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Smartleaf Asset Management LLC

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13F filer, CIK 2010393, BOSTON, MA

Smartleaf Asset Management LLC reported $2,768,615,589 across 3,510 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 26.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002010393-26-000003

Period
2026-03-31
Reported value
$2.77B
Holdings
3,510
Top 10 weight
26.07%
New
192
Sold out
173

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFUSadded+328,058$22.6M
NAnew+5,655,934$16.7M
DFIVadded+312,545$16.1M
IEFAadded+155,144$13.6M
AGGadded+111,475$11M

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
SPYreduced-9,775-$6.18M
SPYGreduced-33,016-$3.11M
AZNexited-28,594-$2.65M
FSMDreduced-58,099-$2.52M
IWDreduced-11,457-$2.4M

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 0002010393-26-000003, largest first. % of portfolio is the value over $2,768,615,589, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,408 shares; 2025Q1: 1,697 shares; 2025Q2: 1,878 shares; 2025Q3: 2,465 shares; 2025Q4: 3,055 shares; 2026Q1: 2,863 shares 2,863$569K0.02%-192Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 3,333 shares; 2025Q1: 3,371 shares; 2025Q2: 2,583 shares; 2025Q3: 4,125 shares; 2025Q4: 4,172 shares; 2026Q1: 4,264 shares 4,264$565K0.02%+92Timeline
GBTCGRAYSCALE BITCOIN TRUST 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: 16 shares; 2025Q3: 16 shares; 2025Q4: 10,910 shares; 2026Q1: 10,910 shares 10,910$564K0.02%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 3,599 shares; 2025Q1: 3,568 shares; 2025Q2: 1,889 shares; 2025Q3: 3,934 shares; 2025Q4: 5,638 shares; 2026Q1: 6,373 shares 6,373$560K0.02%+735Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 2,901 shares; 2025Q1: 4,420 shares; 2025Q2: 4,433 shares; 2025Q3: 7,436 shares; 2025Q4: 7,951 shares; 2026Q1: 8,185 shares 8,185$558K0.02%+234Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 272 shares; 2025Q1: 312 shares; 2025Q2: 396 shares; 2025Q3: 565 shares; 2025Q4: 517 shares; 2026Q1: 553 shares 553$554K0.02%+36Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 2,200 shares; 2025Q1: 2,440 shares; 2025Q2: 1,706 shares; 2025Q3: 2,867 shares; 2025Q4: 3,384 shares; 2026Q1: 6,246 shares 6,246$551K0.02%+2,862Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,636 shares; 2024Q4: 5,474 shares; 2025Q1: 4,878 shares; 2025Q2: 4,394 shares; 2025Q3: 7,147 shares; 2025Q4: 8,363 shares; 2026Q1: 9,572 shares 9,572$550K0.02%+1,209Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 286 shares; 2025Q1: 309 shares; 2025Q2: 231 shares; 2025Q3: 409 shares; 2025Q4: 440 shares; 2026Q1: 484 shares 484$549K0.02%+44Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 9,399 shares; 2025Q1: 9,399 shares; 2025Q2: 4,049 shares; 2025Q3: 9,968 shares; 2025Q4: 12,671 shares; 2026Q1: 14,503 shares 14,503$546K0.02%+1,832Timeline
LKFNLAKELAND FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,543 shares; 2024Q4: 9,628 shares; 2025Q1: 9,668 shares; 2025Q2: 9,960 shares; 2025Q3: 10,154 shares; 2025Q4: 9,964 shares; 2026Q1: 9,649 shares 9,649$546K0.02%-315Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 993 shares; 2025Q1: 1,134 shares; 2025Q2: 971 shares; 2025Q3: 1,859 shares; 2025Q4: 2,864 shares; 2026Q1: 3,376 shares 3,376$543K0.02%+512Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,431 shares; 2025Q1: 1,253 shares; 2025Q2: 1,005 shares; 2025Q3: 2,110 shares; 2025Q4: 2,473 shares; 2026Q1: 2,668 shares 2,668$540K0.02%+195Timeline
VOOGVANGUARD ADMIRAL FDS 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: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 1,375 shares 1,375$539K0.02%+800Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: 22,427 shares; 2025Q1: 39,112 shares; 2025Q2: 48,350 shares; 2025Q3: 51,334 shares; 2025Q4: 59,437 shares; 2026Q1: 67,605 shares 67,605$538K0.02%+8,168Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 603 shares; 2025Q1: 706 shares; 2025Q2: 570 shares; 2025Q3: 1,090 shares; 2025Q4: 961 shares; 2026Q1: 1,010 shares 1,010$537K0.02%+49Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 930 shares; 2025Q1: 868 shares; 2025Q2: 532 shares; 2025Q3: 1,593 shares; 2025Q4: 1,960 shares; 2026Q1: 4,630 shares 4,630$536K0.02%+2,670Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,828 shares; 2024Q4: 5,824 shares; 2025Q1: 5,321 shares; 2025Q2: 3,589 shares; 2025Q3: 3,522 shares; 2025Q4: 5,461 shares; 2026Q1: 3,571 shares 3,571$532K0.02%-1,890Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 4,930 shares; 2025Q1: 4,696 shares; 2025Q2: 3,578 shares; 2025Q3: 5,558 shares; 2025Q4: 6,699 shares; 2026Q1: 11,907 shares 11,907$532K0.02%+5,208Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 2,060 shares; 2025Q3: 2,087 shares; 2025Q4: 2,211 shares; 2026Q1: 2,348 shares 2,348$531K0.02%+137Timeline
