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PARK AVENUE SECURITIES LLC

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13F filer, CIK 1071640, NEW YORK, NY

PARK AVENUE SECURITIES LLC reported $12,801,091,000 across 1,517 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-07. Its ten largest share positions make up 31.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001071640-26-000007

Period
2026-03-31
Reported value
$12.8B
Holdings
1,517
Top 10 weight
31.24%
New
251
Sold out
227

Part of the filer group PARK AVENUE SECURITIES LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DYNFnew+7,465,321$434M
EFGadded+1,816,260$202M
NVDAnew+1,094,388$191M
IVVadded+279,786$183M
THROnew+4,942,233$179M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
OEFreduced-969,733-$308M
SPYexited-191,335-$130M
DFICexited-2,610,843-$90M
ITAreduced-407,107-$89.1M
IAUreduced-968,472-$85.4M

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001071640-26-000007, largest first. % of portfolio is the value over $12,801,091,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,509 shares; 2025Q1: 20,890 shares; 2025Q2: 21,125 shares; 2025Q3: 10,236 shares; 2025Q4: 11,583 shares; 2026Q1: 10,999 shares 10,999$646K0.01%-584Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 3,429 shares; 2025Q1: not reported; 2025Q2: 4,392 shares; 2025Q3: 5,363 shares; 2025Q4: 4,387 shares; 2026Q1: 4,082 shares 4,082$642K0.01%-305Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,841 shares; 2024Q4: 31,173 shares; 2025Q1: not reported; 2025Q2: 34,847 shares; 2025Q3: 40,061 shares; 2025Q4: 35,319 shares; 2026Q1: 42,612 shares 42,612$640K<0.01%+7,293Timeline
MMSIMERIT MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 4,812 shares; 2025Q1: 5,719 shares; 2025Q2: 6,402 shares; 2025Q3: 8,017 shares; 2025Q4: 8,559 shares; 2026Q1: 9,257 shares 9,257$638K<0.01%+698Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,254 shares; 2024Q4: 6,848 shares; 2025Q1: 6,854 shares; 2025Q2: 7,031 shares; 2025Q3: 5,638 shares; 2025Q4: 5,505 shares; 2026Q1: 5,602 shares 5,602$636K<0.01%+97Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,833 shares; 2025Q1: not reported; 2025Q2: 2,918 shares; 2025Q3: 3,397 shares; 2025Q4: not reported; 2026Q1: 5,314 shares 5,314$635K<0.01%newTimeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,905 shares; 2024Q4: 15,775 shares; 2025Q1: not reported; 2025Q2: 14,883 shares; 2025Q3: 14,089 shares; 2025Q4: 13,497 shares; 2026Q1: 5,817 shares 5,817$635K<0.01%-7,680Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,608 shares; 2024Q4: 4,811 shares; 2025Q1: 5,542 shares; 2025Q2: 5,252 shares; 2025Q3: 5,104 shares; 2025Q4: 5,943 shares; 2026Q1: 5,022 shares 5,022$633K<0.01%-921Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,552 shares; 2024Q4: 17,228 shares; 2025Q1: 19,213 shares; 2025Q2: 18,883 shares; 2025Q3: 19,085 shares; 2025Q4: 15,757 shares; 2026Q1: 7,153 shares 7,153$632K<0.01%-8,604Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,359 shares; 2024Q4: 12,394 shares; 2025Q1: 7,006 shares; 2025Q2: 5,515 shares; 2025Q3: 6,128 shares; 2025Q4: 14,123 shares; 2026Q1: 15,857 shares 15,857$632K<0.01%+1,734Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,598 shares; 2026Q1: 27,708 shares 27,708$631K<0.01%+15,110Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,555 shares; 2024Q4: 10,737 shares; 2025Q1: 10,505 shares; 2025Q2: 10,611 shares; 2025Q3: 10,910 shares; 2025Q4: 9,097 shares; 2026Q1: 10,474 shares 10,474$630K<0.01%+1,377Timeline
QGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,154 shares; 2025Q1: 10,329 shares; 2025Q2: 10,079 shares; 2025Q3: 11,442 shares; 2025Q4: 11,653 shares; 2026Q1: 11,791 shares 11,791$630K<0.01%+138Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,337 shares; 2024Q4: 16,794 shares; 2025Q1: 11,059 shares; 2025Q2: 10,104 shares; 2025Q3: 12,666 shares; 2025Q4: 8,656 shares; 2026Q1: 8,284 shares 8,284$624K<0.01%-372Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,414 shares; 2024Q4: 12,713 shares; 2025Q1: 12,934 shares; 2025Q2: 10,125 shares; 2025Q3: 15,281 shares; 2025Q4: 14,942 shares; 2026Q1: 10,956 shares 10,956$624K<0.01%-3,986Timeline
CVCOCAVCO INDS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,369 shares; 2025Q1: not reported; 2025Q2: 1,189 shares; 2025Q3: 1,247 shares; 2025Q4: 1,243 shares; 2026Q1: 1,286 shares 1,286$623K<0.01%+43Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,594 shares; 2025Q1: not reported; 2025Q2: 1,296 shares; 2025Q3: 1,098 shares; 2025Q4: not reported; 2026Q1: 1,714 shares 1,714$623K<0.01%newTimeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,905 shares; 2024Q4: 8,839 shares; 2025Q1: not reported; 2025Q2: 12,942 shares; 2025Q3: 12,487 shares; 2025Q4: 8,840 shares; 2026Q1: 10,251 shares 10,251$623K<0.01%+1,411Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 7,945 shares; 2025Q1: 7,471 shares; 2025Q2: not reported; 2025Q3: 10,223 shares; 2025Q4: 9,970 shares; 2026Q1: 3,842 shares 3,842$622K<0.01%-6,128Timeline
GEFGREIF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,056 shares; 2024Q4: 5,133 shares; 2025Q1: 5,815 shares; 2025Q2: 6,803 shares; 2025Q3: 8,268 shares; 2025Q4: not reported; 2026Q1: 9,203 shares 9,203$617K<0.01%newTimeline
LQDHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 3,498 shares; 2025Q1: 8,339 shares; 2025Q2: 16,305 shares; 2025Q3: 19,049 shares; 2025Q4: 21,352 shares; 2026Q1: 6,676 shares 6,676$617K<0.01%-14,676Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,983 shares; 2024Q4: 34,132 shares; 2025Q1: 24,160 shares; 2025Q2: 22,305 shares; 2025Q3: 25,562 shares; 2025Q4: 29,455 shares; 2026Q1: 32,104 shares 32,104$615K<0.01%+2,649Timeline
INTAINTAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,668 shares; 2025Q3: 16,028 shares; 2025Q4: 20,611 shares; 2026Q1: 23,881 shares 23,881$614K<0.01%+3,270Timeline
PNFPPINNACLE FINL PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,113 shares 7,113$613K<0.01%newTimeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 3,317 shares; 2025Q1: 3,599 shares; 2025Q2: not reported; 2025Q3: 3,028 shares; 2025Q4: 3,344 shares; 2026Q1: 3,497 shares 3,497$611K<0.01%+153Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,187 shares; 2025Q1: not reported; 2025Q2: 12,679 shares; 2025Q3: 11,982 shares; 2025Q4: 14,240 shares; 2026Q1: 11,745 shares 11,745$610K<0.01%-2,495Timeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,651 shares; 2025Q1: 7,358 shares; 2025Q2: 8,812 shares; 2025Q3: 12,637 shares; 2025Q4: 8,656 shares; 2026Q1: 14,134 shares 14,134$606K<0.01%+5,478Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 179 shares; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: 230 shares; 2025Q4: 199 shares; 2026Q1: 179 shares 179$605K<0.01%-20Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,610 shares; 2024Q4: 9,377 shares; 2025Q1: not reported; 2025Q2: 10,353 shares; 2025Q3: 11,041 shares; 2025Q4: 10,530 shares; 2026Q1: 13,595 shares 13,595$603K<0.01%+3,065Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 6,088 shares; 2025Q1: not reported; 2025Q2: 6,427 shares; 2025Q3: 7,410 shares; 2025Q4: 7,063 shares; 2026Q1: 7,296 shares 7,296$601K<0.01%+233Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,556 shares; 2025Q4: 6,733 shares; 2026Q1: 8,147 shares 8,147$599K<0.01%+1,414Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,474 shares; 2025Q1: 62,023 shares; 2025Q2: 60,688 shares; 2025Q3: 52,862 shares; 2025Q4: not reported; 2026Q1: 30,599 shares 30,599$598K<0.01%newTimeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,287 shares; 2024Q4: 18,071 shares; 2025Q1: 21,219 shares; 2025Q2: not reported; 2025Q3: 31,264 shares; 2025Q4: not reported; 2026Q1: 15,627 shares 15,627$597K<0.01%newTimeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 5,573 shares; 2025Q1: 8,819 shares; 2025Q2: 7,994 shares; 2025Q3: 7,019 shares; 2025Q4: 6,077 shares; 2026Q1: 5,478 shares 5,478$595K<0.01%-599Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,597 shares; 2025Q1: 1,579 shares; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares; 2025Q4: 1,777 shares; 2026Q1: 1,828 shares 1,828$595K<0.01%+51Timeline
FLCBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,355 shares; 2024Q4: 23,110 shares; 2025Q1: 25,806 shares; 2025Q2: 22,650 shares; 2025Q3: 25,640 shares; 2025Q4: 25,796 shares; 2026Q1: 27,656 shares 27,656$594K<0.01%+1,860Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,656 shares; 2024Q4: 49,931 shares; 2025Q1: 48,173 shares; 2025Q2: 47,579 shares; 2025Q3: 38,387 shares; 2025Q4: 24,526 shares; 2026Q1: 16,575 shares 16,575$592K<0.01%-7,951Timeline
COROBLACKROCK 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: 18,233 shares 18,233$586K<0.01%newTimeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 3,601 shares; 2025Q1: not reported; 2025Q2: 4,221 shares; 2025Q3: 3,985 shares; 2025Q4: 3,621 shares; 2026Q1: 4,082 shares 4,082$585K<0.01%+461Timeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,889 shares; 2024Q4: 13,539 shares; 2025Q1: 12,753 shares; 2025Q2: 12,637 shares; 2025Q3: 11,909 shares; 2025Q4: 12,236 shares; 2026Q1: 12,079 shares 12,079$582K<0.01%-157Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,918 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,817 shares; 2026Q1: 26,332 shares 26,332$578K<0.01%+6,515Timeline
AAALCOA 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: 8,660 shares 8,660$574K<0.01%newTimeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,093 shares; 2024Q4: 12,434 shares; 2025Q1: 11,599 shares; 2025Q2: not reported; 2025Q3: 11,121 shares; 2025Q4: 11,175 shares; 2026Q1: 19,020 shares 19,020$573K<0.01%+7,845Timeline
ERICTELEFONAKTIEBOLAGET LM ERICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,121 shares; 2024Q4: 48,219 shares; 2025Q1: not reported; 2025Q2: 48,442 shares; 2025Q3: 48,995 shares; 2025Q4: 48,839 shares; 2026Q1: 50,706 shares 50,706$571K<0.01%+1,867Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,458 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,276 shares; 2025Q3: 2,151 shares; 2025Q4: 3,021 shares; 2026Q1: 5,203 shares 5,203$570K<0.01%+2,182Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,155 shares; 2025Q3: 10,750 shares; 2025Q4: 16,365 shares; 2026Q1: 13,492 shares 13,492$569K<0.01%-2,873Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,819 shares; 2024Q4: 10,343 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,470 shares; 2025Q4: 13,893 shares; 2026Q1: 13,748 shares 13,748$567K<0.01%-145Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,922 shares; 2024Q4: 14,701 shares; 2025Q1: 18,224 shares; 2025Q2: not reported; 2025Q3: 11,966 shares; 2025Q4: 11,949 shares; 2026Q1: 10,929 shares 10,929$567K<0.01%-1,020Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,837 shares; 2024Q4: 9,924 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,176 shares 25,176$566K<0.01%newTimeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,133 shares; 2024Q4: 24,700 shares; 2025Q1: 31,453 shares; 2025Q2: 22,748 shares; 2025Q3: 23,548 shares; 2025Q4: 22,878 shares; 2026Q1: 34,425 shares 34,425$566K<0.01%+11,547Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,956 shares 7,956$565K<0.01%newTimeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 7,358 shares; 2025Q1: not reported; 2025Q2: 9,574 shares; 2025Q3: 9,977 shares; 2025Q4: 7,489 shares; 2026Q1: 8,368 shares 8,368$563K<0.01%+879Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,547 shares; 2025Q1: 4,450 shares; 2025Q2: 5,834 shares; 2025Q3: not reported; 2025Q4: 7,942 shares; 2026Q1: 7,942 shares 7,942$563K<0.01%0Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,476 shares; 2025Q1: not reported; 2025Q2: 4,599 shares; 2025Q3: 4,387 shares; 2025Q4: 4,873 shares; 2026Q1: 4,156 shares 4,156$562K<0.01%-717Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,272 shares; 2024Q4: 9,493 shares; 2025Q1: 8,133 shares; 2025Q2: 8,918 shares; 2025Q3: 8,745 shares; 2025Q4: 6,478 shares; 2026Q1: 9,059 shares 9,059$561K<0.01%+2,581Timeline
SMINISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,087 shares; 2025Q2: 8,505 shares; 2025Q3: 8,994 shares; 2025Q4: 9,765 shares; 2026Q1: 9,340 shares 9,340$560K<0.01%-425Timeline
PDBAINVESCO ACTVELY MNGD ETC 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: 15,322 shares 15,322$559K<0.01%newTimeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,741 shares; 2024Q4: 7,401 shares; 2025Q1: 9,625 shares; 2025Q2: 9,570 shares; 2025Q3: 9,522 shares; 2025Q4: 9,522 shares; 2026Q1: 14,334 shares 14,334$558K<0.01%+4,812Timeline
JANWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,063 shares; 2024Q4: 17,869 shares; 2025Q1: 17,869 shares; 2025Q2: 14,675 shares; 2025Q3: 13,476 shares; 2025Q4: 11,894 shares; 2026Q1: 15,304 shares 15,304$558K<0.01%+3,410Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,689 shares; 2026Q1: 22,803 shares 22,803$557K<0.01%+11,114Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,680 shares; 2025Q1: 6,389 shares; 2025Q2: 7,698 shares; 2025Q3: 7,539 shares; 2025Q4: 8,545 shares; 2026Q1: 8,859 shares 8,859$555K<0.01%+314Timeline
REMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,464 shares; 2024Q4: 17,868 shares; 2025Q1: not reported; 2025Q2: 25,183 shares; 2025Q3: 20,485 shares; 2025Q4: 16,635 shares; 2026Q1: 25,809 shares 25,809$554K<0.01%+9,174Timeline
DDWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 7,707 shares; 2025Q1: 6,625 shares; 2025Q2: 6,472 shares; 2025Q3: 13,067 shares; 2025Q4: 12,557 shares; 2026Q1: 12,556 shares 12,556$554K<0.01%-1Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,115 shares; 2025Q2: 7,845 shares; 2025Q3: 17,817 shares; 2025Q4: 33,179 shares; 2026Q1: 17,395 shares 17,395$551K<0.01%-15,784Timeline
DIMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,390 shares; 2025Q1: 3,809 shares; 2025Q2: 6,875 shares; 2025Q3: 6,713 shares; 2025Q4: not reported; 2026Q1: 6,657 shares 6,657$551K<0.01%newTimeline
EMLPFIRST 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: 6,885 shares; 2025Q3: 6,826 shares; 2025Q4: 6,834 shares; 2026Q1: 12,598 shares 12,598$550K<0.01%+5,764Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,422 shares; 2024Q4: 13,266 shares; 2025Q1: not reported; 2025Q2: 3,647 shares; 2025Q3: 4,261 shares; 2025Q4: 4,147 shares; 2026Q1: 5,342 shares 5,342$549K<0.01%+1,195Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 3,009 shares; 2025Q1: not reported; 2025Q2: 2,998 shares; 2025Q3: 2,853 shares; 2025Q4: 2,879 shares; 2026Q1: 2,405 shares 2,405$549K<0.01%-474Timeline
INCYINCYTE 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: 2,550 shares; 2025Q4: 4,141 shares; 2026Q1: 5,837 shares 5,837$549K<0.01%+1,696Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 398 shares; 2025Q1: 419 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 781 shares; 2026Q1: 888 shares 888$548K<0.01%+107Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 5,780 shares; 2025Q1: not reported; 2025Q2: 5,805 shares; 2025Q3: 5,773 shares; 2025Q4: 5,749 shares; 2026Q1: 5,515 shares 5,515$548K<0.01%-234Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,607 shares; 2025Q3: 10,802 shares; 2025Q4: 10,602 shares; 2026Q1: 8,393 shares 8,393$547K<0.01%-2,209Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,865 shares; 2025Q1: not reported; 2025Q2: 4,455 shares; 2025Q3: 4,335 shares; 2025Q4: 3,963 shares; 2026Q1: 4,854 shares 4,854$547K<0.01%+891Timeline
ITRIITRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,395 shares; 2025Q2: 4,583 shares; 2025Q3: 7,114 shares; 2025Q4: 6,076 shares; 2026Q1: 6,104 shares 6,104$547K<0.01%+28Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,349 shares; 2025Q1: 3,540 shares; 2025Q2: 4,729 shares; 2025Q3: 6,205 shares; 2025Q4: 10,310 shares; 2026Q1: 9,234 shares 9,234$547K<0.01%-1,076Timeline
BBLUEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,970 shares; 2025Q2: 65,256 shares; 2025Q3: 43,738 shares; 2025Q4: 38,568 shares; 2026Q1: 36,963 shares 36,963$546K<0.01%-1,605Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,516 shares; 2024Q4: 2,241 shares; 2025Q1: not reported; 2025Q2: 2,908 shares; 2025Q3: 3,110 shares; 2025Q4: 2,282 shares; 2026Q1: 2,694 shares 2,694$545K<0.01%+412Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,391 shares; 2025Q3: 9,454 shares; 2025Q4: 10,606 shares; 2026Q1: 11,624 shares 11,624$544K<0.01%+1,018Timeline
SMMDISHARES 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: 3,391 shares; 2025Q3: 4,353 shares; 2025Q4: 5,820 shares; 2026Q1: 7,122 shares 7,122$544K<0.01%+1,302Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,508 shares; 2024Q4: 18,056 shares; 2025Q1: not reported; 2025Q2: 6,411 shares; 2025Q3: 6,254 shares; 2025Q4: 6,373 shares; 2026Q1: 5,968 shares 5,968$541K<0.01%-405Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,049 shares; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 14,168 shares; 2025Q4: 14,626 shares; 2026Q1: 13,333 shares 13,333$541K<0.01%-1,293Timeline
HYBLSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,479 shares; 2025Q1: 51,398 shares; 2025Q2: 48,603 shares; 2025Q3: 44,351 shares; 2025Q4: 20,963 shares; 2026Q1: 19,364 shares 19,364$539K<0.01%-1,599Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,742 shares; 2024Q4: 4,491 shares; 2025Q1: 4,675 shares; 2025Q2: 5,740 shares; 2025Q3: 5,452 shares; 2025Q4: 4,509 shares; 2026Q1: 4,576 shares 4,576$538K<0.01%+67Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,612 shares; 2024Q4: 15,791 shares; 2025Q1: 15,262 shares; 2025Q2: 14,381 shares; 2025Q3: 8,863 shares; 2025Q4: 4,190 shares; 2026Q1: 3,946 shares 3,946$537K<0.01%-244Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,489 shares; 2025Q1: not reported; 2025Q2: 7,376 shares; 2025Q3: 6,574 shares; 2025Q4: 10,335 shares; 2026Q1: 10,873 shares 10,873$537K<0.01%+538Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,296 shares; 2024Q4: 9,011 shares; 2025Q1: 10,297 shares; 2025Q2: 10,903 shares; 2025Q3: 12,898 shares; 2025Q4: 15,390 shares; 2026Q1: 15,091 shares 15,091$535K<0.01%-299Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 7,405 shares; 2025Q1: not reported; 2025Q2: 8,694 shares; 2025Q3: 7,611 shares; 2025Q4: 6,057 shares; 2026Q1: 6,188 shares 6,188$533K<0.01%+131Timeline
FAARFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,153 shares; 2024Q4: 15,800 shares; 2025Q1: 16,539 shares; 2025Q2: 16,232 shares; 2025Q3: 16,221 shares; 2025Q4: 14,870 shares; 2026Q1: 15,759 shares 15,759$532K<0.01%+889Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 3,133 shares; 2025Q1: 3,725 shares; 2025Q2: 3,775 shares; 2025Q3: 2,114 shares; 2025Q4: 1,963 shares; 2026Q1: 1,960 shares 1,960$531K<0.01%-3Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,852 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,019 shares; 2025Q4: 4,738 shares; 2026Q1: 4,854 shares 4,854$531K<0.01%+116Timeline
FDLFIRST 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: 4,928 shares; 2025Q4: 9,213 shares; 2026Q1: 10,402 shares 10,402$528K<0.01%+1,189Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,100 shares; 2025Q2: 11,337 shares; 2025Q3: 11,718 shares; 2025Q4: 13,239 shares; 2026Q1: 11,370 shares 11,370$526K<0.01%-1,869Timeline
GIISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,981 shares; 2025Q3: 6,251 shares; 2025Q4: 6,419 shares; 2026Q1: 6,893 shares 6,893$524K<0.01%+474Timeline
FDECFIRST 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: 4,768 shares; 2025Q2: 4,618 shares; 2025Q3: 7,815 shares; 2025Q4: 9,368 shares; 2026Q1: 10,508 shares 10,508$522K<0.01%+1,140Timeline
NFJVIRTUS DIVIDEND INTEREST & PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,694 shares; 2024Q4: 172,932 shares; 2025Q1: 170,522 shares; 2025Q2: 165,627 shares; 2025Q3: 43,304 shares; 2025Q4: not reported; 2026Q1: 41,275 shares 41,275$520K<0.01%newTimeline
BGLDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,752 shares; 2025Q4: 26,350 shares; 2026Q1: 30,330 shares 30,330$520K<0.01%+3,980Timeline
JULUAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,070 shares; 2025Q4: 18,070 shares; 2026Q1: 18,070 shares 18,070$516K<0.01%0Timeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 4,114 shares; 2025Q1: 3,652 shares; 2025Q2: 3,630 shares; 2025Q3: 3,688 shares; 2025Q4: 3,913 shares; 2026Q1: 3,583 shares 3,583$515K<0.01%-330Timeline
ALXALEXANDERS 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: 1,514 shares; 2025Q4: 1,815 shares; 2026Q1: 2,178 shares 2,178$514K<0.01%+363Timeline
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: not reported; 2026Q1: 8,726 shares 8,726$513K<0.01%newTimeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 3,660 shares; 2025Q1: 3,857 shares; 2025Q2: 3,758 shares; 2025Q3: 3,703 shares; 2025Q4: 3,777 shares; 2026Q1: 3,546 shares 3,546$507K<0.01%-231Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,220 shares; 2024Q4: 24,094 shares; 2025Q1: 14,914 shares; 2025Q2: 17,599 shares; 2025Q3: 8,193 shares; 2025Q4: 8,401 shares; 2026Q1: 9,149 shares 9,149$506K<0.01%+748Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 8,118 shares; 2025Q1: 8,198 shares; 2025Q2: 8,359 shares; 2025Q3: 7,916 shares; 2025Q4: 6,516 shares; 2026Q1: 8,000 shares 8,000$505K<0.01%+1,484Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,096 shares; 2025Q1: not reported; 2025Q2: 8,959 shares; 2025Q3: 10,154 shares; 2025Q4: 10,776 shares; 2026Q1: 11,001 shares 11,001$505K<0.01%+225Timeline
FJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 5,016 shares; 2025Q1: 5,016 shares; 2025Q2: 4,663 shares; 2025Q3: 7,219 shares; 2025Q4: 7,597 shares; 2026Q1: 8,864 shares 8,864$501K<0.01%+1,267Timeline
HEEMISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,747 shares; 2025Q2: 11,157 shares; 2025Q3: 11,277 shares; 2025Q4: 13,097 shares; 2026Q1: 13,559 shares 13,559$501K<0.01%+462Timeline
CAICARIS LIFE SCIENCES 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: 20,730 shares; 2025Q4: not reported; 2026Q1: 27,937 shares 27,937$500K<0.01%newTimeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 5,590 shares; 2025Q1: 3,918 shares; 2025Q2: 3,574 shares; 2025Q3: 3,452 shares; 2025Q4: 3,351 shares; 2026Q1: 3,319 shares 3,319$498K<0.01%-32Timeline
GILGILDAN ACTIVEWEAR 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: 8,952 shares 8,952$498K<0.01%newTimeline
XAODXABRDN TOTAL DYNAMIC DIVIDENDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,016 shares; 2024Q4: 231,596 shares; 2025Q1: 271,499 shares; 2025Q2: 262,460 shares; 2025Q3: 63,006 shares; 2025Q4: not reported; 2026Q1: 53,710 shares 53,710$495K<0.01%newTimeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,347 shares; 2025Q1: 4,292 shares; 2025Q2: 4,138 shares; 2025Q3: 3,531 shares; 2025Q4: not reported; 2026Q1: 1,396 shares 1,396$494K<0.01%newTimeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,614 shares; 2025Q1: 2,314 shares; 2025Q2: 2,353 shares; 2025Q3: 984 shares; 2025Q4: not reported; 2026Q1: 834 shares 834$494K<0.01%newTimeline
CTASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,753 shares; 2025Q4: 24,777 shares; 2026Q1: 16,272 shares 16,272$492K<0.01%-8,505Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,118 shares; 2024Q4: 8,100 shares; 2025Q1: 7,386 shares; 2025Q2: 6,576 shares; 2025Q3: 11,119 shares; 2025Q4: not reported; 2026Q1: 10,906 shares 10,906$491K<0.01%newTimeline
SNDRSCHNEIDER NATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,199 shares; 2024Q4: 22,812 shares; 2025Q1: 22,036 shares; 2025Q2: 20,449 shares; 2025Q3: 19,514 shares; 2025Q4: 18,130 shares; 2026Q1: 18,634 shares 18,634$491K<0.01%+504Timeline
BUFQFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,354 shares; 2024Q4: 10,417 shares; 2025Q1: 22,012 shares; 2025Q2: 13,659 shares; 2025Q3: 13,620 shares; 2025Q4: 13,882 shares; 2026Q1: 13,880 shares 13,880$490K<0.01%-2Timeline
IATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,060 shares; 2025Q1: 10,801 shares; 2025Q2: 11,209 shares; 2025Q3: 12,372 shares; 2025Q4: 10,269 shares; 2026Q1: 9,102 shares 9,102$490K<0.01%-1,167Timeline
