI 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: 19,785 shares; 2025Q3: 31,904 shares; 2025Q4: 18,541 shares; 2026Q1: 21,325 shares 21,325$146K<0.01%+2,784Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 792 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 908 shares; 2026Q1: 1,491 shares 1,491$144K<0.01%+583Timeline
AVMVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 217 shares; 2025Q2: 59 shares; 2025Q3: 1,311 shares; 2025Q4: 1,689 shares; 2026Q1: 1,939 shares 1,939$144K<0.01%+250Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 93 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 214 shares; 2025Q4: 295 shares; 2026Q1: 1,518 shares 1,518$144K<0.01%+1,223Timeline
IYTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 178 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 1,917 shares 1,917$143K<0.01%+1,887Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 660 shares; 2025Q1: 634 shares; 2025Q2: 391 shares; 2025Q3: 4,602 shares; 2025Q4: 4,602 shares; 2026Q1: 4,108 shares 4,108$142K<0.01%-494Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,134 shares; 2024Q4: 100,119 shares; 2025Q1: 81,112 shares; 2025Q2: 52,666 shares; 2025Q3: 46,559 shares; 2025Q4: 59,668 shares; 2026Q1: 19,854 shares 19,854$141K<0.01%-39,814Timeline
HEEMISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 403 shares; 2025Q1: 381 shares; 2025Q2: 4,007 shares; 2025Q3: 4,007 shares; 2025Q4: 3,775 shares; 2026Q1: 3,775 shares 3,775$139K<0.01%0Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,080 shares; 2024Q4: 14,640 shares; 2025Q1: 17,320 shares; 2025Q2: 15,488 shares; 2025Q3: 15,271 shares; 2025Q4: 15,476 shares; 2026Q1: 10,590 shares 10,590$136K<0.01%-4,886Timeline
GNWGENWORTH FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,069 shares; 2024Q4: 16,857 shares; 2025Q1: 17,461 shares; 2025Q2: 18,098 shares; 2025Q3: 16,656 shares; 2025Q4: 15,121 shares; 2026Q1: 16,795 shares 16,795$136K<0.01%+1,674Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,517 shares; 2024Q4: 43,945 shares; 2025Q1: 47,175 shares; 2025Q2: 27,963 shares; 2025Q3: 39,353 shares; 2025Q4: 22,437 shares; 2026Q1: 22,731 shares 22,731$136K<0.01%+294Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 952 shares; 2025Q3: 1,678 shares; 2025Q4: 1,427 shares; 2026Q1: 1,719 shares 1,719$136K<0.01%+292Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 241 shares; 2025Q1: 819 shares; 2025Q2: 1,079 shares; 2025Q3: 1,750 shares; 2025Q4: 1,699 shares; 2026Q1: 2,294 shares 2,294$136K<0.01%+595Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares; 2026Q1: 2,911 shares 2,911$135K<0.01%+841Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 1,062 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares; 2026Q1: 1,088 shares 1,088$135K<0.01%0Timeline
HEDJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 2,566 shares; 2025Q1: 2,566 shares; 2025Q2: 2,566 shares; 2025Q3: 2,566 shares; 2025Q4: 2,566 shares; 2026Q1: 2,566 shares 2,566$134K<0.01%0Timeline
EQWLINVESCO 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: 246 shares; 2025Q3: 246 shares; 2025Q4: not reported; 2026Q1: 1,155 shares 1,155$133K<0.01%newTimeline
EMCGLOBAL 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: 4,294 shares; 2026Q1: 4,294 shares 4,294$133K<0.01%0Timeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,167 shares; 2024Q4: 63,566 shares; 2025Q1: 27,177 shares; 2025Q2: 70,210 shares; 2025Q3: 82,981 shares; 2025Q4: 31,207 shares; 2026Q1: 38,517 shares 38,517$132K<0.01%+7,310Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 1,100 shares; 2026Q1: 1,373 shares 1,373$132K<0.01%+273Timeline
GBDCGOLUB CAP BDC 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: 10,389 shares; 2025Q4: 12,017 shares; 2026Q1: 10,406 shares 10,406$132K<0.01%-1,611Timeline
SITCSITE CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,906 shares; 2025Q1: 144,412 shares; 2025Q2: 186,800 shares; 2025Q3: 185,319 shares; 2025Q4: 174,435 shares; 2026Q1: 24,346 shares 24,346$131K<0.01%-150,089Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,649 shares; 2024Q4: 40,924 shares; 2025Q1: 39,573 shares; 2025Q2: 21,782 shares; 2025Q3: 25,473 shares; 2025Q4: 29,130 shares; 2026Q1: 17,865 shares 17,865$131K<0.01%-11,265Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 554 shares; 2025Q1: 1,034 shares; 2025Q2: 1,085 shares; 2025Q3: 1,416 shares; 2025Q4: 1,546 shares; 2026Q1: 1,190 shares 1,190$130K<0.01%-356Timeline
DRHDIAMONDROCK HOSPITALITY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,634 shares; 2024Q4: 16,224 shares; 2025Q1: 14,781 shares; 2025Q2: 14,563 shares; 2025Q3: 13,150 shares; 2025Q4: 12,558 shares; 2026Q1: 13,879 shares 13,879$130K<0.01%+1,321Timeline
FMATFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 687 shares; 2025Q1: 1,962 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 1,948 shares; 2026Q1: 2,245 shares 2,245$129K<0.01%+297Timeline
SIZEISHARES 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: 804 shares 804$128K<0.01%newTimeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 626 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 423 shares; 2026Q1: 503 shares 503$128K<0.01%+80Timeline
XIGDXVOYA GLBL EQTY DIV & PREM OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,652 shares; 2025Q3: 21,184 shares; 2025Q4: 21,740 shares; 2026Q1: 22,310 shares 22,310$127K<0.01%+570Timeline
BBINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 858 shares; 2025Q1: 861 shares; 2025Q2: 1,748 shares; 2025Q3: 2,318 shares; 2025Q4: 2,521 shares; 2026Q1: 1,733 shares 1,733$127K<0.01%-788Timeline
WHFWHITEHORSE FIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,662 shares; 2026Q1: 16,898 shares 16,898$125K<0.01%+4,236Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 391 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 2,500 shares; 2026Q1: 2,774 shares 2,774$125K<0.01%+274Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,888 shares; 2025Q1: 2,308 shares; 2025Q2: 1,511 shares; 2025Q3: 1,532 shares; 2025Q4: 1,528 shares; 2026Q1: 1,528 shares 1,528$125K<0.01%0Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 1,602 shares; 2025Q1: 1,202 shares; 2025Q2: 1,101 shares; 2025Q3: 1,182 shares; 2025Q4: 1,128 shares; 2026Q1: 1,372 shares 1,372$124K<0.01%+244Timeline
ACESALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares; 2026Q1: 3,695 shares 3,695$124K<0.01%0Timeline
UBFOUNITED SEC BANCSHARES CALIFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,239 shares; 2024Q4: 15,206 shares; 2025Q1: 15,209 shares; 2025Q2: 13,401 shares; 2025Q3: 12,373 shares; 2025Q4: 11,728 shares; 2026Q1: 11,541 shares 11,541$121K<0.01%-187Timeline
ASHRDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 3,625 shares 3,625$118K<0.01%+3,600Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 852 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares; 2026Q1: 1,381 shares 1,381$118K<0.01%+361Timeline
VIRCVIRCO MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,560 shares; 2024Q4: 171,186 shares; 2025Q1: 104,659 shares; 2025Q2: 60,680 shares; 2025Q3: 48,975 shares; 2025Q4: 21,994 shares; 2026Q1: 19,044 shares 19,044$117K<0.01%-2,950Timeline
EVCMEVERCOMMERCE 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: 14,608 shares; 2026Q1: 10,173 shares 10,173$116K<0.01%-4,435Timeline
FSIFLEXIBLE SOLUTIONS INTL 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: 21,311 shares; 2025Q4: 59,524 shares; 2026Q1: 21,488 shares 21,488$116K<0.01%-38,036Timeline
CERTCERTARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,741 shares; 2024Q4: 12,943 shares; 2025Q1: 16,686 shares; 2025Q2: 14,883 shares; 2025Q3: 15,161 shares; 2025Q4: 15,764 shares; 2026Q1: 20,309 shares 20,309$116K<0.01%+4,545Timeline
ALTGALTA EQUIPMENT 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: 32,403 shares; 2025Q4: 21,067 shares; 2026Q1: 21,355 shares 21,355$115K<0.01%+288Timeline
FLCAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,341 shares; 2025Q4: 2,341 shares; 2026Q1: 2,341 shares 2,341$115K<0.01%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: 21 shares; 2025Q3: 86 shares; 2025Q4: 1,434 shares; 2026Q1: 1,431 shares 1,431$112K<0.01%-3Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,180 shares; 2025Q1: 1,886 shares; 2025Q2: 2,585 shares; 2025Q3: 3,647 shares; 2025Q4: 4,561 shares; 2026Q1: 5,104 shares 5,104$110K<0.01%+543Timeline
BGCBGC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,886 shares; 2024Q4: 15,376 shares; 2025Q1: 16,599 shares; 2025Q2: 16,415 shares; 2025Q3: 16,186 shares; 2025Q4: 14,078 shares; 2026Q1: 11,112 shares 11,112$109K<0.01%-2,966Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48 shares; 2025Q1: 24 shares; 2025Q2: 10 shares; 2025Q3: 1,627 shares; 2025Q4: 2,072 shares; 2026Q1: 5,909 shares 5,909$108K<0.01%+3,837Timeline
EVCENTRAVISION COMMUNICATIONS CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,362 shares; 2025Q1: 145,514 shares; 2025Q2: 139,840 shares; 2025Q3: 111,573 shares; 2025Q4: 53,173 shares; 2026Q1: 35,994 shares 35,994$107K<0.01%-17,179Timeline