PCEFINVESCO 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: 48,675 shares; 2025Q4: 28,864 shares; 2026Q1: 28,864 shares 28,864$530K0.02%0Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 3,856 shares; 2025Q1: 3,533 shares; 2025Q2: 1,452 shares; 2025Q3: 5,214 shares; 2025Q4: 6,015 shares; 2026Q1: 6,157 shares 6,157$525K0.02%+142Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 1,243 shares; 2025Q1: 1,320 shares; 2025Q2: 1,272 shares; 2025Q3: 2,180 shares; 2025Q4: 2,454 shares; 2026Q1: 2,688 shares 2,688$523K0.02%+234Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 3,290 shares; 2026Q1: 3,050 shares 3,050$522K0.02%-240Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 10,020 shares; 2025Q1: 10,379 shares; 2025Q2: 10,829 shares; 2025Q3: 19,895 shares; 2025Q4: 24,772 shares; 2026Q1: 28,454 shares 28,454$520K0.02%+3,682Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,594 shares; 2025Q1: 5,911 shares; 2025Q2: 5,674 shares; 2025Q3: 6,952 shares; 2025Q4: 7,987 shares; 2026Q1: 7,758 shares 7,758$517K0.02%-229Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 2,113 shares; 2025Q1: 2,676 shares; 2025Q2: 2,980 shares; 2025Q3: 3,634 shares; 2025Q4: 3,781 shares; 2026Q1: 3,636 shares 3,636$514K0.02%-145Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,683 shares; 2024Q4: 2,343 shares; 2025Q1: 3,948 shares; 2025Q2: 3,522 shares; 2025Q3: 3,810 shares; 2025Q4: 3,719 shares; 2026Q1: 3,823 shares 3,823$514K0.02%+104Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 3,113 shares; 2025Q1: 2,991 shares; 2025Q2: 2,141 shares; 2025Q3: 3,609 shares; 2025Q4: 3,682 shares; 2026Q1: 3,738 shares 3,738$512K0.02%+56Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 323 shares; 2025Q1: 3,861 shares; 2025Q2: 6,499 shares; 2025Q3: 5,415 shares; 2025Q4: 5,183 shares; 2026Q1: 9,187 shares 9,187$509K0.02%+4,004Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,466 shares; 2024Q4: 14,442 shares; 2025Q1: 13,235 shares; 2025Q2: 13,317 shares; 2025Q3: 15,676 shares; 2025Q4: 21,264 shares; 2026Q1: 13,456 shares 13,456$499K0.02%-7,808Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,360 shares; 2024Q4: 7,788 shares; 2025Q1: 7,864 shares; 2025Q2: 5,144 shares; 2025Q3: 10,438 shares; 2025Q4: 17,999 shares; 2026Q1: 19,722 shares 19,722$498K0.02%+1,723Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 4,542 shares; 2025Q1: 2,983 shares; 2025Q2: 5,617 shares; 2025Q3: 9,543 shares; 2025Q4: 11,576 shares; 2026Q1: 12,643 shares 12,643$496K0.02%+1,067Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,358 shares; 2025Q3: 28,304 shares; 2025Q4: 25,981 shares; 2026Q1: 9,158 shares 9,158$496K0.02%-16,823Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 332 shares; 2025Q1: 364 shares; 2025Q2: 286 shares; 2025Q3: 418 shares; 2025Q4: 1,680 shares; 2026Q1: 21,253 shares 21,253$491K0.02%+19,573Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 5,789 shares; 2025Q1: 4,725 shares; 2025Q2: 4,342 shares; 2025Q3: 5,740 shares; 2025Q4: 5,962 shares; 2026Q1: 6,165 shares 6,165$490K0.02%+203Timeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 9,672 shares; 2025Q1: 12,468 shares; 2025Q2: 7,679 shares; 2025Q3: 10,125 shares; 2025Q4: 11,654 shares; 2026Q1: 13,286 shares 13,286$487K0.02%+1,632Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,543 shares; 2025Q1: 1,752 shares; 2025Q2: 1,767 shares; 2025Q3: 1,821 shares; 2025Q4: 1,831 shares; 2026Q1: 1,994 shares 1,994$487K0.02%+163Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,523 shares; 2024Q4: 5,081 shares; 2025Q1: 6,583 shares; 2025Q2: 6,332 shares; 2025Q3: 11,955 shares; 2025Q4: 12,628 shares; 2026Q1: 12,669 shares 12,669$482K0.02%+41Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 402 shares; 2025Q4: 4,333 shares; 2026Q1: 3,328 shares 3,328$481K0.02%-1,005Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,457 shares; 2024Q4: 24,745 shares; 2025Q1: 30,125 shares; 2025Q2: 13,608 shares; 2025Q3: 18,765 shares; 2025Q4: 19,000 shares; 2026Q1: 21,256 shares 21,256$481K0.02%+2,256Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,722 shares; 2025Q1: 3,540 shares; 2025Q2: 2,730 shares; 2025Q3: 4,350 shares; 2025Q4: 4,514 shares; 2026Q1: 4,286 shares 4,286$480K0.02%-228Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,778 shares; 2024Q4: 9,561 shares; 2025Q1: 9,103 shares; 2025Q2: 11,416 shares; 2025Q3: 14,778 shares; 2025Q4: 14,558 shares; 2026Q1: 10,734 shares 10,734$480K0.02%-3,824Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,836 shares; 2025Q1: 4,378 shares; 2025Q2: 3,148 shares; 2025Q3: 4,258 shares; 2025Q4: 5,644 shares; 2026Q1: 7,189 shares 7,189$476K0.02%+1,545Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,437 shares; 2024Q4: 17,788 shares; 2025Q1: 17,102 shares; 2025Q2: 14,978 shares; 2025Q3: 19,619 shares; 2025Q4: 17,135 shares; 2026Q1: 13,470 shares 13,470$475K0.02%-3,665Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,987 shares; 2025Q1: 2,029 shares; 2025Q2: 1,594 shares; 2025Q3: 2,082 shares; 2025Q4: 2,160 shares; 2026Q1: 2,195 shares 2,195$474K0.02%+35Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: 650 shares; 2025Q2: 526 shares; 2025Q3: 3,168 shares; 2025Q4: 3,509 shares; 2026Q1: 14,162 shares 14,162$473K0.02%+10,653Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,609 shares; 2025Q1: 1,586 shares; 2025Q2: 1,323 shares; 2025Q3: 2,180 shares; 2025Q4: 2,702 shares; 2026Q1: 3,000 shares 3,000$464K0.02%+298Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 3,977 shares; 2025Q1: 4,434 shares; 2025Q2: 5,084 shares; 2025Q3: 5,434 shares; 2025Q4: 5,694 shares; 2026Q1: 4,722 shares 4,722$455K0.02%-972Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,784 shares; 2025Q1: 2,657 shares; 2025Q2: 2,301 shares; 2025Q3: 3,052 shares; 2025Q4: 2,942 shares; 2026Q1: 2,813 shares 2,813$455K0.02%-129Timeline
