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Sanctuary Advisors, LLC

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13F filer, CIK 1777271, INDIANAPOLIS, IN

Sanctuary Advisors, LLC reported $18,500,175,005 across 2,527 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05. Its ten largest share positions make up 15.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001777271-26-000006

Period
2026-03-31
Reported value
$18.5B
Holdings
2,527
Top 10 weight
15.78%
New
246
Sold out
133

Largest buys vs the previous quarter

SecurityShares changeApprox. value
COROnew+2,296,960$73.9M
GOVTadded+2,198,721$50.4M
BLCRnew+980,155$40.2M
EFGadded+316,738$35.3M
CRUXnew+941,699$28.3M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
OEFreduced-196,769-$62.6M
XLGreduced-807,242-$44M
DYNFreduced-533,527-$31M
IAUreduced-221,638-$19.5M
IAUMreduced-394,230-$18.4M

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 0001777271-26-000006, largest first. % of portfolio is the value over $18,499,350,169, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,318 shares; 2024Q4: 26,590 shares; 2025Q1: 28,242 shares; 2025Q2: 33,838 shares; 2025Q3: 34,268 shares; 2025Q4: 35,595 shares; 2026Q1: 36,430 shares 36,430$1.81M0.01%+835Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,939 shares; 2024Q4: 27,139 shares; 2025Q1: 27,822 shares; 2025Q2: 76,384 shares; 2025Q3: 75,990 shares; 2025Q4: 71,654 shares; 2026Q1: 71,908 shares 71,908$1.8M0.01%+254Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,519 shares; 2025Q1: 1,611 shares; 2025Q2: 2,177 shares; 2025Q3: 1,897 shares; 2025Q4: 1,163 shares; 2026Q1: 1,043 shares 1,043$1.8M0.01%-120Timeline
SMBVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,864 shares; 2024Q4: 102,255 shares; 2025Q1: 107,182 shares; 2025Q2: 104,259 shares; 2025Q3: 103,914 shares; 2025Q4: 103,941 shares; 2026Q1: 103,928 shares 103,928$1.8M0.01%-13Timeline
JFLXJ 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: 27,434 shares; 2025Q4: 31,104 shares; 2026Q1: 36,174 shares 36,174$1.8M0.01%+5,070Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,365 shares; 2024Q4: 59,003 shares; 2025Q1: 100,162 shares; 2025Q2: 105,085 shares; 2025Q3: 48,356 shares; 2025Q4: 49,257 shares; 2026Q1: 80,815 shares 80,815$1.8M0.01%+31,558Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,677 shares; 2025Q2: 2,512 shares; 2025Q3: 2,977 shares; 2025Q4: 6,454 shares; 2026Q1: 5,607 shares 5,607$1.79M0.01%-847Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,761 shares; 2024Q4: 20,541 shares; 2025Q1: 110,291 shares; 2025Q2: 124,855 shares; 2025Q3: 133,894 shares; 2025Q4: 26,131 shares; 2026Q1: 25,140 shares 25,140$1.79M0.01%-991Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,558 shares; 2024Q4: 20,741 shares; 2025Q1: 22,212 shares; 2025Q2: 23,978 shares; 2025Q3: 21,359 shares; 2025Q4: 25,016 shares; 2026Q1: 28,889 shares 28,889$1.79M0.01%+3,873Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,888 shares; 2024Q4: 12,735 shares; 2025Q1: 6,376 shares; 2025Q2: 8,129 shares; 2025Q3: 27,900 shares; 2025Q4: 26,346 shares; 2026Q1: 27,411 shares 27,411$1.79M0.01%+1,065Timeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,322 shares; 2024Q4: 21,614 shares; 2025Q1: 24,305 shares; 2025Q2: 24,823 shares; 2025Q3: 33,252 shares; 2025Q4: 40,130 shares; 2026Q1: 38,299 shares 38,299$1.79M0.01%-1,831Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,928 shares; 2024Q4: 12,663 shares; 2025Q1: 11,741 shares; 2025Q2: 13,192 shares; 2025Q3: 14,325 shares; 2025Q4: 15,275 shares; 2026Q1: 15,837 shares 15,837$1.78M0.01%+562Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,276 shares; 2024Q4: 36,439 shares; 2025Q1: 28,099 shares; 2025Q2: 31,401 shares; 2025Q3: 36,011 shares; 2025Q4: 34,291 shares; 2026Q1: 37,515 shares 37,515$1.78M0.01%+3,224Timeline
PSFCOHEN & STEERS SELECT PFD &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: 45,059 shares; 2025Q4: 87,543 shares; 2026Q1: 91,883 shares 91,883$1.78M0.01%+4,340Timeline
FTAFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,925 shares; 2024Q4: 17,228 shares; 2025Q1: 17,140 shares; 2025Q2: 17,499 shares; 2025Q3: 18,650 shares; 2025Q4: 19,067 shares; 2026Q1: 19,279 shares 19,279$1.78M0.01%+212Timeline
RINGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,380 shares; 2025Q1: 16,206 shares; 2025Q2: 15,376 shares; 2025Q3: 15,214 shares; 2025Q4: 21,813 shares; 2026Q1: 22,493 shares 22,493$1.78M0.01%+680Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,441 shares; 2025Q1: 2,725 shares; 2025Q2: 2,909 shares; 2025Q3: 3,247 shares; 2025Q4: 2,958 shares; 2026Q1: 2,432 shares 2,432$1.78M0.01%-526Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,316 shares; 2024Q4: 58,817 shares; 2025Q1: 61,097 shares; 2025Q2: 70,014 shares; 2025Q3: 79,447 shares; 2025Q4: 75,970 shares; 2026Q1: 76,668 shares 76,668$1.77M0.01%+698Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,149 shares; 2024Q4: 26,483 shares; 2025Q1: 29,318 shares; 2025Q2: 22,085 shares; 2025Q3: 13,815 shares; 2025Q4: 15,083 shares; 2026Q1: 16,751 shares 16,751$1.77M0.01%+1,668Timeline
TTANSERVICETITAN 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: 9,636 shares; 2025Q3: 11,645 shares; 2025Q4: 18,771 shares; 2026Q1: 27,905 shares 27,905$1.77M0.01%+9,134Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,645 shares; 2024Q4: 16,381 shares; 2025Q1: 15,544 shares; 2025Q2: 16,625 shares; 2025Q3: 20,277 shares; 2025Q4: 21,370 shares; 2026Q1: 27,099 shares 27,099$1.77M0.01%+5,729Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,663 shares; 2024Q4: 11,720 shares; 2025Q1: 15,391 shares; 2025Q2: 19,263 shares; 2025Q3: 21,168 shares; 2025Q4: 12,559 shares; 2026Q1: 11,775 shares 11,775$1.77M0.01%-784Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,118 shares; 2024Q4: 41,592 shares; 2025Q1: 30,246 shares; 2025Q2: 30,765 shares; 2025Q3: 38,592 shares; 2025Q4: 41,315 shares; 2026Q1: 32,935 shares 32,935$1.75M0.01%-8,380Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,443 shares; 2024Q4: 11,094 shares; 2025Q1: 10,112 shares; 2025Q2: 10,927 shares; 2025Q3: 7,057 shares; 2025Q4: 8,256 shares; 2026Q1: 8,572 shares 8,572$1.75M0.01%+316Timeline
IRENIREN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,095 shares; 2025Q4: 46,224 shares; 2026Q1: 50,889 shares 50,889$1.74M0.01%+4,665Timeline
PTRBPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,076 shares; 2024Q4: 42,311 shares; 2025Q1: 34,339 shares; 2025Q2: 34,032 shares; 2025Q3: 34,913 shares; 2025Q4: 37,036 shares; 2026Q1: 41,974 shares 41,974$1.74M0.01%+4,938Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,344 shares; 2024Q4: 4,235 shares; 2025Q1: 4,236 shares; 2025Q2: 4,388 shares; 2025Q3: 4,575 shares; 2025Q4: 4,617 shares; 2026Q1: 4,695 shares 4,695$1.74M0.01%+78Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,825 shares; 2024Q4: 14,715 shares; 2025Q1: 13,458 shares; 2025Q2: 15,771 shares; 2025Q3: 19,296 shares; 2025Q4: 17,873 shares; 2026Q1: 19,136 shares 19,136$1.73M0.01%+1,263Timeline
OIO-I GLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,378 shares; 2024Q4: 20,468 shares; 2025Q1: 14,934 shares; 2025Q2: 12,724 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 164,460 shares 164,460$1.73M0.01%newTimeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,076 shares; 2024Q4: 31,205 shares; 2025Q1: 26,195 shares; 2025Q2: 25,415 shares; 2025Q3: 23,090 shares; 2025Q4: 22,581 shares; 2026Q1: 21,357 shares 21,357$1.73M0.01%-1,224Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,716 shares; 2024Q4: 40,996 shares; 2025Q1: 38,153 shares; 2025Q2: 36,547 shares; 2025Q3: 35,879 shares; 2025Q4: 38,912 shares; 2026Q1: 36,109 shares 36,109$1.73M0.01%-2,803Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,137 shares; 2024Q4: 11,296 shares; 2025Q1: 7,296 shares; 2025Q2: 7,426 shares; 2025Q3: 6,959 shares; 2025Q4: 7,230 shares; 2026Q1: 6,903 shares 6,903$1.73M0.01%-327Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,942 shares; 2024Q4: 25,266 shares; 2025Q1: 16,347 shares; 2025Q2: 17,422 shares; 2025Q3: 20,403 shares; 2025Q4: 18,946 shares; 2026Q1: 21,021 shares 21,021$1.72M0.01%+2,075Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,381 shares; 2024Q4: 18,971 shares; 2025Q1: 18,019 shares; 2025Q2: 18,179 shares; 2025Q3: 18,637 shares; 2025Q4: 19,158 shares; 2026Q1: 18,192 shares 18,192$1.72M0.01%-966Timeline
ARWRARROWHEAD 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: 27,347 shares; 2026Q1: 27,324 shares 27,324$1.71M0.01%-23Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,108 shares; 2024Q4: 13,824 shares; 2025Q1: 12,463 shares; 2025Q2: 12,617 shares; 2025Q3: 13,152 shares; 2025Q4: 12,384 shares; 2026Q1: 12,866 shares 12,866$1.71M0.01%+482Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,563 shares; 2024Q4: 16,062 shares; 2025Q1: 13,815 shares; 2025Q2: 14,939 shares; 2025Q3: 15,030 shares; 2025Q4: 17,369 shares; 2026Q1: 18,216 shares 18,216$1.7M0.01%+847Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,643 shares; 2024Q4: 10,719 shares; 2025Q1: 9,653 shares; 2025Q2: 9,777 shares; 2025Q3: 10,675 shares; 2025Q4: 8,466 shares; 2026Q1: 8,107 shares 8,107$1.69M0.01%-359Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,660 shares; 2024Q4: 10,506 shares; 2025Q1: 9,877 shares; 2025Q2: 8,539 shares; 2025Q3: 8,481 shares; 2025Q4: 9,073 shares; 2026Q1: 7,342 shares 7,342$1.69M0.01%-1,731Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,991 shares; 2024Q4: 17,491 shares; 2025Q1: 17,804 shares; 2025Q2: 16,223 shares; 2025Q3: 15,559 shares; 2025Q4: 16,484 shares; 2026Q1: 16,868 shares 16,868$1.69M0.01%+384Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,939 shares; 2024Q4: 18,874 shares; 2025Q1: 16,263 shares; 2025Q2: 17,446 shares; 2025Q3: 16,172 shares; 2025Q4: 16,261 shares; 2026Q1: 12,980 shares 12,980$1.69M0.01%-3,281Timeline
INCMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,036 shares; 2025Q1: 39,605 shares; 2025Q2: 44,743 shares; 2025Q3: 50,167 shares; 2025Q4: 50,639 shares; 2026Q1: 58,344 shares 58,344$1.68M0.01%+7,705Timeline
RSPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 8,381 shares; 2025Q1: 7,802 shares; 2025Q2: 5,023 shares; 2025Q3: 4,865 shares; 2025Q4: 11,295 shares; 2026Q1: 15,268 shares 15,268$1.67M0.01%+3,973Timeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 2,843 shares; 2025Q1: 2,730 shares; 2025Q2: 2,873 shares; 2025Q3: 3,256 shares; 2025Q4: 3,253 shares; 2026Q1: 9,585 shares 9,585$1.67M0.01%+6,332Timeline
RVTROYCE SMALL CAP TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,925 shares; 2024Q4: 215,889 shares; 2025Q1: 124,668 shares; 2025Q2: 114,317 shares; 2025Q3: 102,948 shares; 2025Q4: 102,071 shares; 2026Q1: 100,222 shares 100,222$1.66M0.01%-1,849Timeline
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: 16,386 shares; 2025Q3: 17,289 shares; 2025Q4: 19,048 shares; 2026Q1: 21,475 shares 21,475$1.66M0.01%+2,427Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,923 shares; 2024Q4: 2,562 shares; 2025Q1: 1,354 shares; 2025Q2: 1,421 shares; 2025Q3: 1,527 shares; 2025Q4: 2,797 shares; 2026Q1: 3,043 shares 3,043$1.66M0.01%+246Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,204 shares; 2024Q4: 77,914 shares; 2025Q1: 49,660 shares; 2025Q2: 47,684 shares; 2025Q3: 30,869 shares; 2025Q4: 28,051 shares; 2026Q1: 25,032 shares 25,032$1.65M0.01%-3,019Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,342 shares; 2024Q4: 9,690 shares; 2025Q1: 9,211 shares; 2025Q2: 13,214 shares; 2025Q3: 14,774 shares; 2025Q4: 17,900 shares; 2026Q1: 18,893 shares 18,893$1.65M0.01%+993Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,146 shares; 2024Q4: 42,084 shares; 2025Q1: 21,112 shares; 2025Q2: 22,180 shares; 2025Q3: 26,606 shares; 2025Q4: 24,455 shares; 2026Q1: 21,952 shares 21,952$1.65M0.01%-2,503Timeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,515 shares; 2024Q4: 30,883 shares; 2025Q1: 26,814 shares; 2025Q2: 34,066 shares; 2025Q3: 37,234 shares; 2025Q4: 43,034 shares; 2026Q1: 42,271 shares 42,271$1.65M0.01%-763Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,227 shares; 2025Q1: 2,476 shares; 2025Q2: 5,355 shares; 2025Q3: 7,415 shares; 2025Q4: 6,934 shares; 2026Q1: 6,823 shares 6,823$1.65M0.01%-111Timeline
FIIGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,286 shares; 2024Q4: 68,552 shares; 2025Q1: 66,008 shares; 2025Q2: 75,709 shares; 2025Q3: 84,395 shares; 2025Q4: 75,271 shares; 2026Q1: 79,241 shares 79,241$1.64M0.01%+3,970Timeline
CGIECAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,580 shares; 2025Q4: 25,040 shares; 2026Q1: 48,576 shares 48,576$1.64M0.01%+23,536Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,704 shares; 2024Q4: 14,708 shares; 2025Q1: 6,693 shares; 2025Q2: 8,143 shares; 2025Q3: 7,720 shares; 2025Q4: 8,389 shares; 2026Q1: 11,112 shares 11,112$1.64M0.01%+2,723Timeline
UPWKUPWORK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,164 shares; 2025Q1: 21,185 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,083 shares; 2026Q1: 148,664 shares 148,664$1.63M0.01%+138,581Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,871 shares; 2024Q4: 5,329 shares; 2025Q1: 5,872 shares; 2025Q2: 6,746 shares; 2025Q3: 13,356 shares; 2025Q4: 13,156 shares; 2026Q1: 14,843 shares 14,843$1.63M0.01%+1,687Timeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,185 shares; 2024Q4: 13,482 shares; 2025Q1: 12,475 shares; 2025Q2: 15,053 shares; 2025Q3: 14,179 shares; 2025Q4: 18,172 shares; 2026Q1: 16,208 shares 16,208$1.62M0.01%-1,964Timeline
ALAITHE ALGER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,477 shares; 2025Q1: not reported; 2025Q2: 23,057 shares; 2025Q3: 95,351 shares; 2025Q4: 50,633 shares; 2026Q1: 49,023 shares 49,023$1.62M0.01%-1,610Timeline
SGHCSUPER GROUP SGHC LIMITEDQuarterly shares; oldest to newest; scale is 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: 149,550 shares 149,550$1.62M0.01%newTimeline
BBINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,638 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,188 shares; 2025Q3: 10,912 shares; 2025Q4: 45,006 shares; 2026Q1: 22,058 shares 22,058$1.61M0.01%-22,948Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,038 shares; 2024Q4: 13,058 shares; 2025Q1: 13,659 shares; 2025Q2: 9,305 shares; 2025Q3: 10,680 shares; 2025Q4: 10,253 shares; 2026Q1: 13,718 shares 13,718$1.61M0.01%+3,465Timeline