SGCSUPERIOR GROUP OF CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,187 shares; 2024Q4: 65,386 shares; 2025Q1: 21,936 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,518 shares; 2026Q1: 10,514 shares 10,514$107K<0.01%-2,004Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,055 shares; 2025Q3: 871 shares; 2025Q4: 6 shares; 2026Q1: 5,453 shares 5,453$106K<0.01%+5,447Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126 shares; 2025Q2: 9 shares; 2025Q3: 28 shares; 2025Q4: 88 shares; 2026Q1: 2,209 shares 2,209$106K<0.01%+2,121Timeline
BOOMDMC GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,973 shares 19,973$104K<0.01%newTimeline
IQSUNYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,171 shares; 2025Q1: 2,171 shares; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares; 2026Q1: 2,004 shares 2,004$103K<0.01%0Timeline
REREATRENEW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,871 shares 21,871$103K<0.01%newTimeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares 1,157$102K<0.01%0Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 2,449 shares; 2026Q1: 2,279 shares 2,279$102K<0.01%-170Timeline
ENVXENOVIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,790 shares; 2025Q4: 19,853 shares; 2026Q1: 19,598 shares 19,598$102K<0.01%-255Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 417 shares; 2025Q1: 253 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 588 shares; 2026Q1: 639 shares 639$101K<0.01%+51Timeline
TPVGTRIPLEPOINT VENTURE GROWTH BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,575 shares; 2025Q3: 21,231 shares; 2025Q4: 24,152 shares; 2026Q1: 20,084 shares 20,084$100K<0.01%-4,068Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,834 shares; 2024Q4: 103,207 shares; 2025Q1: 90,037 shares; 2025Q2: 32,800 shares; 2025Q3: 17,858 shares; 2025Q4: not reported; 2026Q1: 11,758 shares 11,758$99.4K<0.01%newTimeline
PRNINVESCO 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: 506 shares; 2026Q1: 506 shares 506$98.4K<0.01%0Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,094 shares; 2026Q1: 1,297 shares 1,297$97.6K<0.01%+203Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 337 shares; 2025Q4: 697 shares; 2026Q1: 2,524 shares 2,524$96.9K<0.01%+1,827Timeline
SMMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,286 shares; 2025Q1: 2,315 shares; 2025Q2: 1,933 shares; 2025Q3: 2,185 shares; 2025Q4: 1,915 shares; 2026Q1: 2,220 shares 2,220$96.8K<0.01%+305Timeline
WRDWERIDE 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: 12,118 shares; 2025Q3: 14,793 shares; 2025Q4: 11,705 shares; 2026Q1: 11,965 shares 11,965$96.8K<0.01%+260Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,288 shares; 2025Q4: 2,685 shares; 2026Q1: 2,618 shares 2,618$94.8K<0.01%-67Timeline
DBAWDBX 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: 2,077 shares; 2025Q3: 1,917 shares; 2025Q4: 2,251 shares; 2026Q1: 2,219 shares 2,219$94.7K<0.01%-32Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 224 shares; 2025Q1: 232 shares; 2025Q2: 456 shares; 2025Q3: 756 shares; 2025Q4: 910 shares; 2026Q1: 921 shares 921$93.7K<0.01%+11Timeline
SKYDPARAMOUNT SKYDANCE 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: 31,587 shares; 2025Q4: 33,214 shares; 2026Q1: 10,351 shares 10,351$93.4K<0.01%-22,863Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 18,373 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 4,088 shares; 2026Q1: 3,967 shares 3,967$92.1K<0.01%-121Timeline
PSIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 143 shares; 2025Q4: 835 shares; 2026Q1: 965 shares 965$91.1K<0.01%+130Timeline
EGYVAALCO ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,352 shares; 2024Q4: 304,279 shares; 2025Q1: 227,470 shares; 2025Q2: 47,755 shares; 2025Q3: 27,096 shares; 2025Q4: 15,019 shares; 2026Q1: 14,286 shares 14,286$90.6K<0.01%-733Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,191 shares; 2025Q1: 1,587 shares; 2025Q2: 1,733 shares; 2025Q3: 2,420 shares; 2025Q4: 2,299 shares; 2026Q1: 2,187 shares 2,187$90.5K<0.01%-112Timeline
AVAHAVEANNA HEALTHCARE 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: 53,618 shares; 2025Q4: 17,918 shares; 2026Q1: 14,009 shares 14,009$90.2K<0.01%-3,909Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 1,188 shares; 2025Q1: 1,982 shares; 2025Q2: 333 shares; 2025Q3: 808 shares; 2025Q4: 700 shares; 2026Q1: 1,389 shares 1,389$90K<0.01%+689Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,731 shares; 2025Q1: 19,779 shares; 2025Q2: 20,291 shares; 2025Q3: 20,880 shares; 2025Q4: 25,521 shares; 2026Q1: 13,007 shares 13,007$89.4K<0.01%-12,514Timeline
NAVINAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,566 shares; 2024Q4: 12,630 shares; 2025Q1: 11,699 shares; 2025Q2: 12,554 shares; 2025Q3: 12,153 shares; 2025Q4: 12,055 shares; 2026Q1: 10,877 shares 10,877$89K<0.01%-1,178Timeline
DWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 925 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 1,272 shares 1,272$88.9K<0.01%+450Timeline
ICOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,900 shares; 2024Q4: 12,909 shares; 2025Q1: 7,922 shares; 2025Q2: 4,214 shares; 2025Q3: 3,968 shares; 2025Q4: 4,407 shares; 2026Q1: 2,092 shares 2,092$88.8K<0.01%-2,315Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 174 shares; 2025Q1: 345 shares; 2025Q2: 244 shares; 2025Q3: 441 shares; 2025Q4: 587 shares; 2026Q1: 611 shares 611$88.6K<0.01%+24Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 2,140 shares; 2025Q1: 2,190 shares; 2025Q2: 1,202 shares; 2025Q3: 1,297 shares; 2025Q4: 1,294 shares; 2026Q1: 1,357 shares 1,357$88.4K<0.01%+63Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,066 shares; 2025Q1: 25,324 shares; 2025Q2: 15,209 shares; 2025Q3: 21,314 shares; 2025Q4: 25,018 shares; 2026Q1: 24,079 shares 24,079$88.1K<0.01%-939Timeline
EMHYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,189 shares; 2025Q4: 2,179 shares; 2026Q1: 2,220 shares 2,220$87.4K<0.01%+41Timeline
FNXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares 680$87.2K<0.01%0Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 336 shares; 2025Q2: 331 shares; 2025Q3: 711 shares; 2025Q4: 877 shares; 2026Q1: 806 shares 806$87.1K<0.01%-71Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,115 shares; 2025Q1: 2,850 shares; 2025Q2: 2,807 shares; 2025Q3: 3,123 shares; 2025Q4: 2,026 shares; 2026Q1: 1,833 shares 1,833$85.9K<0.01%-193Timeline
UROYURANIUM RTY 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: 12,445 shares; 2026Q1: 23,435 shares 23,435$85.5K<0.01%+10,990Timeline
NUMGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,318 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares; 2026Q1: 2,079 shares 2,079$85.4K<0.01%-1Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,583 shares; 2025Q4: 1,613 shares; 2026Q1: 2,577 shares 2,577$84.9K<0.01%+964Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares 1,649$84K<0.01%0Timeline
FYXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,301 shares; 2025Q3: 1,289 shares; 2025Q4: 701 shares; 2026Q1: 702 shares 702$83.8K<0.01%+1Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 671 shares; 2025Q3: 699 shares; 2025Q4: 613 shares; 2026Q1: 1,171 shares 1,171$83K<0.01%+558Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is 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: 1,769 shares 1,769$82.6K<0.01%newTimeline
GRIDFIRST 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: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 501 shares; 2026Q1: 504 shares 504$82.4K<0.01%+3Timeline
FKWLFRANKLIN WIRELESS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,303 shares; 2025Q2: 67,385 shares; 2025Q3: 54,914 shares; 2025Q4: 50,281 shares; 2026Q1: 21,401 shares 21,401$81.5K<0.01%-28,880Timeline
MISLFIRST 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: 4,207 shares; 2026Q1: 1,812 shares 1,812$81K<0.01%-2,395Timeline
GVIPGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555$80.9K<0.01%0Timeline
NTSXWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 1,684 shares; 2026Q1: 1,548 shares 1,548$80.7K<0.01%-136Timeline
SELFGLOBAL SELF STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,231 shares; 2024Q4: 27,850 shares; 2025Q1: 24,347 shares; 2025Q2: 40,281 shares; 2025Q3: 29,155 shares; 2025Q4: 25,184 shares; 2026Q1: 15,720 shares 15,720$80.3K<0.01%-9,464Timeline
IYCISHARES 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: 170 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 824 shares 824$79.9K<0.01%+602Timeline
AMCXAMC GLOBAL MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,527 shares; 2024Q4: 45,247 shares; 2025Q1: 77,437 shares; 2025Q2: not reported; 2025Q3: 51,494 shares; 2025Q4: 49,074 shares; 2026Q1: 11,735 shares 11,735$79.7K<0.01%-37,339Timeline
IGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 783 shares; 2025Q2: 2,332 shares; 2025Q3: 962 shares; 2025Q4: 1,007 shares; 2026Q1: 1,188 shares 1,188$79.6K<0.01%+181Timeline
FXDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,662 shares; 2025Q4: 1,478 shares; 2026Q1: 1,237 shares 1,237$79.2K<0.01%-241Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 683 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 599 shares 599$78.6K<0.01%+376Timeline