IXUSISHARES 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: 71 shares; 2025Q4: 444 shares; 2026Q1: 5,416 shares 5,416$454K0.02%+4,972Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 7,278 shares; 2025Q1: 8,317 shares; 2025Q2: 7,467 shares; 2025Q3: 14,313 shares; 2025Q4: 14,636 shares; 2026Q1: 15,938 shares 15,938$452K0.02%+1,302Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 924 shares; 2025Q1: 868 shares; 2025Q2: 975 shares; 2025Q3: 1,189 shares; 2025Q4: 1,088 shares; 2026Q1: 3,282 shares 3,282$452K0.02%+2,194Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 365 shares; 2025Q1: 387 shares; 2025Q2: 181 shares; 2025Q3: 1,295 shares; 2025Q4: 1,449 shares; 2026Q1: 2,363 shares 2,363$450K0.02%+914Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 3,516 shares; 2025Q1: 3,698 shares; 2025Q2: 3,049 shares; 2025Q3: 5,233 shares; 2025Q4: 5,575 shares; 2026Q1: 6,492 shares 6,492$450K0.02%+917Timeline
XLSRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 3,059 shares; 2025Q1: 4,516 shares; 2025Q2: 5,371 shares; 2025Q3: 6,315 shares; 2025Q4: 6,912 shares; 2026Q1: 8,026 shares 8,026$449K0.02%+1,114Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 2,131 shares; 2025Q1: 2,257 shares; 2025Q2: 1,232 shares; 2025Q3: 2,531 shares; 2025Q4: 2,563 shares; 2026Q1: 3,632 shares 3,632$448K0.02%+1,069Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 3,907 shares; 2025Q1: 4,702 shares; 2025Q2: 4,026 shares; 2025Q3: 5,233 shares; 2025Q4: 5,330 shares; 2026Q1: 5,634 shares 5,634$445K0.02%+304Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 201 shares; 2025Q3: 1,500 shares; 2025Q4: 3,813 shares; 2026Q1: 5,565 shares 5,565$439K0.02%+1,752Timeline
COROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,088 shares 14,088$439K0.02%newTimeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 7,635 shares; 2025Q1: 7,039 shares; 2025Q2: 5,583 shares; 2025Q3: 9,741 shares; 2025Q4: 22,281 shares; 2026Q1: 25,031 shares 25,031$438K0.02%+2,750Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 2,940 shares; 2025Q1: 4,878 shares; 2025Q2: 5,027 shares; 2025Q3: 5,246 shares; 2025Q4: 7,880 shares; 2026Q1: 6,601 shares 6,601$436K0.02%-1,279Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 206 shares; 2025Q1: 208 shares; 2025Q2: 388 shares; 2025Q3: 981 shares; 2025Q4: 2,912 shares; 2026Q1: 2,753 shares 2,753$435K0.02%-159Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 3,011 shares; 2025Q1: 3,428 shares; 2025Q2: 2,903 shares; 2025Q3: 5,999 shares; 2025Q4: 6,437 shares; 2026Q1: 7,106 shares 7,106$435K0.02%+669Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 1,175 shares; 2025Q1: 1,166 shares; 2025Q2: 983 shares; 2025Q3: 1,122 shares; 2025Q4: 995 shares; 2026Q1: 1,478 shares 1,478$434K0.02%+483Timeline
EENI SPAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,264 shares; 2024Q4: 8,360 shares; 2025Q1: 6,885 shares; 2025Q2: 4,676 shares; 2025Q3: 6,149 shares; 2025Q4: 7,783 shares; 2026Q1: 7,742 shares 7,742$432K0.02%-41Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 747 shares; 2025Q1: 895 shares; 2025Q2: 594 shares; 2025Q3: 1,077 shares; 2025Q4: 1,203 shares; 2026Q1: 1,361 shares 1,361$430K0.02%+158Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 2,182 shares; 2025Q1: 1,589 shares; 2025Q2: 1,070 shares; 2025Q3: 2,782 shares; 2025Q4: 2,742 shares; 2026Q1: 3,463 shares 3,463$426K0.02%+721Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 1,971 shares; 2025Q1: 2,093 shares; 2025Q2: 1,896 shares; 2025Q3: 2,583 shares; 2025Q4: 2,618 shares; 2026Q1: 2,409 shares 2,409$424K0.02%-209Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 2,020 shares; 2025Q1: 1,925 shares; 2025Q2: 1,797 shares; 2025Q3: 2,876 shares; 2025Q4: 3,192 shares; 2026Q1: 3,669 shares 3,669$423K0.02%+477Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 2,697 shares; 2025Q1: 6,597 shares; 2025Q2: 5,306 shares; 2025Q3: 6,792 shares; 2025Q4: 5,875 shares; 2026Q1: 6,493 shares 6,493$423K0.02%+618Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 1,826 shares; 2025Q3: 2,428 shares; 2025Q4: 2,169 shares; 2026Q1: 2,094 shares 2,094$417K0.02%-75Timeline
NFRAFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 3,313 shares; 2025Q3: 15,804 shares; 2025Q4: 9,803 shares; 2026Q1: 6,610 shares 6,610$416K0.02%-3,193Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 458 shares; 2025Q1: 675 shares; 2025Q2: 451 shares; 2025Q3: 1,796 shares; 2025Q4: 2,100 shares; 2026Q1: 2,244 shares 2,244$415K0.01%+144Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 3,239 shares; 2025Q1: 3,713 shares; 2025Q2: 2,646 shares; 2025Q3: 4,023 shares; 2025Q4: 4,135 shares; 2026Q1: 4,393 shares 4,393$415K0.01%+258Timeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 823 shares; 2025Q1: 1,078 shares; 2025Q2: 1,058 shares; 2025Q3: 1,151 shares; 2025Q4: 1,190 shares; 2026Q1: 1,482 shares 1,482$415K0.01%+292Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 14,200 shares; 2025Q1: 11,228 shares; 2025Q2: 10,170 shares; 2025Q3: 10,794 shares; 2025Q4: 12,260 shares; 2026Q1: 14,573 shares 14,573$413K0.01%+2,313Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 2,230 shares; 2025Q1: 3,667 shares; 2025Q2: 3,845 shares; 2025Q3: 5,162 shares; 2025Q4: 4,401 shares; 2026Q1: 4,358 shares 4,358$413K0.01%-43Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,332 shares; 2025Q4: 4,501 shares; 2026Q1: 6,046 shares 6,046$413K0.01%+1,545Timeline
CRBNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 7,760 shares; 2025Q1: 6,153 shares; 2025Q2: 2,689 shares; 2025Q3: 2,343 shares; 2025Q4: 2,181 shares; 2026Q1: 1,908 shares 1,908$413K0.01%-273Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 2,411 shares; 2025Q1: 2,286 shares; 2025Q2: 2,153 shares; 2025Q3: 4,372 shares; 2025Q4: 4,993 shares; 2026Q1: 5,714 shares 5,714$410K0.01%+721Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,825 shares; 2025Q1: 1,767 shares; 2025Q2: 639 shares; 2025Q3: 1,402 shares; 2025Q4: 1,362 shares; 2026Q1: 1,821 shares 1,821$407K0.01%+459Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 911 shares; 2025Q1: 999 shares; 2025Q2: 1,008 shares; 2025Q3: 1,312 shares; 2025Q4: 1,020 shares; 2026Q1: 1,140 shares 1,140$401K0.01%+120Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,792 shares; 2024Q4: 3,159 shares; 2025Q1: 3,004 shares; 2025Q2: 2,516 shares; 2025Q3: 3,044 shares; 2025Q4: 2,988 shares; 2026Q1: 2,845 shares 2,845$401K0.01%-143Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,251 shares; 2024Q4: 8,739 shares; 2025Q1: 10,303 shares; 2025Q2: 11,496 shares; 2025Q3: 14,493 shares; 2025Q4: 17,334 shares; 2026Q1: 16,893 shares 16,893$400K0.01%-441Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 471 shares; 2025Q1: 327 shares; 2025Q2: 202 shares; 2025Q3: 628 shares; 2025Q4: 1,852 shares; 2026Q1: 2,125 shares 2,125$399K0.01%+273Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 1,867 shares; 2025Q1: 685 shares; 2025Q2: 559 shares; 2025Q3: 794 shares; 2025Q4: 1,965 shares; 2026Q1: 2,458 shares 2,458$398K0.01%+493Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 1,555 shares; 2025Q1: 1,717 shares; 2025Q2: 1,202 shares; 2025Q3: 2,166 shares; 2025Q4: 3,087 shares; 2026Q1: 2,674 shares 2,674$396K0.01%-413Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 706 shares; 2025Q1: 756 shares; 2025Q2: 389 shares; 2025Q3: 577 shares; 2025Q4: 1,002 shares; 2026Q1: 1,083 shares 1,083$395K0.01%+81Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 4,489 shares; 2025Q1: 5,221 shares; 2025Q2: 5,381 shares; 2025Q3: 11,404 shares; 2025Q4: 13,151 shares; 2026Q1: 14,841 shares 14,841$394K0.01%+1,690Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,306 shares; 2026Q1: 1,269 shares 1,269$393K0.01%-37Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,897 shares; 2025Q1: 2,555 shares; 2025Q2: 1,694 shares; 2025Q3: 3,142 shares; 2025Q4: 5,565 shares; 2026Q1: 6,245 shares 6,245$391K0.01%+680Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 3,045 shares; 2025Q1: 3,000 shares; 2025Q2: 2,900 shares; 2025Q3: 3,021 shares; 2025Q4: 3,179 shares; 2026Q1: 2,942 shares 2,942$388K0.01%-237Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,919 shares; 2025Q1: 2,556 shares; 2025Q2: 2,645 shares; 2025Q3: 4,220 shares; 2025Q4: 4,213 shares; 2026Q1: 4,165 shares 4,165$388K0.01%-48Timeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,927 shares; 2024Q4: 42,160 shares; 2025Q1: 45,340 shares; 2025Q2: 38,050 shares; 2025Q3: 39,583 shares; 2025Q4: 45,637 shares; 2026Q1: 50,782 shares 50,782$387K0.01%+5,145Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 1,582 shares; 2025Q3: 8,570 shares; 2025Q4: 5,462 shares; 2026Q1: 6,196 shares 6,196$384K0.01%+734Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 1,150 shares; 2025Q1: 1,397 shares; 2025Q2: 1,049 shares; 2025Q3: 1,577 shares; 2025Q4: 1,569 shares; 2026Q1: 2,011 shares 2,011$382K0.01%+442Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,503 shares; 2024Q4: 1,384 shares; 2025Q1: 1,281 shares; 2025Q2: 361 shares; 2025Q3: 1,530 shares; 2025Q4: 1,147 shares; 2026Q1: 1,676 shares 1,676$380K0.01%+529Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,902 shares; 2024Q4: 2,761 shares; 2025Q1: 3,751 shares; 2025Q2: 2,472 shares; 2025Q3: 4,730 shares; 2025Q4: 4,936 shares; 2026Q1: 5,889 shares 5,889$379K0.01%+953Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 5,014 shares; 2025Q1: 6,084 shares; 2025Q2: 4,513 shares; 2025Q3: 6,092 shares; 2025Q4: 6,701 shares; 2026Q1: 6,203 shares 6,203$379K0.01%-498Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 1,176 shares; 2025Q1: 1,222 shares; 2025Q2: 766 shares; 2025Q3: 1,558 shares; 2025Q4: 1,741 shares; 2026Q1: 1,720 shares 1,720$378K0.01%-21Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,237 shares; 2025Q1: 2,347 shares; 2025Q2: 9,066 shares; 2025Q3: 9,059 shares; 2025Q4: 13,609 shares; 2026Q1: 9,415 shares 9,415$376K0.01%-4,194Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 2,072 shares; 2025Q1: 3,151 shares; 2025Q2: 2,630 shares; 2025Q3: 4,290 shares; 2025Q4: 4,703 shares; 2026Q1: 4,152 shares 4,152$375K0.01%-551Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,285 shares; 2025Q1: 1,137 shares; 2025Q2: 1,016 shares; 2025Q3: 2,117 shares; 2025Q4: 3,026 shares; 2026Q1: 3,295 shares 3,295$374K0.01%+269Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 2,330 shares; 2025Q1: 1,932 shares; 2025Q2: 2,281 shares; 2025Q3: 3,855 shares; 2025Q4: 6,770 shares; 2026Q1: 5,184 shares 5,184$372K0.01%-1,586Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 755 shares; 2025Q1: 750 shares; 2025Q2: 623 shares; 2025Q3: 610 shares; 2025Q4: 704 shares; 2026Q1: 706 shares 706$370K0.01%+2Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 726 shares; 2025Q1: 938 shares; 2025Q2: 991 shares; 2025Q3: 1,036 shares; 2025Q4: 985 shares; 2026Q1: 1,034 shares 1,034$369K0.01%+49Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 4,057 shares; 2025Q1: 4,794 shares; 2025Q2: 2,269 shares; 2025Q3: 5,194 shares; 2025Q4: 6,145 shares; 2026Q1: 7,083 shares 7,083$365K0.01%+938Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 3,034 shares; 2025Q1: 2,674 shares; 2025Q2: 2,305 shares; 2025Q3: 2,426 shares; 2025Q4: 2,145 shares; 2026Q1: 1,820 shares 1,820$364K0.01%-325Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 2,402 shares; 2025Q1: 2,943 shares; 2025Q2: 2,307 shares; 2025Q3: 3,472 shares; 2025Q4: 3,845 shares; 2026Q1: 3,570 shares 3,570$364K0.01%-275Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 1,262 shares; 2025Q1: 1,503 shares; 2025Q2: 921 shares; 2025Q3: 1,635 shares; 2025Q4: 1,714 shares; 2026Q1: 1,792 shares 1,792$363K0.01%+78Timeline