VTVANGUARD INTL EQUITY INDEX 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: 2,822 shares; 2025Q3: 2,799 shares; 2025Q4: 2,872 shares; 2026Q1: 3,522 shares 3,522$487K<0.01%+650Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,233 shares; 2025Q1: 2,900 shares; 2025Q2: 2,771 shares; 2025Q3: 3,845 shares; 2025Q4: 3,643 shares; 2026Q1: 3,526 shares 3,526$483K<0.01%-117Timeline
PODDINSULET 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: 1,550 shares; 2026Q1: 2,298 shares 2,298$482K<0.01%+748Timeline
FLXRTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,081 shares; 2025Q1: not reported; 2025Q2: 8,950 shares; 2025Q3: 13,139 shares; 2025Q4: 11,881 shares; 2026Q1: 12,280 shares 12,280$482K<0.01%+399Timeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: 8,784 shares; 2025Q1: 9,900 shares; 2025Q2: 9,779 shares; 2025Q3: 10,207 shares; 2025Q4: not reported; 2026Q1: 9,001 shares 9,001$481K<0.01%newTimeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 16,560 shares; 2025Q1: 15,507 shares; 2025Q2: 14,346 shares; 2025Q3: 10,447 shares; 2025Q4: 7,346 shares; 2026Q1: 5,784 shares 5,784$478K<0.01%-1,562Timeline
JLLJONES LANG LASALLE 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: 1,490 shares; 2026Q1: 1,570 shares 1,570$478K<0.01%+80Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,439 shares; 2024Q4: 13,729 shares; 2025Q1: 18,974 shares; 2025Q2: 22,398 shares; 2025Q3: 24,965 shares; 2025Q4: 24,272 shares; 2026Q1: 28,471 shares 28,471$478K<0.01%+4,199Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 6,405 shares; 2025Q1: 7,038 shares; 2025Q2: 7,193 shares; 2025Q3: 6,890 shares; 2025Q4: 6,863 shares; 2026Q1: 6,880 shares 6,880$476K<0.01%+17Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 13,347 shares; 2025Q1: 18,086 shares; 2025Q2: 18,193 shares; 2025Q3: 13,726 shares; 2025Q4: 7,208 shares; 2026Q1: 7,535 shares 7,535$473K<0.01%+327Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 2,258 shares; 2025Q1: not reported; 2025Q2: 2,635 shares; 2025Q3: 3,029 shares; 2025Q4: 3,055 shares; 2026Q1: 2,172 shares 2,172$471K<0.01%-883Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,692 shares; 2025Q3: 19,159 shares; 2025Q4: 17,949 shares; 2026Q1: 19,345 shares 19,345$470K<0.01%+1,396Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,695 shares; 2024Q4: 5,227 shares; 2025Q1: not reported; 2025Q2: 8,227 shares; 2025Q3: 7,590 shares; 2025Q4: 6,737 shares; 2026Q1: 8,762 shares 8,762$469K<0.01%+2,025Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 469 shares; 2025Q1: 397 shares; 2025Q2: 638 shares; 2025Q3: 539 shares; 2025Q4: 698 shares; 2026Q1: 438 shares 438$468K<0.01%-260Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,290 shares; 2024Q4: 9,301 shares; 2025Q1: 10,868 shares; 2025Q2: 10,118 shares; 2025Q3: 11,003 shares; 2025Q4: 8,961 shares; 2026Q1: 9,548 shares 9,548$468K<0.01%+587Timeline
VFMOVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,414 shares; 2025Q3: 2,385 shares; 2025Q4: 2,619 shares; 2026Q1: 2,368 shares 2,368$467K<0.01%-251Timeline
YDECFIRST 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: 17,745 shares 17,745$467K<0.01%newTimeline
SFEBFIRST 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: 19,675 shares 19,675$467K<0.01%newTimeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 6,893 shares; 2025Q1: 6,888 shares; 2025Q2: 6,723 shares; 2025Q3: 6,190 shares; 2025Q4: 6,320 shares; 2026Q1: 6,150 shares 6,150$464K<0.01%-170Timeline
GCOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,222 shares; 2024Q4: 9,990 shares; 2025Q1: 10,282 shares; 2025Q2: 9,937 shares; 2025Q3: 10,809 shares; 2025Q4: 10,643 shares; 2026Q1: 10,009 shares 10,009$463K<0.01%-634Timeline
FAUGFIRST 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: 4,575 shares; 2025Q2: 5,075 shares; 2025Q3: 8,577 shares; 2025Q4: 9,074 shares; 2026Q1: 8,903 shares 8,903$461K<0.01%-171Timeline
ALHCALIGNMENT HEALTHCARE 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: 26,109 shares 26,109$460K<0.01%newTimeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,858 shares; 2025Q2: 16,214 shares; 2025Q3: 16,776 shares; 2025Q4: 18,457 shares; 2026Q1: 26,645 shares 26,645$459K<0.01%+8,188Timeline
FTXOFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,177 shares; 2025Q1: 20,517 shares; 2025Q2: not reported; 2025Q3: 21,744 shares; 2025Q4: 15,964 shares; 2026Q1: 12,646 shares 12,646$457K<0.01%-3,318Timeline
CAVACAVA 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: 2,891 shares; 2025Q3: 4,565 shares; 2025Q4: not reported; 2026Q1: 5,633 shares 5,633$456K<0.01%newTimeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,580 shares; 2024Q4: 35,265 shares; 2025Q1: 34,680 shares; 2025Q2: 23,002 shares; 2025Q3: 24,713 shares; 2025Q4: 5,213 shares; 2026Q1: 5,434 shares 5,434$455K<0.01%+221Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,374 shares; 2024Q4: 66,636 shares; 2025Q1: not reported; 2025Q2: 64,815 shares; 2025Q3: 4,626 shares; 2025Q4: 4,488 shares; 2026Q1: 4,472 shares 4,472$455K<0.01%-16Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 4,350 shares; 2025Q1: 4,332 shares; 2025Q2: 4,105 shares; 2025Q3: 3,599 shares; 2025Q4: 3,954 shares; 2026Q1: 4,074 shares 4,074$454K<0.01%+120Timeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,834 shares; 2024Q4: 8,411 shares; 2025Q1: 9,397 shares; 2025Q2: 9,757 shares; 2025Q3: 10,673 shares; 2025Q4: 10,633 shares; 2026Q1: 11,188 shares 11,188$454K<0.01%+555Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: 6,845 shares; 2025Q1: 10,373 shares; 2025Q2: 9,452 shares; 2025Q3: 7,937 shares; 2025Q4: 6,811 shares; 2026Q1: 7,627 shares 7,627$453K<0.01%+816Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,842 shares; 2024Q4: 10,245 shares; 2025Q1: 10,645 shares; 2025Q2: 11,025 shares; 2025Q3: 9,528 shares; 2025Q4: 8,091 shares; 2026Q1: 6,068 shares 6,068$452K<0.01%-2,023Timeline
CDXSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,135 shares 21,135$451K<0.01%newTimeline
QSPTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,937 shares; 2024Q4: 13,787 shares; 2025Q1: 12,441 shares; 2025Q2: not reported; 2025Q3: 14,869 shares; 2025Q4: not reported; 2026Q1: 14,720 shares 14,720$451K<0.01%newTimeline
BABINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,068 shares; 2024Q4: 19,776 shares; 2025Q1: 18,913 shares; 2025Q2: 18,829 shares; 2025Q3: 18,957 shares; 2025Q4: 16,650 shares; 2026Q1: 16,678 shares 16,678$450K<0.01%+28Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,249 shares; 2024Q4: 5,300 shares; 2025Q1: not reported; 2025Q2: 6,034 shares; 2025Q3: 5,681 shares; 2025Q4: 4,645 shares; 2026Q1: 4,970 shares 4,970$449K<0.01%+325Timeline
FAPRFIRST 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: 6,257 shares; 2025Q3: 9,507 shares; 2025Q4: 11,545 shares; 2026Q1: 10,007 shares 10,007$449K<0.01%-1,538Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 2,192 shares; 2025Q1: 2,350 shares; 2025Q2: not reported; 2025Q3: 2,805 shares; 2025Q4: 2,580 shares; 2026Q1: 3,530 shares 3,530$448K<0.01%+950Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,486 shares; 2024Q4: 60,535 shares; 2025Q1: not reported; 2025Q2: 16,919 shares; 2025Q3: 18,283 shares; 2025Q4: 19,738 shares; 2026Q1: 21,580 shares 21,580$448K<0.01%+1,842Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,922 shares; 2024Q4: 10,630 shares; 2025Q1: not reported; 2025Q2: 8,534 shares; 2025Q3: 8,595 shares; 2025Q4: not reported; 2026Q1: 9,515 shares 9,515$447K<0.01%newTimeline
MGYMAGNOLIA OIL & GAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,194 shares; 2024Q4: 13,336 shares; 2025Q1: 12,986 shares; 2025Q2: 12,365 shares; 2025Q3: 13,114 shares; 2025Q4: 12,712 shares; 2026Q1: 14,171 shares 14,171$447K<0.01%+1,459Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,763 shares; 2025Q4: 2,854 shares; 2026Q1: 2,926 shares 2,926$446K<0.01%+72Timeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,126 shares; 2024Q4: 11,559 shares; 2025Q1: not reported; 2025Q2: 12,109 shares; 2025Q3: 13,434 shares; 2025Q4: 13,012 shares; 2026Q1: 12,441 shares 12,441$445K<0.01%-571Timeline
REALTHE REALREAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,882 shares; 2025Q4: 45,282 shares; 2026Q1: 48,994 shares 48,994$445K<0.01%+3,712Timeline
FSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,603 shares; 2025Q1: not reported; 2025Q2: 4,242 shares; 2025Q3: 7,657 shares; 2025Q4: 8,677 shares; 2026Q1: 8,834 shares 8,834$445K<0.01%+157Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,058 shares; 2024Q4: 4,450 shares; 2025Q1: 5,887 shares; 2025Q2: not reported; 2025Q3: 4,532 shares; 2025Q4: 5,716 shares; 2026Q1: 6,234 shares 6,234$444K<0.01%+518Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,445 shares; 2024Q4: 13,592 shares; 2025Q1: 19,095 shares; 2025Q2: 6,710 shares; 2025Q3: 7,013 shares; 2025Q4: 8,976 shares; 2026Q1: 9,878 shares 9,878$443K<0.01%+902Timeline
YJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,610 shares; 2024Q4: 11,610 shares; 2025Q1: 12,610 shares; 2025Q2: 12,935 shares; 2025Q3: 17,258 shares; 2025Q4: 17,168 shares; 2026Q1: 17,168 shares 17,168$442K<0.01%0Timeline
AFRMAFFIRM 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: 6,866 shares; 2025Q3: 7,282 shares; 2025Q4: 7,162 shares; 2026Q1: 9,615 shares 9,615$441K<0.01%+2,453Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,520 shares; 2025Q1: not reported; 2025Q2: 3,877 shares; 2025Q3: 4,379 shares; 2025Q4: 4,352 shares; 2026Q1: 3,914 shares 3,914$441K<0.01%-438Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,345 shares; 2024Q4: 7,412 shares; 2025Q1: 8,123 shares; 2025Q2: 8,131 shares; 2025Q3: 8,476 shares; 2025Q4: 9,244 shares; 2026Q1: 6,786 shares 6,786$439K<0.01%-2,458Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,435 shares; 2024Q4: 22,868 shares; 2025Q1: 13,772 shares; 2025Q2: 13,876 shares; 2025Q3: 6,495 shares; 2025Q4: 6,275 shares; 2026Q1: 5,681 shares 5,681$438K<0.01%-594Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,073 shares; 2025Q1: not reported; 2025Q2: 1,520 shares; 2025Q3: 2,081 shares; 2025Q4: not reported; 2026Q1: 3,239 shares 3,239$436K<0.01%newTimeline
YSEPFIRST 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: 10,881 shares; 2025Q4: 16,660 shares; 2026Q1: 16,660 shares 16,660$436K<0.01%0Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,430 shares; 2024Q4: 13,728 shares; 2025Q1: not reported; 2025Q2: 3,690 shares; 2025Q3: 3,598 shares; 2025Q4: 2,916 shares; 2026Q1: 2,135 shares 2,135$435K<0.01%-781Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 13,321 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,272 shares; 2025Q4: 5,045 shares; 2026Q1: 6,425 shares 6,425$434K<0.01%+1,380Timeline
SSBSOUTHSTATE BK 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: 4,839 shares; 2025Q4: 4,059 shares; 2026Q1: 4,660 shares 4,660$431K<0.01%+601Timeline
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: 10,030 shares; 2026Q1: 10,456 shares 10,456$427K<0.01%+426Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,844 shares; 2025Q1: 3,224 shares; 2025Q2: 1,299 shares; 2025Q3: 1,233 shares; 2025Q4: 1,263 shares; 2026Q1: 1,258 shares 1,258$427K<0.01%-5Timeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,128 shares; 2024Q4: 4,924 shares; 2025Q1: 5,434 shares; 2025Q2: 5,087 shares; 2025Q3: 5,955 shares; 2025Q4: 5,248 shares; 2026Q1: 4,591 shares 4,591$426K<0.01%-657Timeline
BPOPPOPULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,781 shares; 2025Q1: 3,827 shares; 2025Q2: not reported; 2025Q3: 4,008 shares; 2025Q4: 3,994 shares; 2026Q1: 3,166 shares 3,166$425K<0.01%-828Timeline
RRXREGAL REXNORD 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: 2,365 shares; 2025Q4: 2,333 shares; 2026Q1: 2,269 shares 2,269$425K<0.01%-64Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,639 shares; 2025Q2: 9,325 shares; 2025Q3: 11,881 shares; 2025Q4: 12,050 shares; 2026Q1: 4,504 shares 4,504$423K<0.01%-7,546Timeline
AROCARCHROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,447 shares; 2025Q1: 27,422 shares; 2025Q2: 27,257 shares; 2025Q3: 14,215 shares; 2025Q4: 13,256 shares; 2026Q1: 12,158 shares 12,158$423K<0.01%-1,098Timeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,298 shares; 2025Q1: 1,250 shares; 2025Q2: 1,268 shares; 2025Q3: 1,255 shares; 2025Q4: 1,191 shares; 2026Q1: 1,241 shares 1,241$421K<0.01%+50Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 8,989 shares; 2025Q1: not reported; 2025Q2: 12,137 shares; 2025Q3: 10,263 shares; 2025Q4: not reported; 2026Q1: 8,951 shares 8,951$420K<0.01%newTimeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 656 shares; 2025Q2: 699 shares; 2025Q3: 786 shares; 2025Q4: 858 shares; 2026Q1: 801 shares 801$419K<0.01%-57Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,301 shares; 2024Q4: 19,226 shares; 2025Q1: 26,041 shares; 2025Q2: 22,084 shares; 2025Q3: 22,743 shares; 2025Q4: 19,650 shares; 2026Q1: 18,566 shares 18,566$418K<0.01%-1,084Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 8,288 shares; 2025Q1: 11,303 shares; 2025Q2: 12,682 shares; 2025Q3: 11,321 shares; 2025Q4: 8,613 shares; 2026Q1: 8,618 shares 8,618$417K<0.01%+5Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,963 shares; 2025Q1: not reported; 2025Q2: 2,361 shares; 2025Q3: 4,520 shares; 2025Q4: 4,609 shares; 2026Q1: 2,304 shares 2,304$414K<0.01%-2,305Timeline
FEMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,400 shares 14,400$414K<0.01%newTimeline
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: not reported; 2025Q3: 4,448 shares; 2025Q4: not reported; 2026Q1: 5,333 shares 5,333$413K<0.01%newTimeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,888 shares; 2024Q4: not reported; 2025Q1: 14,108 shares; 2025Q2: 14,940 shares; 2025Q3: 16,804 shares; 2025Q4: 17,870 shares; 2026Q1: 15,364 shares 15,364$412K<0.01%-2,506Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,750 shares; 2024Q4: 40,756 shares; 2025Q1: 55,490 shares; 2025Q2: 54,317 shares; 2025Q3: 43,353 shares; 2025Q4: 60,076 shares; 2026Q1: 51,108 shares 51,108$411K<0.01%-8,968Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 5,118 shares; 2025Q1: 6,433 shares; 2025Q2: 6,502 shares; 2025Q3: 5,728 shares; 2025Q4: 5,442 shares; 2026Q1: 5,667 shares 5,667$411K<0.01%+225Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,007 shares; 2025Q1: 4,331 shares; 2025Q2: 5,705 shares; 2025Q3: 4,269 shares; 2025Q4: 13,244 shares; 2026Q1: 4,451 shares 4,451$411K<0.01%-8,793Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,749 shares; 2025Q1: 3,971 shares; 2025Q2: 3,908 shares; 2025Q3: 4,120 shares; 2025Q4: 3,866 shares; 2026Q1: 3,760 shares 3,760$411K<0.01%-106Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,780 shares; 2024Q4: 3,590 shares; 2025Q1: 5,217 shares; 2025Q2: 4,665 shares; 2025Q3: 6,225 shares; 2025Q4: not reported; 2026Q1: 2,707 shares 2,707$410K<0.01%newTimeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,625 shares; 2024Q4: 8,278 shares; 2025Q1: not reported; 2025Q2: 8,187 shares; 2025Q3: 5,908 shares; 2025Q4: not reported; 2026Q1: 4,309 shares 4,309$408K<0.01%newTimeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,626 shares; 2025Q1: 2,725 shares; 2025Q2: 2,850 shares; 2025Q3: 2,810 shares; 2025Q4: 3,387 shares; 2026Q1: 3,673 shares 3,673$408K<0.01%+286Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 9,838 shares; 2025Q1: not reported; 2025Q2: 8,109 shares; 2025Q3: 8,273 shares; 2025Q4: 8,010 shares; 2026Q1: 7,479 shares 7,479$406K<0.01%-531Timeline
OWLBLUE OWL CAPITAL 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: 12,450 shares; 2025Q3: 13,149 shares; 2025Q4: 21,490 shares; 2026Q1: 44,262 shares 44,262$404K<0.01%+22,772Timeline
CELHCELSIUS 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: 10,727 shares; 2026Q1: 11,383 shares 11,383$404K<0.01%+656Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,410 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,604 shares; 2025Q3: not reported; 2025Q4: 6,607 shares; 2026Q1: 6,508 shares 6,508$402K<0.01%-99Timeline
LOBLIVE OAK BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 6,990 shares; 2025Q1: not reported; 2025Q2: 9,499 shares; 2025Q3: 11,749 shares; 2025Q4: 11,999 shares; 2026Q1: 12,100 shares 12,100$400K<0.01%+101Timeline
ADXADAMS DIVERSIFIED EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,249 shares; 2024Q4: 19,638 shares; 2025Q1: not reported; 2025Q2: 27,955 shares; 2025Q3: 26,205 shares; 2025Q4: 22,766 shares; 2026Q1: 18,122 shares 18,122$397K<0.01%-4,644Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,593 shares; 2025Q1: 4,935 shares; 2025Q2: 4,723 shares; 2025Q3: 4,624 shares; 2025Q4: 4,387 shares; 2026Q1: 4,306 shares 4,306$396K<0.01%-81Timeline
CAFXPROFESIONALLY MANAGED PORTFOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,797 shares; 2025Q4: 16,640 shares; 2026Q1: 15,969 shares 15,969$396K<0.01%-671Timeline
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: 7,186 shares; 2025Q4: 8,121 shares; 2026Q1: 8,278 shares 8,278$395K<0.01%+157Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,961 shares; 2024Q4: 14,950 shares; 2025Q1: 20,042 shares; 2025Q2: 20,329 shares; 2025Q3: 18,541 shares; 2025Q4: 13,202 shares; 2026Q1: 11,996 shares 11,996$393K<0.01%-1,206Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,987 shares; 2024Q4: 17,249 shares; 2025Q1: not reported; 2025Q2: 11,319 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,073 shares 16,073$393K<0.01%newTimeline
FCORFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,937 shares; 2024Q4: 13,055 shares; 2025Q1: 10,987 shares; 2025Q2: not reported; 2025Q3: 11,550 shares; 2025Q4: 8,906 shares; 2026Q1: 8,324 shares 8,324$392K<0.01%-582Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,021 shares; 2024Q4: 22,845 shares; 2025Q1: 20,459 shares; 2025Q2: 12,821 shares; 2025Q3: 10,594 shares; 2025Q4: 23,941 shares; 2026Q1: 11,346 shares 11,346$391K<0.01%-12,595Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,417 shares; 2025Q4: not reported; 2026Q1: 4,763 shares 4,763$391K<0.01%newTimeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,219 shares; 2024Q4: 7,977 shares; 2025Q1: 10,952 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,277 shares; 2026Q1: 8,031 shares 8,031$389K<0.01%+2,754Timeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 3,699 shares; 2025Q1: 3,418 shares; 2025Q2: 3,357 shares; 2025Q3: 4,326 shares; 2025Q4: 4,374 shares; 2026Q1: 4,673 shares 4,673$387K<0.01%+299Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 2,039 shares; 2025Q1: 2,047 shares; 2025Q2: 2,111 shares; 2025Q3: 1,933 shares; 2025Q4: 2,239 shares; 2026Q1: 2,051 shares 2,051$386K<0.01%-188Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,190 shares; 2024Q4: 232,282 shares; 2025Q1: 264,991 shares; 2025Q2: 258,797 shares; 2025Q3: 162,191 shares; 2025Q4: 119,278 shares; 2026Q1: 22,190 shares 22,190$383K<0.01%-97,088Timeline
QGENQIAGEN NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,526 shares 9,526$381K<0.01%newTimeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,808 shares; 2024Q4: 8,058 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,452 shares; 2025Q4: not reported; 2026Q1: 5,836 shares 5,836$379K<0.01%newTimeline
FNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,292 shares; 2025Q1: not reported; 2025Q2: 5,542 shares; 2025Q3: 7,769 shares; 2025Q4: 6,961 shares; 2026Q1: 7,103 shares 7,103$379K<0.01%+142Timeline
SDVYFIRST 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: 7,551 shares; 2025Q3: 10,204 shares; 2025Q4: 10,284 shares; 2026Q1: 9,551 shares 9,551$377K<0.01%-733Timeline
GPIGROUP 1 AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,355 shares; 2025Q1: 2,097 shares; 2025Q2: 2,159 shares; 2025Q3: 2,401 shares; 2025Q4: 2,328 shares; 2026Q1: 1,138 shares 1,138$376K<0.01%-1,190Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: not reported; 2025Q1: 9,605 shares; 2025Q2: 8,263 shares; 2025Q3: 9,681 shares; 2025Q4: 10,060 shares; 2026Q1: 10,403 shares 10,403$376K<0.01%+343Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,400 shares; 2024Q4: 20,193 shares; 2025Q1: 16,483 shares; 2025Q2: 22,419 shares; 2025Q3: 21,269 shares; 2025Q4: 21,029 shares; 2026Q1: 22,081 shares 22,081$375K<0.01%+1,052Timeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,281 shares; 2024Q4: 10,852 shares; 2025Q1: 13,625 shares; 2025Q2: 14,315 shares; 2025Q3: 13,750 shares; 2025Q4: 9,466 shares; 2026Q1: 10,651 shares 10,651$375K<0.01%+1,185Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,064 shares; 2025Q1: not reported; 2025Q2: 30,961 shares; 2025Q3: 28,624 shares; 2025Q4: 28,446 shares; 2026Q1: 28,009 shares 28,009$373K<0.01%-437Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,858 shares; 2025Q1: 1,963 shares; 2025Q2: 2,760 shares; 2025Q3: 2,826 shares; 2025Q4: not reported; 2026Q1: 2,549 shares 2,549$373K<0.01%newTimeline
YOUCLEAR SECURE 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: 8,102 shares; 2025Q3: 8,135 shares; 2025Q4: 8,178 shares; 2026Q1: 7,662 shares 7,662$371K<0.01%-516Timeline
NOVTNOVANTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,305 shares; 2026Q1: 3,142 shares 3,142$371K<0.01%+837Timeline
DJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,696 shares 8,696$370K<0.01%newTimeline
FROGJFROG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,949 shares; 2025Q1: 8,750 shares; 2025Q2: 9,155 shares; 2025Q3: 9,083 shares; 2025Q4: 9,362 shares; 2026Q1: 7,848 shares 7,848$368K<0.01%-1,514Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 2,056 shares; 2025Q1: 2,025 shares; 2025Q2: 2,265 shares; 2025Q3: 2,334 shares; 2025Q4: 2,660 shares; 2026Q1: 2,534 shares 2,534$367K<0.01%-126Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,531 shares; 2025Q1: 3,039 shares; 2025Q2: 2,431 shares; 2025Q3: 3,176 shares; 2025Q4: 2,247 shares; 2026Q1: 2,246 shares 2,246$367K<0.01%-1Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 2,599 shares; 2025Q1: 3,687 shares; 2025Q2: 3,168 shares; 2025Q3: 3,107 shares; 2025Q4: 3,979 shares; 2026Q1: 3,688 shares 3,688$367K<0.01%-291Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,147 shares; 2025Q1: not reported; 2025Q2: 2,273 shares; 2025Q3: 2,459 shares; 2025Q4: 2,498 shares; 2026Q1: 2,680 shares 2,680$366K<0.01%+182Timeline
WUWESTERN UN 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: 11,985 shares; 2025Q4: 29,802 shares; 2026Q1: 41,902 shares 41,902$366K<0.01%+12,100Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 3,093 shares; 2025Q1: not reported; 2025Q2: 3,231 shares; 2025Q3: 3,472 shares; 2025Q4: 3,721 shares; 2026Q1: 3,637 shares 3,637$366K<0.01%-84Timeline
GAMGENERAL AMERN INVS CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,942 shares; 2024Q4: 29,724 shares; 2025Q1: 28,682 shares; 2025Q2: 31,823 shares; 2025Q3: 6,345 shares; 2025Q4: 6,906 shares; 2026Q1: 6,262 shares 6,262$366K<0.01%-644Timeline
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: 5,263 shares; 2025Q4: 5,416 shares; 2026Q1: 6,557 shares 6,557$366K<0.01%+1,141Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,153 shares; 2025Q1: 2,431 shares; 2025Q2: 2,177 shares; 2025Q3: 1,844 shares; 2025Q4: not reported; 2026Q1: 1,878 shares 1,878$365K<0.01%newTimeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,665 shares; 2025Q1: not reported; 2025Q2: 1,591 shares; 2025Q3: 1,451 shares; 2025Q4: 1,456 shares; 2026Q1: 1,103 shares 1,103$362K<0.01%-353Timeline
PRIMPRIMORIS SVCS 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: 2,706 shares; 2025Q4: 3,603 shares; 2026Q1: 2,529 shares 2,529$362K<0.01%-1,074Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,064 shares; 2024Q4: 15,037 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,904 shares; 2025Q4: 19,206 shares; 2026Q1: 19,241 shares 19,241$362K<0.01%+35Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,786 shares; 2024Q4: 14,084 shares; 2025Q1: not reported; 2025Q2: 13,913 shares; 2025Q3: 13,892 shares; 2025Q4: 7,634 shares; 2026Q1: 6,628 shares 6,628$359K<0.01%-1,006Timeline
UUUUENERGY FUELS 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: 13,104 shares; 2025Q4: not reported; 2026Q1: 19,683 shares 19,683$359K<0.01%newTimeline
VUSBVANGUARD BD INDEX 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: 4,065 shares; 2025Q4: 4,365 shares; 2026Q1: 7,184 shares 7,184$358K<0.01%+2,819Timeline
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: 2,451 shares; 2025Q3: 2,950 shares; 2025Q4: 3,107 shares; 2026Q1: 3,578 shares 3,578$358K<0.01%+471Timeline