CWENACLEARWAY 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: 1,649 shares; 2025Q3: not reported; 2025Q4: 1,304 shares; 2026Q1: 1,998 shares 1,998$78.3K<0.01%+694Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,030 shares 13,030$77.9K<0.01%newTimeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,033 shares; 2025Q1: 1,035 shares; 2025Q2: 1,037 shares; 2025Q3: 1,039 shares; 2025Q4: 1,040 shares; 2026Q1: 2,566 shares 2,566$77.5K<0.01%+1,526Timeline
HACKAMPLIFY ETF 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,024 shares 1,024$76.9K<0.01%newTimeline
BUFGFIRST 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: 3,252 shares; 2026Q1: 2,852 shares 2,852$76.6K<0.01%-400Timeline
RLGTRADIANT LOGISTICS 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: 10,726 shares 10,726$75.6K<0.01%newTimeline
IDMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 1,682 shares; 2025Q3: 1,554 shares; 2025Q4: 1,536 shares; 2026Q1: 1,377 shares 1,377$75.5K<0.01%-159Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,428 shares; 2025Q4: 1,428 shares; 2026Q1: 2,235 shares 2,235$75.5K<0.01%+807Timeline
RSPSINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,135 shares; 2024Q4: 17,143 shares; 2025Q1: 11,468 shares; 2025Q2: 7,488 shares; 2025Q3: 6,243 shares; 2025Q4: 2,529 shares; 2026Q1: 2,529 shares 2,529$74.6K<0.01%0Timeline
ESPOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81 shares; 2025Q1: 825 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 822 shares 822$74.4K<0.01%0Timeline
DIVIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 391 shares; 2025Q3: 1,382 shares; 2025Q4: 1,826 shares; 2026Q1: 1,858 shares 1,858$74K<0.01%+32Timeline
FFSMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91 shares; 2026Q1: 2,297 shares 2,297$73.4K<0.01%+2,206Timeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 1,066 shares; 2025Q1: 1,323 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares 1,145$73.2K<0.01%0Timeline
IMOMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,483 shares; 2025Q1: 1,713 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,835 shares; 2026Q1: 1,835 shares 1,835$73.1K<0.01%0Timeline
FTXOFIRST 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: 2,008 shares; 2026Q1: 2,008 shares 2,008$72.6K<0.01%0Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 755 shares; 2025Q1: 763 shares; 2025Q2: 814 shares; 2025Q3: 794 shares; 2025Q4: 807 shares; 2026Q1: 862 shares 862$72.5K<0.01%+55Timeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 23 shares; 2025Q3: 123 shares; 2025Q4: 220 shares; 2026Q1: 1,392 shares 1,392$72.2K<0.01%+1,172Timeline
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: not reported; 2025Q2: not reported; 2025Q3: 1,456 shares; 2025Q4: 1,293 shares; 2026Q1: 1,293 shares 1,293$72.2K<0.01%0Timeline
FXGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 91 shares; 2025Q4: 1,307 shares; 2026Q1: 1,128 shares 1,128$71.9K<0.01%-179Timeline
GSUSGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 796 shares; 2026Q1: 796 shares 796$71.3K<0.01%0Timeline
FNYFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 783 shares 783$70.9K<0.01%newTimeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,077 shares; 2025Q2: 1,291 shares; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares 1,291$70.7K<0.01%0Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 445 shares; 2025Q1: 443 shares; 2025Q2: 167 shares; 2025Q3: 4,994 shares; 2025Q4: 3,624 shares; 2026Q1: 1,183 shares 1,183$70.4K<0.01%-2,441Timeline
ENFRALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 1,964 shares; 2025Q1: 2,434 shares; 2025Q2: 2,434 shares; 2025Q3: 2,434 shares; 2025Q4: 2,413 shares; 2026Q1: 1,809 shares 1,809$69.1K<0.01%-604Timeline
FDMOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 861 shares 861$69K<0.01%+560Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,219 shares; 2025Q3: 4,205 shares; 2025Q4: 8 shares; 2026Q1: 4,104 shares 4,104$68.6K<0.01%+4,096Timeline
BSCWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,332 shares; 2025Q3: 3,314 shares; 2025Q4: 3 shares; 2026Q1: 3,314 shares 3,314$68.2K<0.01%+3,311Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 99 shares; 2025Q2: 96 shares; 2025Q3: 863 shares; 2025Q4: 704 shares; 2026Q1: 633 shares 633$68.1K<0.01%-71Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 654 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 303 shares; 2026Q1: 805 shares 805$68K<0.01%+502Timeline
ENICENEL CHILE SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,443 shares; 2024Q4: 14,270 shares; 2025Q1: 15,002 shares; 2025Q2: 16,105 shares; 2025Q3: 16,218 shares; 2025Q4: 16,227 shares; 2026Q1: 17,202 shares 17,202$67.8K<0.01%+975Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 727 shares; 2025Q2: 667 shares; 2025Q3: 816 shares; 2025Q4: 810 shares; 2026Q1: 2,675 shares 2,675$67.2K<0.01%+1,865Timeline
BBAXJ 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: 726 shares; 2025Q3: 971 shares; 2025Q4: 1,040 shares; 2026Q1: 1,122 shares 1,122$66.7K<0.01%+82Timeline
LCTDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,192 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,192 shares; 2026Q1: 1,192 shares 1,192$65.9K<0.01%0Timeline
SMLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480$65.8K<0.01%0Timeline
FFLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,280 shares 1,280$65.6K<0.01%newTimeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 227 shares 227$65.3K<0.01%+187Timeline
WYYWIDEPOINT 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: 28,343 shares; 2026Q1: 13,038 shares 13,038$65.1K<0.01%-15,305Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,681 shares; 2025Q2: 929 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 714 shares 714$64.9K<0.01%+73Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 48 shares; 2025Q1: 67 shares; 2025Q2: 389 shares; 2025Q3: 526 shares; 2025Q4: 478 shares; 2026Q1: 629 shares 629$63.4K<0.01%+151Timeline
PBDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,706 shares; 2026Q1: 3,489 shares 3,489$62.6K<0.01%-2,217Timeline
ESRTEMPIRE ST RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,999 shares; 2024Q4: 208,900 shares; 2025Q1: 123,793 shares; 2025Q2: 63,057 shares; 2025Q3: 58,054 shares; 2025Q4: 46,075 shares; 2026Q1: 12,019 shares 12,019$62.5K<0.01%-34,056Timeline
BBUSJ 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: 2,430 shares; 2025Q2: 190 shares; 2025Q3: 191 shares; 2025Q4: 530 shares; 2026Q1: 531 shares 531$62.2K<0.01%+1Timeline
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: 1,512 shares; 2026Q1: 1,512 shares 1,512$61.7K<0.01%0Timeline
CIACITIZENS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,203 shares; 2024Q4: 98,554 shares; 2025Q1: 82,770 shares; 2025Q2: 52,953 shares; 2025Q3: 30,835 shares; 2025Q4: 14,391 shares; 2026Q1: 12,223 shares 12,223$61.5K<0.01%-2,168Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 228 shares; 2025Q2: 1,309 shares; 2025Q3: 1,309 shares; 2025Q4: 1,502 shares; 2026Q1: 1,702 shares 1,702$61.1K<0.01%+200Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 2,350 shares; 2025Q1: 1,229 shares; 2025Q2: 765 shares; 2025Q3: 776 shares; 2025Q4: 951 shares; 2026Q1: 1,372 shares 1,372$61K<0.01%+421Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 127 shares; 2025Q1: 52 shares; 2025Q2: 96 shares; 2025Q3: 180 shares; 2025Q4: 798 shares; 2026Q1: 732 shares 732$60.6K<0.01%-66Timeline
NLNLI HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,234 shares; 2024Q4: 56,763 shares; 2025Q1: 63,187 shares; 2025Q2: 56,389 shares; 2025Q3: 47,941 shares; 2025Q4: 33,618 shares; 2026Q1: 10,383 shares 10,383$60.5K<0.01%-23,235Timeline
LVHDLEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 684 shares; 2025Q4: 684 shares; 2026Q1: 1,416 shares 1,416$60.3K<0.01%+732Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 345 shares; 2025Q1: 241 shares; 2025Q2: 100 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 1,041 shares 1,041$60K<0.01%+934Timeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 848 shares; 2025Q1: 1,270 shares; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,492 shares; 2026Q1: 1,502 shares 1,502$59.6K<0.01%+10Timeline
BBLUEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 4,163 shares; 2025Q1: 4,163 shares; 2025Q2: 3,964 shares; 2025Q3: 3,924 shares; 2025Q4: 3,924 shares; 2026Q1: 3,924 shares 3,924$57.9K<0.01%0Timeline
GGBGERDAU SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,503 shares; 2024Q4: 13,022 shares; 2025Q1: 11,516 shares; 2025Q2: 13,076 shares; 2025Q3: 13,253 shares; 2025Q4: 14,415 shares; 2026Q1: 16,026 shares 16,026$57.9K<0.01%+1,611Timeline
UDOWPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 780 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150$57.7K<0.01%0Timeline
VSGXVANGUARD WORLD 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: 804 shares 804$57.7K<0.01%newTimeline
GHYGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,278 shares; 2026Q1: 1,278 shares 1,278$57.7K<0.01%0Timeline
IVALEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,318 shares; 2025Q1: 1,574 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares 1,688$57.3K<0.01%0Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,601 shares; 2026Q1: 1,602 shares 1,602$57.2K<0.01%+1Timeline
JIVEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192 shares; 2025Q4: 612 shares; 2026Q1: 667 shares 667$57.1K<0.01%+55Timeline
REIRING 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: 14,325 shares; 2025Q4: not reported; 2026Q1: 37,300 shares 37,300$57.1K<0.01%newTimeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 390 shares; 2025Q1: 383 shares; 2025Q2: 294 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 320 shares 320$57K<0.01%+18Timeline
MRCCMONROE CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,548 shares; 2024Q4: 67,060 shares; 2025Q1: 68,871 shares; 2025Q2: 31,978 shares; 2025Q3: 10,831 shares; 2025Q4: 13,247 shares; 2026Q1: 12,322 shares 12,322$56.7K<0.01%-925Timeline
IVOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 467 shares; 2025Q2: 424 shares; 2025Q3: 450 shares; 2025Q4: 451 shares; 2026Q1: 451 shares 451$56.4K<0.01%0Timeline
UFOXETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 531 shares; 2025Q2: 528 shares; 2025Q3: 796 shares; 2025Q4: 796 shares; 2026Q1: 826 shares 826$56.3K<0.01%+30Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,257 shares; 2026Q1: 1,183 shares 1,183$56K<0.01%-74Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206 shares; 2025Q2: 199 shares; 2025Q3: 343 shares; 2025Q4: 463 shares; 2026Q1: 645 shares 645$55.9K<0.01%+182Timeline
DVOLFIRST 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: 3,162 shares; 2026Q1: 1,613 shares 1,613$55.8K<0.01%-1,549Timeline
GARPISHARES 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: 871 shares 871$55.7K<0.01%newTimeline
FVFIRST 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: 415 shares; 2025Q4: 415 shares; 2026Q1: 921 shares 921$55.7K<0.01%+506Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 225 shares; 2025Q2: 198 shares; 2025Q3: 462 shares; 2025Q4: 936 shares; 2026Q1: 1,317 shares 1,317$55.6K<0.01%+381Timeline
FMDEFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares 1,529$55K<0.01%0Timeline
EWQISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,073 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 944 shares; 2026Q1: 1,266 shares 1,266$54.9K<0.01%+322Timeline
FXHFIRST 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: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498$54.7K<0.01%0Timeline
CHMICHERRY HILL MTG INVT 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: 42,770 shares; 2025Q3: 19,021 shares; 2025Q4: 25,546 shares; 2026Q1: 21,372 shares 21,372$53.4K<0.01%-4,174Timeline
ESMLISHARES 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: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares; 2026Q1: 1,134 shares 1,134$53.3K<0.01%+26Timeline
EWDISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 789 shares; 2025Q4: 789 shares; 2026Q1: 1,082 shares 1,082$52.7K<0.01%+293Timeline
EWIISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 857 shares; 2026Q1: 978 shares 978$52.2K<0.01%+121Timeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 33 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 172 shares; 2026Q1: 914 shares 914$51.7K<0.01%+742Timeline
EPPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 561 shares; 2025Q1: 612 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 782 shares; 2026Q1: 959 shares 959$51K<0.01%+177Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 953 shares; 2025Q3: 1,229 shares; 2025Q4: 338 shares; 2026Q1: 1,080 shares 1,080$50.7K<0.01%+742Timeline
RUSHBRUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 427 shares; 2025Q1: 446 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 783 shares 783$50.4K<0.01%+332Timeline
AGQIFIRST 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: 2,945 shares; 2025Q4: 2,945 shares; 2026Q1: 2,945 shares 2,945$50.2K<0.01%0Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 10 shares; 2025Q1: 140 shares; 2025Q2: 37 shares; 2025Q3: 68 shares; 2025Q4: 144 shares; 2026Q1: 512 shares 512$48.6K<0.01%+368Timeline
AUSFGLOBAL 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: 439 shares; 2025Q3: 983 shares; 2025Q4: 993 shares; 2026Q1: 993 shares 993$48K<0.01%0Timeline
FVALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 271 shares; 2025Q1: 331 shares; 2025Q2: 57 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 685 shares 685$47.5K<0.01%+500Timeline
VEGNETF 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: 813 shares; 2026Q1: 813 shares 813$45.9K<0.01%0Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,045 shares; 2025Q1: 3,085 shares; 2025Q2: 1,823 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares; 2026Q1: 1,826 shares 1,826$45.9K<0.01%0Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 608 shares; 2026Q1: 749 shares 749$45K<0.01%+141Timeline
FLQSFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,048 shares 1,048$44.7K<0.01%newTimeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 550 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435$44.3K<0.01%0Timeline
DSMCETF 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: 127 shares; 2025Q4: 1,903 shares; 2026Q1: 1,149 shares 1,149$43K<0.01%-754Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,603 shares; 2025Q3: 2,629 shares; 2025Q4: 25 shares; 2026Q1: 2,580 shares 2,580$42.5K<0.01%+2,555Timeline
XMLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 673 shares 673$42.4K<0.01%+613Timeline
PKBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 425 shares 425$41.5K<0.01%+400Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 451 shares; 2025Q1: 398 shares; 2025Q2: 331 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 551 shares 551$41.1K<0.01%+100Timeline
IBDUISHARES 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: 1,719 shares; 2025Q3: 1,719 shares; 2025Q4: not reported; 2026Q1: 1,719 shares 1,719$40K<0.01%newTimeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,356 shares; 2025Q4: not reported; 2026Q1: 12,807 shares 12,807$39.3K<0.01%newTimeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 1,620 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 1,858 shares; 2026Q1: 1,666 shares 1,666$38.9K<0.01%-192Timeline
FADFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares 243$38.6K<0.01%0Timeline
EISISHARES 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: 238 shares; 2026Q1: 332 shares 332$38.5K<0.01%+94Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 117 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 622 shares 622$37.4K<0.01%+529Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 671 shares; 2025Q1: 500 shares; 2025Q2: 404 shares; 2025Q3: 380 shares; 2025Q4: 371 shares; 2026Q1: 378 shares 378$37.3K<0.01%+7Timeline
IQDFFLEXSHARES 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: 1,171 shares 1,171$37.1K<0.01%newTimeline
EPUISHARES 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: 458 shares; 2026Q1: 458 shares 458$37K<0.01%0Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 177 shares; 2025Q1: 200 shares; 2025Q2: 126 shares; 2025Q3: 179 shares; 2025Q4: 895 shares; 2026Q1: 387 shares 387$36.4K<0.01%-508Timeline
SLISTANDARD LITHIUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,642 shares 10,642$36.3K<0.01%newTimeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 273 shares; 2025Q1: 74 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 378 shares; 2026Q1: 378 shares 378$36.1K<0.01%0Timeline
GAIAGAIA INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,147 shares; 2026Q1: 12,786 shares 12,786$35.4K<0.01%-10,361Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 689 shares; 2025Q1: 581 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares 590$35.4K<0.01%0Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2,673 shares; 2025Q2: 1,696 shares; 2025Q3: 1,813 shares; 2025Q4: 1,769 shares; 2026Q1: 1,552 shares 1,552$34.7K<0.01%-217Timeline
JHSCJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares; 2026Q1: 808 shares 808$34.7K<0.01%0Timeline
HEZUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 793 shares 793$34.7K<0.01%+375Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 349 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 340 shares 340$34.6K<0.01%-5Timeline
IEOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 509 shares; 2025Q1: 592 shares; 2025Q2: 227 shares; 2025Q3: 274 shares; 2025Q4: 276 shares; 2026Q1: 277 shares 277$34.6K<0.01%+1Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,051 shares; 2025Q1: 6,178 shares; 2025Q2: 5,912 shares; 2025Q3: 4,050 shares; 2025Q4: 4,229 shares; 2026Q1: 591 shares 591$34.2K<0.01%-3,638Timeline
EPOLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 926 shares; 2026Q1: 926 shares 926$33.7K<0.01%0Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,219 shares; 2025Q2: 326 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 740 shares 740$33.7K<0.01%+496Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 3 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 436 shares 436$33.6K<0.01%+64Timeline
DBEUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 690 shares; 2026Q1: 690 shares 690$33.6K<0.01%0Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,952 shares; 2025Q3: 1,990 shares; 2025Q4: 412 shares; 2026Q1: 1,792 shares 1,792$33.4K<0.01%+1,380Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares 580$33.4K<0.01%0Timeline
EWAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 994 shares; 2025Q1: 546 shares; 2025Q2: 423 shares; 2025Q3: 1,088 shares; 2025Q4: 1,197 shares; 2026Q1: 1,193 shares 1,193$33.1K<0.01%-4Timeline
PJPINVESCO 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: 38 shares; 2026Q1: 319 shares 319$33.1K<0.01%+281Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 863 shares 863$32.8K<0.01%+858Timeline
DGRSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 649 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 616 shares 616$32.6K<0.01%0Timeline
IDLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 945 shares 945$32.6K<0.01%newTimeline
QGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 608 shares 608$32.5K<0.01%newTimeline
OXY/WSOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 471 shares; 2025Q1: 578 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 603 shares; 2026Q1: 741 shares 741$31.8K<0.01%+138Timeline
DJULFIRST 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: 750 shares; 2025Q4: 750 shares; 2026Q1: 675 shares 675$31.6K<0.01%-75Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 107 shares; 2025Q4: 174 shares; 2026Q1: 174 shares 174$31.5K<0.01%0Timeline
PLTKPLAYTIKA HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,891 shares; 2024Q4: 302,102 shares; 2025Q1: 404,543 shares; 2025Q2: 567,078 shares; 2025Q3: 321,327 shares; 2025Q4: 208,856 shares; 2026Q1: 11,195 shares 11,195$31.1K<0.01%-197,661Timeline
JPIBJ 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: 9 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares 648$31K<0.01%0Timeline
UPGDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 417 shares 417$30.4K<0.01%0Timeline
MAPSWM TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 470,412 shares; 2025Q2: 273,011 shares; 2025Q3: 322,648 shares; 2025Q4: 240,042 shares; 2026Q1: 45,512 shares 45,512$30K<0.01%-194,530Timeline
NXTGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 217 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 220 shares; 2025Q4: 221 shares; 2026Q1: 266 shares 266$29.8K<0.01%+45Timeline
CFOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 396 shares 396$29.4K<0.01%newTimeline
XMHQINVESCO 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: 1 shares; 2025Q3: 1,181 shares; 2025Q4: 245 shares; 2026Q1: 284 shares 284$29.4K<0.01%+39Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,718 shares; 2025Q3: 1,600 shares; 2025Q4: 36 shares; 2026Q1: 1,431 shares 1,431$29.2K<0.01%+1,395Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: not reported; 2025Q1: 549 shares; 2025Q2: 625 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares 860$29K<0.01%0Timeline
BWENBROADWIND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,032 shares; 2024Q4: 69,000 shares; 2025Q1: 59,839 shares; 2025Q2: 56,018 shares; 2025Q3: 18,913 shares; 2025Q4: 16,028 shares; 2026Q1: 13,843 shares 13,843$28.8K<0.01%-2,185Timeline
IBDWISHARES 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: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: not reported; 2026Q1: 1,367 shares 1,367$28.6K<0.01%newTimeline
FNDBSCHWAB 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: not reported; 2025Q3: 2,022 shares; 2025Q4: 1,039 shares; 2026Q1: 1,039 shares 1,039$28.3K<0.01%0Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,362 shares; 2025Q1: 764 shares; 2025Q2: 705 shares; 2025Q3: 706 shares; 2025Q4: 603 shares; 2026Q1: 603 shares 603$28.2K<0.01%0Timeline
MAIAMAIA BIOTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,071 shares 20,071$28.1K<0.01%newTimeline
PSCHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 676 shares; 2026Q1: 676 shares 676$27.8K<0.01%0Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 148 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 1,203 shares; 2025Q4: 211 shares; 2026Q1: 226 shares 226$27.8K<0.01%+15Timeline
LEGRFIRST 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: 480 shares 480$27.7K<0.01%newTimeline
PIOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares 630$27.4K<0.01%0Timeline
USPXFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 777 shares; 2026Q1: 480 shares 480$27.3K<0.01%-297Timeline
BTMDBIOTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,194 shares; 2025Q2: 33,181 shares; 2025Q3: 32,216 shares; 2025Q4: 22,927 shares; 2026Q1: 19,675 shares 19,675$26.6K<0.01%-3,252Timeline
VSDAVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 481 shares 481$26.2K<0.01%newTimeline
SOCLGLOBAL X FDSQuarterly 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: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$26K<0.01%0Timeline
IHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 613 shares; 2026Q1: 613 shares 613$25.7K<0.01%0Timeline
PCYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 15 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 1,227 shares 1,227$25.6K<0.01%+895Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 76 shares; 2025Q2: 21 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 334 shares 334$25.5K<0.01%+78Timeline
SDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 392 shares 392$25.5K<0.01%+232Timeline
MLRGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275 shares; 2026Q1: 275 shares 275$24.7K<0.01%0Timeline
IXPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 213 shares 213$24.5K<0.01%+160Timeline
FDRRFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416 shares; 2026Q1: 416 shares 416$24.5K<0.01%0Timeline
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 158 shares; 2025Q1: 296 shares; 2025Q2: 161 shares; 2025Q3: 153 shares; 2025Q4: 264 shares; 2026Q1: 434 shares 434$24.4K<0.01%+170Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 298 shares; 2026Q1: 982 shares 982$24.2K<0.01%+684Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210$24.1K<0.01%0Timeline
GEMGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 380 shares; 2025Q1: 571 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 547 shares; 2026Q1: 552 shares 552$23.8K<0.01%+5Timeline
QEFASPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 203 shares; 2025Q2: 259 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252$23.5K<0.01%0Timeline
VLUSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108$23.2K<0.01%0Timeline
SNPEDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387$23K<0.01%0Timeline
AUGMFIRST 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: 671 shares 671$22.7K<0.01%newTimeline
LBTYALIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: not reported; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 63 shares; 2025Q4: 1,848 shares; 2026Q1: 1,856 shares 1,856$22.4K<0.01%+8Timeline
IYKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 189 shares; 2025Q1: 181 shares; 2025Q2: 165 shares; 2025Q3: 401 shares; 2025Q4: 313 shares; 2026Q1: 312 shares 312$21.8K<0.01%-1Timeline
LDEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 368 shares 368$21.3K<0.01%0Timeline
BBHVANECK 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: 113 shares; 2026Q1: 113 shares 113$21.2K<0.01%0Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 106 shares; 2026Q1: 197 shares 197$21.2K<0.01%+91Timeline
OUSAALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 792 shares; 2026Q1: 380 shares 380$21.1K<0.01%-412Timeline
HDEFDBX 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: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares 635$20.6K<0.01%0Timeline
PSCTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92 shares; 2026Q1: 341 shares 341$20.5K<0.01%+249Timeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 142 shares; 2026Q1: 226 shares 226$20.4K<0.01%+84Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292$20.4K<0.01%0Timeline
PTHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405 shares 405$19.8K<0.01%newTimeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123$19.7K<0.01%0Timeline
QLDPROSHARES 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: 323 shares 323$19.7K<0.01%newTimeline
REZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 235 shares 235$19.6K<0.01%-1Timeline
CSBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 316 shares 316$19.5K<0.01%newTimeline
DDLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 529 shares; 2025Q1: 308 shares; 2025Q2: 434 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 446 shares 446$19.4K<0.01%+36Timeline
NLRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 75 shares; 2025Q3: 115 shares; 2025Q4: 76 shares; 2026Q1: 145 shares 145$19.3K<0.01%+69Timeline
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: 31 shares; 2025Q4: 31 shares; 2026Q1: 376 shares 376$19.3K<0.01%+345Timeline
ANGLVANECK 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: 657 shares 657$18.9K<0.01%newTimeline
FLINFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 558 shares; 2026Q1: 558 shares 558$18.5K<0.01%0Timeline
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509 shares 509$18.4K<0.01%newTimeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72$18.4K<0.01%0Timeline
IATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 93 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 281 shares; 2026Q1: 340 shares 340$18.3K<0.01%+59Timeline
ILFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 513 shares 513$18.2K<0.01%+510Timeline
VCRBVANGUARD 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: 63 shares; 2025Q3: 124 shares; 2025Q4: 232 shares; 2026Q1: 233 shares 233$18K<0.01%+1Timeline
BUFDFIRST 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: 640 shares 640$17.9K<0.01%newTimeline
PPHVANECK 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: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167$17.3K<0.01%0Timeline
DNLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426$17.2K<0.01%0Timeline
WOODISHARES 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: 241 shares; 2025Q3: 58 shares; 2025Q4: 241 shares; 2026Q1: 241 shares 241$17.1K<0.01%0Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: not reported; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 634 shares 634$16.9K<0.01%+461Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 712 shares 712$16.3K<0.01%+567Timeline
PSFFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 508 shares 508$16.3K<0.01%newTimeline
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 442 shares; 2026Q1: 372 shares 372$16.2K<0.01%-70Timeline
DRLLEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,119 shares; 2026Q1: 409 shares 409$16.1K<0.01%-1,710Timeline
EDOWFIRST 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: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 389 shares 389$15.8K<0.01%+51Timeline
FIWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 251 shares; 2025Q3: 151 shares; 2025Q4: 249 shares; 2026Q1: 151 shares 151$15.6K<0.01%-98Timeline
FXRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 184 shares; 2026Q1: 184 shares 184$15K<0.01%0Timeline
DUBSETF 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: 408 shares; 2025Q3: 411 shares; 2025Q4: 413 shares; 2026Q1: 415 shares 415$15K<0.01%+2Timeline
IDUBETF 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: 1,560 shares; 2025Q3: 1,131 shares; 2025Q4: 975 shares; 2026Q1: 605 shares 605$14.9K<0.01%-370Timeline
AAAAEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,803 shares; 2025Q4: 3,803 shares; 2026Q1: 546 shares 546$14.6K<0.01%-3,257Timeline
ADMEETF 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: 395 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 294 shares 294$14.5K<0.01%-102Timeline
CSMPROSHARES 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: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194$14.5K<0.01%0Timeline
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 144 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 261 shares 261$14.4K<0.01%+13Timeline
UPROPROSHARES 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: 241 shares; 2026Q1: 147 shares 147$14.3K<0.01%-94Timeline
INDSPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 468 shares; 2025Q2: 360 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares 386$14.2K<0.01%0Timeline
KCESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 28 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 103 shares 103$14.2K<0.01%+46Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,004 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 391 shares; 2026Q1: 391 shares 391$14.1K<0.01%0Timeline
ACIOETF 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: 1,098 shares; 2025Q3: 929 shares; 2025Q4: 1,386 shares; 2026Q1: 334 shares 334$14K<0.01%-1,052Timeline
NTSIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares 316$13.9K<0.01%0Timeline
TDVIFIRST 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: 523 shares 523$13.9K<0.01%newTimeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 653 shares; 2025Q2: 124 shares; 2025Q3: 116 shares; 2025Q4: 103 shares; 2026Q1: 254 shares 254$13.7K<0.01%+151Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,976 shares; 2025Q4: 1,850 shares; 2026Q1: 242 shares 242$13.1K<0.01%-1,608Timeline
FSEPFIRST 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: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258$13K<0.01%0Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 430 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 412 shares 412$12.9K<0.01%0Timeline
HAUZDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 561 shares 561$12.7K<0.01%+494Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares; 2026Q1: 351 shares 351$12.4K<0.01%+109Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37 shares 37$12.1K<0.01%newTimeline
AXIA/PCENTRAIS ELET BRAS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,075 shares; 2026Q1: 957 shares 957$12K<0.01%-118Timeline
DVYEISHARES 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: 348 shares 348$12K<0.01%newTimeline
DTDWISDOMTREE 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: 138 shares 138$11.9K<0.01%newTimeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 249 shares; 2025Q1: 124 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 246 shares 246$11.9K<0.01%+150Timeline
JGLOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182 shares; 2026Q1: 182 shares 182$11.9K<0.01%0Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 716 shares; 2025Q3: 605 shares; 2025Q4: 25 shares; 2026Q1: 605 shares 605$11.9K<0.01%+580Timeline
FOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares; 2026Q1: 249 shares 249$11.9K<0.01%-892Timeline
LITGLOBAL 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: 333 shares; 2025Q4: 333 shares; 2026Q1: 159 shares 159$11.8K<0.01%-174Timeline
GSSCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 158 shares; 2026Q1: 157 shares 157$11.7K<0.01%-1Timeline
JEMAJ 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: 4 shares; 2025Q3: 2 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224$11.7K<0.01%0Timeline
JPEMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 953 shares; 2025Q1: 953 shares; 2025Q2: 272 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186$11.6K<0.01%0Timeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 474 shares; 2025Q1: 433 shares; 2025Q2: 288 shares; 2025Q3: 214 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63$11.5K<0.01%0Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195 shares 195$11.3K<0.01%newTimeline
OSCVETF 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: 697 shares; 2025Q3: 674 shares; 2025Q4: 484 shares; 2026Q1: 284 shares 284$11.2K<0.01%-200Timeline
JMTGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 219 shares 219$11.2K<0.01%newTimeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 672 shares; 2025Q2: 437 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 301 shares 301$11.1K<0.01%0Timeline
KAPRINNOVATOR 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: 305 shares; 2026Q1: 305 shares 305$11.1K<0.01%0Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 199 shares; 2026Q1: 199 shares 199$10.9K<0.01%0Timeline
IAPRINNOVATOR 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: 341 shares; 2026Q1: 341 shares 341$10.8K<0.01%0Timeline
UYMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 929 shares; 2025Q1: 558 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 367 shares 367$10.7K<0.01%0Timeline
NOCTINNOVATOR 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: 189 shares; 2026Q1: 189 shares 189$10.7K<0.01%0Timeline
IOCTINNOVATOR 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: 303 shares; 2026Q1: 303 shares 303$10.6K<0.01%0Timeline
BH-ABIGLARI 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: 6 shares 6$10.5K<0.01%newTimeline
PDNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 390 shares; 2025Q4: 251 shares; 2026Q1: 241 shares 241$10.5K<0.01%-10Timeline
KOCTINNOVATOR 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: 307 shares; 2026Q1: 307 shares 307$10.4K<0.01%0Timeline
NAPRINNOVATOR 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: 189 shares; 2026Q1: 189 shares 189$10.3K<0.01%0Timeline
FHDGFIRST 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: 542 shares; 2026Q1: 301 shares 301$10.2K<0.01%-241Timeline
IPKWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180$10.1K<0.01%0Timeline
ISPYPROSHARES 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: 229 shares 229$9.93K<0.01%newTimeline
BIDDBLACKROCK 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: 127 shares; 2025Q3: 64 shares; 2025Q4: 51 shares; 2026Q1: 349 shares 349$9.92K<0.01%+298Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77 shares 77$9.88K<0.01%newTimeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 90 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89$9.82K<0.01%0Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138 shares; 2025Q2: 70 shares; 2025Q3: 67 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125$9.77K<0.01%0Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,501 shares; 2025Q1: 2,501 shares; 2025Q2: 2,501 shares; 2025Q3: 621 shares; 2025Q4: 385 shares; 2026Q1: 320 shares 320$9.7K<0.01%-65Timeline
HYEMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,552 shares; 2025Q1: 798 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 487 shares 487$9.61K<0.01%0Timeline
RWJINVESCO 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: 613 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 184 shares 184$9.29K<0.01%newTimeline
ROBTFIRST 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: 133 shares; 2026Q1: 200 shares 200$9.23K<0.01%+67Timeline
HEWLETT PACKARD ENTERPRISE CHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is 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: 143 shares 143$9.22K<0.01%new
EWHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 354 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 398 shares; 2026Q1: 398 shares 398$9.19K<0.01%0Timeline
EWTISHARES 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: 11 shares; 2026Q1: 129 shares 129$9.15K<0.01%+118Timeline
ILDRFIRST 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: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares 307$9.14K<0.01%0Timeline
EOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282 shares; 2026Q1: 282 shares 282$9.01K<0.01%0Timeline
EWPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 165 shares 165$8.96K<0.01%+148Timeline
QFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267$8.89K<0.01%0Timeline
XDECFIRST 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: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares 218$8.79K<0.01%0Timeline
BLVVANGUARD BD INDEX FDSQuarterly 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: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126$8.67K<0.01%0Timeline
JHEMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 269 shares; 2025Q1: 271 shares; 2025Q2: 248 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 252 shares 252$8.63K<0.01%+3Timeline
VTWVVANGUARD SCOTTSDALE 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: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51$8.53K<0.01%0Timeline
MOTIVANECK 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: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares 243$8.3K<0.01%0Timeline
QTECFIRST 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: 149 shares; 2026Q1: 38 shares 38$8.21K<0.01%-111Timeline
GCORGOLDMAN 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: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares 197$8.14K<0.01%0Timeline
EVXVANECK 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: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210$8.13K<0.01%0Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151 shares 151$8.01K<0.01%newTimeline
DBEMDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares 227$7.75K<0.01%0Timeline
TECBISHARES 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: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares 138$7.66K<0.01%0Timeline
FDEMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236 shares; 2026Q1: 236 shares 236$7.45K<0.01%0Timeline
FBTFIRST 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: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 37 shares 37$7.43K<0.01%+12Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147 shares; 2026Q1: 148 shares 148$7.4K<0.01%+1Timeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 178 shares; 2025Q1: 224 shares; 2025Q2: 122 shares; 2025Q3: 617 shares; 2025Q4: 117 shares; 2026Q1: 163 shares 163$7.39K<0.01%+46Timeline
XSMOINVESCO 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: 201 shares; 2026Q1: 97 shares 97$7.37K<0.01%-104Timeline
AOKISHARES 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: 196 shares; 2025Q4: 183 shares; 2026Q1: 183 shares 183$7.3K<0.01%0Timeline
GIGBGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157$7.19K<0.01%0Timeline
QTUMETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67 shares 67$7.19K<0.01%newTimeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 60 shares; 2025Q2: 38 shares; 2025Q3: 54 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71$7.17K<0.01%0Timeline
EWNISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 66 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 124 shares 124$7.13K<0.01%newTimeline
ONEVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53$7.11K<0.01%0Timeline
ALTLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161$7.07K<0.01%0Timeline
CENTCENTRAL GARDEN & PET COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares 192$7.06K<0.01%newTimeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55$7.06K<0.01%0Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280$6.8K<0.01%0Timeline
SPHBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 58 shares 58$6.72K<0.01%+8Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 64 shares; 2026Q1: 70 shares 70$6.7K<0.01%+6Timeline
MLPXGLOBAL 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: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 90 shares 90$6.66K<0.01%+66Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132 shares 132$6.62K<0.01%newTimeline
PSCCINVESCO 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: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210$6.62K<0.01%0Timeline
JMEEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109 shares; 2026Q1: 98 shares 98$6.54K<0.01%-11Timeline
GJULFIRST 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: 160 shares 160$6.52K<0.01%newTimeline
DEHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: not reported; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares 193$6.52K<0.01%0Timeline
GMAYFIRST 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: 158 shares 158$6.49K<0.01%newTimeline
ZMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 334 shares; 2026Q1: 235 shares 235$6.48K<0.01%-99Timeline
GMARFIRST 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: 155 shares 155$6.46K<0.01%newTimeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares 35$6.3K<0.01%newTimeline
FMAYFIRST 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: 153 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119$6.28K<0.01%0Timeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 178 shares 178$6.27K<0.01%+51Timeline
ROEEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 257 shares; 2026Q1: 174 shares 174$6.17K<0.01%-83Timeline
ECHISHARES 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: 3 shares; 2025Q3: 3 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155$6.16K<0.01%0Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,428 shares; 2025Q1: 173 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151$6.16K<0.01%0Timeline
GCCWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 1 shares; 2025Q1: 196 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255$6.11K<0.01%0Timeline
GSWOGOLDMAN 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: 41 shares; 2025Q3: 41 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108$6.08K<0.01%0Timeline
SMOGVANECK 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: 43 shares 43$5.97K<0.01%newTimeline
AVXCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88 shares 88$5.95K<0.01%newTimeline
FGDFIRST 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: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185$5.91K<0.01%0Timeline
GUNRFLEXSHARES 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: 107 shares 107$5.9K<0.01%newTimeline
RSPDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109$5.83K<0.01%0Timeline
PEJINVESCO 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: 100 shares 100$5.8K<0.01%newTimeline
BSSXINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 254 shares; 2026Q1: 228 shares 228$5.79K<0.01%-26Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 196 shares; 2025Q4: 193 shares; 2026Q1: 97 shares 97$5.68K<0.01%-96Timeline
DEXCDIMENSIONAL 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: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87$5.64K<0.01%0Timeline
RXIISHARES 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: 30 shares 30$5.59K<0.01%newTimeline
PXEINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141$5.53K<0.01%0Timeline
PSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 153 shares; 2026Q1: 95 shares 95$5.37K<0.01%-58Timeline
PWZINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196 shares; 2025Q4: 594 shares; 2026Q1: 224 shares 224$5.35K<0.01%-370Timeline
CWISPDR 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: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146$5.34K<0.01%0Timeline
ILCVISHARES 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: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 57 shares 57$5.31K<0.01%+27Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 44 shares; 2025Q2: 65 shares; 2025Q3: 333 shares; 2025Q4: 190 shares; 2026Q1: 102 shares 102$5.22K<0.01%-88Timeline
BJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 375 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 105 shares 105$5.22K<0.01%-186Timeline
FCTRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146$5.21K<0.01%0Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 816 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199$5.18K<0.01%0Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 331 shares; 2025Q4: 378 shares; 2026Q1: 191 shares 191$5.08K<0.01%-187Timeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 128 shares 128$5.03K<0.01%+40Timeline
TQQQPROSHARES 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: 60 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120$5K<0.01%0Timeline
FCVTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 111 shares 111$4.9K<0.01%+82Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 106 shares 106$4.88K<0.01%+100Timeline
EAPRINNOVATOR 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: 162 shares; 2026Q1: 162 shares 162$4.84K<0.01%0Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 48 shares; 2025Q3: 70 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60$4.77K<0.01%0Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 1 shares; 2025Q3: 197 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188$4.66K<0.01%0Timeline
XHSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46$4.61K<0.01%0Timeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 304 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91 shares 91$4.53K<0.01%newTimeline
SFLRINNOVATOR 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: 347 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128$4.53K<0.01%0Timeline
XCWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 164 shares; 2026Q1: 143 shares 143$4.46K<0.01%-21Timeline
BSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90$4.33K<0.01%0Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 62 shares; 2025Q1: 230 shares; 2025Q2: 231 shares; 2025Q3: 343 shares; 2025Q4: 119 shares; 2026Q1: 205 shares 205$4.23K<0.01%+86Timeline
AAXJISHARES 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: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43$4.14K<0.01%0Timeline
RLYSSGA 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: 114 shares 114$4.12K<0.01%newTimeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 458 shares; 2025Q1: 1,329 shares; 2025Q2: 655 shares; 2025Q3: 614 shares; 2025Q4: 614 shares; 2026Q1: 77 shares 77$4.1K<0.01%-537Timeline
FSMDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91$4.07K<0.01%0Timeline
PBUSINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62$4.04K<0.01%0Timeline
DWASINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares 41$4.04K<0.01%newTimeline
BSMVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares; 2026Q1: 193 shares 193$4.03K<0.01%0Timeline
BUGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 485 shares; 2025Q2: 420 shares; 2025Q3: 465 shares; 2025Q4: 566 shares; 2026Q1: 158 shares 158$3.97K<0.01%-408Timeline
DGTSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares 23$3.9K<0.01%newTimeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 546 shares; 2026Q1: 344 shares 344$3.74K<0.01%-202Timeline
XPHSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 69 shares 69$3.73K<0.01%+4Timeline
EMBDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 278 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 149 shares 149$3.49K<0.01%0Timeline
VTWGVANGUARD SCOTTSDALE 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: 15 shares 15$3.44K<0.01%newTimeline
DSEPFIRST 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: 78 shares 78$3.43K<0.01%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHSput191,700$125Mnew
AAPLAPPLE INC COMput80,800$20.5Mnew
QQQINVESCO QQQ TR COMput24,900$14.4Mnew
GOOGALPHABET INC COMput24,100$6.91Mnew
NVDANVIDIA CORPORATION COMput28,800$5.02Mnew
DIASTATE STR SPDR DOW JONES IND UT SER 1put9,500$4.4Mnew
GOOGLALPHABET INC COMput9,600$2.76Mnew
AMZNAMAZON COM INC COMput12,100$2.52Mnew
IWMISHARES TR SHSput6,700$1.66Mnew
VTIVANGUARD INDEX FDS COMput4,900$1.57Mnew
TSLATESLA INC COMput3,900$1.45Mnew
METAMETA PLATFORMS INC COMput2,200$1.26Mnew
DKSDICKS SPORTING GOODS INC Stockput4,500$892Knew
UPSUNITED PARCEL SVCS INC COMput7,800$767Knew
WMTWALMART INC COMput6,100$758Knew
BACBANK OF AMER CORP COMput12,000$585Knew
INTUINTUIT COMput1,300$562Knew
JPMJPMORGAN CHASE & CO COMput1,200$353Knew
EFAISHARES TR MSCI EAFE ETFput3,100$301Knew
PLTRPALANTIR TECHNOLOGIES INC COMput1,500$219Knew
EEMISHARES TR MSCI EMG MKT ETFput3,300$187Knew
XOMEXXON MOBIL CORP COMput1,000$170Knew
PANWPALO ALTO NETWORKS INC COMcall1,000$160Knew
ZSZSCALER INC STOKcall1,000$140Knew
IBMINTERNATIONAL BUSINESS MACHS COMput400$97Knew
RKLBROCKET LAB CORP STOKput1,000$64.2Knew
INTCINTEL CORP COMput1,000$44.1Knew

Sold out in Q1 2026

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

The largest 100 of 210. All 210

SecurityShares beforeValue beforeType
AZNASTRAZENECA PLC-SPONS ADR331,384$30.5Mshares
INDIVIOR PLCINDIVIOR PLC168,484$6.05Mshares
NGDNEW GOLD INC668,524$5.82Mshares
BIPBROOKFIELD INFRASTRUCTURE PA134,382$4.67Mshares
DOOBRP INC65,806$4.65Mshares
BHFBRIGHTHOUSE FINL INC69,577$4.51Mshares
REVGREV GROUP INC65,660$3.99Mshares
CMACOMERICA INC39,069$3.4Mshares
MGICMAGIC SOFTWARE ENTERPRISES121,688$3.13Mshares
OCFCOCEANFIRST FINL CORP142,210$2.55Mshares
EFOREVERFORTH INC48,727$2.35Mshares
RCIROGERS COMMUNICATIONS INC56,566$2.14Mshares
EMAEMERA INC41,888$2.06Mshares
FISIFINANCIAL INSTITUTIONS INC60,934$1.9Mshares
PIPRPIPER SANDLER COS5,058$1.72Mshares
PNFPPINNACLE FINANCIAL PARTNERS16,799$1.6Mshares
IAGIAMGOLD CORP90,328$1.49Mshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL3,278$1.46Mshares
EQXEQUINOX GOLD CORP103,149$1.45Mshares
TEAMATLASSIAN CORPORATION8,377$1.36Mshares
AMCOR PLCAMCOR PLC156,077$1.3Mshares
CUBICUSTOMERS BANCORP INC17,443$1.28Mshares
EXASEXACT SCIENCES CORP12,236$1.24Mshares
FFICFLUSHING FINL CORP78,350$1.19Mshares
WLYWILEY JOHN & SONS INC34,477$1.06Mshares
ATECALPHATEC HLDGS INC45,445$956Kshares
CRCTCRICUT INC185,682$919Kshares
WLDNWILLDAN GROUP INC8,601$892Kshares
TILEINTERFACE INC29,090$812Kshares
SNVSYNOVUS FINANCIAL CORP16,145$808Kshares
TELFYTELEFONICA SA-SPON ADR176,118$713Kshares
DAYDAYFORCE INC9,739$674Kshares
NEXNNEXXEN INTL LTD100,857$660Kshares
CADECADENCE BANK15,271$654Kshares
FYBRFRONTIER COMMUNICATIONS PARE16,710$636Kshares
FSFGFIRST SAVINGS FINANCIAL GRP19,325$616Kshares
QTWOQ2 HLDGS INC8,324$601Kshares
DOCSDOXIMITY INC13,309$589Kshares
GIFIGULF ISLAND FABRICATION INC47,465$568Kshares
IONQIONQ INC12,536$562Kshares
GFLGFL ENVIRONMENTAL INC13,010$559Kshares
ALEXALEXANDER & BALDWIN INC26,029$537Kshares
RNAMAVIDITY BIOSCIENCES INC7,299$526Kshares
VSXYVICTORIAS SECRET AND CO9,602$520Kshares
LADLITHIA MTRS INC1,542$512Kshares
NTGRNETGEAR INC20,647$506Kshares
IOTSAMSARA INC14,242$505Kshares
KEQUKEWAUNEE SCIENTIFIC CORP13,247$496Kshares
OIIOCEANEERING INTL INC20,509$493Kshares
CRKCOMSTOCK RES INC20,230$469Kshares
MMYTMAKEMYTRIP LIMITED MAURITIUS5,518$453Kshares
PRMPERIMETER SOLUTIONS INC16,416$452Kshares
BSYBENTLEY SYS INC11,208$428Kshares
SASEABRIDGE GOLD INC14,283$423Kshares
PINSPINTEREST INC16,342$423Kshares
IMXIINTERNATIONAL MONEY EXPRESS27,477$422Kshares
CZFSCITIZENS FINL SVCS INC7,057$402Kshares
TTDTHE TRADE DESK INC10,361$393Kshares
CRVLCORVEL CORP5,707$386Kshares
RYTMRHYTHM PHARMACEUTICALS INC3,580$383Kshares
RGENREPLIGEN CORP2,335$383Kshares
YOUCLEAR SECURE INC10,748$377Kshares
PZZAPAPA JOHNS INTL INC9,752$375Kshares
PUMPPROPETRO HLDG CORP38,743$368Kshares
NGVTINGEVITY CORP6,064$359Kshares
AORTARTIVION INC7,622$348Kshares
LIFLIFE360 INC5,393$346Kshares
BOXBOX INC11,301$338Kshares
LMNDLEMONADE INC4,741$337Kshares
MATVMATIV HOLDINGS INC27,721$337Kshares
JOEST JOE CO5,628$334Kshares
STEPSTEPSTONE GROUP INC5,182$333Kshares
VCYTVERACYTE INC7,894$332Kshares
BFAMBRIGHT HORIZONS FAM SOL IN D3,139$318Kshares
BTSGBRIGHTSPRING HEALTH SVCS INC8,463$317Kshares
MMSIMERIT MED SYS INC3,580$316Kshares
PRTHPRIORITY TECHNOLOGY HLDGS IN54,551$297Kshares
SONOSONOS INC16,891$297Kshares
HIMSHIMS & HERS HEALTH INC9,073$295Kshares
COGTCOGENT BIOSCIENCES INC8,283$294Kshares
BZKANZHUN LIMITED13,823$282Kshares
ALKALASKA AIR GROUP INC5,599$282Kshares
DKNGDRAFTKINGS INC NEW7,914$273Kshares
LOBLIVE OAK BANCSHARES INC7,889$271Kshares
MIRMIRION TECHNOLOGIES INC11,546$270Kshares
GOOSCANADA GOOSE HLDGS INC20,766$269Kshares
TMDXTRANSMEDICS GROUP INC2,207$268Kshares
PVHPVH CORPORATION4,003$268Kshares
CPRXCATALYST PHARMACEUTICALS INC11,449$267Kshares
OLEDUNIVERSAL DISPLAY CORP2,281$266Kshares
AROWARROW FINL CORP8,347$262Kshares
HLNEHAMILTON LANE INC1,941$261Kshares
BINCBLACKROCK ETF TRUST II4,934$260Kshares
MRPMILLROSE PPTYS INC8,699$260Kshares
TPGTPG INC4,031$257Kshares
TGLSTECNOGLASS INC5,102$257Kshares
KWYKINGSWAY CORP18,608$250Kshares
NTNXNUTANIX INC4,780$247Kshares
WHRWHIRLPOOL CORP3,392$245Kshares
BLKBBLACKBAUD INC3,864$245Kshares

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 0001423442-26-000002 base2026-05-13acceptance time not in the bulk data set