GNWGENWORTH FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 10,494 shares; 2025Q1: 9,508 shares; 2025Q2: 10,322 shares; 2025Q3: 11,638 shares; 2025Q4: 54,278 shares; 2026Q1: 45,066 shares 45,066$363K0.01%-9,212Timeline
PSETPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 2,640 shares; 2025Q1: 4,479 shares; 2025Q2: 4,134 shares; 2025Q3: 4,076 shares; 2025Q4: 5,095 shares; 2026Q1: 5,334 shares 5,334$362K0.01%+239Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,475 shares; 2025Q1: 1,762 shares; 2025Q2: 792 shares; 2025Q3: 1,736 shares; 2025Q4: 2,025 shares; 2026Q1: 2,191 shares 2,191$361K0.01%+166Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 2,453 shares; 2025Q1: 2,295 shares; 2025Q2: 1,635 shares; 2025Q3: 2,759 shares; 2025Q4: 3,251 shares; 2026Q1: 3,273 shares 3,273$360K0.01%+22Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 1,856 shares; 2025Q1: 2,563 shares; 2025Q2: 4,274 shares; 2025Q3: 9,665 shares; 2025Q4: 13,783 shares; 2026Q1: 13,103 shares 13,103$359K0.01%-680Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 1,573 shares; 2025Q1: 1,571 shares; 2025Q2: 1,225 shares; 2025Q3: 2,150 shares; 2025Q4: 2,059 shares; 2026Q1: 2,020 shares 2,020$357K0.01%-39Timeline
HYLSFIRST 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: 33 shares; 2025Q4: 3,448 shares; 2026Q1: 8,878 shares 8,878$356K0.01%+5,430Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,777 shares; 2025Q1: 2,759 shares; 2025Q2: 2,043 shares; 2025Q3: 2,546 shares; 2025Q4: 3,265 shares; 2026Q1: 2,515 shares 2,515$355K0.01%-750Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 7 shares; 2025Q1: 26 shares; 2025Q2: 25 shares; 2025Q3: 39 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54$351K0.01%0Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 4,380 shares; 2025Q1: 4,465 shares; 2025Q2: 3,406 shares; 2025Q3: 6,035 shares; 2025Q4: 5,487 shares; 2026Q1: 5,836 shares 5,836$351K0.01%+349Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 4,816 shares; 2025Q1: 3,927 shares; 2025Q2: 3,227 shares; 2025Q3: 4,411 shares; 2025Q4: 4,506 shares; 2026Q1: 4,088 shares 4,088$347K0.01%-418Timeline
KNKNOWLES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,338 shares; 2024Q4: 12,513 shares; 2025Q1: 13,105 shares; 2025Q2: 15,514 shares; 2025Q3: 16,480 shares; 2025Q4: 19,245 shares; 2026Q1: 14,000 shares 14,000$344K0.01%-5,245Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,507 shares; 2025Q1: 1,527 shares; 2025Q2: 1,464 shares; 2025Q3: 1,558 shares; 2025Q4: 1,538 shares; 2026Q1: 1,298 shares 1,298$344K0.01%-240Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 1,255 shares; 2025Q1: 1,457 shares; 2025Q2: 643 shares; 2025Q3: 1,372 shares; 2025Q4: 2,086 shares; 2026Q1: 2,874 shares 2,874$343K0.01%+788Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 471 shares; 2025Q1: 727 shares; 2025Q2: 414 shares; 2025Q3: 1,130 shares; 2025Q4: 1,399 shares; 2026Q1: 1,924 shares 1,924$341K0.01%+525Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,681 shares; 2024Q4: 4,845 shares; 2025Q1: 4,377 shares; 2025Q2: 4,413 shares; 2025Q3: 5,634 shares; 2025Q4: 4,886 shares; 2026Q1: 4,536 shares 4,536$340K0.01%-350Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 401 shares; 2025Q2: 355 shares; 2025Q3: 366 shares; 2025Q4: 9,288 shares; 2026Q1: 3,867 shares 3,867$338K0.01%-5,421Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,091 shares; 2024Q4: 21,713 shares; 2025Q1: 21,672 shares; 2025Q2: 27,947 shares; 2025Q3: 29,449 shares; 2025Q4: 32,888 shares; 2026Q1: 33,747 shares 33,747$337K0.01%+859Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 1,812 shares; 2025Q1: 2,157 shares; 2025Q2: 1,767 shares; 2025Q3: 2,492 shares; 2025Q4: 2,874 shares; 2026Q1: 3,035 shares 3,035$337K0.01%+161Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 427 shares; 2025Q1: 670 shares; 2025Q2: 302 shares; 2025Q3: 641 shares; 2025Q4: 673 shares; 2026Q1: 1,254 shares 1,254$331K0.01%+581Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 2,217 shares; 2025Q1: 1,817 shares; 2025Q2: 1,445 shares; 2025Q3: 4,442 shares; 2025Q4: 3,158 shares; 2026Q1: 4,001 shares 4,001$330K0.01%+843Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 285 shares; 2025Q1: 269 shares; 2025Q2: 219 shares; 2025Q3: 245 shares; 2025Q4: 256 shares; 2026Q1: 263 shares 263$328K0.01%+7Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,053 shares; 2025Q1: 1,867 shares; 2025Q2: 1,315 shares; 2025Q3: 2,263 shares; 2025Q4: 1,967 shares; 2026Q1: 1,875 shares 1,875$328K0.01%-92Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 3,753 shares; 2025Q1: 3,566 shares; 2025Q2: 2,682 shares; 2025Q3: 3,572 shares; 2025Q4: 3,216 shares; 2026Q1: 3,484 shares 3,484$327K0.01%+268Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 576 shares; 2025Q1: 542 shares; 2025Q2: 457 shares; 2025Q3: 965 shares; 2025Q4: 1,060 shares; 2026Q1: 1,123 shares 1,123$327K0.01%+63Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 272 shares; 2025Q1: 316 shares; 2025Q2: 257 shares; 2025Q3: 382 shares; 2025Q4: 423 shares; 2026Q1: 463 