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: 9,182 shares; 2025Q3: 9,182 shares; 2025Q4: not reported; 2026Q1: 8,688 shares 8,688$357K<0.01%newTimeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,679 shares; 2024Q4: 5,961 shares; 2025Q1: 6,140 shares; 2025Q2: not reported; 2025Q3: 2,530 shares; 2025Q4: 2,703 shares; 2026Q1: 3,358 shares 3,358$355K<0.01%+655Timeline
DBNDDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,752 shares 7,752$355K<0.01%newTimeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: 4,694 shares; 2025Q1: not reported; 2025Q2: 6,154 shares; 2025Q3: 7,227 shares; 2025Q4: 5,417 shares; 2026Q1: 4,703 shares 4,703$353K<0.01%-714Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 6,443 shares; 2025Q1: not reported; 2025Q2: 8,323 shares; 2025Q3: 6,297 shares; 2025Q4: 4,837 shares; 2026Q1: 5,183 shares 5,183$352K<0.01%+346Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,206 shares; 2025Q2: 9,789 shares; 2025Q3: 9,059 shares; 2025Q4: 9,574 shares; 2026Q1: 11,061 shares 11,061$352K<0.01%+1,487Timeline
CASHPATHWARD FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,932 shares 3,932$351K<0.01%newTimeline
AGXARGAN 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: 639 shares 639$348K<0.01%newTimeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,004 shares 3,004$347K<0.01%newTimeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 4,273 shares; 2025Q1: 4,068 shares; 2025Q2: 3,952 shares; 2025Q3: 3,124 shares; 2025Q4: not reported; 2026Q1: 2,639 shares 2,639$346K<0.01%newTimeline
ITGRINTEGER HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,738 shares; 2024Q4: 4,710 shares; 2025Q1: 4,625 shares; 2025Q2: 4,706 shares; 2025Q3: 4,666 shares; 2025Q4: 4,638 shares; 2026Q1: 3,934 shares 3,934$346K<0.01%-704Timeline
IVTINVENTRUST PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,141 shares; 2025Q2: 8,074 shares; 2025Q3: 9,965 shares; 2025Q4: 11,814 shares; 2026Q1: 11,315 shares 11,315$345K<0.01%-499Timeline
XMLVINVESCO 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: 3,933 shares; 2025Q4: 5,200 shares; 2026Q1: 5,461 shares 5,461$344K<0.01%+261Timeline
QJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,567 shares; 2024Q4: 15,317 shares; 2025Q1: 15,317 shares; 2025Q2: 14,681 shares; 2025Q3: 14,325 shares; 2025Q4: 14,325 shares; 2026Q1: 11,023 shares 11,023$344K<0.01%-3,302Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,202 shares; 2024Q4: 7,713 shares; 2025Q1: 7,573 shares; 2025Q2: 7,446 shares; 2025Q3: 7,640 shares; 2025Q4: 4,878 shares; 2026Q1: 2,574 shares 2,574$343K<0.01%-2,304Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 1,262 shares; 2025Q1: 1,427 shares; 2025Q2: 1,402 shares; 2025Q3: 1,382 shares; 2025Q4: not reported; 2026Q1: 2,159 shares 2,159$342K<0.01%newTimeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 5,966 shares; 2025Q1: 5,511 shares; 2025Q2: 5,563 shares; 2025Q3: 5,568 shares; 2025Q4: 5,407 shares; 2026Q1: 5,548 shares 5,548$342K<0.01%+141Timeline
PSLVSPROTT 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: 8,685 shares; 2026Q1: 14,004 shares 14,004$342K<0.01%+5,319Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 8,469 shares; 2025Q1: 8,779 shares; 2025Q2: 11,493 shares; 2025Q3: 17,871 shares; 2025Q4: 3,403 shares; 2026Q1: 2,722 shares 2,722$340K<0.01%-681Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,387 shares; 2025Q1: not reported; 2025Q2: 13,644 shares; 2025Q3: 7,888 shares; 2025Q4: 7,080 shares; 2026Q1: 6,192 shares 6,192$340K<0.01%-888Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,872 shares; 2024Q4: 13,267 shares; 2025Q1: not reported; 2025Q2: 8,277 shares; 2025Q3: 9,704 shares; 2025Q4: 14,905 shares; 2026Q1: 12,740 shares 12,740$339K<0.01%-2,165Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 4,298 shares; 2025Q1: 5,222 shares; 2025Q2: 5,515 shares; 2025Q3: 4,907 shares; 2025Q4: 4,680 shares; 2026Q1: 4,689 shares 4,689$337K<0.01%+9Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,374 shares; 2024Q4: 6,686 shares; 2025Q1: 7,497 shares; 2025Q2: 3,075 shares; 2025Q3: 2,053 shares; 2025Q4: 2,880 shares; 2026Q1: 2,789 shares 2,789$337K<0.01%-91Timeline
AXSAXIS CAP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,701 shares; 2025Q1: 3,080 shares; 2025Q2: 3,505 shares; 2025Q3: 3,178 shares; 2025Q4: 3,189 shares; 2026Q1: 3,310 shares 3,310$336K<0.01%+121Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,315 shares; 2026Q1: 10,187 shares 10,187$335K<0.01%-128Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,723 shares; 2025Q1: 2,630 shares; 2025Q2: 2,465 shares; 2025Q3: 1,003 shares; 2025Q4: 1,965 shares; 2026Q1: 1,363 shares 1,363$334K<0.01%-602Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,899 shares; 2024Q4: 30,535 shares; 2025Q1: 13,774 shares; 2025Q2: 14,944 shares; 2025Q3: 14,002 shares; 2025Q4: 14,062 shares; 2026Q1: 18,895 shares 18,895$332K<0.01%+4,833Timeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 1,070 shares; 2025Q1: 921 shares; 2025Q2: 946 shares; 2025Q3: 979 shares; 2025Q4: 993 shares; 2026Q1: 939 shares 939$330K<0.01%-54Timeline
JHMLJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,333 shares; 2024Q4: 5,247 shares; 2025Q1: not reported; 2025Q2: 4,582 shares; 2025Q3: 4,214 shares; 2025Q4: 4,211 shares; 2026Q1: 4,211 shares 4,211$330K<0.01%0Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 5,831 shares; 2025Q1: not reported; 2025Q2: 8,125 shares; 2025Q3: 8,538 shares; 2025Q4: 6,454 shares; 2026Q1: 5,849 shares 5,849$329K<0.01%-605Timeline
IBIFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,310 shares; 2025Q1: 9,710 shares; 2025Q2: 12,985 shares; 2025Q3: 14,785 shares; 2025Q4: 14,785 shares; 2026Q1: 12,535 shares 12,535$329K<0.01%-2,250Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,161 shares; 2024Q4: 12,060 shares; 2025Q1: 11,887 shares; 2025Q2: 7,107 shares; 2025Q3: 6,546 shares; 2025Q4: not reported; 2026Q1: 3,361 shares 3,361$328K<0.01%newTimeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,957 shares; 2024Q4: 8,161 shares; 2025Q1: not reported; 2025Q2: 8,642 shares; 2025Q3: 8,157 shares; 2025Q4: 6,585 shares; 2026Q1: 6,930 shares 6,930$327K<0.01%+345Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 2,297 shares; 2025Q1: 1,776 shares; 2025Q2: 1,889 shares; 2025Q3: 1,373 shares; 2025Q4: 4,010 shares; 2026Q1: 1,602 shares 1,602$326K<0.01%-2,408Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,571 shares; 2025Q1: 1,653 shares; 2025Q2: 1,578 shares; 2025Q3: 1,570 shares; 2025Q4: 1,621 shares; 2026Q1: 1,580 shares 1,580$325K<0.01%-41Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,064 shares; 2024Q4: 4,646 shares; 2025Q1: 5,304 shares; 2025Q2: 4,576 shares; 2025Q3: 4,399 shares; 2025Q4: 4,119 shares; 2026Q1: 4,364 shares 4,364$325K<0.01%+245Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,369 shares; 2025Q1: 2,671 shares; 2025Q2: 2,131 shares; 2025Q3: 1,851 shares; 2025Q4: 7,016 shares; 2026Q1: 1,469 shares 1,469$325K<0.01%-5,547Timeline
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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,007 shares 8,007$325K<0.01%newTimeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 10,132 shares; 2025Q1: 5,043 shares; 2025Q2: 10,996 shares; 2025Q3: 12,046 shares; 2025Q4: 1,953 shares; 2026Q1: 2,931 shares 2,931$323K<0.01%+978Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,149 shares; 2024Q4: 3,825 shares; 2025Q1: 3,409 shares; 2025Q2: 3,161 shares; 2025Q3: 2,879 shares; 2025Q4: 2,829 shares; 2026Q1: 2,419 shares 2,419$322K<0.01%-410Timeline
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: 5,844 shares; 2025Q4: 6,149 shares; 2026Q1: 6,097 shares 6,097$322K<0.01%-52Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,385 shares; 2024Q4: 7,147 shares; 2025Q1: 7,165 shares; 2025Q2: 6,030 shares; 2025Q3: 3,326 shares; 2025Q4: 3,554 shares; 2026Q1: 3,481 shares 3,481$321K<0.01%-73Timeline
DGRSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,100 shares; 2025Q1: 4,976 shares; 2025Q2: not reported; 2025Q3: 4,268 shares; 2025Q4: 5,202 shares; 2026Q1: 6,034 shares 6,034$320K<0.01%+832Timeline
RSPCINVESCO 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: 10,609 shares; 2025Q4: 11,328 shares; 2026Q1: 8,559 shares 8,559$320K<0.01%-2,769Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,576 shares; 2024Q4: 7,395 shares; 2025Q1: 9,469 shares; 2025Q2: not reported; 2025Q3: 7,331 shares; 2025Q4: 8,670 shares; 2026Q1: 8,839 shares 8,839$319K<0.01%+169Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,495 shares; 2025Q1: 2,669 shares; 2025Q2: 2,413 shares; 2025Q3: 2,397 shares; 2025Q4: 2,634 shares; 2026Q1: 2,502 shares 2,502$317K<0.01%-132Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,344 shares; 2024Q4: 2,785 shares; 2025Q1: not reported; 2025Q2: 1,999 shares; 2025Q3: 1,939 shares; 2025Q4: 2,057 shares; 2026Q1: 1,835 shares 1,835$317K<0.01%-222Timeline
BBIOBRIDGEBIO PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,252 shares 4,252$316K<0.01%newTimeline
LGLVSPDR 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: 1,639 shares; 2025Q3: 1,584 shares; 2025Q4: 1,598 shares; 2026Q1: 1,768 shares 1,768$315K<0.01%+170Timeline
AGGHSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,473 shares; 2026Q1: 15,282 shares 15,282$311K<0.01%-191Timeline
BBINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,295 shares; 2024Q4: 50,172 shares; 2025Q1: 62,498 shares; 2025Q2: 65,735 shares; 2025Q3: 4,335 shares; 2025Q4: 4,258 shares; 2026Q1: 4,258 shares 4,258$311K<0.01%0Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,601 shares; 2024Q4: 33,152 shares; 2025Q1: 38,999 shares; 2025Q2: 25,320 shares; 2025Q3: 50,890 shares; 2025Q4: 5,468 shares; 2026Q1: 6,043 shares 6,043$310K<0.01%+575Timeline
KWRQUAKER HOUGHTONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,729 shares; 2025Q1: 1,863 shares; 2025Q2: 1,941 shares; 2025Q3: 2,341 shares; 2025Q4: not reported; 2026Q1: 2,467 shares 2,467$307K<0.01%newTimeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,648 shares; 2025Q1: 1,898 shares; 2025Q2: 1,387 shares; 2025Q3: 1,245 shares; 2025Q4: 1,055 shares; 2026Q1: 1,050 shares 1,050$306K<0.01%-5Timeline
FOXFOX 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: 5,478 shares; 2025Q3: 5,147 shares; 2025Q4: not reported; 2026Q1: 5,757 shares 5,757$306K<0.01%newTimeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,713 shares; 2025Q2: 6,468 shares; 2025Q3: 7,058 shares; 2025Q4: 7,013 shares; 2026Q1: 6,967 shares 6,967$306K<0.01%-46Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 959 shares; 2025Q1: not reported; 2025Q2: 976 shares; 2025Q3: 907 shares; 2025Q4: 829 shares; 2026Q1: 1,020 shares 1,020$304K<0.01%+191Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,864 shares 2,864$303K<0.01%newTimeline
ARANTERO RESOURCES 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: 7,088 shares; 2025Q4: 6,622 shares; 2026Q1: 7,105 shares 7,105$302K<0.01%+483Timeline
SYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,999 shares 3,999$302K<0.01%newTimeline
KAIKADANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,028 shares 1,028$301K<0.01%newTimeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 3,213 shares; 2025Q1: 4,231 shares; 2025Q2: 5,160 shares; 2025Q3: 5,831 shares; 2025Q4: 4,518 shares; 2026Q1: 2,986 shares 2,986$301K<0.01%-1,532Timeline
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: 6,432 shares; 2025Q4: 6,432 shares; 2026Q1: 6,432 shares 6,432$301K<0.01%0Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 3,758 shares; 2025Q1: not reported; 2025Q2: 1,663 shares; 2025Q3: 1,448 shares; 2025Q4: not reported; 2026Q1: 918 shares 918$300K<0.01%newTimeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,387 shares; 2025Q1: 4,801 shares; 2025Q2: 5,035 shares; 2025Q3: 4,998 shares; 2025Q4: 3,866 shares; 2026Q1: 3,624 shares 3,624$300K<0.01%-242Timeline
HEDJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,085 shares; 2025Q3: 4,563 shares; 2025Q4: 6,115 shares; 2026Q1: 5,720 shares 5,720$299K<0.01%-395Timeline
OUSMALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,545 shares; 2025Q1: not reported; 2025Q2: 49,656 shares; 2025Q3: 49,541 shares; 2025Q4: 31,815 shares; 2026Q1: 6,843 shares 6,843$299K<0.01%-24,972Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 277 shares; 2025Q1: 297 shares; 2025Q2: 248 shares; 2025Q3: 215 shares; 2025Q4: 328 shares; 2026Q1: 236 shares 236$298K<0.01%-92Timeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,442 shares; 2024Q4: 38,714 shares; 2025Q1: not reported; 2025Q2: 37,754 shares; 2025Q3: 38,225 shares; 2025Q4: 20,009 shares; 2026Q1: 27,297 shares 27,297$297K<0.01%+7,288Timeline
IQDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,460 shares; 2024Q4: 19,580 shares; 2025Q1: not reported; 2025Q2: 6,331 shares; 2025Q3: 6,084 shares; 2025Q4: 6,860 shares; 2026Q1: 7,408 shares 7,408$297K<0.01%+548Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,998 shares; 2025Q1: not reported; 2025Q2: 2,936 shares; 2025Q3: 2,898 shares; 2025Q4: 1,482 shares; 2026Q1: 1,944 shares 1,944$296K<0.01%+462Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 1,577 shares; 2025Q1: 2,448 shares; 2025Q2: 2,114 shares; 2025Q3: not reported; 2025Q4: 1,819 shares; 2026Q1: 2,448 shares 2,448$296K<0.01%+629Timeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,441 shares 3,441$295K<0.01%newTimeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,613 shares; 2024Q4: 8,228 shares; 2025Q1: 10,632 shares; 2025Q2: 10,538 shares; 2025Q3: 10,474 shares; 2025Q4: 8,853 shares; 2026Q1: 10,039 shares 10,039$295K<0.01%+1,186Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,429 shares; 2026Q1: 24,429 shares 24,429$295K<0.01%0Timeline
IGPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,255 shares; 2025Q3: 5,289 shares; 2025Q4: 5,221 shares; 2026Q1: 5,089 shares 5,089$295K<0.01%-132Timeline
SBSCOMPANHIA DE SANEAMENTO BASIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,723 shares; 2025Q4: 10,647 shares; 2026Q1: 9,643 shares 9,643$294K<0.01%-1,004Timeline
CETCENTRAL SECS 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: 5,914 shares; 2025Q3: 5,914 shares; 2025Q4: 6,203 shares; 2026Q1: 5,912 shares 5,912$294K<0.01%-291Timeline
YMARFIRST 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: 9,103 shares; 2025Q3: 8,906 shares; 2025Q4: 8,906 shares; 2026Q1: 10,765 shares 10,765$294K<0.01%+1,859Timeline
SCIOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,248 shares 14,248$294K<0.01%newTimeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,516 shares; 2025Q2: 2,485 shares; 2025Q3: 1,921 shares; 2025Q4: 2,213 shares; 2026Q1: 2,668 shares 2,668$293K<0.01%+455Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,036 shares; 2024Q4: not reported; 2025Q1: 12,848 shares; 2025Q2: 13,935 shares; 2025Q3: 13,561 shares; 2025Q4: 21,431 shares; 2026Q1: 18,370 shares 18,370$292K<0.01%-3,061Timeline
IBMRISHARES 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: 11,516 shares; 2025Q4: 11,516 shares; 2026Q1: 11,516 shares 11,516$292K<0.01%0Timeline
SHGSHINHAN FINANCIAL GROUP CO LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,814 shares; 2025Q4: 5,284 shares; 2026Q1: 4,743 shares 4,743$291K<0.01%-541Timeline
PRVAPRIVIA HEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,165 shares; 2024Q4: 14,697 shares; 2025Q1: 15,229 shares; 2025Q2: 14,861 shares; 2025Q3: 14,235 shares; 2025Q4: 17,507 shares; 2026Q1: 14,159 shares 14,159$291K<0.01%-3,348Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,446 shares; 2025Q4: 1,287 shares; 2026Q1: 2,183 shares 2,183$291K<0.01%+896Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 891 shares; 2025Q1: 897 shares; 2025Q2: 964 shares; 2025Q3: 817 shares; 2025Q4: 622 shares; 2026Q1: 807 shares 807$290K<0.01%+185Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 10,307 shares; 2025Q1: not reported; 2025Q2: 2,166 shares; 2025Q3: 2,611 shares; 2025Q4: 2,051 shares; 2026Q1: 2,176 shares 2,176$290K<0.01%+125Timeline
XEMDXWESTERN ASSET EMERGING MKTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,688 shares; 2024Q4: 32,296 shares; 2025Q1: 32,320 shares; 2025Q2: 31,718 shares; 2025Q3: 32,116 shares; 2025Q4: 32,253 shares; 2026Q1: 29,309 shares 29,309$288K<0.01%-2,944Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,026 shares 5,026$285K<0.01%newTimeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 3,709 shares; 2025Q1: 4,219 shares; 2025Q2: 3,567 shares; 2025Q3: 3,413 shares; 2025Q4: 2,997 shares; 2026Q1: 1,836 shares 1,836$285K<0.01%-1,161Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,193 shares; 2024Q4: 7,284 shares; 2025Q1: not reported; 2025Q2: 7,379 shares; 2025Q3: 7,639 shares; 2025Q4: 8,323 shares; 2026Q1: 7,911 shares 7,911$285K<0.01%-412Timeline
QHYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,882 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,251 shares 6,251$285K<0.01%newTimeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,927 shares; 2025Q3: 3,062 shares; 2025Q4: 2,337 shares; 2026Q1: 2,064 shares 2,064$283K<0.01%-273Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,014 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,480 shares; 2026Q1: 15,421 shares 15,421$282K<0.01%-5,059Timeline
PWBINVESCO 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: 5,349 shares; 2026Q1: 2,237 shares 2,237$282K<0.01%-3,112Timeline
BBEUJ 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: 3,463 shares; 2025Q2: 3,251 shares; 2025Q3: 3,104 shares; 2025Q4: 3,531 shares; 2026Q1: 3,894 shares 3,894$282K<0.01%+363Timeline
EYLDCAMBRIA 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: 6,754 shares 6,754$280K<0.01%newTimeline
PSCHINVESCO 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: 5,102 shares; 2025Q4: 6,783 shares; 2026Q1: 6,799 shares 6,799$280K<0.01%+16Timeline
GBCIGLACIER BANCORP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,434 shares; 2025Q1: 5,680 shares; 2025Q2: 5,433 shares; 2025Q3: 5,543 shares; 2025Q4: not reported; 2026Q1: 6,249 shares 6,249$279K<0.01%newTimeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 4,288 shares; 2025Q1: 4,320 shares; 2025Q2: 4,248 shares; 2025Q3: 3,110 shares; 2025Q4: not reported; 2026Q1: 3,472 shares 3,472$278K<0.01%newTimeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 7,643 shares; 2025Q1: 8,690 shares; 2025Q2: 8,365 shares; 2025Q3: 9,436 shares; 2025Q4: 7,520 shares; 2026Q1: 6,142 shares 6,142$278K<0.01%-1,378Timeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,760 shares; 2024Q4: 16,412 shares; 2025Q1: 36,451 shares; 2025Q2: 35,789 shares; 2025Q3: 36,314 shares; 2025Q4: not reported; 2026Q1: 25,627 shares 25,627$278K<0.01%newTimeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,614 shares; 2025Q1: 2,423 shares; 2025Q2: 2,468 shares; 2025Q3: 2,362 shares; 2025Q4: 2,724 shares; 2026Q1: 2,505 shares 2,505$278K<0.01%-219Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,692 shares; 2024Q4: 21,156 shares; 2025Q1: not reported; 2025Q2: 18,813 shares; 2025Q3: 25,348 shares; 2025Q4: 20,183 shares; 2026Q1: 24,210 shares 24,210$277K<0.01%+4,027Timeline
DGIIDIGI 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: 6,219 shares; 2025Q3: 5,765 shares; 2025Q4: 5,947 shares; 2026Q1: 5,748 shares 5,748$277K<0.01%-199Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,135 shares; 2024Q4: 10,493 shares; 2025Q1: not reported; 2025Q2: 5,244 shares; 2025Q3: 4,808 shares; 2025Q4: 5,286 shares; 2026Q1: 5,283 shares 5,283$276K<0.01%-3Timeline
HPHELMERICH & PAYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,525 shares; 2025Q1: 7,925 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,299 shares; 2026Q1: 7,660 shares 7,660$276K<0.01%+361Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,298 shares; 2024Q4: 12,304 shares; 2025Q1: not reported; 2025Q2: 10,621 shares; 2025Q3: 9,675 shares; 2025Q4: 8,720 shares; 2026Q1: 7,647 shares 7,647$275K<0.01%-1,073Timeline
CBTCABOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 4,113 shares; 2025Q1: not reported; 2025Q2: 4,162 shares; 2025Q3: 4,137 shares; 2025Q4: 3,154 shares; 2026Q1: 3,651 shares 3,651$275K<0.01%+497Timeline
INDSPACER 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: 7,471 shares 7,471$275K<0.01%newTimeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,181 shares 1,181$271K<0.01%newTimeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,572 shares; 2025Q4: not reported; 2026Q1: 9,022 shares 9,022$271K<0.01%newTimeline
CLSKCLEANSPARK 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: 32,225 shares; 2026Q1: 31,867 shares 31,867$271K<0.01%-358Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 76 shares; 2025Q1: 77 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares 41$270K<0.01%newTimeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,150 shares; 2024Q4: 11,352 shares; 2025Q1: not reported; 2025Q2: 11,656 shares; 2025Q3: 13,054 shares; 2025Q4: 10,886 shares; 2026Q1: 10,881 shares 10,881$270K<0.01%-5Timeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,777 shares; 2025Q4: 3,939 shares; 2026Q1: 6,338 shares 6,338$270K<0.01%+2,399Timeline
EPSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 6,036 shares; 2025Q1: not reported; 2025Q2: 3,722 shares; 2025Q3: 3,915 shares; 2025Q4: 3,995 shares; 2026Q1: 3,969 shares 3,969$270K<0.01%-26Timeline
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: 3,750 shares 3,750$269K<0.01%newTimeline
QCJAFIRST 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: 12,481 shares 12,481$269K<0.01%newTimeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,289 shares 1,289$264K<0.01%newTimeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 6,273 shares; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 1,631 shares; 2025Q4: 1,274 shares; 2026Q1: 904 shares 904$263K<0.01%-370Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,035 shares 1,035$263K<0.01%newTimeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,692 shares; 2024Q4: 86,415 shares; 2025Q1: 116,024 shares; 2025Q2: 66,499 shares; 2025Q3: 48,614 shares; 2025Q4: 50,710 shares; 2026Q1: 13,851 shares 13,851$263K<0.01%-36,859Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,806 shares; 2025Q4: 13,466 shares; 2026Q1: 11,740 shares 11,740$261K<0.01%-1,726Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,390 shares; 2025Q1: not reported; 2025Q2: 2,155 shares; 2025Q3: 1,986 shares; 2025Q4: 2,162 shares; 2026Q1: 1,918 shares 1,918$260K<0.01%-244Timeline
SGOLETFS GOLD 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: 5,806 shares 5,806$259K<0.01%newTimeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,102 shares; 2024Q4: 6,972 shares; 2025Q1: 7,296 shares; 2025Q2: 3,735 shares; 2025Q3: 4,223 shares; 2025Q4: 4,897 shares; 2026Q1: 4,779 shares 4,779$258K<0.01%-118Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,481 shares; 2024Q4: 11,441 shares; 2025Q1: not reported; 2025Q2: 10,536 shares; 2025Q3: 10,759 shares; 2025Q4: 10,591 shares; 2026Q1: 9,899 shares 9,899$257K<0.01%-692Timeline
CRNXCRINETICS 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: not reported; 2025Q4: 7,040 shares; 2026Q1: 7,052 shares 7,052$256K<0.01%+12Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,173 shares; 2025Q1: not reported; 2025Q2: 1,758 shares; 2025Q3: 1,384 shares; 2025Q4: 1,406 shares; 2026Q1: 1,060 shares 1,060$256K<0.01%-346Timeline
RYNRAYONIER 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: 12,347 shares 12,347$255K<0.01%newTimeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 148 shares; 2025Q1: 131 shares; 2025Q2: 116 shares; 2025Q3: 118 shares; 2025Q4: 125 shares; 2026Q1: 131 shares 131$251K<0.01%+6Timeline
NTESNETEASE 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: 14,188 shares; 2025Q3: 9,025 shares; 2025Q4: 2,759 shares; 2026Q1: 2,240 shares 2,240$251K<0.01%-519Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 5,806 shares; 2025Q1: 6,912 shares; 2025Q2: 8,673 shares; 2025Q3: 8,729 shares; 2025Q4: not reported; 2026Q1: 5,408 shares 5,408$251K<0.01%newTimeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,811 shares; 2025Q1: not reported; 2025Q2: 1,310 shares; 2025Q3: 1,078 shares; 2025Q4: 1,081 shares; 2026Q1: 1,024 shares 1,024$250K<0.01%-57Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,443 shares; 2026Q1: 3,404 shares 3,404$250K<0.01%-39Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,007 shares; 2025Q4: 2,340 shares; 2026Q1: 2,711 shares 2,711$249K<0.01%+371Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,853 shares 5,853$248K<0.01%newTimeline