HRTGHERITAGE INSURANCE 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: 54,557 shares; 2025Q3: 59,942 shares; 2025Q4: 67,721 shares; 2026Q1: 61,233 shares 61,233$1.61M0.01%-6,488Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 7,767 shares; 2025Q1: 13,281 shares; 2025Q2: 13,146 shares; 2025Q3: 15,580 shares; 2025Q4: 14,126 shares; 2026Q1: 14,309 shares 14,309$1.61M0.01%+183Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,346 shares; 2024Q4: 73,521 shares; 2025Q1: 29,216 shares; 2025Q2: 31,037 shares; 2025Q3: 23,599 shares; 2025Q4: 46,121 shares; 2026Q1: 46,638 shares 46,638$1.61M0.01%+517Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,962 shares; 2024Q4: 17,224 shares; 2025Q1: 12,752 shares; 2025Q2: 14,147 shares; 2025Q3: 11,458 shares; 2025Q4: 23,720 shares; 2026Q1: 25,738 shares 25,738$1.61M0.01%+2,018Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,201 shares; 2024Q4: 17,865 shares; 2025Q1: 17,109 shares; 2025Q2: 16,414 shares; 2025Q3: 16,434 shares; 2025Q4: 16,179 shares; 2026Q1: 12,517 shares 12,517$1.59M0.01%-3,662Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,364 shares; 2024Q4: 23,254 shares; 2025Q1: 21,107 shares; 2025Q2: 20,433 shares; 2025Q3: 20,927 shares; 2025Q4: 18,909 shares; 2026Q1: 17,436 shares 17,436$1.59M0.01%-1,473Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,041 shares; 2024Q4: 16,468 shares; 2025Q1: 17,338 shares; 2025Q2: 12,774 shares; 2025Q3: 19,408 shares; 2025Q4: 16,565 shares; 2026Q1: 17,010 shares 17,010$1.59M0.01%+445Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,221 shares; 2024Q4: 7,004 shares; 2025Q1: 9,182 shares; 2025Q2: 9,413 shares; 2025Q3: 9,000 shares; 2025Q4: 9,295 shares; 2026Q1: 8,842 shares 8,842$1.59M0.01%-453Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,153 shares; 2024Q4: 68,153 shares; 2025Q1: 58,406 shares; 2025Q2: 241,530 shares; 2025Q3: 96,960 shares; 2025Q4: 88,601 shares; 2026Q1: 88,235 shares 88,235$1.59M0.01%-366Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,380 shares; 2024Q4: 74,326 shares; 2025Q1: 69,945 shares; 2025Q2: 67,162 shares; 2025Q3: 71,939 shares; 2025Q4: 63,866 shares; 2026Q1: 45,255 shares 45,255$1.59M0.01%-18,611Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,223 shares; 2024Q4: 13,375 shares; 2025Q1: 17,976 shares; 2025Q2: 17,962 shares; 2025Q3: 19,092 shares; 2025Q4: 13,964 shares; 2026Q1: 17,299 shares 17,299$1.59M0.01%+3,335Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,423 shares; 2024Q4: 30,552 shares; 2025Q1: 29,532 shares; 2025Q2: 34,714 shares; 2025Q3: 36,369 shares; 2025Q4: 34,836 shares; 2026Q1: 16,942 shares 16,942$1.58M0.01%-17,894Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,557 shares; 2024Q4: 31,407 shares; 2025Q1: 28,029 shares; 2025Q2: 29,980 shares; 2025Q3: 52,178 shares; 2025Q4: 59,761 shares; 2026Q1: 63,631 shares 63,631$1.58M0.01%+3,870Timeline
DUSADAVIS FUNDAMENTAL ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,401 shares; 2024Q4: 19,547 shares; 2025Q1: 23,333 shares; 2025Q2: 22,786 shares; 2025Q3: 22,786 shares; 2025Q4: 23,660 shares; 2026Q1: 31,105 shares 31,105$1.58M0.01%+7,445Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: not reported; 2025Q1: 6,535 shares; 2025Q2: 8,821 shares; 2025Q3: 9,114 shares; 2025Q4: 8,450 shares; 2026Q1: 7,721 shares 7,721$1.57M0.01%-729Timeline
VSXYVICTORIAS SECRET AND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,139 shares; 2024Q4: 46,904 shares; 2025Q1: 47,407 shares; 2025Q2: 47,710 shares; 2025Q3: 48,667 shares; 2025Q4: 37,807 shares; 2026Q1: 33,915 shares 33,915$1.57M0.01%-3,892Timeline
CORPPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,117 shares; 2024Q4: 15,590 shares; 2025Q1: 15,574 shares; 2025Q2: 26,915 shares; 2025Q3: 16,664 shares; 2025Q4: 16,290 shares; 2026Q1: 16,226 shares 16,226$1.57M0.01%-64Timeline
PHINPHINIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 4,654 shares; 2025Q1: 4,748 shares; 2025Q2: not reported; 2025Q3: 29,794 shares; 2025Q4: 16,313 shares; 2026Q1: 22,859 shares 22,859$1.56M0.01%+6,546Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 6,067 shares; 2025Q1: 4,749 shares; 2025Q2: 7,237 shares; 2025Q3: 10,382 shares; 2025Q4: 9,376 shares; 2026Q1: 8,896 shares 8,896$1.56M0.01%-480Timeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,030 shares 6,030$1.56M0.01%newTimeline
DIMWISDOMTREE 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: 11,212 shares; 2026Q1: 18,703 shares 18,703$1.55M0.01%+7,491Timeline
BUFSFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,869 shares; 2025Q2: 61,914 shares; 2025Q3: 63,778 shares; 2025Q4: 65,440 shares; 2026Q1: 67,073 shares 67,073$1.55M0.01%+1,633Timeline
INVXINNOVEX INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,138 shares; 2024Q4: 47,146 shares; 2025Q1: 83,301 shares; 2025Q2: 71,001 shares; 2025Q3: 67,571 shares; 2025Q4: 67,423 shares; 2026Q1: 63,368 shares 63,368$1.55M0.01%-4,055Timeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,894 shares; 2025Q1: 53,041 shares; 2025Q2: 30,974 shares; 2025Q3: 66,621 shares; 2025Q4: 51,305 shares; 2026Q1: 43,830 shares 43,830$1.54M0.01%-7,475Timeline
VSDBVANGUARD 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: 6,332 shares; 2025Q3: 11,851 shares; 2025Q4: 18,801 shares; 2026Q1: 20,198 shares 20,198$1.54M0.01%+1,397Timeline
XMVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,611 shares; 2024Q4: 23,611 shares; 2025Q1: 23,611 shares; 2025Q2: 23,611 shares; 2025Q3: 23,611 shares; 2025Q4: 23,611 shares; 2026Q1: 23,611 shares 23,611$1.54M0.01%0Timeline
IMKTAINGLES MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,064 shares; 2024Q4: 15,579 shares; 2025Q1: 16,046 shares; 2025Q2: 15,210 shares; 2025Q3: 15,543 shares; 2025Q4: 7,544 shares; 2026Q1: 17,090 shares 17,090$1.54M0.01%+9,546Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,175 shares; 2024Q4: not reported; 2025Q1: 9,659 shares; 2025Q2: 9,353 shares; 2025Q3: 11,689 shares; 2025Q4: 20,201 shares; 2026Q1: 61,087 shares 61,087$1.53M0.01%+40,886Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,022 shares; 2024Q4: 103,954 shares; 2025Q1: 110,752 shares; 2025Q2: 115,227 shares; 2025Q3: 122,433 shares; 2025Q4: 137,673 shares; 2026Q1: 39,318 shares 39,318$1.53M0.01%-98,355Timeline
GHYBGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,127 shares; 2024Q4: 28,610 shares; 2025Q1: 31,310 shares; 2025Q2: 33,851 shares; 2025Q3: 35,293 shares; 2025Q4: 33,244 shares; 2026Q1: 34,366 shares 34,366$1.53M0.01%+1,122Timeline
CNSCOHEN & STEERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,826 shares; 2024Q4: 26,869 shares; 2025Q1: 26,904 shares; 2025Q2: 26,892 shares; 2025Q3: 26,132 shares; 2025Q4: 24,108 shares; 2026Q1: 24,423 shares 24,423$1.53M0.01%+315Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,371 shares; 2024Q4: 15,834 shares; 2025Q1: 13,591 shares; 2025Q2: 14,776 shares; 2025Q3: 13,439 shares; 2025Q4: 9,995 shares; 2026Q1: 12,110 shares 12,110$1.52M0.01%+2,115Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,525 shares; 2024Q4: 19,098 shares; 2025Q1: 18,532 shares; 2025Q2: 16,129 shares; 2025Q3: 15,836 shares; 2025Q4: 15,277 shares; 2026Q1: 12,744 shares 12,744$1.52M0.01%-2,533Timeline
GARYADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,086 shares; 2026Q1: 71,933 shares 71,933$1.52M0.01%-6,153Timeline
FISRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,327 shares; 2024Q4: 61,589 shares; 2025Q1: 71,963 shares; 2025Q2: 178,756 shares; 2025Q3: 74,124 shares; 2025Q4: 105,569 shares; 2026Q1: 58,963 shares 58,963$1.52M0.01%-46,606Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,056 shares; 2024Q4: 27,330 shares; 2025Q1: 14,812 shares; 2025Q2: 21,250 shares; 2025Q3: 17,024 shares; 2025Q4: 31,958 shares; 2026Q1: 16,090 shares 16,090$1.51M0.01%-15,868Timeline
BUFGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,119 shares; 2024Q4: 59,059 shares; 2025Q1: 56,521 shares; 2025Q2: 56,521 shares; 2025Q3: 53,532 shares; 2025Q4: 53,407 shares; 2026Q1: 56,306 shares 56,306$1.51M0.01%+2,899Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,931 shares; 2024Q4: 7,383 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,775 shares; 2026Q1: 16,688 shares 16,688$1.51M0.01%-87Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,016 shares; 2024Q4: 123,319 shares; 2025Q1: 98,966 shares; 2025Q2: 100,482 shares; 2025Q3: 96,410 shares; 2025Q4: 17,256 shares; 2026Q1: 15,688 shares 15,688$1.51M0.01%-1,568Timeline
FYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,788 shares; 2024Q4: 32,076 shares; 2025Q1: 34,418 shares; 2025Q2: 35,499 shares; 2025Q3: 34,997 shares; 2025Q4: 33,773 shares; 2026Q1: 40,322 shares 40,322$1.51M0.01%+6,549Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,478 shares; 2024Q4: 28,900 shares; 2025Q1: 27,443 shares; 2025Q2: 23,099 shares; 2025Q3: 30,113 shares; 2025Q4: 24,271 shares; 2026Q1: 37,300 shares 37,300$1.5M0.01%+13,029Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,555 shares; 2024Q4: 9,279 shares; 2025Q1: 6,186 shares; 2025Q2: 14,208 shares; 2025Q3: 13,891 shares; 2025Q4: 14,006 shares; 2026Q1: 14,096 shares 14,096$1.5M0.01%+90Timeline
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: 35,700 shares; 2026Q1: 52,132 shares 52,132$1.5M0.01%+16,432Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 4,333 shares; 2025Q1: 4,546 shares; 2025Q2: 5,586 shares; 2025Q3: 5,917 shares; 2025Q4: 8,914 shares; 2026Q1: 6,631 shares 6,631$1.49M0.01%-2,283Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,667 shares; 2024Q4: 13,878 shares; 2025Q1: 13,327 shares; 2025Q2: 14,245 shares; 2025Q3: 12,998 shares; 2025Q4: 12,433 shares; 2026Q1: 12,548 shares 12,548$1.49M0.01%+115Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,438 shares; 2024Q4: 39,425 shares; 2025Q1: 41,652 shares; 2025Q2: 44,240 shares; 2025Q3: 41,606 shares; 2025Q4: 40,744 shares; 2026Q1: 30,295 shares 30,295$1.49M0.01%-10,449Timeline
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: 7,580 shares; 2025Q3: 10,630 shares; 2025Q4: 12,812 shares; 2026Q1: 19,149 shares 19,149$1.48M0.01%+6,337Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,909 shares; 2024Q4: 16,367 shares; 2025Q1: 15,037 shares; 2025Q2: 14,069 shares; 2025Q3: 14,311 shares; 2025Q4: 14,392 shares; 2026Q1: 12,499 shares 12,499$1.48M0.01%-1,893Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,523 shares; 2024Q4: 36,813 shares; 2025Q1: 23,868 shares; 2025Q2: 31,888 shares; 2025Q3: 41,109 shares; 2025Q4: 37,185 shares; 2026Q1: 26,125 shares 26,125$1.48M0.01%-11,060Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,566 shares; 2024Q4: 16,837 shares; 2025Q1: 13,787 shares; 2025Q2: 13,673 shares; 2025Q3: 12,182 shares; 2025Q4: 12,864 shares; 2026Q1: 10,585 shares 10,585$1.48M0.01%-2,279Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,834 shares; 2024Q4: 15,099 shares; 2025Q1: 13,967 shares; 2025Q2: 14,138 shares; 2025Q3: 14,652 shares; 2025Q4: 10,971 shares; 2026Q1: 14,247 shares 14,247$1.47M0.01%+3,276Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,090 shares; 2024Q4: 15,927 shares; 2025Q1: 13,950 shares; 2025Q2: 10,099 shares; 2025Q3: 12,702 shares; 2025Q4: 10,904 shares; 2026Q1: 12,926 shares 12,926$1.47M0.01%+2,022Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,019 shares; 2024Q4: 20,988 shares; 2025Q1: 24,628 shares; 2025Q2: 22,425 shares; 2025Q3: 22,342 shares; 2025Q4: 27,427 shares; 2026Q1: 33,799 shares 33,799$1.47M0.01%+6,372Timeline
HMOPHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,821 shares; 2024Q4: 47,532 shares; 2025Q1: 24,203 shares; 2025Q2: 29,755 shares; 2025Q3: 28,896 shares; 2025Q4: 35,473 shares; 2026Q1: 37,861 shares 37,861$1.47M0.01%+2,388Timeline
FFLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,067 shares; 2024Q4: 302,919 shares; 2025Q1: 222,594 shares; 2025Q2: 34,603 shares; 2025Q3: 26,870 shares; 2025Q4: 27,813 shares; 2026Q1: 28,575 shares 28,575$1.47M0.01%+762Timeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,529 shares; 2025Q1: 1,503 shares; 2025Q2: 1,493 shares; 2025Q3: 3,697 shares; 2025Q4: 4,228 shares; 2026Q1: 4,313 shares 4,313$1.46M0.01%+85Timeline
EUADSPINNAKER ETF SERIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,672 shares; 2025Q3: 20,087 shares; 2025Q4: 31,884 shares; 2026Q1: 35,734 shares 35,734$1.46M0.01%+3,850Timeline
ANIPANI PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,901 shares 18,901$1.45M0.01%newTimeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,993 shares; 2024Q4: 338,893 shares; 2025Q1: 26,346 shares; 2025Q2: 26,568 shares; 2025Q3: 32,386 shares; 2025Q4: 31,926 shares; 2026Q1: 25,257 shares 25,257$1.44M0.01%-6,669Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,033 shares; 2024Q4: 41,812 shares; 2025Q1: 31,340 shares; 2025Q2: 27,776 shares; 2025Q3: 26,927 shares; 2025Q4: 24,746 shares; 2026Q1: 22,235 shares 22,235$1.44M0.01%-2,511Timeline
ZROZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,409 shares; 2024Q4: 11,400 shares; 2025Q1: 12,904 shares; 2025Q2: 11,570 shares; 2025Q3: 11,402 shares; 2025Q4: 11,656 shares; 2026Q1: 22,492 shares 22,492$1.44M0.01%+10,836Timeline
JSCPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,898 shares; 2024Q4: 22,407 shares; 2025Q1: 22,963 shares; 2025Q2: 23,525 shares; 2025Q3: 25,704 shares; 2025Q4: 27,828 shares; 2026Q1: 30,354 shares 30,354$1.44M0.01%+2,526Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,765 shares; 2024Q4: 56,462 shares; 2025Q1: 59,084 shares; 2025Q2: 60,551 shares; 2025Q3: 61,711 shares; 2025Q4: 68,731 shares; 2026Q1: 83,801 shares 83,801$1.43M0.01%+15,070Timeline
FDVFEDERATED HERMES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,509 shares; 2024Q4: 65,202 shares; 2025Q1: 65,202 shares; 2025Q2: 64,854 shares; 2025Q3: 59,441 shares; 2025Q4: 51,520 shares; 2026Q1: 46,540 shares 46,540$1.43M0.01%-4,980Timeline
RLAYRELAY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,654 shares; 2025Q3: not reported; 2025Q4: 142,228 shares; 2026Q1: 143,816 shares 143,816$1.43M0.01%+1,588Timeline
MBSDFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,290 shares; 2024Q4: 71,923 shares; 2025Q1: 39,997 shares; 2025Q2: 43,943 shares; 2025Q3: 59,141 shares; 2025Q4: 63,625 shares; 2026Q1: 68,976 shares 68,976$1.43M0.01%+5,351Timeline
BUFTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,562 shares; 2024Q4: 48,789 shares; 2025Q1: 62,390 shares; 2025Q2: 61,922 shares; 2025Q3: 58,933 shares; 2025Q4: 58,933 shares; 2026Q1: 57,523 shares 57,523$1.43M0.01%-1,410Timeline
PRDOPERDOCEO ED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,116 shares; 2024Q4: 43,991 shares; 2025Q1: 32,586 shares; 2025Q2: 29,858 shares; 2025Q3: 36,175 shares; 2025Q4: 22,386 shares; 2026Q1: 38,291 shares 38,291$1.42M0.01%+15,905Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 986 shares; 2025Q1: 778 shares; 2025Q2: 7,483 shares; 2025Q3: 7,908 shares; 2025Q4: 8,554 shares; 2026Q1: 7,425 shares 7,425$1.42M0.01%-1,129Timeline
GOAUETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,045 shares; 2025Q4: 44,831 shares; 2026Q1: 32,019 shares 32,019$1.42M0.01%-12,812Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,214 shares; 2024Q4: 6,387 shares; 2025Q1: 10,178 shares; 2025Q2: 14,048 shares; 2025Q3: 20,589 shares; 2025Q4: 19,801 shares; 2026Q1: 17,146 shares 17,146$1.42M0.01%-2,655Timeline
FTSDFRANKLIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,174 shares; 2024Q4: 14,731 shares; 2025Q1: 12,747 shares; 2025Q2: 13,544 shares; 2025Q3: 13,811 shares; 2025Q4: 14,907 shares; 2026Q1: 15,639 shares 15,639$1.42M0.01%+732Timeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,673 shares; 2024Q4: 12,587 shares; 2025Q1: 12,504 shares; 2025Q2: 12,426 shares; 2025Q3: 10,986 shares; 2025Q4: 11,125 shares; 2026Q1: 11,346 shares 11,346$1.42M0.01%+221Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 13,587 shares; 2025Q1: not reported; 2025Q2: 4,436 shares; 2025Q3: 35,229 shares; 2025Q4: 28,744 shares; 2026Q1: 19,211 shares 19,211$1.41M0.01%-9,533Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,135 shares; 2024Q4: 17,301 shares; 2025Q1: 14,934 shares; 2025Q2: 15,112 shares; 2025Q3: 15,974 shares; 2025Q4: 15,300 shares; 2026Q1: 15,339 shares 15,339$1.41M0.01%+39Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,697 shares; 2024Q4: 173,244 shares; 2025Q1: 192,495 shares; 2025Q2: 196,756 shares; 2025Q3: 159,273 shares; 2025Q4: 167,208 shares; 2026Q1: 168,187 shares 168,187$1.41M0.01%+979Timeline
FXHFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 6,044 shares; 2025Q1: 7,412 shares; 2025Q2: 10,442 shares; 2025Q3: 12,215 shares; 2025Q4: 12,064 shares; 2026Q1: 12,838 shares 12,838$1.41M0.01%+774Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,386 shares; 2024Q4: 10,354 shares; 2025Q1: 10,633 shares; 2025Q2: 17,107 shares; 2025Q3: 25,668 shares; 2025Q4: 16,831 shares; 2026Q1: 18,587 shares 18,587$1.41M0.01%+1,756Timeline
PCTPURECYCLE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,339 shares; 2024Q4: 216,293 shares; 2025Q1: 199,212 shares; 2025Q2: 156,667 shares; 2025Q3: 195,969 shares; 2025Q4: 236,718 shares; 2026Q1: 270,321 shares 270,321$1.4M0.01%+33,603Timeline
ARKGARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,018 shares; 2025Q1: 81,137 shares; 2025Q2: 49,993 shares; 2025Q3: 55,596 shares; 2025Q4: 51,608 shares; 2026Q1: 53,102 shares 53,102$1.4M0.01%+1,494Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,158 shares; 2025Q1: 932 shares; 2025Q2: 937 shares; 2025Q3: 1,148 shares; 2025Q4: 1,155 shares; 2026Q1: 1,212 shares 1,212$1.4M0.01%+57
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,407 shares; 2024Q4: 28,898 shares; 2025Q1: 24,645 shares; 2025Q2: 22,077 shares; 2025Q3: 11,124 shares; 2025Q4: 9,704 shares; 2026Q1: 14,991 shares 14,991$1.4M0.01%+5,287Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,458 shares; 2024Q4: 27,330 shares; 2025Q1: 25,101 shares; 2025Q2: 61,650 shares; 2025Q3: 55,678 shares; 2025Q4: 58,358 shares; 2026Q1: 54,864 shares 54,864$1.4M0.01%-3,494Timeline
EPUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,753 shares; 2024Q4: 7,549 shares; 2025Q1: 5,612 shares; 2025Q2: 7,198 shares; 2025Q3: 20,459 shares; 2025Q4: 19,830 shares; 2026Q1: 17,316 shares 17,316$1.4M0.01%-2,514Timeline
WTPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,813 shares; 2025Q1: 50,263 shares; 2025Q2: 44,502 shares; 2025Q3: 43,766 shares; 2025Q4: 44,690 shares; 2026Q1: 43,787 shares 43,787$1.4M0.01%-903Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,326 shares; 2024Q4: 31,099 shares; 2025Q1: 22,549 shares; 2025Q2: 21,078 shares; 2025Q3: 7,505 shares; 2025Q4: 7,616 shares; 2026Q1: 18,517 shares 18,517$1.4M0.01%+10,901Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,643 shares; 2024Q4: 26,602 shares; 2025Q1: 14,157 shares; 2025Q2: 13,464 shares; 2025Q3: 13,128 shares; 2025Q4: 13,497 shares; 2026Q1: 14,050 shares 14,050$1.4M0.01%+553Timeline
QGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,619 shares; 2024Q4: 30,596 shares; 2025Q1: 38,866 shares; 2025Q2: 24,956 shares; 2025Q3: 25,027 shares; 2025Q4: 24,121 shares; 2026Q1: 26,037 shares 26,037$1.39M0.01%+1,916Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,151 shares; 2024Q4: 11,220 shares; 2025Q1: 10,773 shares; 2025Q2: 12,493 shares; 2025Q3: 11,597 shares; 2025Q4: 14,274 shares; 2026Q1: 11,290 shares 11,290$1.38M0.01%-2,984Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,138 shares; 2025Q1: 1,305 shares; 2025Q2: 1,526 shares; 2025Q3: 3,463 shares; 2025Q4: 3,453 shares; 2026Q1: 3,497 shares 3,497$1.38M0.01%+44Timeline
EPOLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,464 shares; 2024Q4: 47,220 shares; 2025Q1: 38,242 shares; 2025Q2: 38,288 shares; 2025Q3: 38,192 shares; 2025Q4: 37,538 shares; 2026Q1: 37,780 shares 37,780$1.38M0.01%+242Timeline
IHSIHS HOLDING LIMITEDQuarterly shares; oldest to newest; scale is 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: 167,083 shares 167,083$1.38M0.01%newTimeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,233 shares; 2024Q4: 30,165 shares; 2025Q1: 38,846 shares; 2025Q2: 44,611 shares; 2025Q3: 60,482 shares; 2025Q4: 74,012 shares; 2026Q1: 63,474 shares 63,474$1.37M0.01%-10,538Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,494 shares; 2024Q4: 64,854 shares; 2025Q1: 47,962 shares; 2025Q2: 50,412 shares; 2025Q3: 55,184 shares; 2025Q4: 47,099 shares; 2026Q1: 61,360 shares 61,360$1.37M0.01%+14,261Timeline
TIGOMILLICOM INTL CELLULAR 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: not reported; 2025Q3: 19,807 shares; 2025Q4: 27,152 shares; 2026Q1: 18,275 shares 18,275$1.37M0.01%-8,877Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,309 shares; 2025Q1: 732 shares; 2025Q2: 831 shares; 2025Q3: 822 shares; 2025Q4: 864 shares; 2026Q1: 726 shares 726$1.37M0.01%-138Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,725 shares; 2024Q4: 38,292 shares; 2025Q1: 34,477 shares; 2025Q2: 32,630 shares; 2025Q3: 30,337 shares; 2025Q4: 25,692 shares; 2026Q1: 46,562 shares 46,562$1.37M0.01%+20,870Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 4,981 shares; 2025Q1: 5,297 shares; 2025Q2: 10,476 shares; 2025Q3: 8,792 shares; 2025Q4: 11,175 shares; 2026Q1: 12,269 shares 12,269$1.36M0.01%+1,094Timeline
FDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,481 shares; 2024Q4: 29,847 shares; 2025Q1: 28,518 shares; 2025Q2: 27,367 shares; 2025Q3: 27,165 shares; 2025Q4: 27,323 shares; 2026Q1: 27,323 shares 27,323$1.36M0.01%0Timeline
AFLGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,642 shares; 2025Q1: 18,657 shares; 2025Q2: 20,991 shares; 2025Q3: 25,885 shares; 2025Q4: 26,729 shares; 2026Q1: 35,093 shares 35,093$1.35M0.01%+8,364Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,688 shares; 2025Q1: 2,475 shares; 2025Q2: 11,522 shares; 2025Q3: 7,948 shares; 2025Q4: 8,702 shares; 2026Q1: 6,854 shares 6,854$1.35M0.01%-1,848Timeline
GRDNGUARDIAN PHARMACY SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,901 shares 35,901$1.35M0.01%newTimeline
GCORGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,024 shares; 2024Q4: 14,064 shares; 2025Q1: 11,610 shares; 2025Q2: 22,790 shares; 2025Q3: 23,681 shares; 2025Q4: 24,579 shares; 2026Q1: 32,679 shares 32,679$1.35M0.01%+8,100Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,094 shares; 2024Q4: 4,073 shares; 2025Q1: 3,733 shares; 2025Q2: 3,731 shares; 2025Q3: 4,007 shares; 2025Q4: 3,744 shares; 2026Q1: 3,978 shares 3,978$1.35M0.01%+234Timeline
CRCLCIRCLE INTERNET 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: 11,279 shares; 2025Q4: 9,049 shares; 2026Q1: 14,127 shares 14,127$1.35M0.01%+5,078Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,185 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,735 shares; 2026Q1: 9,854 shares 9,854$1.35M0.01%+1,119Timeline
PAGSPAGSEGURO DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,786 shares; 2024Q4: 25,422 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,904 shares; 2025Q4: 137,063 shares; 2026Q1: 134,494 shares 134,494$1.35M0.01%-2,569Timeline
PAMCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,829 shares; 2024Q4: 26,130 shares; 2025Q1: 29,796 shares; 2025Q2: 31,574 shares; 2025Q3: 31,844 shares; 2025Q4: 28,497 shares; 2026Q1: 28,075 shares 28,075$1.34M0.01%-422Timeline
GATXGATX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 9,032 shares; 2025Q1: 8,695 shares; 2025Q2: 9,235 shares; 2025Q3: 9,261 shares; 2025Q4: 7,677 shares; 2026Q1: 7,857 shares 7,857$1.34M0.01%+180Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,913 shares; 2024Q4: 42,474 shares; 2025Q1: 35,787 shares; 2025Q2: 65,859 shares; 2025Q3: 41,633 shares; 2025Q4: 182,695 shares; 2026Q1: 43,968 shares 43,968$1.34M0.01%-138,727Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,487 shares; 2024Q4: 44,099 shares; 2025Q1: 43,329 shares; 2025Q2: 51,742 shares; 2025Q3: 31,267 shares; 2025Q4: 32,440 shares; 2026Q1: 39,390 shares 39,390$1.34M0.01%+6,950Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,679 shares; 2024Q4: 11,063 shares; 2025Q1: 10,878 shares; 2025Q2: 11,225 shares; 2025Q3: 11,113 shares; 2025Q4: 11,175 shares; 2026Q1: 11,571 shares 11,571$1.33M0.01%+396Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,767 shares; 2024Q4: 55,822 shares; 2025Q1: 46,402 shares; 2025Q2: 53,001 shares; 2025Q3: 51,286 shares; 2025Q4: 47,389 shares; 2026Q1: 39,978 shares 39,978$1.33M0.01%-7,411Timeline
QQQINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,371 shares; 2025Q1: 15,652 shares; 2025Q2: 25,051 shares; 2025Q3: 26,451 shares; 2025Q4: 25,215 shares; 2026Q1: 26,666 shares 26,666$1.33M0.01%+1,451Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,650 shares; 2025Q1: 19,610 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,219 shares; 2026Q1: 35,971 shares 35,971$1.32M0.01%-5,248Timeline
PINKSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,802 shares; 2024Q4: 47,434 shares; 2025Q1: 38,989 shares; 2025Q2: 38,941 shares; 2025Q3: 39,002 shares; 2025Q4: 39,108 shares; 2026Q1: 39,167 shares 39,167$1.32M0.01%+59Timeline
MCYMERCURY GENL CORP 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: 19,598 shares; 2025Q4: 15,607 shares; 2026Q1: 14,935 shares 14,935$1.32M0.01%-672Timeline
FLBLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,770 shares; 2025Q2: 34,039 shares; 2025Q3: 48,404 shares; 2025Q4: 52,079 shares; 2026Q1: 57,156 shares 57,156$1.31M0.01%+5,077Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,917 shares; 2024Q4: 40,872 shares; 2025Q1: 37,684 shares; 2025Q2: 36,700 shares; 2025Q3: 36,839 shares; 2025Q4: 33,581 shares; 2026Q1: 30,404 shares 30,404$1.31M0.01%-3,177Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,067 shares; 2024Q4: 20,562 shares; 2025Q1: 19,863 shares; 2025Q2: 18,935 shares; 2025Q3: 17,892 shares; 2025Q4: 15,326 shares; 2026Q1: 15,392 shares 15,392$1.31M0.01%+66Timeline
FUMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,636 shares; 2024Q4: 63,215 shares; 2025Q1: 61,155 shares; 2025Q2: 62,655 shares; 2025Q3: 62,190 shares; 2025Q4: 64,884 shares; 2026Q1: 65,048 shares 65,048$1.3M0.01%+164Timeline
BINV2023 ETF SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,869 shares; 2024Q4: 184,652 shares; 2025Q1: 8,160 shares; 2025Q2: 8,161 shares; 2025Q3: 13,362 shares; 2025Q4: 15,713 shares; 2026Q1: 31,554 shares 31,554$1.3M0.01%+15,841Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 14,103 shares; 2025Q1: 9,993 shares; 2025Q2: 9,851 shares; 2025Q3: 14,130 shares; 2025Q4: 12,221 shares; 2026Q1: 14,374 shares 14,374$1.3M0.01%+2,153Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 2,735 shares; 2025Q1: 2,599 shares; 2025Q2: 1,445 shares; 2025Q3: 1,183 shares; 2025Q4: 1,098 shares; 2026Q1: 4,347 shares 4,347$1.29M0.01%+3,249Timeline
EMEQNOMURA 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: 10,972 shares; 2026Q1: 28,583 shares 28,583$1.29M0.01%+17,611Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,956 shares; 2024Q4: 32,962 shares; 2025Q1: 32,962 shares; 2025Q2: 31,837 shares; 2025Q3: 31,410 shares; 2025Q4: 32,695 shares; 2026Q1: 33,123 shares 33,123$1.29M0.01%+428Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,685 shares; 2024Q4: 19,587 shares; 2025Q1: 18,540 shares; 2025Q2: 19,219 shares; 2025Q3: 19,846 shares; 2025Q4: 16,853 shares; 2026Q1: 13,192 shares 13,192$1.29M0.01%-3,661Timeline
AMCRAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,324 shares 32,324$1.28M0.01%newTimeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,850 shares; 2024Q4: not reported; 2025Q1: 18,559 shares; 2025Q2: 25,858 shares; 2025Q3: 30,685 shares; 2025Q4: 36,884 shares; 2026Q1: 45,801 shares 45,801$1.28M0.01%+8,917Timeline
TILEINTERFACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,566 shares; 2024Q4: 63,237 shares; 2025Q1: 55,713 shares; 2025Q2: 83,636 shares; 2025Q3: 67,271 shares; 2025Q4: 53,115 shares; 2026Q1: 51,332 shares 51,332$1.28M0.01%-1,783Timeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,892 shares; 2024Q4: 18,225 shares; 2025Q1: 17,347 shares; 2025Q2: 19,182 shares; 2025Q3: 18,163 shares; 2025Q4: 18,140 shares; 2026Q1: 13,181 shares 13,181$1.28M0.01%-4,959Timeline
XGDVXGABELLI DIVID & INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,454 shares; 2024Q4: 156,670 shares; 2025Q1: 59,205 shares; 2025Q2: 52,987 shares; 2025Q3: 52,425 shares; 2025Q4: 49,055 shares; 2026Q1: 47,319 shares 47,319$1.27M0.01%-1,736Timeline
HTDHANCOCK JOHN TAX-ADVANTAGEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,735 shares; 2025Q3: 48,542 shares; 2025Q4: 51,880 shares; 2026Q1: 51,378 shares 51,378$1.27M0.01%-502Timeline
MOOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,190 shares; 2024Q4: 7,768 shares; 2025Q1: 10,733 shares; 2025Q2: 11,677 shares; 2025Q3: 12,427 shares; 2025Q4: 12,401 shares; 2026Q1: 15,044 shares 15,044$1.27M0.01%+2,643Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,833 shares; 2024Q4: 3,782 shares; 2025Q1: 3,557 shares; 2025Q2: 3,329 shares; 2025Q3: 3,040 shares; 2025Q4: 2,894 shares; 2026Q1: 2,340 shares 2,340$1.27M0.01%-554Timeline
ULSTSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,615 shares; 2024Q4: 34,650 shares; 2025Q1: 34,800 shares; 2025Q2: 36,650 shares; 2025Q3: 33,900 shares; 2025Q4: 35,150 shares; 2026Q1: 31,375 shares 31,375$1.27M0.01%-3,775Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,107 shares; 2024Q4: 19,241 shares; 2025Q1: 13,965 shares; 2025Q2: 12,926 shares; 2025Q3: 10,712 shares; 2025Q4: 12,859 shares; 2026Q1: 17,582 shares 17,582$1.26M0.01%+4,723Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,768 shares; 2024Q4: 20,209 shares; 2025Q1: 18,918 shares; 2025Q2: 18,539 shares; 2025Q3: 19,747 shares; 2025Q4: 17,490 shares; 2026Q1: 19,329 shares 19,329$1.26M0.01%+1,839Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,245 shares; 2024Q4: 20,796 shares; 2025Q1: 19,240 shares; 2025Q2: 19,874 shares; 2025Q3: 21,937 shares; 2025Q4: 16,442 shares; 2026Q1: 13,483 shares 13,483$1.26M0.01%-2,959Timeline
GCOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,726 shares; 2024Q4: 10,902 shares; 2025Q1: 11,210 shares; 2025Q2: 19,030 shares; 2025Q3: 21,685 shares; 2025Q4: 25,728 shares; 2026Q1: 27,060 shares 27,060$1.25M0.01%+1,332Timeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,855 shares; 2025Q2: 12,346 shares; 2025Q3: 12,704 shares; 2025Q4: 14,281 shares; 2026Q1: 25,302 shares 25,302$1.25M0.01%+11,021Timeline
MGNRAMERICAN BEACON SELECT FUNDSQuarterly shares; oldest to newest; scale is 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: 24,207 shares 24,207$1.25M0.01%newTimeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,841 shares; 2024Q4: 22,001 shares; 2025Q1: 22,123 shares; 2025Q2: 20,935 shares; 2025Q3: 19,958 shares; 2025Q4: 22,238 shares; 2026Q1: 19,402 shares 19,402$1.25M0.01%-2,836Timeline
FICSFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,266 shares; 2025Q1: 16,887 shares; 2025Q2: 23,796 shares; 2025Q3: 27,770 shares; 2025Q4: 34,164 shares; 2026Q1: 31,904 shares 31,904$1.25M0.01%-2,260Timeline
MODLVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,985 shares; 2024Q4: 23,244 shares; 2025Q1: 31,847 shares; 2025Q2: 26,958 shares; 2025Q3: 27,122 shares; 2025Q4: 27,793 shares; 2026Q1: 27,857 shares 27,857$1.24M0.01%+64Timeline
LSTMANAGED PORTFOLIO SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,775 shares 30,775$1.24M0.01%newTimeline
FRMEFIRST MERCHANTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,526 shares; 2024Q4: 39,327 shares; 2025Q1: 40,530 shares; 2025Q2: 34,629 shares; 2025Q3: 35,913 shares; 2025Q4: 31,545 shares; 2026Q1: 32,124 shares 32,124$1.24M0.01%+579Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 7,471 shares; 2025Q1: 5,710 shares; 2025Q2: 8,630 shares; 2025Q3: 7,855 shares; 2025Q4: 8,013 shares; 2026Q1: 7,226 shares 7,226$1.24M0.01%-787Timeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,336 shares; 2024Q4: 23,596 shares; 2025Q1: 34,092 shares; 2025Q2: 29,896 shares; 2025Q3: 29,752 shares; 2025Q4: 26,077 shares; 2026Q1: 25,811 shares 25,811$1.24M0.01%-266Timeline
PIZINVESCO 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: 10,386 shares; 2025Q4: 16,716 shares; 2026Q1: 25,055 shares 25,055$1.24M0.01%+8,339Timeline
DFARDIMENSIONAL 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: 54,416 shares; 2026Q1: 52,460 shares 52,460$1.24M0.01%-1,956Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,020 shares; 2024Q4: 14,410 shares; 2025Q1: 5,561 shares; 2025Q2: 8,738 shares; 2025Q3: 12,071 shares; 2025Q4: 20,388 shares; 2026Q1: 15,409 shares 15,409$1.24M0.01%-4,979Timeline
SSLSASOL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,999 shares 94,999$1.23M0.01%newTimeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,423 shares; 2024Q4: 9,685 shares; 2025Q1: 9,386 shares; 2025Q2: 9,977 shares; 2025Q3: 11,007 shares; 2025Q4: 11,767 shares; 2026Q1: 11,238 shares 11,238$1.23M0.01%-529Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,097 shares; 2024Q4: 21,429 shares; 2025Q1: 18,588 shares; 2025Q2: 18,077 shares; 2025Q3: 18,491 shares; 2025Q4: 18,740 shares; 2026Q1: 18,929 shares 18,929$1.23M0.01%+189Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,786 shares; 2024Q4: 27,486 shares; 2025Q1: 30,005 shares; 2025Q2: 56,958 shares; 2025Q3: 54,634 shares; 2025Q4: 54,084 shares; 2026Q1: 50,151 shares 50,151$1.23M0.01%-3,933Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,672 shares; 2024Q4: 18,922 shares; 2025Q1: 13,991 shares; 2025Q2: 12,131 shares; 2025Q3: 11,789 shares; 2025Q4: 12,731 shares; 2026Q1: 12,159 shares 12,159$1.22M0.01%-572Timeline
PCMMBONDBLOXX 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: 23,781 shares; 2026Q1: 24,833 shares 24,833$1.22M0.01%+1,052Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,123 shares; 2024Q4: 8,995 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,901 shares; 2025Q4: 20,285 shares; 2026Q1: 38,777 shares 38,777$1.22M0.01%+18,492Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,952 shares; 2024Q4: 78,947 shares; 2025Q1: 73,502 shares; 2025Q2: 82,467 shares; 2025Q3: 80,791 shares; 2025Q4: 32,339 shares; 2026Q1: 26,004 shares 26,004$1.22M0.01%-6,335Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,213 shares; 2024Q4: 14,236 shares; 2025Q1: 13,181 shares; 2025Q2: 15,447 shares; 2025Q3: 13,660 shares; 2025Q4: 16,934 shares; 2026Q1: 20,243 shares 20,243$1.22M0.01%+3,309Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,155 shares; 2024Q4: 86,345 shares; 2025Q1: 79,062 shares; 2025Q2: 86,822 shares; 2025Q3: 81,697 shares; 2025Q4: 56,818 shares; 2026Q1: 45,995 shares 45,995$1.21M0.01%-10,823Timeline
DBBINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is 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: 51,371 shares 51,371$1.21M0.01%newTimeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,811 shares; 2024Q4: 176,932 shares; 2025Q1: 32,843 shares; 2025Q2: 35,855 shares; 2025Q3: 35,855 shares; 2025Q4: 41,745 shares; 2026Q1: 40,935 shares 40,935$1.21M0.01%-810Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,117 shares; 2024Q4: 38,400 shares; 2025Q1: 36,566 shares; 2025Q2: 35,142 shares; 2025Q3: 35,855 shares; 2025Q4: 31,995 shares; 2026Q1: 28,546 shares 28,546$1.21M0.01%-3,449Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,120 shares; 2024Q4: 24,606 shares; 2025Q1: 24,270 shares; 2025Q2: 12,034 shares; 2025Q3: 10,118 shares; 2025Q4: 15,782 shares; 2026Q1: 121,133 shares 121,133$1.2M0.01%+105,351Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,709 shares; 2024Q4: 15,286 shares; 2025Q1: 17,877 shares; 2025Q2: 15,356 shares; 2025Q3: 19,242 shares; 2025Q4: 21,966 shares; 2026Q1: 20,295 shares 20,295$1.2M0.01%-1,671Timeline
SCJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 7,557 shares; 2025Q1: 7,839 shares; 2025Q2: 7,811 shares; 2025Q3: 8,179 shares; 2025Q4: 11,878 shares; 2026Q1: 12,331 shares 12,331$1.2M0.01%+453Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,789 shares; 2024Q4: 42,198 shares; 2025Q1: 7,644 shares; 2025Q2: 7,177 shares; 2025Q3: 6,780 shares; 2025Q4: 7,098 shares; 2026Q1: 6,555 shares 6,555$1.2M0.01%-543Timeline
IBHFISHARES 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: 39,654 shares; 2025Q4: 83,219 shares; 2026Q1: 52,064 shares 52,064$1.19M0.01%-31,155Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,810 shares; 2024Q4: 89,703 shares; 2025Q1: 90,230 shares; 2025Q2: 87,365 shares; 2025Q3: 50,564 shares; 2025Q4: 40,983 shares; 2026Q1: 41,538 shares 41,538$1.19M0.01%+555Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 7,867 shares; 2025Q1: 7,820 shares; 2025Q2: 8,539 shares; 2025Q3: 12,415 shares; 2025Q4: 14,748 shares; 2026Q1: 16,421 shares 16,421$1.19M0.01%+1,673Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,107 shares; 2024Q4: 56,916 shares; 2025Q1: 53,723 shares; 2025Q2: 54,467 shares; 2025Q3: 46,737 shares; 2025Q4: 45,106 shares; 2026Q1: 45,982 shares 45,982$1.19M0.01%+876Timeline
SHYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,527 shares; 2024Q4: 48,974 shares; 2025Q1: 46,346 shares; 2025Q2: 49,047 shares; 2025Q3: 53,512 shares; 2025Q4: 52,665 shares; 2026Q1: 52,488 shares 52,488$1.19M0.01%-177Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 2,456 shares; 2025Q1: 2,573 shares; 2025Q2: 2,580 shares; 2025Q3: 4,175 shares; 2025Q4: 4,571 shares; 2026Q1: 4,856 shares 4,856$1.19M0.01%+285Timeline
FWONALIBERTY MEDIA CORP 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: 8,497 shares; 2025Q4: 10,701 shares; 2026Q1: 15,211 shares 15,211$1.19M0.01%+4,510Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 4,712 shares; 2025Q1: 4,286 shares; 2025Q2: 4,635 shares; 2025Q3: 4,690 shares; 2025Q4: 5,068 shares; 2026Q1: 4,762 shares 4,762$1.19M0.01%-306Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,003 shares; 2024Q4: 5,675 shares; 2025Q1: 1,819 shares; 2025Q2: 10,337 shares; 2025Q3: 9,421 shares; 2025Q4: 9,710 shares; 2026Q1: 6,596 shares 6,596$1.18M0.01%-3,114Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 11,463 shares; 2025Q1: 11,370 shares; 2025Q2: 11,318 shares; 2025Q3: 11,424 shares; 2025Q4: 10,317 shares; 2026Q1: 6,854 shares 6,854$1.18M0.01%-3,463Timeline
ETXEATON VANCE MUN INCOME TERMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,933 shares; 2024Q4: 66,683 shares; 2025Q1: 64,015 shares; 2025Q2: 64,015 shares; 2025Q3: 64,015 shares; 2025Q4: 64,015 shares; 2026Q1: 64,015 shares 64,015$1.18M0.01%0Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,245 shares; 2024Q4: 13,248 shares; 2025Q1: 26,884 shares; 2025Q2: 26,542 shares; 2025Q3: 19,056 shares; 2025Q4: 18,303 shares; 2026Q1: 10,493 shares 10,493$1.17M0.01%-7,810Timeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,047 shares; 2024Q4: 12,159 shares; 2025Q1: 12,193 shares; 2025Q2: 11,959 shares; 2025Q3: 13,536 shares; 2025Q4: 13,596 shares; 2026Q1: 21,673 shares 21,673$1.17M0.01%+8,077Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 3,010 shares; 2025Q1: 3,747 shares; 2025Q2: 3,198 shares; 2025Q3: 3,218 shares; 2025Q4: 4,205 shares; 2026Q1: 3,846 shares 3,846$1.17M0.01%-359Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,583 shares; 2024Q4: 24,449 shares; 2025Q1: 24,433 shares; 2025Q2: 14,620 shares; 2025Q3: 14,683 shares; 2025Q4: 27,807 shares; 2026Q1: 32,453 shares 32,453$1.17M0.01%+4,646Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 4,186 shares; 2025Q1: 4,270 shares; 2025Q2: 4,247 shares; 2025Q3: 6,117 shares; 2025Q4: 7,008 shares; 2026Q1: 6,842 shares 6,842$1.17M0.01%-166Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,036 shares; 2024Q4: 26,749 shares; 2025Q1: 14,426 shares; 2025Q2: 10,580 shares; 2025Q3: 10,423 shares; 2025Q4: 9,730 shares; 2026Q1: 9,781 shares 9,781$1.17M0.01%+51Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,714 shares; 2025Q1: 48,036 shares; 2025Q2: 47,187 shares; 2025Q3: 48,810 shares; 2025Q4: 37,489 shares; 2026Q1: 40,404 shares 40,404$1.16M0.01%+2,915Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,375 shares; 2024Q4: 35,422 shares; 2025Q1: 28,921 shares; 2025Q2: 29,942 shares; 2025Q3: 28,981 shares; 2025Q4: 25,331 shares; 2026Q1: 17,214 shares 17,214$1.16M0.01%-8,117Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,997 shares; 2024Q4: 25,614 shares; 2025Q1: 27,821 shares; 2025Q2: 24,269 shares; 2025Q3: 24,014 shares; 2025Q4: 24,641 shares; 2026Q1: 23,702 shares 23,702$1.16M0.01%-939Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,879 shares; 2024Q4: 25,139 shares; 2025Q1: 23,946 shares; 2025Q2: 23,666 shares; 2025Q3: 23,568 shares; 2025Q4: 21,055 shares; 2026Q1: 20,556 shares 20,556$1.16M0.01%-499Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,637 shares; 2025Q1: 1,866 shares; 2025Q2: 1,805 shares; 2025Q3: 1,757 shares; 2025Q4: 2,900 shares; 2026Q1: 3,546 shares 3,546$1.15M0.01%+646Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,716 shares; 2024Q4: 14,215 shares; 2025Q1: 14,362 shares; 2025Q2: 14,310 shares; 2025Q3: 14,052 shares; 2025Q4: 3,090 shares; 2026Q1: 3,365 shares 3,365$1.15M0.01%+275Timeline
VISNVISTANCE NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,650 shares; 2025Q4: 121,890 shares; 2026Q1: 63,145 shares 63,145$1.15M0.01%-58,745Timeline
HWCHANCOCK WHITNEY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,131 shares; 2024Q4: 20,358 shares; 2025Q1: 18,171 shares; 2025Q2: 18,628 shares; 2025Q3: 18,488 shares; 2025Q4: 18,459 shares; 2026Q1: 18,065 shares 18,065$1.15M0.01%-394Timeline
NXTGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,671 shares; 2024Q4: 8,262 shares; 2025Q1: 8,238 shares; 2025Q2: 9,361 shares; 2025Q3: 9,960 shares; 2025Q4: 9,893 shares; 2026Q1: 10,239 shares 10,239$1.15M0.01%+346Timeline
CGDGCAPITAL GROUP DIVIDEND GROWEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,563 shares; 2024Q4: 7,670 shares; 2025Q1: 8,809 shares; 2025Q2: 23,429 shares; 2025Q3: 24,892 shares; 2025Q4: 27,648 shares; 2026Q1: 31,907 shares 31,907$1.15M0.01%+4,259Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,752 shares; 2024Q4: 28,121 shares; 2025Q1: 13,189 shares; 2025Q2: 20,060 shares; 2025Q3: 21,794 shares; 2025Q4: 17,700 shares; 2026Q1: 19,336 shares 19,336$1.14M0.01%+1,636Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,764 shares; 2024Q4: 56,316 shares; 2025Q1: 70,027 shares; 2025Q2: 62,497 shares; 2025Q3: 61,180 shares; 2025Q4: 57,725 shares; 2026Q1: 38,370 shares 38,370$1.14M0.01%-19,355Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,113 shares; 2024Q4: 49,578 shares; 2025Q1: 7,952 shares; 2025Q2: 8,190 shares; 2025Q3: 7,922 shares; 2025Q4: 9,585 shares; 2026Q1: 15,410 shares 15,410$1.14M0.01%+5,825Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,533 shares; 2024Q4: 22,533 shares; 2025Q1: 22,533 shares; 2025Q2: 27,060 shares; 2025Q3: 22,533 shares; 2025Q4: 22,533 shares; 2026Q1: 22,533 shares 22,533$1.14M0.01%0Timeline
AGGHSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,984 shares; 2025Q1: 26,232 shares; 2025Q2: 30,062 shares; 2025Q3: 33,684 shares; 2025Q4: 34,269 shares; 2026Q1: 55,704 shares 55,704$1.13M0.01%+21,435Timeline
AAXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,503 shares; 2025Q3: 11,330 shares; 2025Q4: 11,708 shares; 2026Q1: 11,771 shares 11,771$1.13M0.01%+63Timeline
LCIILCI INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,671 shares; 2024Q4: 15,551 shares; 2025Q1: 14,464 shares; 2025Q2: 13,100 shares; 2025Q3: 11,673 shares; 2025Q4: 11,091 shares; 2026Q1: 9,190 shares 9,190$1.13M0.01%-1,901Timeline
KEXKIRBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,420 shares; 2024Q4: 8,718 shares; 2025Q1: 7,859 shares; 2025Q2: 8,310 shares; 2025Q3: 7,651 shares; 2025Q4: 8,136 shares; 2026Q1: 8,491 shares 8,491$1.13M0.01%+355Timeline
FLSPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,461 shares 41,461$1.13M0.01%newTimeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,949 shares; 2024Q4: 36,568 shares; 2025Q1: 33,382 shares; 2025Q2: 33,734 shares; 2025Q3: 35,047 shares; 2025Q4: 26,644 shares; 2026Q1: 22,328 shares 22,328$1.13M0.01%-4,316Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 6,668 shares; 2025Q1: 5,551 shares; 2025Q2: 5,364 shares; 2025Q3: 5,015 shares; 2025Q4: 4,971 shares; 2026Q1: 5,011 shares 5,011$1.12M0.01%+40Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,416 shares; 2024Q4: 9,091 shares; 2025Q1: 7,947 shares; 2025Q2: 7,729 shares; 2025Q3: 7,209 shares; 2025Q4: 7,984 shares; 2026Q1: 6,929 shares 6,929$1.12M0.01%-1,055Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,316 shares; 2024Q4: 38,311 shares; 2025Q1: 29,981 shares; 2025Q2: 14,102 shares; 2025Q3: 21,809 shares; 2025Q4: 32,114 shares; 2026Q1: 25,311 shares 25,311$1.12M0.01%-6,803Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,690 shares; 2025Q1: 3,310 shares; 2025Q2: 3,245 shares; 2025Q3: 3,443 shares; 2025Q4: 3,381 shares; 2026Q1: 3,735 shares 3,735$1.11M0.01%+354Timeline
LYGLLOYDS BANKING GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,087 shares; 2024Q4: 196,260 shares; 2025Q1: 181,162 shares; 2025Q2: 101,518 shares; 2025Q3: 192,457 shares; 2025Q4: 195,055 shares; 2026Q1: 220,173 shares 220,173$1.11M0.01%+25,118Timeline
PLOWDOUGLAS DYNAMICS 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: 30,200 shares; 2025Q3: 20,026 shares; 2025Q4: 20,589 shares; 2026Q1: 26,278 shares 26,278$1.11M0.01%+5,689Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,501 shares; 2024Q4: 21,614 shares; 2025Q1: 14,992 shares; 2025Q2: 16,113 shares; 2025Q3: 14,402 shares; 2025Q4: 14,386 shares; 2026Q1: 13,794 shares 13,794$1.1M0.01%-592Timeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,156 shares; 2025Q1: 1,659 shares; 2025Q2: 3,117 shares; 2025Q3: 5,095 shares; 2025Q4: 6,935 shares; 2026Q1: 6,092 shares 6,092$1.1M0.01%-843Timeline
LALTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,618 shares; 2024Q4: 39,028 shares; 2025Q1: 49,497 shares; 2025Q2: 48,375 shares; 2025Q3: 49,543 shares; 2025Q4: 49,562 shares; 2026Q1: 45,262 shares 45,262$1.1M0.01%-4,300Timeline
TLTWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494,589 shares; 2024Q4: 531,838 shares; 2025Q1: 540,120 shares; 2025Q2: 282,370 shares; 2025Q3: 33,359 shares; 2025Q4: 38,588 shares; 2026Q1: 48,627 shares 48,627$1.1M0.01%+10,039Timeline
GVIPGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,073 shares; 2024Q4: 6,750 shares; 2025Q1: 6,919 shares; 2025Q2: 6,911 shares; 2025Q3: 6,911 shares; 2025Q4: 6,808 shares; 2026Q1: 7,547 shares 7,547$1.1M0.01%+739Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 5,900 shares; 2025Q1: 5,774 shares; 2025Q2: 5,836 shares; 2025Q3: 6,815 shares; 2025Q4: 7,528 shares; 2026Q1: 5,448 shares 5,448$1.1M0.01%-2,080Timeline
GLOWVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,946 shares; 2025Q3: 25,755 shares; 2025Q4: 34,552 shares; 2026Q1: 36,289 shares 36,289$1.1M0.01%+1,737Timeline
HODLVANECK BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,379 shares; 2025Q3: 27,677 shares; 2025Q4: 58,928 shares; 2026Q1: 57,070 shares 57,070$1.09M0.01%-1,858Timeline
ILFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,557 shares; 2024Q4: 12,203 shares; 2025Q1: 14,628 shares; 2025Q2: 44,406 shares; 2025Q3: 58,337 shares; 2025Q4: 73,216 shares; 2026Q1: 30,749 shares 30,749$1.09M0.01%-42,467Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,323 shares; 2024Q4: 16,979 shares; 2025Q1: 14,482 shares; 2025Q2: 15,415 shares; 2025Q3: 22,640 shares; 2025Q4: 20,517 shares; 2026Q1: 23,254 shares 23,254$1.08M0.01%+2,737Timeline
QSQUANTUMSCAPE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,781 shares; 2024Q4: 168,256 shares; 2025Q1: 167,515 shares; 2025Q2: 177,333 shares; 2025Q3: 186,103 shares; 2025Q4: 168,784 shares; 2026Q1: 169,108 shares 169,108$1.08M0.01%+324Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,568 shares; 2024Q4: 5,193 shares; 2025Q1: 5,408 shares; 2025Q2: 6,890 shares; 2025Q3: 5,507 shares; 2025Q4: 7,075 shares; 2026Q1: 8,881 shares 8,881$1.07M0.01%+1,806Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,433 shares; 2025Q3: 39,897 shares; 2025Q4: 27,991 shares; 2026Q1: 22,938 shares 22,938$1.07M0.01%-5,053Timeline
GAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,166 shares; 2024Q4: 22,166 shares; 2025Q1: 22,166 shares; 2025Q2: 22,166 shares; 2025Q3: 28,800 shares; 2025Q4: 27,741 shares; 2026Q1: 27,741 shares 27,741$1.07M0.01%0Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,592 shares; 2024Q4: 13,987 shares; 2025Q1: 43,244 shares; 2025Q2: 46,411 shares; 2025Q3: 61,162 shares; 2025Q4: 63,773 shares; 2026Q1: 56,004 shares 56,004$1.07M0.01%-7,769Timeline
NUWNUVEEN AMT-FREE MUN VALUE FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,140 shares; 2024Q4: 64,132 shares; 2025Q1: 63,768 shares; 2025Q2: 68,567 shares; 2025Q3: 73,858 shares; 2025Q4: 74,695 shares; 2026Q1: 74,695 shares 74,695$1.07M0.01%0Timeline
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: not reported; 2025Q4: 9,309 shares; 2026Q1: 14,254 shares 14,254$1.07M0.01%+4,945Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 5,225 shares; 2025Q1: 5,079 shares; 2025Q2: 4,772 shares; 2025Q3: 5,247 shares; 2025Q4: 12,079 shares; 2026Q1: 13,599 shares 13,599$1.07M0.01%+1,520Timeline
RVIROBINHOOD VENTURES FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,060 shares 40,060$1.06M0.01%newTimeline
EZPWEZCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,337 shares; 2024Q4: 61,413 shares; 2025Q1: 69,882 shares; 2025Q2: 41,471 shares; 2025Q3: 54,961 shares; 2025Q4: 42,684 shares; 2026Q1: 41,854 shares 41,854$1.06M0.01%-830Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,008 shares; 2024Q4: 25,534 shares; 2025Q1: 28,601 shares; 2025Q2: 20,597 shares; 2025Q3: 11,200 shares; 2025Q4: 13,780 shares; 2026Q1: 13,900 shares 13,900$1.06M0.01%+120Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,449 shares; 2024Q4: 22,476 shares; 2025Q1: 21,322 shares; 2025Q2: 23,879 shares; 2025Q3: 28,506 shares; 2025Q4: 29,169 shares; 2026Q1: 20,407 shares 20,407$1.06M0.01%-8,762Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,789 shares; 2024Q4: 11,155 shares; 2025Q1: 10,116 shares; 2025Q2: 9,125 shares; 2025Q3: 5,833 shares; 2025Q4: 4,305 shares; 2026Q1: 5,421 shares 5,421$1.06M0.01%+1,116Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,361 shares; 2024Q4: 10,132 shares; 2025Q1: 9,182 shares; 2025Q2: 18,366 shares; 2025Q3: 54,161 shares; 2025Q4: 34,210 shares; 2026Q1: 19,353 shares 19,353$1.06M0.01%-14,857Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,217 shares; 2024Q4: 11,077 shares; 2025Q1: 897 shares; 2025Q2: 1,211 shares; 2025Q3: 1,385 shares; 2025Q4: 2,278 shares; 2026Q1: 1,782 shares 1,782$1.06M0.01%-496Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 1,742 shares; 2025Q1: 1,785 shares; 2025Q2: 1,831 shares; 2025Q3: 1,646 shares; 2025Q4: 1,751 shares; 2026Q1: 2,026 shares 2,026$1.06M0.01%+275Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,307 shares; 2024Q4: 98,966 shares; 2025Q1: 90,408 shares; 2025Q2: 36,123 shares; 2025Q3: 29,347 shares; 2025Q4: 28,481 shares; 2026Q1: 26,362 shares 26,362$1.06M0.01%-2,119Timeline
IBDXISHARES 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: 41,764 shares; 2026Q1: 41,724 shares 41,724$1.05M0.01%-40Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,283 shares; 2024Q4: 13,978 shares; 2025Q1: 10,990 shares; 2025Q2: 11,552 shares; 2025Q3: 11,903 shares; 2025Q4: 11,901 shares; 2026Q1: 11,425 shares 11,425$1.05M0.01%-476Timeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 8,172 shares; 2025Q1: 8,186 shares; 2025Q2: 10,087 shares; 2025Q3: 10,327 shares; 2025Q4: 20,300 shares; 2026Q1: 20,300 shares 20,300$1.05M0.01%0Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 5,807 shares; 2025Q1: 5,996 shares; 2025Q2: 5,481 shares; 2025Q3: 5,501 shares; 2025Q4: 4,890 shares; 2026Q1: 4,190 shares 4,190$1.05M0.01%-700Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 10,208 shares; 2025Q1: 16,795 shares; 2025Q2: 18,249 shares; 2025Q3: 15,674 shares; 2025Q4: 7,652 shares; 2026Q1: 5,145 shares 5,145$1.05M0.01%-2,507Timeline
ARKFARK 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: 5,093 shares; 2025Q3: 20,155 shares; 2025Q4: 8,998 shares; 2026Q1: 27,588 shares 27,588$1.05M0.01%+18,590Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,835 shares; 2024Q4: 18,061 shares; 2025Q1: 17,587 shares; 2025Q2: 17,597 shares; 2025Q3: 18,878 shares; 2025Q4: 10,842 shares; 2026Q1: 16,686 shares 16,686$1.05M0.01%+5,844Timeline
FIGSFIGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,185 shares; 2024Q4: 32,204 shares; 2025Q1: 52,194 shares; 2025Q2: 72,735 shares; 2025Q3: 71,008 shares; 2025Q4: 71,541 shares; 2026Q1: 70,900 shares 70,900$1.05M0.01%-641Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 2,088 shares; 2025Q1: 7,194 shares; 2025Q2: 8,183 shares; 2025Q3: 9,183 shares; 2025Q4: 8,574 shares; 2026Q1: 8,272 shares 8,272$1.04M0.01%-302Timeline
BTTBLACKROCK MUN TARGET TERM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,302 shares; 2024Q4: 73,343 shares; 2025Q1: 48,659 shares; 2025Q2: 48,683 shares; 2025Q3: 45,789 shares; 2025Q4: 45,820 shares; 2026Q1: 45,833 shares 45,833$1.04M0.01%+13Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,649 shares; 2024Q4: 8,191 shares; 2025Q1: 3,956 shares; 2025Q2: 6,612 shares; 2025Q3: 8,062 shares; 2025Q4: 8,450 shares; 2026Q1: 7,879 shares 7,879$1.04M0.01%-571Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 3,858 shares; 2025Q1: 4,231 shares; 2025Q2: 4,593 shares; 2025Q3: 4,588 shares; 2025Q4: 5,806 shares; 2026Q1: 5,254 shares 5,254$1.04M0.01%-552Timeline
HNDLSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,076 shares; 2025Q2: 50,274 shares; 2025Q3: 38,710 shares; 2025Q4: 37,370 shares; 2026Q1: 47,466 shares 47,466$1.04M0.01%+10,096Timeline
DHTDHT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,079 shares; 2024Q4: 13,785 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,715 shares 56,715$1.04M0.01%newTimeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,670 shares; 2024Q4: 55,277 shares; 2025Q1: 16,042 shares; 2025Q2: 15,229 shares; 2025Q3: 15,882 shares; 2025Q4: 14,313 shares; 2026Q1: 11,402 shares 11,402$1.03M0.01%-2,911Timeline
BFORALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,854 shares; 2024Q4: 14,541 shares; 2025Q1: 14,925 shares; 2025Q2: 12,903 shares; 2025Q3: 12,903 shares; 2025Q4: 12,903 shares; 2026Q1: 12,423 shares 12,423$1.03M0.01%-480Timeline
HRMYHARMONY BIOSCIENCES HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,905 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,778 shares 36,778$1.03M0.01%newTimeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 2,123 shares; 2025Q1: 2,239 shares; 2025Q2: 3,181 shares; 2025Q3: 3,797 shares; 2025Q4: 5,172 shares; 2026Q1: 5,617 shares 5,617$1.03M0.01%+445Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 3,703 shares; 2025Q1: 4,915 shares; 2025Q2: 4,858 shares; 2025Q3: 3,573 shares; 2025Q4: 3,703 shares; 2026Q1: 2,870 shares 2,870$1.03M0.01%-833Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 6,034 shares; 2025Q1: 6,034 shares; 2025Q2: 7,248 shares; 2025Q3: 7,248 shares; 2025Q4: 16,863 shares; 2026Q1: 16,863 shares 16,863$1.03M0.01%0Timeline
TSTENARIS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,631 shares 17,631$1.03M0.01%newTimeline
LQDHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,376 shares; 2024Q4: 10,239 shares; 2025Q1: 8,579 shares; 2025Q2: 13,907 shares; 2025Q3: 17,553 shares; 2025Q4: 21,024 shares; 2026Q1: 11,063 shares 11,063$1.02M0.01%-9,961Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,246 shares; 2024Q4: 19,472 shares; 2025Q1: 8,461 shares; 2025Q2: 9,364 shares; 2025Q3: 11,775 shares; 2025Q4: 10,807 shares; 2026Q1: 10,863 shares 10,863$1.02M0.01%+56Timeline
SGVTSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,257 shares; 2025Q4: 2,311 shares; 2026Q1: 10,126 shares 10,126$1.02M0.01%+7,815Timeline
LVHDLEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,813 shares; 2024Q4: 33,574 shares; 2025Q1: 32,502 shares; 2025Q2: 20,584 shares; 2025Q3: 20,773 shares; 2025Q4: 22,774 shares; 2026Q1: 23,961 shares 23,961$1.02M0.01%+1,187Timeline
FMHIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,692 shares; 2024Q4: 10,995 shares; 2025Q1: 12,520 shares; 2025Q2: 13,310 shares; 2025Q3: 19,420 shares; 2025Q4: 21,420 shares; 2026Q1: 21,420 shares 21,420$1.02M0.01%0Timeline
NMLNEUBERGER ENGY INFRSTR & INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,391 shares; 2024Q4: 25,849 shares; 2025Q1: 15,439 shares; 2025Q2: 38,709 shares; 2025Q3: 85,717 shares; 2025Q4: 88,711 shares; 2026Q1: 96,590 shares 96,590$1.02M0.01%+7,879Timeline
MLIMUELLER INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,373 shares; 2024Q4: 13,636 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,511 shares; 2025Q4: 8,028 shares; 2026Q1: 9,130 shares 9,130$1.01M0.01%+1,102Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,502 shares; 2024Q4: 7,901 shares; 2025Q1: 5,422 shares; 2025Q2: 5,441 shares; 2025Q3: 5,298 shares; 2025Q4: 5,454 shares; 2026Q1: 5,977 shares 5,977$1.01M0.01%+523Timeline
JPSEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,317 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,072 shares; 2025Q4: 24,469 shares; 2026Q1: 19,218 shares 19,218$1.01M0.01%-5,251Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,073 shares; 2025Q1: 5,168 shares; 2025Q2: 5,225 shares; 2025Q3: 5,304 shares; 2025Q4: 9,646 shares; 2026Q1: 8,923 shares 8,923$1M0.01%-723Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,140 shares; 2024Q4: 9,290 shares; 2025Q1: 6,327 shares; 2025Q2: 4,241 shares; 2025Q3: 4,876 shares; 2025Q4: 4,932 shares; 2026Q1: 9,050 shares 9,050$1M0.01%+4,118Timeline
IYCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,235 shares; 2024Q4: 10,094 shares; 2025Q1: 10,477 shares; 2025Q2: 10,099 shares; 2025Q3: 9,350 shares; 2025Q4: 11,130 shares; 2026Q1: 10,330 shares 10,330$1M0.01%-800Timeline
TENTSAKOS ENERGY NAVIGATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,475 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,356 shares 25,356$1M0.01%newTimeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,979 shares; 2024Q4: 32,004 shares; 2025Q1: 3,574 shares; 2025Q2: 5,873 shares; 2025Q3: 6,661 shares; 2025Q4: 7,004 shares; 2026Q1: 7,328 shares 7,328$1M0.01%+324Timeline
XETYXEATON VANCE TAX-MANAGED DIVEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,668 shares; 2024Q4: 85,753 shares; 2025Q1: 85,882 shares; 2025Q2: 75,683 shares; 2025Q3: 76,311 shares; 2025Q4: 72,251 shares; 2026Q1: 72,395 shares 72,395$998K0.01%+144Timeline
TRNOTERRENO RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,248 shares; 2024Q4: 18,846 shares; 2025Q1: 18,228 shares; 2025Q2: 17,773 shares; 2025Q3: 18,344 shares; 2025Q4: 16,569 shares; 2026Q1: 16,228 shares 16,228$997K0.01%-341Timeline
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,552 shares; 2024Q4: 16,552 shares; 2025Q1: 16,547 shares; 2025Q2: 16,535 shares; 2025Q3: 16,535 shares; 2025Q4: 16,535 shares; 2026Q1: 16,535 shares 16,535$996K0.01%0Timeline
GPIXGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,781 shares; 2025Q1: 6,745 shares; 2025Q2: 8,601 shares; 2025Q3: 11,251 shares; 2025Q4: 18,499 shares; 2026Q1: 19,880 shares 19,880$995K0.01%+1,381Timeline
DAVEDAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,640 shares; 2025Q2: 12,812 shares; 2025Q3: 3,377 shares; 2025Q4: 3,371 shares; 2026Q1: 5,707 shares 5,707$994K0.01%+2,336Timeline
DDWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,049 shares; 2025Q2: 9,840 shares; 2025Q3: 9,426 shares; 2025Q4: 12,366 shares; 2026Q1: 22,494 shares 22,494$992K0.01%+10,128Timeline
DTCRGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,787 shares; 2024Q4: 10,520 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,259 shares; 2025Q4: 32,007 shares; 2026Q1: 41,330 shares 41,330$990K0.01%+9,323Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,220 shares; 2024Q4: 7,347 shares; 2025Q1: 7,223 shares; 2025Q2: 7,293 shares; 2025Q3: 7,511 shares; 2025Q4: 7,419 shares; 2026Q1: 5,263 shares 5,263$990K0.01%-2,156Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,296 shares; 2024Q4: 18,299 shares; 2025Q1: 18,436 shares; 2025Q2: 18,898 shares; 2025Q3: 18,980 shares; 2025Q4: 15,151 shares; 2026Q1: 15,219 shares 15,219$988K0.01%+68Timeline
DLYDOUBLELINE YIELD OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,388 shares; 2025Q3: 47,404 shares; 2025Q4: 57,922 shares; 2026Q1: 70,849 shares 70,849$986K0.01%+12,927Timeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 10,605 shares; 2025Q1: 9,998 shares; 2025Q2: 10,513 shares; 2025Q3: 14,577 shares; 2025Q4: 14,750 shares; 2026Q1: 9,856 shares 9,856$983K0.01%-4,894Timeline
HEZUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,262 shares; 2024Q4: 21,651 shares; 2025Q1: 56,993 shares; 2025Q2: 35,851 shares; 2025Q3: 27,754 shares; 2025Q4: 24,147 shares; 2026Q1: 22,460 shares 22,460$982K0.01%-1,687Timeline
EWPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,278 shares; 2025Q2: 19,340 shares; 2025Q3: 18,670 shares; 2025Q4: 18,145 shares; 2026Q1: 18,045 shares 18,045$980K0.01%-100Timeline
UTESETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 14,259 shares; 2025Q1: not reported; 2025Q2: 10,430 shares; 2025Q3: 13,009 shares; 2025Q4: 12,266 shares; 2026Q1: 12,237 shares 12,237$978K0.01%-29Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,655 shares; 2024Q4: 7,233 shares; 2025Q1: 7,906 shares; 2025Q2: 8,623 shares; 2025Q3: 9,836 shares; 2025Q4: 7,356 shares; 2026Q1: 6,093 shares 6,093$977K0.01%-1,263Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,244 shares; 2024Q4: 12,445 shares; 2025Q1: 11,265 shares; 2025Q2: 10,987 shares; 2025Q3: 10,881 shares; 2025Q4: 10,871 shares; 2026Q1: 12,278 shares 12,278$966K0.01%+1,407Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: not reported; 2025Q1: 4,329 shares; 2025Q2: 4,575 shares; 2025Q3: 5,218 shares; 2025Q4: 5,600 shares; 2026Q1: 12,940 shares 12,940$966K0.01%+7,340Timeline
NBSDNEUBERGER BERMAN 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: 13,911 shares; 2025Q4: 13,378 shares; 2026Q1: 19,027 shares 19,027$965K0.01%+5,649Timeline
FDTFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,848 shares; 2024Q4: 13,478 shares; 2025Q1: 12,885 shares; 2025Q2: 13,431 shares; 2025Q3: 13,869 shares; 2025Q4: 13,724 shares; 2026Q1: 11,067 shares 11,067$962K0.01%-2,657Timeline
DVOLFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,692 shares; 2025Q3: 33,229 shares; 2025Q4: 29,634 shares; 2026Q1: 27,824 shares 27,824$962K0.01%-1,810Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,138 shares; 2025Q3: 30,149 shares; 2025Q4: 30,161 shares; 2026Q1: 30,659 shares 30,659$961K0.01%+498Timeline
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: not reported; 2025Q4: 8,699 shares; 2026Q1: 13,056 shares 13,056$959K0.01%+4,357Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,159 shares; 2024Q4: 6,293 shares; 2025Q1: 9,711 shares; 2025Q2: 11,522 shares; 2025Q3: 4,160 shares; 2025Q4: 3,981 shares; 2026Q1: 4,431 shares 4,431$957K0.01%+450Timeline
WLDNWILLDAN 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: 11,293 shares; 2026Q1: 12,480 shares 12,480$955K0.01%+1,187Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,581 shares; 2024Q4: 6,367 shares; 2025Q1: 5,989 shares; 2025Q2: 5,552 shares; 2025Q3: 5,062 shares; 2025Q4: 4,622 shares; 2026Q1: 2,920 shares 2,920$952K0.01%-1,702Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,101 shares; 2024Q4: 17,407 shares; 2025Q1: 15,323 shares; 2025Q2: 9,369 shares; 2025Q3: 11,302 shares; 2025Q4: 11,126 shares; 2026Q1: 9,728 shares 9,728$950K0.01%-1,398Timeline
OAKMHARRIS OAKMARK 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: 34,536 shares; 2025Q4: 36,748 shares; 2026Q1: 34,456 shares 34,456$950K0.01%-2,292Timeline
GSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,241 shares; 2024Q4: 6,241 shares; 2025Q1: 6,241 shares; 2025Q2: 15,743 shares; 2025Q3: 26,050 shares; 2025Q4: 26,779 shares; 2026Q1: 24,852 shares 24,852$947K0.01%-1,927Timeline
AMRZAMRIZE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,238 shares; 2025Q4: 19,430 shares; 2026Q1: 16,903 shares 16,903$947K0.01%-2,527Timeline
EUHYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,974 shares; 2024Q4: 5,149 shares; 2025Q1: 5,685 shares; 2025Q2: 5,668 shares; 2025Q3: 5,647 shares; 2025Q4: not reported; 2026Q1: 18,040 shares 18,040$946K0.01%newTimeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,578 shares; 2024Q4: 34,988 shares; 2025Q1: 10,476 shares; 2025Q2: 16,022 shares; 2025Q3: 9,668 shares; 2025Q4: 12,556 shares; 2026Q1: 15,131 shares 15,131$944K0.01%+2,575Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,936 shares; 2024Q4: 7,092 shares; 2025Q1: 3,882 shares; 2025Q2: 5,961 shares; 2025Q3: 15,454 shares; 2025Q4: 10,400 shares; 2026Q1: 9,415 shares 9,415$944K0.01%-985Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,355 shares; 2024Q4: 42,221 shares; 2025Q1: 44,597 shares; 2025Q2: 36,125 shares; 2025Q3: 32,319 shares; 2025Q4: 14,823 shares; 2026Q1: 16,908 shares 16,908$943K0.01%+2,085Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 14,917 shares; 2025Q1: 16,114 shares; 2025Q2: 15,249 shares; 2025Q3: 15,314 shares; 2025Q4: 18,751 shares; 2026Q1: 16,496 shares 16,496$941K0.01%-2,255Timeline
BBMCJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,568 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,148 shares; 2025Q3: 2,119 shares; 2025Q4: 34,055 shares; 2026Q1: 8,649 shares 8,649$938K0.01%-25,406Timeline
IBMSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,053 shares; 2026Q1: 36,158 shares 36,158$934K0.01%+105Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 11,222 shares; 2025Q1: 10,072 shares; 2025Q2: 17,226 shares; 2025Q3: 18,792 shares; 2025Q4: 17,774 shares; 2026Q1: 18,730 shares 18,730$934K0.01%+956Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 6,044 shares; 2025Q1: 9,111 shares; 2025Q2: 10,876 shares; 2025Q3: 11,143 shares; 2025Q4: 11,386 shares; 2026Q1: 11,313 shares 11,313$933K0.01%-73Timeline
RGLORUSSELL INVTS EXCHANGE TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,210 shares; 2025Q3: 12,185 shares; 2025Q4: 23,210 shares; 2026Q1: 32,156 shares 32,156$932K0.01%+8,946Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,105 shares; 2024Q4: 34,632 shares; 2025Q1: 35,666 shares; 2025Q2: 3,514 shares; 2025Q3: 4,871 shares; 2025Q4: 8,857 shares; 2026Q1: 9,285 shares 9,285$929K0.01%+428Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 9,315 shares; 2025Q1: 6,231 shares; 2025Q2: 5,797 shares; 2025Q3: 6,225 shares; 2025Q4: 6,379 shares; 2026Q1: 6,482 shares 6,482$927K0.01%+103Timeline
ECECOPETROL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,765 shares 61,765$926K0.01%newTimeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,770 shares; 2024Q4: 43,707 shares; 2025Q1: 40,002 shares; 2025Q2: 38,904 shares; 2025Q3: 43,797 shares; 2025Q4: 31,669 shares; 2026Q1: 26,071 shares 26,071$926K0.01%-5,598Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,179 shares; 2024Q4: 27,733 shares; 2025Q1: 55,889 shares; 2025Q2: 51,780 shares; 2025Q3: 60,986 shares; 2025Q4: 69,046 shares; 2026Q1: 112,043 shares 112,043$925K0.01%+42,997Timeline
FDMFIRST 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: 3,287 shares; 2025Q4: 8,664 shares; 2026Q1: 11,269 shares 11,269$925K0.01%+2,605Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,082 shares; 2024Q4: 21,679 shares; 2025Q1: 18,535 shares; 2025Q2: 18,315 shares; 2025Q3: 14,531 shares; 2025Q4: 19,352 shares; 2026Q1: 17,088 shares 17,088$921K<0.01%-2,264Timeline
EDOWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,325 shares; 2024Q4: 19,938 shares; 2025Q1: 19,913 shares; 2025Q2: 19,017 shares; 2025Q3: 18,961 shares; 2025Q4: 21,594 shares; 2026Q1: 22,674 shares 22,674$920K<0.01%+1,080Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,850 shares; 2024Q4: 9,051 shares; 2025Q1: 8,535 shares; 2025Q2: 9,040 shares; 2025Q3: 8,925 shares; 2025Q4: 8,852 shares; 2026Q1: 6,358 shares 6,358$920K<0.01%-2,494Timeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,627 shares; 2025Q1: 2,173 shares; 2025Q2: 2,165 shares; 2025Q3: 2,163 shares; 2025Q4: 2,290 shares; 2026Q1: 2,617 shares 2,617$919K<0.01%+327Timeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 849 shares; 2025Q1: 756 shares; 2025Q2: 430 shares; 2025Q3: 495 shares; 2025Q4: 475 shares; 2026Q1: 418 shares 418$919K<0.01%-57Timeline
MAINMAIN STR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,650 shares; 2024Q4: 14,519 shares; 2025Q1: 14,517 shares; 2025Q2: 14,489 shares; 2025Q3: 14,639 shares; 2025Q4: 16,665 shares; 2026Q1: 17,340 shares 17,340$918K<0.01%+675Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,573 shares; 2024Q4: 19,803 shares; 2025Q1: 19,657 shares; 2025Q2: 21,120 shares; 2025Q3: 24,065 shares; 2025Q4: 27,328 shares; 2026Q1: 24,604 shares 24,604$916K<0.01%-2,724Timeline
JHMDJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,251 shares; 2026Q1: 21,578 shares 21,578$914K<0.01%+2,327Timeline
RVNUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,547 shares; 2024Q4: 129,642 shares; 2025Q1: 98,314 shares; 2025Q2: 106,324 shares; 2025Q3: 64,058 shares; 2025Q4: 77,556 shares; 2026Q1: 37,044 shares 37,044$913K<0.01%-40,512Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,353 shares; 2024Q4: 125,396 shares; 2025Q1: 106,870 shares; 2025Q2: 85,794 shares; 2025Q3: 77,688 shares; 2025Q4: 76,052 shares; 2026Q1: 49,759 shares 49,759$913K<0.01%-26,293Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,851 shares; 2024Q4: 52,861 shares; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 1,791 shares; 2025Q4: 1,699 shares; 2026Q1: 1,685 shares 1,685$912K<0.01%-14Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,059 shares; 2024Q4: 10,082 shares; 2025Q1: 14,389 shares; 2025Q2: 12,955 shares; 2025Q3: 12,955 shares; 2025Q4: 17,820 shares; 2026Q1: 27,216 shares 27,216$908K<0.01%+9,396Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,924 shares; 2024Q4: 44,717 shares; 2025Q1: 26,195 shares; 2025Q2: 25,475 shares; 2025Q3: 26,874 shares; 2025Q4: 23,546 shares; 2026Q1: 18,383 shares 18,383$904K<0.01%-5,163Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 3,173 shares; 2025Q1: 1,891 shares; 2025Q2: 7,522 shares; 2025Q3: 1,868 shares; 2025Q4: 2,298 shares; 2026Q1: 2,219 shares 2,219$904K<0.01%-79Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,949 shares; 2024Q4: 15,794 shares; 2025Q1: 19,856 shares; 2025Q2: 19,233 shares; 2025Q3: 17,531 shares; 2025Q4: 14,794 shares; 2026Q1: 15,458 shares 15,458$903K<0.01%+664Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,678 shares; 2024Q4: 14,468 shares; 2025Q1: 14,952 shares; 2025Q2: 31,880 shares; 2025Q3: 20,693 shares; 2025Q4: 22,591 shares; 2026Q1: 21,247 shares 21,247$902K<0.01%-1,344Timeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,636 shares; 2025Q1: 10,674 shares; 2025Q2: 13,844 shares; 2025Q3: 34,101 shares; 2025Q4: 36,869 shares; 2026Q1: 39,134 shares 39,134$901K<0.01%+2,265Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,700 shares; 2024Q4: 15,993 shares; 2025Q1: 15,040 shares; 2025Q2: 17,117 shares; 2025Q3: 18,019 shares; 2025Q4: 16,107 shares; 2026Q1: 10,174 shares 10,174$900K<0.01%-5,933Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,507 shares; 2024Q4: 17,243 shares; 2025Q1: 6,545 shares; 2025Q2: 12,357 shares; 2025Q3: 5,787 shares; 2025Q4: 9,267 shares; 2026Q1: 14,481 shares 14,481$899K<0.01%+5,214Timeline
UAEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,367 shares; 2025Q1: 89,882 shares; 2025Q2: 88,680 shares; 2025Q3: 49,303 shares; 2025Q4: 47,114 shares; 2026Q1: 48,170 shares 48,170$898K<0.01%+1,056Timeline
EPHEISHARES 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: 29,431 shares; 2025Q3: 35,006 shares; 2025Q4: 34,868 shares; 2026Q1: 36,093 shares 36,093$896K<0.01%+1,225Timeline
MOVMOVADO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,148 shares; 2024Q4: 44,213 shares; 2025Q1: 41,475 shares; 2025Q2: 44,541 shares; 2025Q3: 47,054 shares; 2025Q4: 36,943 shares; 2026Q1: 36,564 shares 36,564$893K<0.01%-379Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,849 shares; 2026Q1: 27,380 shares 27,380$891K<0.01%-1,469Timeline
EZAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,061 shares; 2025Q4: 12,941 shares; 2026Q1: 13,139 shares 13,139$891K<0.01%+198Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 2,860 shares; 2025Q1: 3,025 shares; 2025Q2: 2,935 shares; 2025Q3: 2,667 shares; 2025Q4: 2,563 shares; 2026Q1: 2,663 shares 2,663$889K<0.01%+100Timeline
QXOQXO 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: 24,960 shares; 2025Q4: 32,116 shares; 2026Q1: 45,727 shares 45,727$888K<0.01%+13,611Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,643 shares; 2025Q4: 33,415 shares; 2026Q1: 34,126 shares 34,126$888K<0.01%+711Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,515 shares; 2025Q1: 2,905 shares; 2025Q2: 3,763 shares; 2025Q3: 2,966 shares; 2025Q4: 2,883 shares; 2026Q1: 2,982 shares 2,982$886K<0.01%+99Timeline
NJRNEW JERSEY RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,532 shares; 2024Q4: 22,698 shares; 2025Q1: 13,992 shares; 2025Q2: 15,036 shares; 2025Q3: 15,725 shares; 2025Q4: 15,372 shares; 2026Q1: 16,104 shares 16,104$884K<0.01%+732Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 3,600 shares; 2025Q1: 2,831 shares; 2025Q2: 3,164 shares; 2025Q3: 3,208 shares; 2025Q4: 3,858 shares; 2026Q1: 4,636 shares 4,636$883K<0.01%+778Timeline
JEMAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,419 shares; 2025Q4: 14,520 shares; 2026Q1: 16,920 shares 16,920$880K<0.01%+2,400Timeline
IGEISHARES 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: 5,850 shares; 2026Q1: 13,969 shares 13,969$879K<0.01%+8,119Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,748 shares; 2024Q4: 17,259 shares; 2025Q1: 14,547 shares; 2025Q2: 25,391 shares; 2025Q3: 26,611 shares; 2025Q4: 22,842 shares; 2026Q1: 33,108 shares 33,108$875K<0.01%+10,266Timeline
TKTEEKAY CORPORATION 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: 71,664 shares 71,664$875K<0.01%newTimeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,298 shares; 2024Q4: 5,912 shares; 2025Q1: 8,400 shares; 2025Q2: 6,909 shares; 2025Q3: 6,908 shares; 2025Q4: 8,330 shares; 2026Q1: 10,559 shares 10,559$875K<0.01%+2,229Timeline
BKAGBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,108 shares; 2024Q4: 25,050 shares; 2025Q1: 25,350 shares; 2025Q2: 24,081 shares; 2025Q3: 19,796 shares; 2025Q4: 19,301 shares; 2026Q1: 20,691 shares 20,691$873K<0.01%+1,390Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,738 shares; 2024Q4: 22,335 shares; 2025Q1: 24,040 shares; 2025Q2: 22,547 shares; 2025Q3: 12,868 shares; 2025Q4: 11,098 shares; 2026Q1: 10,791 shares 10,791$873K<0.01%-307Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,702 shares; 2024Q4: 10,542 shares; 2025Q1: 10,370 shares; 2025Q2: 9,243 shares; 2025Q3: 10,276 shares; 2025Q4: 10,288 shares; 2026Q1: 10,279 shares 10,279$873K<0.01%-9Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,674 shares; 2024Q4: 27,674 shares; 2025Q1: 34,418 shares; 2025Q2: 34,428 shares; 2025Q3: 35,804 shares; 2025Q4: 43,690 shares; 2026Q1: 43,799 shares 43,799$872K<0.01%+109Timeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,914 shares; 2025Q1: 22,030 shares; 2025Q2: 38,430 shares; 2025Q3: 46,737 shares; 2025Q4: 55,892 shares; 2026Q1: 80,378 shares 80,378$871K<0.01%+24,486Timeline
RKTROCKET COS 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: 24,481 shares; 2025Q4: 55,102 shares; 2026Q1: 60,709 shares 60,709$865K<0.01%+5,607Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,284 shares; 2024Q4: 25,672 shares; 2025Q1: 24,912 shares; 2025Q2: 27,539 shares; 2025Q3: 29,930 shares; 2025Q4: 31,352 shares; 2026Q1: 34,865 shares 34,865$865K<0.01%+3,513Timeline
FGDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,447 shares; 2026Q1: 27,066 shares 27,066$864K<0.01%+1,619Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,094 shares; 2024Q4: 111,874 shares; 2025Q1: 98,377 shares; 2025Q2: 64,160 shares; 2025Q3: 71,125 shares; 2025Q4: 57,399 shares; 2026Q1: 44,824 shares 44,824$861K<0.01%-12,575Timeline
MRXMAREX GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,264 shares; 2026Q1: 19,232 shares 19,232$857K<0.01%-6,032Timeline
ENVXENOVIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,703 shares; 2024Q4: 160,758 shares; 2025Q1: 139,571 shares; 2025Q2: 85,025 shares; 2025Q3: 104,563 shares; 2025Q4: 90,527 shares; 2026Q1: 164,744 shares 164,744$853K<0.01%+74,217Timeline
DISVDIMENSIONAL 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: 22,698 shares; 2026Q1: 21,618 shares 21,618$853K<0.01%-1,080Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 5,814 shares; 2025Q1: not reported; 2025Q2: 2,649 shares; 2025Q3: 3,038 shares; 2025Q4: 5,402 shares; 2026Q1: 3,918 shares 3,918$849K<0.01%-1,484Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,338 shares; 2024Q4: 9,645 shares; 2025Q1: 4,381 shares; 2025Q2: 5,533 shares; 2025Q3: 15,345 shares; 2025Q4: 16,126 shares; 2026Q1: 17,649 shares 17,649$846K<0.01%+1,523Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,717 shares; 2025Q4: 2,050 shares; 2026Q1: 4,343 shares 4,343$845K<0.01%+2,293Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,267 shares; 2024Q4: 9,324 shares; 2025Q1: 8,857 shares; 2025Q2: 8,799 shares; 2025Q3: 8,652 shares; 2025Q4: 9,061 shares; 2026Q1: 8,740 shares 8,740$844K<0.01%-321Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,681 shares; 2025Q4: 1,987 shares; 2026Q1: 6,429 shares 6,429$844K<0.01%+4,442Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,274 shares; 2025Q3: 3,171 shares; 2025Q4: 4,130 shares; 2026Q1: 3,414 shares 3,414$843K<0.01%-716Timeline
AGOASSURED GUARANTY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,179 shares; 2024Q4: 20,124 shares; 2025Q1: 10,873 shares; 2025Q2: 10,831 shares; 2025Q3: 11,242 shares; 2025Q4: 10,292 shares; 2026Q1: 10,344 shares 10,344$843K<0.01%+52Timeline
TCAFT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,945 shares; 2024Q4: 17,859 shares; 2025Q1: 18,619 shares; 2025Q2: 21,880 shares; 2025Q3: 23,251 shares; 2025Q4: 23,267 shares; 2026Q1: 23,677 shares 23,677$843K<0.01%+410Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,435 shares; 2024Q4: 59,213 shares; 2025Q1: 27,875 shares; 2025Q2: 23,125 shares; 2025Q3: 25,247 shares; 2025Q4: 26,485 shares; 2026Q1: 30,706 shares 30,706$841K<0.01%+4,221Timeline
UTGREAVES UTIL INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,915 shares; 2024Q4: 20,927 shares; 2025Q1: 16,535 shares; 2025Q2: 17,956 shares; 2025Q3: 18,554 shares; 2025Q4: 20,061 shares; 2026Q1: 21,392 shares 21,392$840K<0.01%+1,331Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,124 shares; 2025Q1: 1,972 shares; 2025Q2: not reported; 2025Q3: 2,784 shares; 2025Q4: 3,090 shares; 2026Q1: 4,095 shares 4,095$840K<0.01%+1,005Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 4,964 shares; 2025Q1: 1,325 shares; 2025Q2: 1,737 shares; 2025Q3: 2,146 shares; 2025Q4: 3,504 shares; 2026Q1: 1,742 shares 1,742$836K<0.01%-1,762Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,823 shares; 2025Q2: 1,215 shares; 2025Q3: 1,767 shares; 2025Q4: 5,035 shares; 2026Q1: 4,220 shares 4,220$836K<0.01%-815Timeline
EPCEDGEWELL PERSONAL CARE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,973 shares; 2024Q4: 20,502 shares; 2025Q1: 21,379 shares; 2025Q2: 24,250 shares; 2025Q3: 20,807 shares; 2025Q4: 23,723 shares; 2026Q1: 39,135 shares 39,135$835K<0.01%+15,412Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,039 shares; 2024Q4: 34,486 shares; 2025Q1: 32,380 shares; 2025Q2: 27,103 shares; 2025Q3: 27,338 shares; 2025Q4: 29,450 shares; 2026Q1: 12,907 shares 12,907$834K<0.01%-16,543Timeline
GPIQGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,233 shares; 2025Q1: 6,994 shares; 2025Q2: 9,199 shares; 2025Q3: 11,207 shares; 2025Q4: 11,536 shares; 2026Q1: 16,827 shares 16,827$833K<0.01%+5,291Timeline
SDSANDRIDGE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,895 shares; 2024Q4: 10,727 shares; 2025Q1: 10,625 shares; 2025Q2: 10,612 shares; 2025Q3: 10,873 shares; 2025Q4: 11,867 shares; 2026Q1: 50,986 shares 50,986$832K<0.01%+39,119Timeline
LSGRNATIXIS ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,955 shares; 2025Q4: 22,360 shares; 2026Q1: 21,055 shares 21,055$829K<0.01%-1,305Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,899 shares; 2025Q1: 6,140 shares; 2025Q2: 5,344 shares; 2025Q3: 5,220 shares; 2025Q4: 4,772 shares; 2026Q1: 5,409 shares 5,409$828K<0.01%+637Timeline
XEXGXEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,424 shares; 2024Q4: 137,785 shares; 2025Q1: 106,097 shares; 2025Q2: 107,121 shares; 2025Q3: 106,723 shares; 2025Q4: 100,882 shares; 2026Q1: 95,567 shares 95,567$828K<0.01%-5,315Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,928 shares; 2024Q4: 96,133 shares; 2025Q1: 105,980 shares; 2025Q2: 30,444 shares; 2025Q3: 81,579 shares; 2025Q4: 21,504 shares; 2026Q1: 31,956 shares 31,956$827K<0.01%+10,452Timeline
OPPEWISDOMTREE 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: 7,372 shares; 2025Q4: 15,044 shares; 2026Q1: 15,397 shares 15,397$827K<0.01%+353Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: 4,371 shares; 2025Q1: 4,316 shares; 2025Q2: 6,313 shares; 2025Q3: 8,204 shares; 2025Q4: 9,813 shares; 2026Q1: 9,852 shares 9,852$825K<0.01%+39Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 7,894 shares; 2025Q1: 7,542 shares; 2025Q2: 7,738 shares; 2025Q3: 7,186 shares; 2025Q4: 5,779 shares; 2026Q1: 4,029 shares 4,029$825K<0.01%-1,750Timeline
RBRKRUBRIK 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: 6,757 shares; 2025Q4: 10,595 shares; 2026Q1: 16,843 shares 16,843$825K<0.01%+6,248Timeline
XPXP 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: 61,349 shares; 2025Q3: 69,004 shares; 2025Q4: 52,916 shares; 2026Q1: 43,299 shares 43,299$824K<0.01%-9,617Timeline
EFADPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,474 shares; 2024Q4: 16,878 shares; 2025Q1: 16,936 shares; 2025Q2: 17,615 shares; 2025Q3: 17,738 shares; 2025Q4: 18,172 shares; 2026Q1: 20,136 shares 20,136$824K<0.01%+1,964Timeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,236 shares; 2024Q4: 32,255 shares; 2025Q1: 10,006 shares; 2025Q2: 13,824 shares; 2025Q3: 13,355 shares; 2025Q4: 12,538 shares; 2026Q1: 13,854 shares 13,854$822K<0.01%+1,316Timeline
TRINTRINITY CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,782 shares; 2024Q4: 18,337 shares; 2025Q1: 18,337 shares; 2025Q2: 18,962 shares; 2025Q3: 21,055 shares; 2025Q4: 23,462 shares; 2026Q1: 55,847 shares 55,847$822K<0.01%+32,385Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,608 shares; 2024Q4: 6,504 shares; 2025Q1: 5,141 shares; 2025Q2: 8,668 shares; 2025Q3: 8,364 shares; 2025Q4: 9,404 shares; 2026Q1: 8,021 shares 8,021$821K<0.01%-1,383Timeline
FTCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,232 shares; 2024Q4: 5,099 shares; 2025Q1: 5,453 shares; 2025Q2: 5,415 shares; 2025Q3: 5,293 shares; 2025Q4: 5,311 shares; 2026Q1: 5,309 shares 5,309$818K<0.01%-2Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,217 shares; 2024Q4: 7,708 shares; 2025Q1: 5,937 shares; 2025Q2: 5,186 shares; 2025Q3: 8,313 shares; 2025Q4: 6,542 shares; 2026Q1: 8,478 shares 8,478$818K<0.01%+1,936Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,481 shares; 2024Q4: 57,791 shares; 2025Q1: 46,757 shares; 2025Q2: 45,381 shares; 2025Q3: 46,837 shares; 2025Q4: 48,005 shares; 2026Q1: 36,266 shares 36,266$816K<0.01%-11,739Timeline
FNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 12,865 shares; 2025Q1: 12,865 shares; 2025Q2: 12,865 shares; 2025Q3: 12,865 shares; 2025Q4: 15,241 shares; 2026Q1: 15,241 shares 15,241$814K<0.01%0Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,401 shares; 2024Q4: 10,710 shares; 2025Q1: 1,892 shares; 2025Q2: 2,145 shares; 2025Q3: 2,538 shares; 2025Q4: 2,681 shares; 2026Q1: 2,677 shares 2,677$814K<0.01%-4Timeline
TNKTEEKAY TANKERS 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: 11,078 shares 11,078$812K<0.01%newTimeline
FSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,898 shares; 2024Q4: 17,490 shares; 2025Q1: 17,490 shares; 2025Q2: 17,025 shares; 2025Q3: 16,503 shares; 2025Q4: 18,299 shares; 2026Q1: 16,137 shares 16,137$812K<0.01%-2,162Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,784 shares; 2024Q4: 28,777 shares; 2025Q1: not reported; 2025Q2: 16,615 shares; 2025Q3: 17,590 shares; 2025Q4: 19,057 shares; 2026Q1: 33,374 shares 33,374$811K<0.01%+14,317Timeline
PDPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: 6,070 shares; 2025Q1: 6,071 shares; 2025Q2: 5,622 shares; 2025Q3: 5,420 shares; 2025Q4: 5,320 shares; 2026Q1: 6,708 shares 6,708$810K<0.01%+1,388Timeline
UTENRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,655 shares; 2025Q3: 21,081 shares; 2025Q4: 20,344 shares; 2026Q1: 18,573 shares 18,573$810K<0.01%-1,771Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,213 shares; 2024Q4: 29,142 shares; 2025Q1: 40,265 shares; 2025Q2: 39,019 shares; 2025Q3: 43,207 shares; 2025Q4: 57,763 shares; 2026Q1: 32,447 shares 32,447$806K<0.01%-25,316Timeline
SMIZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 11,268 shares; 2025Q1: 14,498 shares; 2025Q2: 14,498 shares; 2025Q3: 16,498 shares; 2025Q4: 18,597 shares; 2026Q1: 21,695 shares 21,695$804K<0.01%+3,098Timeline
JIGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,007 shares; 2026Q1: 10,831 shares 10,831$804K<0.01%+4,824Timeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,214 shares; 2024Q4: 15,936 shares; 2025Q1: 25,023 shares; 2025Q2: 29,696 shares; 2025Q3: 29,177 shares; 2025Q4: 30,592 shares; 2026Q1: 30,386 shares 30,386$803K<0.01%-206Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,158 shares; 2024Q4: 19,336 shares; 2025Q1: 17,129 shares; 2025Q2: 18,463 shares; 2025Q3: 18,377 shares; 2025Q4: 18,338 shares; 2026Q1: 11,552 shares 11,552$802K<0.01%-6,786Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,931 shares; 2024Q4: 44,953 shares; 2025Q1: 48,656 shares; 2025Q2: 41,143 shares; 2025Q3: 51,128 shares; 2025Q4: 74,867 shares; 2026Q1: 79,887 shares 79,887$801K<0.01%+5,020Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,060 shares; 2024Q4: 10,775 shares; 2025Q1: 19,334 shares; 2025Q2: 19,857 shares; 2025Q3: 17,962 shares; 2025Q4: 18,974 shares; 2026Q1: 19,612 shares 19,612$800K<0.01%+638Timeline
VTOLBRISTOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,992 shares 16,992$797K<0.01%newTimeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,541 shares; 2025Q1: 2,478 shares; 2025Q2: 2,953 shares; 2025Q3: 4,263 shares; 2025Q4: 4,685 shares; 2026Q1: 8,085 shares 8,085$796K<0.01%+3,400Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,243 shares; 2024Q4: 69,967 shares; 2025Q1: 70,575 shares; 2025Q2: 72,148 shares; 2025Q3: 72,275 shares; 2025Q4: 71,717 shares; 2026Q1: 65,902 shares 65,902$795K<0.01%-5,815Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,582 shares; 2025Q1: 4,551 shares; 2025Q2: 6,153 shares; 2025Q3: 5,236 shares; 2025Q4: 5,298 shares; 2026Q1: 5,955 shares 5,955$795K<0.01%+657Timeline
DIEMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,951 shares; 2024Q4: 18,549 shares; 2025Q1: 19,962 shares; 2025Q2: 19,662 shares; 2025Q3: 19,710 shares; 2025Q4: 20,608 shares; 2026Q1: 22,469 shares 22,469$794K<0.01%+1,861Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,370 shares; 2024Q4: 6,801 shares; 2025Q1: 7,235 shares; 2025Q2: 7,117 shares; 2025Q3: 4,431 shares; 2025Q4: 4,401 shares; 2026Q1: 4,288 shares 4,288$794K<0.01%-113Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 6,710 shares; 2025Q1: 9,070 shares; 2025Q2: 12,456 shares; 2025Q3: 12,832 shares; 2025Q4: 13,243 shares; 2026Q1: 13,653 shares 13,653$791K<0.01%+410Timeline
LOCOEL POLLO LOCO 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: 56,924 shares 56,924$789K<0.01%newTimeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,332 shares; 2024Q4: 34,964 shares; 2025Q1: 35,075 shares; 2025Q2: 35,232 shares; 2025Q3: 35,246 shares; 2025Q4: 33,539 shares; 2026Q1: 14,251 shares 14,251$789K<0.01%-19,288Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 5,743 shares; 2025Q1: 1,496 shares; 2025Q2: 1,202 shares; 2025Q3: 1,956 shares; 2025Q4: 2,936 shares; 2026Q1: 7,131 shares 7,131$786K<0.01%+4,195Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,794 shares; 2024Q4: 12,668 shares; 2025Q1: 12,574 shares; 2025Q2: 13,162 shares; 2025Q3: 13,121 shares; 2025Q4: 12,612 shares; 2026Q1: 9,265 shares 9,265$784K<0.01%-3,347Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,209 shares; 2024Q4: 24,801 shares; 2025Q1: 20,540 shares; 2025Q2: 21,508 shares; 2025Q3: 35,399 shares; 2025Q4: 31,099 shares; 2026Q1: 28,978 shares 28,978$782K<0.01%-2,121Timeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,028 shares; 2024Q4: 44,760 shares; 2025Q1: 45,522 shares; 2025Q2: 44,729 shares; 2025Q3: 156,330 shares; 2025Q4: 166,870 shares; 2026Q1: 166,899 shares 166,899$781K<0.01%+29Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,243 shares; 2024Q4: 4,775 shares; 2025Q1: 4,759 shares; 2025Q2: 4,859 shares; 2025Q3: 1,400 shares; 2025Q4: 886 shares; 2026Q1: 730 shares 730$780K<0.01%-156Timeline
CIFRCIPHER DIGITAL 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: 38,325 shares; 2025Q4: 85,232 shares; 2026Q1: 60,505 shares 60,505$779K<0.01%-24,727Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,588 shares; 2024Q4: 36,332 shares; 2025Q1: 31,925 shares; 2025Q2: 25,908 shares; 2025Q3: 23,931 shares; 2025Q4: 21,129 shares; 2026Q1: 14,739 shares 14,739$778K<0.01%-6,390Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,911 shares; 2024Q4: 23,046 shares; 2025Q1: not reported; 2025Q2: 7,331 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,711 shares 13,711$778K<0.01%newTimeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,817 shares; 2024Q4: 20,038 shares; 2025Q1: 18,943 shares; 2025Q2: 15,653 shares; 2025Q3: 15,695 shares; 2025Q4: 11,418 shares; 2026Q1: 10,277 shares 10,277$778K<0.01%-1,141Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,109 shares; 2024Q4: 33,594 shares; 2025Q1: 33,294 shares; 2025Q2: 33,294 shares; 2025Q3: 33,688 shares; 2025Q4: 31,188 shares; 2026Q1: 17,370 shares 17,370$777K<0.01%-13,818Timeline
CEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,967 shares; 2024Q4: 8,439 shares; 2025Q1: 6,917 shares; 2025Q2: 7,069 shares; 2025Q3: 9,288 shares; 2025Q4: 16,385 shares; 2026Q1: 17,131 shares 17,131$776K<0.01%+746Timeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,698 shares; 2024Q4: 12,659 shares; 2025Q1: 12,915 shares; 2025Q2: 13,768 shares; 2025Q3: 16,585 shares; 2025Q4: 25,290 shares; 2026Q1: 40,422 shares 40,422$776K<0.01%+15,132Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,890 shares 11,890$774K<0.01%newTimeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,991 shares; 2024Q4: 13,654 shares; 2025Q1: 12,543 shares; 2025Q2: 13,458 shares; 2025Q3: 20,320 shares; 2025Q4: 12,696 shares; 2026Q1: 13,020 shares 13,020$773K<0.01%+324Timeline
TXTERNIUM SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,231 shares 19,231$772K<0.01%newTimeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,482 shares; 2024Q4: 17,942 shares; 2025Q1: 13,376 shares; 2025Q2: 13,936 shares; 2025Q3: 13,995 shares; 2025Q4: 18,178 shares; 2026Q1: 14,247 shares 14,247$771K<0.01%-3,931Timeline