shares 463$326K0.01%+40Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 2,102 shares; 2025Q1: 2,536 shares; 2025Q2: 1,678 shares; 2025Q3: 3,539 shares; 2025Q4: 3,844 shares; 2026Q1: 4,783 shares 4,783$325K0.01%+939Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,101 shares; 2025Q1: 2,074 shares; 2025Q2: 2,130 shares; 2025Q3: 2,257 shares; 2025Q4: 12,894 shares; 2026Q1: 7,143 shares 7,143$323K0.01%-5,751Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 839 shares; 2025Q1: 792 shares; 2025Q2: 464 shares; 2025Q3: 3,506 shares; 2025Q4: 4,370 shares; 2026Q1: 4,161 shares 4,161$323K0.01%-209Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 9,772 shares; 2025Q1: 9,805 shares; 2025Q2: 6,556 shares; 2025Q3: 7,672 shares; 2025Q4: 7,601 shares; 2026Q1: 6,991 shares 6,991$317K0.01%-610Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 861 shares; 2025Q1: 814 shares; 2025Q2: 567 shares; 2025Q3: 957 shares; 2025Q4: 931 shares; 2026Q1: 1,197 shares 1,197$317K0.01%+266Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,808 shares; 2026Q1: 5,470 shares 5,470$317K0.01%-338Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 2,241 shares; 2025Q1: 2,168 shares; 2025Q2: 1,702 shares; 2025Q3: 2,354 shares; 2025Q4: 5,157 shares; 2026Q1: 5,688 shares 5,688$316K0.01%+531Timeline
KTKT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,566 shares; 2024Q4: 9,761 shares; 2025Q1: 9,489 shares; 2025Q2: 10,881 shares; 2025Q3: 12,156 shares; 2025Q4: 14,659 shares; 2026Q1: 14,878 shares 14,878$315K0.01%+219Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,238 shares; 2026Q1: 2,904 shares 2,904$311K0.01%+666Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,593 shares; 2024Q4: 2,736 shares; 2025Q1: 3,397 shares; 2025Q2: 2,100 shares; 2025Q3: 2,513 shares; 2025Q4: 2,248 shares; 2026Q1: 2,255 shares 2,255$308K0.01%+7Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 10,539 shares; 2025Q1: 10,278 shares; 2025Q2: 6,061 shares; 2025Q3: 8,285 shares; 2025Q4: 7,262 shares; 2026Q1: 7,323 shares 7,323$307K0.01%+61Timeline
ALLOALLOGENE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,927 shares; 2026Q1: 137,874 shares 137,874$306K0.01%+108,947Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 1,659 shares; 2025Q1: 1,512 shares; 2025Q2: 968 shares; 2025Q3: 1,353 shares; 2025Q4: 1,926 shares; 2026Q1: 1,857 shares 1,857$306K0.01%-69Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,561 shares; 2024Q4: 7,645 shares; 2025Q1: 7,742 shares; 2025Q2: 5,120 shares; 2025Q3: 9,116 shares; 2025Q4: 9,464 shares; 2026Q1: 9,749 shares 9,749$304K0.01%+285Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 3,556 shares; 2025Q1: 3,391 shares; 2025Q2: 2,565 shares; 2025Q3: 3,733 shares; 2025Q4: 4,650 shares; 2026Q1: 6,013 shares 6,013$303K0.01%+1,363Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,284 shares; 2025Q1: 1,852 shares; 2025Q2: 1,413 shares; 2025Q3: 2,052 shares; 2025Q4: 1,609 shares; 2026Q1: 1,616 shares 1,616$303K0.01%+7Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 1,138 shares; 2025Q1: 844 shares; 2025Q2: 972 shares; 2025Q3: 1,264 shares; 2025Q4: 1,338 shares; 2026Q1: 2,000 shares 2,000$302K0.01%+662Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 1,824 shares; 2025Q1: 1,587 shares; 2025Q2: 1,833 shares; 2025Q3: 2,858 shares; 2025Q4: 3,265 shares; 2026Q1: 4,098 shares 4,098$301K0.01%+833Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 5,963 shares; 2025Q1: 5,234 shares; 2025Q2: 4,711 shares; 2025Q3: 7,372 shares; 2025Q4: 6,753 shares; 2026Q1: 6,178 shares 6,178$300K0.01%-575Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 293 shares; 2025Q2: 695 shares; 2025Q3: 622 shares; 2025Q4: 2,313 shares; 2026Q1: 6,522 shares 6,522$300K0.01%+4,209Timeline
TFPMTRIPLE FLAG PRECIOUS METALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,249 shares; 2026Q1: 9,109 shares 9,109$299K0.01%-140Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,822 shares; 2025Q4: 9,781 shares; 2026Q1: 7,773 shares 7,773$299K0.01%-2,008Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,207 shares; 2024Q4: 5,776 shares; 2025Q1: 8,725 shares; 2025Q2: 7,295 shares; 2025Q3: 18,033 shares; 2025Q4: 21,094 shares; 2026Q1: 22,063 shares 22,063$298K0.01%+969Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 3,689 shares; 2025Q1: 4,132 shares; 2025Q2: 2,226 shares; 2025Q3: 4,114 shares; 2025Q4: 5,054 shares; 2026Q1: 6,728 shares 6,728$298K0.01%+1,674Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 4,881 shares; 2025Q1: 3,721 shares; 2025Q2: 7,372 shares; 2025Q3: 11,748 shares; 2025Q4: 18,735 shares; 2026Q1: 20,220 shares 20,220$297K0.01%+1,485Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 143 shares; 2025Q1: 390 shares; 2025Q2: 1,067 shares; 2025Q3: 1,605 shares; 2025Q4: 2,162 shares; 2026Q1: 2,364 shares 2,364$292K0.01%+202Timeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,085 shares 6,085$292K0.01%newTimeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 914 shares; 2025Q1: 836 shares; 2025Q2: 800 shares; 2025Q3: 1,154 shares; 2025Q4: 1,207 shares; 2026Q1: 1,190 shares 1,190$292K0.01%-17Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 1,093 shares; 2025Q1: 1,144 shares; 2025Q2: 819 shares; 2025Q3: 1,635 shares; 2025Q4: 1,353 shares; 2026Q1: 2,809 shares 2,809$292K0.01%+1,456Timeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 1,274 shares; 2025Q1: 7,374 shares; 2025Q2: 6,744 shares; 2025Q3: 8,464 shares; 2025Q4: 9,222 shares; 2026Q1: 9,980 shares 9,980$291K0.01%+758Timeline