RSPNINVESCO 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: 7,089 shares; 2025Q2: 8,372 shares; 2025Q3: 5,425 shares; 2025Q4: 4,789 shares; 2026Q1: 4,299 shares 4,299$248K<0.01%-490Timeline
AVIVAMERICAN 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: 3,078 shares; 2025Q4: 3,471 shares; 2026Q1: 3,295 shares 3,295$247K<0.01%-176Timeline
FXHFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,056 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,966 shares; 2026Q1: 2,242 shares 2,242$246K<0.01%-724Timeline
MDLNMEDLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,045 shares; 2026Q1: 5,502 shares 5,502$245K<0.01%-2,543Timeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,885 shares; 2025Q3: 1,917 shares; 2025Q4: not reported; 2026Q1: 1,937 shares 1,937$245K<0.01%newTimeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,493 shares; 2025Q1: not reported; 2025Q2: 3,181 shares; 2025Q3: 3,156 shares; 2025Q4: 2,749 shares; 2026Q1: 2,496 shares 2,496$244K<0.01%-253Timeline
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: not reported; 2025Q3: not reported; 2025Q4: 2,364 shares; 2026Q1: 2,604 shares 2,604$243K<0.01%+240Timeline
WTVWISDOMTREE 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: 2,432 shares; 2025Q4: 2,516 shares; 2026Q1: 2,541 shares 2,541$241K<0.01%+25Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,345 shares; 2024Q4: 9,105 shares; 2025Q1: 7,948 shares; 2025Q2: 9,361 shares; 2025Q3: 4,093 shares; 2025Q4: 3,124 shares; 2026Q1: 1,849 shares 1,849$240K<0.01%-1,275Timeline
PCTYPAYLOCITY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 5,590 shares; 2025Q1: not reported; 2025Q2: 5,686 shares; 2025Q3: 3,401 shares; 2025Q4: 2,544 shares; 2026Q1: 2,218 shares 2,218$240K<0.01%-326Timeline
PRFZINVESCO 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: 4,486 shares; 2025Q4: 4,768 shares; 2026Q1: 5,224 shares 5,224$240K<0.01%+456Timeline
DUKZNORTHERN LIGHTS FD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,647 shares 9,647$240K<0.01%newTimeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,358 shares; 2025Q4: 4,358 shares; 2026Q1: 4,358 shares 4,358$239K<0.01%0Timeline
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: 5,719 shares; 2025Q3: 6,630 shares; 2025Q4: 7,476 shares; 2026Q1: 5,729 shares 5,729$239K<0.01%-1,747Timeline
MXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,512 shares; 2025Q1: 4,321 shares; 2025Q2: 4,068 shares; 2025Q3: 3,420 shares; 2025Q4: 2,429 shares; 2026Q1: 2,243 shares 2,243$238K<0.01%-186Timeline
DAUGFIRST 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: 5,442 shares; 2025Q4: 5,442 shares; 2026Q1: 5,442 shares 5,442$237K<0.01%0Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,771 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,153 shares 1,153$236K<0.01%newTimeline
LUVSOUTHWEST AIRLS 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: 6,245 shares 6,245$235K<0.01%newTimeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 2,531 shares; 2025Q1: not reported; 2025Q2: 2,725 shares; 2025Q3: 2,749 shares; 2025Q4: 3,009 shares; 2026Q1: 791 shares 791$235K<0.01%-2,218Timeline
SMCISUPER MICRO COMPUTER 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: 6,332 shares; 2025Q3: 5,622 shares; 2025Q4: not reported; 2026Q1: 10,259 shares 10,259$234K<0.01%newTimeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 4,501 shares; 2025Q1: 4,780 shares; 2025Q2: 4,319 shares; 2025Q3: 4,139 shares; 2025Q4: 2,767 shares; 2026Q1: 2,393 shares 2,393$234K<0.01%-374Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,232 shares; 2025Q3: 12,022 shares; 2025Q4: 23,388 shares; 2026Q1: 27,955 shares 27,955$234K<0.01%+4,567Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 4,563 shares; 2025Q1: 3,951 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,364 shares; 2026Q1: 1,523 shares 1,523$233K<0.01%+159Timeline
SOLVSOLVENTUM 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: 3,565 shares 3,565$233K<0.01%newTimeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,070 shares; 2025Q2: 13,673 shares; 2025Q3: not reported; 2025Q4: 14,039 shares; 2026Q1: 14,564 shares 14,564$231K<0.01%+525Timeline
PFSPROVIDENT FINL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,932 shares; 2024Q4: 19,128 shares; 2025Q1: not reported; 2025Q2: 18,980 shares; 2025Q3: 12,985 shares; 2025Q4: 13,046 shares; 2026Q1: 10,904 shares 10,904$231K<0.01%-2,142Timeline
LEVILEVI STRAUSS & CO 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: 12,480 shares; 2025Q4: 11,729 shares; 2026Q1: 12,475 shares 12,475$231K<0.01%+746Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,577 shares; 2024Q4: 29,600 shares; 2025Q1: 29,586 shares; 2025Q2: 31,974 shares; 2025Q3: 29,858 shares; 2025Q4: not reported; 2026Q1: 6,242 shares 6,242$231K<0.01%newTimeline
ACPABRDN INCOME CREDIT STRATEGIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,692 shares; 2024Q4: 22,883 shares; 2025Q1: 27,761 shares; 2025Q2: 36,348 shares; 2025Q3: 40,845 shares; 2025Q4: 45,427 shares; 2026Q1: 45,215 shares 45,215$231K<0.01%-212Timeline
HLALLISTED 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: 3,613 shares; 2026Q1: 3,884 shares 3,884$230K<0.01%+271Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,114 shares; 2024Q4: 39,519 shares; 2025Q1: 55,641 shares; 2025Q2: 55,278 shares; 2025Q3: 52,834 shares; 2025Q4: 26,588 shares; 2026Q1: 10,157 shares 10,157$230K<0.01%-16,431Timeline
BCBRUNSWICK 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: 3,502 shares; 2025Q4: 3,300 shares; 2026Q1: 3,160 shares 3,160$230K<0.01%-140Timeline
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: 5,150 shares; 2025Q4: 5,150 shares; 2026Q1: 5,140 shares 5,140$230K<0.01%-10Timeline
CRWVCOREWEAVE 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: 1,605 shares; 2025Q4: not reported; 2026Q1: 2,962 shares 2,962$229K<0.01%newTimeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,363 shares 2,363$229K<0.01%newTimeline
VRSNVERISIGN 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: 884 shares; 2025Q4: 870 shares; 2026Q1: 919 shares 919$228K<0.01%+49Timeline
YUMCYUM CHINA 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: 4,313 shares; 2026Q1: 4,664 shares 4,664$228K<0.01%+351Timeline
JANTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,114 shares; 2024Q4: 9,158 shares; 2025Q1: not reported; 2025Q2: 6,179 shares; 2025Q3: 6,128 shares; 2025Q4: 6,128 shares; 2026Q1: 5,691 shares 5,691$228K<0.01%-437Timeline
MOSMOSAIC 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: 8,883 shares 8,883$227K<0.01%newTimeline
GPKGRAPHIC PACKAGING HLDG 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: 22,787 shares 22,787$227K<0.01%newTimeline
KBESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,849 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,494 shares; 2026Q1: 3,811 shares 3,811$227K<0.01%+317Timeline
PKPARK HOTELS & RESORTS 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: 14,967 shares; 2025Q4: not reported; 2026Q1: 21,400 shares 21,400$225K<0.01%newTimeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,805 shares; 2025Q2: 13,136 shares; 2025Q3: 13,231 shares; 2025Q4: 12,992 shares; 2026Q1: 14,925 shares 14,925$225K<0.01%+1,933Timeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 7,189 shares; 2026Q1: 6,127 shares 6,127$225K<0.01%-1,062Timeline
AIRAAR 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: 2,059 shares 2,059$225K<0.01%newTimeline
FYLDCAMBRIA 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: 6,031 shares 6,031$225K<0.01%newTimeline
IDYAIDEAYA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,308 shares; 2025Q4: 8,214 shares; 2026Q1: 6,722 shares 6,722$224K<0.01%-1,492Timeline
WFGWEST FRASER TIMBER CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,743 shares; 2026Q1: 3,444 shares 3,444$224K<0.01%-299Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 8,378 shares; 2025Q1: 8,055 shares; 2025Q2: 5,878 shares; 2025Q3: 6,329 shares; 2025Q4: 6,582 shares; 2026Q1: 4,253 shares 4,253$224K<0.01%-2,329Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,850 shares; 2025Q2: 3,931 shares; 2025Q3: 5,914 shares; 2025Q4: not reported; 2026Q1: 2,110 shares 2,110$223K<0.01%newTimeline
FPIFARMLAND PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,241 shares; 2024Q4: 14,830 shares; 2025Q1: 16,764 shares; 2025Q2: 17,047 shares; 2025Q3: 17,613 shares; 2025Q4: 17,395 shares; 2026Q1: 19,867 shares 19,867$223K<0.01%+2,472Timeline
FRPTFRESHPET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,951 shares; 2025Q1: 3,988 shares; 2025Q2: 9,541 shares; 2025Q3: 6,035 shares; 2025Q4: 4,801 shares; 2026Q1: 3,768 shares 3,768$222K<0.01%-1,033Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,573 shares; 2024Q4: 8,806 shares; 2025Q1: 7,406 shares; 2025Q2: 7,453 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,715 shares 3,715$222K<0.01%newTimeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,255 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,959 shares; 2026Q1: 4,185 shares 4,185$222K<0.01%+226Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,485 shares; 2026Q1: 10,648 shares 10,648$221K<0.01%+163Timeline
ATKRATKORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,837 shares; 2026Q1: 3,750 shares 3,750$221K<0.01%-87Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,739 shares 5,739$220K<0.01%newTimeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,033 shares; 2025Q4: 2,423 shares; 2026Q1: 2,192 shares 2,192$219K<0.01%-231Timeline
SMSM ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,995 shares; 2024Q4: 11,049 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,039 shares 7,039$219K<0.01%newTimeline
BNSBANK NOVA SCOTIA B 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: 3,091 shares; 2026Q1: 3,155 shares 3,155$219K<0.01%+64Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,850 shares 13,850$218K<0.01%newTimeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,449 shares 1,449$218K<0.01%newTimeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,108 shares; 2025Q1: 17,324 shares; 2025Q2: 27,222 shares; 2025Q3: 39,540 shares; 2025Q4: not reported; 2026Q1: 11,243 shares 11,243$217K<0.01%newTimeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 3,901 shares; 2025Q1: not reported; 2025Q2: 2,736 shares; 2025Q3: 1,717 shares; 2025Q4: not reported; 2026Q1: 1,830 shares 1,830$216K<0.01%newTimeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,253 shares; 2026Q1: 2,537 shares 2,537$214K<0.01%+284Timeline
WSRWHITESTONE REITQuarterly shares; oldest to newest; scale is 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: 13,221 shares 13,221$214K<0.01%newTimeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 8,053 shares; 2025Q1: not reported; 2025Q2: 6,025 shares; 2025Q3: 6,876 shares; 2025Q4: 6,835 shares; 2026Q1: 6,986 shares 6,986$213K<0.01%+151Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 10,247 shares; 2025Q1: 12,292 shares; 2025Q2: 9,973 shares; 2025Q3: 9,869 shares; 2025Q4: 8,146 shares; 2026Q1: 5,137 shares 5,137$213K<0.01%-3,009Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,021 shares; 2024Q4: 96,346 shares; 2025Q1: 116,012 shares; 2025Q2: not reported; 2025Q3: 7,960 shares; 2025Q4: 7,472 shares; 2026Q1: 7,988 shares 7,988$213K<0.01%+516Timeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,521 shares; 2026Q1: 11,293 shares 11,293$212K<0.01%-228Timeline
QCAPFIRST 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: 8,892 shares; 2025Q4: 8,830 shares; 2026Q1: 8,830 shares 8,830$212K<0.01%0Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,369 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,914 shares 6,914$211K<0.01%newTimeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,187 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 861 shares 861$211K<0.01%newTimeline