Options

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

SecurityTypeAmountValueChange
NVDANVIDIA CORPORATION COMcall5,600$264K+1,700
LRCXLAM RESEARCH CORP COMcall3,500$244Knew
FCXFREEPORT MCMORAN INC Stockcall10,600$126K+600
UPSUNITED PARCEL SVCS INC COMcall10,000$100Knew
UBERUBER TECHNOLOGIES INC COMcall10,000$90.7Knew

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
REDFIN CORPREDFIN CORP NOTE 0.500% 4/0principal13,000$12.4K+2,000

Sold out in Q1 2026

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

The largest 100 of 133. All 133

SecurityShares beforeValue beforeType
PNFPPINNACLE FINANCIAL PARTNERS29,234$2.79Mshares
DBCINVESCO DB COMMDY INDX TRCK99,157$2.22Mshares
COLLCOLLEGIUM PHARMACEUTICAL INC30,101$1.39Mshares
EXASEXACT SCIENCES CORP12,583$1.28Mshares
QQQPINVESTMENT MANAGERS SER TR I6,497$1.14Mshares
FDISFIDELITY COVINGTON TRUST11,045$1.13Mshares
FMDEFIDELITY COVINGTON TRUST30,712$1.12Mshares
KINSKINGSTONE COS INC63,550$1.07Mshares
OWNBBITWISE FUNDS TRUST42,238$907Kshares
EWXSPDR INDEX SHS FDS13,259$871Kshares
JEFJEFFERIES FINANCIAL GROUP IN13,098$812Kshares
QIAGEN N.V.QIAGEN N.V.17,926$806Kshares
QEFASPDR INDEX SHS FDS8,771$795Kshares
BWEBBITWISE FUNDS TRUST11,139$788Kshares
AMCOR PLCAMCOR PLC90,591$756Kshares
SEESEALED AIR CORP NEW17,859$740Kshares
HELOJ P MORGAN EXCHANGE TRADED F10,620$705Kshares
CFLTCONFLUENT INC-CLASS A22,402$677Kshares
JULPPGIM ROCK ETF TR20,305$626Kshares
BBWBUILD-A-BEAR WORKSHOP INC10,102$619Kshares
NFBKNORTHFIELD BANCORP INC DEL49,929$571Kshares
FVRRFIVERR INTL LTD26,600$526Kshares
UUNITY SOFTWARE INC11,632$514Kshares
AMHAMERICAN HOMES 4 RENT15,690$504Kshares
SNVSYNOVUS FINANCIAL CORP9,626$482Kshares
INSPINSPIRE MED SYS INC5,216$481Kshares
TDCTERADATA CORP DEL15,201$463Kshares
BXMXNUVEEN S&P 500 BUY-WRITE INCOM31,019$456Kshares
EXUSNOMURA ETF TR17,360$451Kshares
VVXV2X INC7,883$430Kshares
TFXTELEFLEX INCORPORATED3,509$428Kshares
TUTELUS CORPORATION31,454$415Kshares
SAMBOSTON BEER INC2,049$400Kshares
TMFERBB FD INC12,973$379Kshares
XSHQINVESCO EXCH TRADED FD TR II8,957$377Kshares
HNIHNI CORP8,689$365Kshares
EDGIADVISORS INNER CIRCLE FD II12,539$356Kshares
CMCLCALEDONIA MNG CORP13,300$348Kshares
KRCKILROY REALTY CORP9,263$346Kshares
SUPNSUPERNUS PHARMACEUTICALS6,795$338Kshares
SBSISOUTHSIDE BANCSHARES INC10,725$326Kshares
NENOBLE CORP PLC10,970$310Kshares
RHIROBERT HALF INC.11,179$304Kshares
FGDLFRANKLIN TEMPLETON HOLDINGS5,237$302Kshares
LACLITHIUM AMERS CORP NEW68,486$299Kshares
NKLRTERRA INNOVATUM GLOBAL NV63,047$291Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL652$291Kshares
GXPCGLOBAL X FDS9,632$287Kshares
PSNPARSONS CORP DEL4,614$285Kshares
ETSYETSY INC5,080$282Kshares
PPCPILGRIMS PRIDE CORP7,206$281Kshares
AFRMAFFIRM HLDGS INC3,710$276Kshares
GTLBGITLAB INC7,266$273Kshares
BJRIBJS RESTAURANTS INC6,904$272Kshares
CMACOMERICA INC3,106$270Kshares
KDKYNDRYL HLDGS INC10,164$270Kshares
DOCSDOXIMITY INC5,947$263Kshares
FGF&G ANNUITIES & LIFE INC8,433$260Kshares
SGISOMNIGROUP INTERNATIONAL INC2,912$260Kshares
OXLCOXFORD LANE CAP CORP17,656$258Kshares
ELCVSTRATEGY SHS9,441$251Kshares
DAYDAYFORCE INC3,584$248Kshares
TUSITOUCHSTONE ETF TRUST9,650$244Kshares
PLSEPULSE BIOSCIENCES INC17,757$244Kshares
JBTMJBT MAREL CORPORATION1,613$243Kshares
CALMCAL MAINE FOODS INC3,038$242Kshares
BUSEFIRST BUSEY CORP10,111$241Kshares
DYDYCOM INDS INC711$240Kshares
YETIYETI HLDGS INC5,387$238Kshares
FNGGDIREXION SHARES ETF TRUST1,152$238Kshares
TEMTEMPUS AI INC3,979$235Kshares
IGEBISHARES TR5,099$233Kshares
TBBKBANCORP INC DEL3,428$231Kshares
SPSCSPS COMM INC2,586$230Kshares
MGICMAGIC SOFTWARE ENTERPRISES8,747$228Kshares
EWTISHARES INC3,581$228Kshares
GFLGFL ENVIRONMENTAL INC5,268$226Kshares
PIIMPINJ INC1,295$225Kshares
AUGPPGIM ROCK ETF TR7,100$221Kshares
APPFAPPFOLIO INC944$220Kshares
CRBGCOREBRIDGE FINL INC7,242$218Kshares
PRVAPRIVIA HEALTH GROUP INC9,208$218Kshares
FFOGFRANKLIN TEMPLETON ETF TR4,636$217Kshares
XMYDXBLACKROCK MUNIYIELD FUND20,388$214Kshares
SPYXSPDR SERIES TRUST3,802$214Kshares
IATISHARES TR3,869$213Kshares
CCBCOASTAL FINL CORP WA1,852$212Kshares
WKWORKIVA INC2,432$210Kshares
PKPARK HOTELS & RESORTS INC20,045$210Kshares
PIPRPIPER SANDLER COS615$209Kshares
SYMSYMBOTIC INC3,501$208Kshares
BOKFBOK FINL CORP1,753$208Kshares
RGENREPLIGEN CORP1,264$207Kshares
USMCPRINCIPAL EXCHANGE TRADED FD3,018$207Kshares
TMDXTRANSMEDICS GROUP INC1,694$206Kshares
BKIEBNY MELLON ETF TRUST2,200$204Kshares
BENFRANKLIN TEMPLETON INC8,491$203Kshares
CADECADENCE BANK4,705$202Kshares
PRAXPRAXIS PRECISION MEDICINES I681$201Kshares
OZKBANK OZK LITTLE ROCK ARK4,354$200Kshares

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 0001777271-26-000006 base2026-05-05acceptance time not in the bulk data set