FFINFIRST FINL BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 851 shares; 2025Q1: 1,255 shares; 2025Q2: 1,661 shares; 2025Q3: 2,064 shares; 2025Q4: 2,172 shares; 2026Q1: 9,974 shares 9,974$291K0.01%+7,802Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 985 shares; 2025Q1: 1,104 shares; 2025Q2: 806 shares; 2025Q3: 1,810 shares; 2025Q4: 2,075 shares; 2026Q1: 2,381 shares 2,381$288K0.01%+306Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,933 shares; 2025Q1: 2,694 shares; 2025Q2: 2,080 shares; 2025Q3: 2,003 shares; 2025Q4: 2,244 shares; 2026Q1: 1,839 shares 1,839$288K0.01%-405Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,654 shares; 2025Q1: 2,455 shares; 2025Q2: 2,465 shares; 2025Q3: 2,259 shares; 2025Q4: 1,689 shares; 2026Q1: 1,562 shares 1,562$287K0.01%-127Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 857 shares; 2025Q1: 957 shares; 2025Q2: 742 shares; 2025Q3: 1,350 shares; 2025Q4: 1,349 shares; 2026Q1: 1,722 shares 1,722$286K0.01%+373Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 909 shares; 2025Q1: 946 shares; 2025Q2: 540 shares; 2025Q3: 1,232 shares; 2025Q4: 1,300 shares; 2026Q1: 1,264 shares 1,264$286K0.01%-36Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,882 shares; 2024Q4: 9,111 shares; 2025Q1: 9,082 shares; 2025Q2: 7,691 shares; 2025Q3: 9,307 shares; 2025Q4: 6,105 shares; 2026Q1: 5,201 shares 5,201$284K0.01%-904Timeline
LMBSFIRST 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: 178 shares; 2025Q4: 3,721 shares; 2026Q1: 5,702 shares 5,702$283K0.01%+1,981Timeline
ASXASE TECHNOLOGY HLDG CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 337 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 2,653 shares; 2025Q4: 5,740 shares; 2026Q1: 13,498 shares 13,498$282K0.01%+7,758Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 767 shares; 2025Q1: 485 shares; 2025Q2: 430 shares; 2025Q3: 595 shares; 2025Q4: 808 shares; 2026Q1: 754 shares 754$280K0.01%-54Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,474 shares; 2025Q1: 4,733 shares; 2025Q2: 3,419 shares; 2025Q3: 4,322 shares; 2025Q4: 3,357 shares; 2026Q1: 3,526 shares 3,526$279K0.01%+169Timeline
AVLVAMERICAN 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: 3,536 shares; 2026Q1: 3,536 shares 3,536$279K0.01%0Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 772 shares; 2025Q1: 823 shares; 2025Q2: 292 shares; 2025Q3: 904 shares; 2025Q4: 1,660 shares; 2026Q1: 1,745 shares 1,745$278K0.01%+85Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 1,115 shares; 2025Q1: 1,341 shares; 2025Q2: 1,068 shares; 2025Q3: 2,067 shares; 2025Q4: 1,949 shares; 2026Q1: 1,987 shares 1,987$276K0.01%+38Timeline
BDYNBLACKROCK 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: 31,665 shares; 2025Q4: 12,862 shares; 2026Q1: 11,675 shares 11,675$276K0.01%-1,187Timeline
TDVGT ROWE PRICE 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: 116 shares; 2026Q1: 6,294 shares 6,294$275K0.01%+6,178Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 5,792 shares; 2025Q1: 5,555 shares; 2025Q2: 5,715 shares; 2025Q3: 6,489 shares; 2025Q4: 6,280 shares; 2026Q1: 5,167 shares 5,167$274K0.01%-1,113Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 3,185 shares; 2025Q1: 3,053 shares; 2025Q2: 2,544 shares; 2025Q3: 3,410 shares; 2025Q4: 3,430 shares; 2026Q1: 3,831 shares 3,831$274K0.01%+401Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 2,455 shares; 2025Q1: 2,455 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 3,046 shares; 2026Q1: 3,046 shares 3,046$273K0.01%0Timeline
TIPISHARES 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: 271 shares; 2026Q1: 2,468 shares 2,468$272K0.01%+2,197Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,120 shares; 2025Q1: 2,367 shares; 2025Q2: 2,157 shares; 2025Q3: 2,721 shares; 2025Q4: 2,973 shares; 2026Q1: 2,606 shares 2,606$272K0.01%-367Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: 1,343 shares; 2025Q3: 1,383 shares; 2025Q4: 1,465 shares; 2026Q1: 1,130 shares 1,130$271K0.01%-335Timeline
BIDDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,612 shares; 2025Q4: 8,922 shares; 2026Q1: 9,831 shares 9,831$271K0.01%+909Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 725 shares; 2025Q1: 605 shares; 2025Q2: 503 shares; 2025Q3: 1,793 shares; 2025Q4: 2,030 shares; 2026Q1: 1,902 shares 1,902$269K0.01%-128Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,339 shares; 2025Q4: 3,673 shares; 2026Q1: 3,673 shares 3,673$268K0.01%0Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 2,099 shares; 2025Q1: 2,498 shares; 2025Q2: 2,140 shares; 2025Q3: 3,864 shares; 2025Q4: 4,442 shares; 2026Q1: 5,161 shares 5,161$268K0.01%+719Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 830 shares; 2025Q1: 769 shares; 2025Q2: 381 shares; 2025Q3: 786 shares; 2025Q4: 1,443 shares; 2026Q1: 1,747 shares 1,747$268K0.01%+304Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 887 shares; 2025Q1: 1,091 shares; 2025Q2: 682 shares; 2025Q3: 1,354 shares; 2025Q4: 1,727 shares; 2026Q1: 1,734 shares 1,734$267K0.01%+7Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 2,703 shares; 2025Q1: 2,896 shares; 2025Q2: 1,584 shares; 2025Q3: 3,164 shares; 2025Q4: 3,032 shares; 2026Q1: 3,262 shares 3,262$266K0.01%+230Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 287 shares; 2025Q1: 278 shares; 2025Q2: 230 shares; 2025Q3: 289 shares; 2025Q4: 872 shares; 2026Q1: 885 shares 885$266K0.01%+13Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: 2,534 shares; 2025Q1: 1,629 shares; 2025Q2: 3,293 shares; 2025Q3: 4,229 shares; 2025Q4: 4,608 shares; 2026Q1: 4,770 shares 4,770$265K0.01%+162Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 731 shares; 2025Q1: 687 shares; 2025Q2: 560 shares; 2025Q3: 2,971 shares; 2025Q4: 2,998 shares; 2026Q1: 2,440 shares 2,440$265K0.01%-558Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 8,323 shares; 2025Q1: 10,928 shares; 2025Q2: 9,611 shares; 2025Q3: 10,835 shares; 2025Q4: 15,306 shares; 2026Q1: 8,319 shares 8,319$265K0.01%-6,987Timeline