FCOMFIDELITY 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: 3,098 shares; 2025Q3: 3,096 shares; 2025Q4: 3,096 shares; 2026Q1: 3,083 shares 3,083$210K<0.01%-13Timeline
VITLVITAL FARMS 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: 8,006 shares; 2025Q3: 9,387 shares; 2025Q4: 10,605 shares; 2026Q1: 14,892 shares 14,892$210K<0.01%+4,287Timeline
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: 7,294 shares 7,294$209K<0.01%newTimeline
ESLTELBIT SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251 shares 251$209K<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: 4,735 shares; 2025Q3: 4,535 shares; 2025Q4: not reported; 2026Q1: 4,535 shares 4,535$209K<0.01%newTimeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,193 shares 7,193$208K<0.01%newTimeline
ANFABERCROMBIE & FITCH 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: 2,261 shares 2,261$207K<0.01%newTimeline
CUZCOUSINS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,114 shares 9,114$206K<0.01%newTimeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,872 shares; 2024Q4: 10,082 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,472 shares 3,472$205K<0.01%newTimeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,031 shares; 2024Q4: 6,826 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,463 shares; 2025Q4: 6,627 shares; 2026Q1: 6,319 shares 6,319$205K<0.01%-308Timeline
SNEXSTONEX 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: 2,184 shares; 2025Q4: not reported; 2026Q1: 2,540 shares 2,540$205K<0.01%newTimeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,782 shares; 2024Q4: 13,996 shares; 2025Q1: 14,122 shares; 2025Q2: 18,992 shares; 2025Q3: 22,241 shares; 2025Q4: 18,966 shares; 2026Q1: 12,822 shares 12,822$204K<0.01%-6,144Timeline
TRNOTERRENO RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,794 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,329 shares 3,329$204K<0.01%newTimeline
TNDMTANDEM DIABETES CARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,628 shares; 2024Q4: 8,914 shares; 2025Q1: 11,708 shares; 2025Q2: 10,938 shares; 2025Q3: not reported; 2025Q4: 9,403 shares; 2026Q1: 10,647 shares 10,647$204K<0.01%+1,244Timeline
TNGYTORTOISE CAPITAL SERIES TRUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,761 shares; 2025Q4: 19,761 shares; 2026Q1: 19,461 shares 19,461$203K<0.01%-300Timeline
FENIFIDELITY 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: 5,424 shares 5,424$202K<0.01%newTimeline
FTCFIRST 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: 1,312 shares 1,312$202K<0.01%newTimeline
VCTRVICTORY CAP HLDGS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,066 shares 3,066$201K<0.01%newTimeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,670 shares; 2024Q4: 8,922 shares; 2025Q1: 9,996 shares; 2025Q2: 7,768 shares; 2025Q3: 7,771 shares; 2025Q4: not reported; 2026Q1: 3,075 shares 3,075$201K<0.01%newTimeline
MIRMIRION TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,816 shares 10,816$201K<0.01%newTimeline
BCXBLACKROCK RES & COMMODITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,573 shares; 2025Q2: 13,018 shares; 2025Q3: 15,220 shares; 2025Q4: not reported; 2026Q1: 16,467 shares 16,467$198K<0.01%newTimeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,334 shares; 2024Q4: 24,806 shares; 2025Q1: 24,277 shares; 2025Q2: 24,277 shares; 2025Q3: 17,289 shares; 2025Q4: 17,513 shares; 2026Q1: 15,743 shares 15,743$193K<0.01%-1,770Timeline
MEGINYLIM CBRE GLOBALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,635 shares; 2025Q4: 12,519 shares; 2026Q1: 13,132 shares 13,132$193K<0.01%+613Timeline
PSOPEARSON 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: 12,456 shares; 2025Q3: 11,716 shares; 2025Q4: 14,024 shares; 2026Q1: 13,281 shares 13,281$174K<0.01%-743Timeline
RABROOKFIELD REAL ASSETS INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,429 shares; 2026Q1: 13,178 shares 13,178$169K<0.01%+1,749Timeline
AESAES 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: 35,837 shares; 2025Q3: 35,864 shares; 2025Q4: 32,829 shares; 2026Q1: 11,816 shares 11,816$166K<0.01%-21,013Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,787 shares; 2024Q4: 66,483 shares; 2025Q1: 41,777 shares; 2025Q2: 45,675 shares; 2025Q3: 52,248 shares; 2025Q4: 60,977 shares; 2026Q1: 55,873 shares 55,873$163K<0.01%-5,104Timeline
CXCEMEX SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,224 shares; 2026Q1: 14,133 shares 14,133$162K<0.01%+909Timeline
RITMRITHM CAPITAL 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: 11,894 shares; 2025Q3: 12,577 shares; 2025Q4: 17,667 shares; 2026Q1: 16,907 shares 16,907$160K<0.01%-760Timeline
BTZBLACKROCK CR ALLOCATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,811 shares; 2024Q4: 17,228 shares; 2025Q1: 17,814 shares; 2025Q2: 16,365 shares; 2025Q3: 17,001 shares; 2025Q4: 15,095 shares; 2026Q1: 14,918 shares 14,918$151K<0.01%-177Timeline
SAILSAILPOINT 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: 15,501 shares; 2025Q4: not reported; 2026Q1: 11,365 shares 11,365$150K<0.01%newTimeline
XJQCXNUVEEN CR STRATEGIES INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,818 shares; 2024Q4: 42,907 shares; 2025Q1: 38,416 shares; 2025Q2: 36,748 shares; 2025Q3: 35,789 shares; 2025Q4: 36,251 shares; 2026Q1: 29,975 shares 29,975$146K<0.01%-6,276Timeline
NRKNUVEEN NY AMT FREEQuarterly shares; oldest to newest; scale is 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: 14,144 shares 14,144$144K<0.01%newTimeline
GABGABELLI EQUITY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,560 shares 25,560$143K<0.01%newTimeline
JRINUVEEN REAL ASSET INCOME & GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,323 shares; 2024Q4: 11,101 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,595 shares 10,595$130K<0.01%newTimeline
GHYPGIM GLOBAL HIGH YIELD FD FOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,933 shares; 2024Q4: 17,100 shares; 2025Q1: 13,760 shares; 2025Q2: 12,433 shares; 2025Q3: 11,935 shares; 2025Q4: 11,656 shares; 2026Q1: 10,993 shares 10,993$128K<0.01%-663Timeline
IGRCBRE GBL REAL ESTATE INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,827 shares; 2024Q4: 52,547 shares; 2025Q1: 47,588 shares; 2025Q2: 41,403 shares; 2025Q3: 42,049 shares; 2025Q4: 34,192 shares; 2026Q1: 28,694 shares 28,694$126K<0.01%-5,498Timeline
DRHDIAMONDROCK HOSPITALITY 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: 13,348 shares 13,348$125K<0.01%newTimeline
XAWFXALLIANCEBERNSTEIN GLOBAL HIGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,774 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,892 shares 11,892$121K<0.01%newTimeline
XEXGXEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,901 shares; 2024Q4: 208,819 shares; 2025Q1: 239,044 shares; 2025Q2: 235,465 shares; 2025Q3: 233,690 shares; 2025Q4: 14,363 shares; 2026Q1: 14,013 shares 14,013$121K<0.01%-350Timeline
WIWWESTERN AST INFL LKD OPP & IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,498 shares; 2024Q4: 173,622 shares; 2025Q1: 14,963 shares; 2025Q2: not reported; 2025Q3: 15,792 shares; 2025Q4: 14,221 shares; 2026Q1: 13,604 shares 13,604$115K<0.01%-617Timeline
AALAMERICAN AIRLINES 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: 10,403 shares; 2025Q4: 10,847 shares; 2026Q1: 10,320 shares 10,320$111K<0.01%-527Timeline
RENTRENT THE RUNWAY 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: 27,572 shares; 2025Q4: 22,222 shares; 2026Q1: 22,139 shares 22,139$106K<0.01%-83Timeline
UMCUNITED MICROELECTRONICS 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: 11,262 shares 11,262$101K<0.01%newTimeline

Sold out in Q1 2026

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

The largest 100 of 227. All 227

SecurityShares beforeValue beforeType
SPYSTATE STR SPDR S&P 500 ETF T191,335$130Mshares
DFICDIMENSIONAL ETF TRUST2,610,843$90Mshares
IWFISHARES TR97,704$46.2Mshares
GOOGALPHABET INC116,216$36.5Mshares
IYWISHARES TR168,610$33.7Mshares
IEURISHARES TR406,575$28.9Mshares
BBUSJ P MORGAN EXCHANGE TRADED F222,590$27.4Mshares
IJHISHARES TR310,653$20.5Mshares
PMPHILIP MORRIS INTL INC114,629$18.4Mshares
TFISPDR SERIES TRUST382,973$17.5Mshares
XLYSELECT SECTOR SPDR TR118,310$14.1Mshares
WFCWELLS FARGO & CO143,006$13.3Mshares
SPMDSPDR SERIES TRUST218,396$12.6Mshares
JAAAJANUS DETROIT STR TR243,147$12.3Mshares
GSGOLDMAN SACHS GROUP INC13,885$12.2Mshares
GLDMWORLD GOLD TR142,121$12.1Mshares
JEPQJ P MORGAN EXCHANGE TRADED F205,600$11.9Mshares
XLGINVESCO EXCHANGE TRADED FD T183,724$10.9Mshares
CMECME GROUP INC36,379$9.93Mshares
AZNASTRAZENECA PLC-SPONS ADR106,786$9.82Mshares
PFFISHARES TR280,257$8.68Mshares
UBERUBER TECHNOLOGIES INC90,203$7.37Mshares
ETNEATON CORP PLC21,316$6.79Mshares
CMICUMMINS INC11,719$5.98Mshares
PEPPEPSICO INC38,089$5.47Mshares
TELTE CONNECTIVITY PLC23,232$5.29Mshares
VCSHVANGUARD SCOTTSDALE FDS61,384$4.89Mshares
CRHCRH PLC39,156$4.89Mshares
WMBWILLIAMS COS INC80,721$4.85Mshares
SHELSHELL PLC65,698$4.83Mshares
MMM3M CO28,788$4.61Mshares
EOSEEOS ENERGY ENTERPRISES INC375,870$4.31Mshares
EZUISHARES INC64,473$4.13Mshares
PHMPULTE GROUP INC31,672$3.71Mshares
VVVANGUARD INDEX FDS11,317$3.56Mshares
SCZISHARES TR43,557$3.38Mshares
CBOECBOE GLOBAL MKTS INC12,993$3.26Mshares
COPCONOCOPHILLIPS33,835$3.17Mshares
TIPISHARES TR27,677$3.04Mshares
SMFGSUMITOMO MITSUI FIN GRP INC154,946$3Mshares
IWXISHARES TR32,515$2.99Mshares
WSTWEST PHARMACEUTICAL SVSC INC9,724$2.68Mshares
KMIKINDER MORGAN INC DEL90,819$2.5Mshares
EXCEXELON CORP57,040$2.49Mshares
BUGGLOBAL X FDS80,876$2.46Mshares
SESEA LTD19,158$2.44Mshares
VTIPVANGUARD MALVERN FDS41,247$2.04Mshares
SHWSHERWIN WILLIAMS CO6,125$1.99Mshares
GWWWW GRAINGER INC1,953$1.97Mshares
IDEVISHARES TR23,745$1.96Mshares
OSISOSI SYSTEMS INC7,430$1.9Mshares
BXMXNUVEEN S&P 500 BUY-WRITE INCOM127,179$1.87Mshares
STIPISHARES TR17,680$1.81Mshares
XELXCEL ENERGY INC24,415$1.8Mshares
FTCSFIRST TR EXCHANGE-TRADED FD18,904$1.75Mshares
CGMMCAPITAL GROUP EQUITY ETF TR57,903$1.67Mshares
FCXFREEPORT MCMORAN INC32,370$1.64Mshares
GWREGUIDEWIRE SOFTWARE INC8,007$1.61Mshares
HLTHILTON WORLDWIDE HLDGS INC5,515$1.58Mshares
FITBFIFTH THIRD BANCORP33,104$1.55Mshares
NRGNRG ENERGY INC9,546$1.52Mshares
CNQCANADIAN NAT RES LTD MED TER44,847$1.52Mshares
XMYDXBLACKROCK MUNIYIELD FUND140,278$1.47Mshares
DRIDARDEN RESTAURANTS INC7,640$1.41Mshares
AEFABRDN EMERGING MARKETS EX CH195,847$1.37Mshares
MASMASCO CORP21,477$1.36Mshares
QEFASPDR INDEX SHS FDS14,604$1.32Mshares
NDAQNASDAQ INC13,384$1.3Mshares
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR85,101$1.3Mshares
PNRPENTAIR PLC12,422$1.29Mshares
XMPTVANECK ETF TRUST58,250$1.27Mshares
YUMYUM BRANDS INC8,288$1.25Mshares
BKCIBNY MELLON ETF TRUST24,295$1.25Mshares
ESIELEMENT SOLUTIONS INC49,570$1.24Mshares
VTRVENTAS INC15,963$1.24Mshares
BLACKROCK MUNI INC TR IIBLACKROCK MUNI INC TR II116,443$1.22Mshares
JMSTJ P MORGAN EXCHANGE TRADED F23,467$1.2Mshares
SCHBSCHWAB STRATEGIC TR45,283$1.19Mshares
BLACKROCK MUN INCOME TRBLACKROCK MUN INCOME TR116,737$1.17Mshares
EXASEXACT SCIENCES CORP11,377$1.16Mshares
TROWPRICE T ROWE GROUP INC10,895$1.11Mshares
TECKTECK RESOURCES LTD23,261$1.11Mshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL2,491$1.11Mshares
DORMDORMAN PRODS INC8,966$1.1Mshares
SHMSPDR SERIES TRUST22,369$1.07Mshares
MGKVANGUARD WORLD FD2,580$1.06Mshares
EUSBISHARES TR23,948$1.05Mshares
VIPSVIPSHOP HLDGS LTD58,944$1.04Mshares
RACEFERRARI N V2,781$1.04Mshares
JAZZJAZZ PHARMACEUTICALS PLC6,081$1.03Mshares
IXCISHARES TR24,481$1.03Mshares
DOCUDOCUSIGN INC14,800$1.01Mshares
XMVFXBLACKROCK MUNIVEST FUND142,661$989Kshares
DTDWISDOMTREE TR11,474$974Kshares
WTPIWISDOMTREE TR28,795$951Kshares
TTWOTAKE-TWO INTERACTIVE SOFTWAR3,511$899Kshares
NLRVANECK ETF TRUST7,073$878Kshares
IGLBISHARES TR17,339$875Kshares
AXTAAXALTA COATING SYS LTD26,707$863Kshares
ACMAECOM8,993$857Kshares

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 0001071640-26-000007 base2026-04-07acceptance time not in the bulk data set