AUANGLOGOLD ASHANTI PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 47 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares; 2025Q4: 2,738 shares; 2026Q1: 2,915 shares 2,915$264K0.01%+177Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,283 shares; 2025Q1: 822 shares; 2025Q2: 756 shares; 2025Q3: 1,368 shares; 2025Q4: 1,558 shares; 2026Q1: 2,318 shares 2,318$261K0.01%+760Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 1,942 shares; 2025Q1: 1,987 shares; 2025Q2: 637 shares; 2025Q3: 1,726 shares; 2025Q4: 3,206 shares; 2026Q1: 8,535 shares 8,535$261K0.01%+5,329Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,526 shares; 2025Q1: 2,759 shares; 2025Q2: 2,493 shares; 2025Q3: 4,093 shares; 2025Q4: 3,958 shares; 2026Q1: 3,266 shares 3,266$260K0.01%-692Timeline
TIGOMILLICOM INTL CELLULAR S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 516 shares; 2025Q4: 455 shares; 2026Q1: 3,558 shares 3,558$260K0.01%+3,103Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 994 shares; 2025Q1: 1,438 shares; 2025Q2: 1,722 shares; 2025Q3: 1,940 shares; 2025Q4: 2,142 shares; 2026Q1: 2,100 shares 2,100$260K0.01%-42Timeline
PRVAPRIVIA HEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 7,275 shares; 2025Q1: 9,060 shares; 2025Q2: 9,025 shares; 2025Q3: 12,398 shares; 2025Q4: 14,395 shares; 2026Q1: 12,714 shares 12,714$255K0.01%-1,681Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 751 shares; 2025Q1: 1,146 shares; 2025Q2: 1,132 shares; 2025Q3: 1,413 shares; 2025Q4: 1,995 shares; 2026Q1: 1,529 shares 1,529$254K0.01%-466Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,745 shares; 2025Q1: 2,745 shares; 2025Q2: 2,745 shares; 2025Q3: 2,727 shares; 2025Q4: 2,329 shares; 2026Q1: 2,408 shares 2,408$252K0.01%+79Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 603 shares; 2025Q1: 615 shares; 2025Q2: 301 shares; 2025Q3: 2,130 shares; 2025Q4: 2,679 shares; 2026Q1: 2,626 shares 2,626$252K0.01%-53Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 166 shares; 2025Q1: 157 shares; 2025Q2: 130 shares; 2025Q3: 378 shares; 2025Q4: 439 shares; 2026Q1: 492 shares 492$251K0.01%+53Timeline
PWBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2,052 shares; 2025Q3: 2,052 shares; 2025Q4: 2,052 shares; 2026Q1: 2,052 shares 2,052$249K0.01%0Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,267 shares; 2024Q4: 6,726 shares; 2025Q1: 5,151 shares; 2025Q2: 5,391 shares; 2025Q3: 6,434 shares; 2025Q4: 8,299 shares; 2026Q1: 7,348 shares 7,348$247K0.01%-951Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 465 shares; 2025Q3: 450 shares; 2025Q4: 551 shares; 2026Q1: 916 shares 916$244K0.01%+365Timeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 3,339 shares; 2025Q1: 4,850 shares; 2025Q2: 4,202 shares; 2025Q3: 4,391 shares; 2025Q4: 5,436 shares; 2026Q1: 9,189 shares 9,189$244K0.01%+3,753Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,987 shares; 2025Q1: 2,207 shares; 2025Q2: 1,531 shares; 2025Q3: 2,643 shares; 2025Q4: 2,729 shares; 2026Q1: 3,144 shares 3,144$242K0.01%+415Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 3,597 shares; 2025Q1: 3,130 shares; 2025Q2: 4,299 shares; 2025Q3: 4,252 shares; 2025Q4: 4,181 shares; 2026Q1: 4,164 shares 4,164$242K0.01%-17Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 4,090 shares; 2025Q1: 4,300 shares; 2025Q2: 3,940 shares; 2025Q3: 4,767 shares; 2025Q4: 4,451 shares; 2026Q1: 4,639 shares 4,639$241K0.01%+188Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,603 shares; 2025Q1: 1,609 shares; 2025Q2: 1,701 shares; 2025Q3: 2,027 shares; 2025Q4: 6,714 shares; 2026Q1: 6,560 shares 6,560$241K0.01%-154Timeline
CATYCATHAY GEN BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 1,794 shares; 2025Q1: 2,454 shares; 2025Q2: 1,968 shares; 2025Q3: 3,483 shares; 2025Q4: 5,073 shares; 2026Q1: 4,908 shares 4,908$240K0.01%-165Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,281 shares; 2024Q4: 2,094 shares; 2025Q1: 1,711 shares; 2025Q2: 1,280 shares; 2025Q3: 2,019 shares; 2025Q4: 2,133 shares; 2026Q1: 2,109 shares 2,109$240K0.01%-24Timeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,273 shares; 2024Q4: 4,237 shares; 2025Q1: 3,624 shares; 2025Q2: 3,442 shares; 2025Q3: 3,262 shares; 2025Q4: 3,966 shares; 2026Q1: 4,084 shares 4,084$239K0.01%+118Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 463 shares; 2025Q2: 70 shares; 2025Q3: 130 shares; 2025Q4: 166 shares; 2026Q1: 822 shares 822$239K0.01%+656Timeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: not reported; 2025Q3: 941 shares; 2025Q4: 4,397 shares; 2026Q1: 4,363 shares 4,363$238K0.01%-34Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,391 shares; 2025Q1: 1,496 shares; 2025Q2: 1,664 shares; 2025Q3: 1,843 shares; 2025Q4: 1,685 shares; 2026Q1: 1,413 shares 1,413$237K0.01%-272Timeline
AEGAEGON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,382 shares; 2024Q4: 9,184 shares; 2025Q1: 33,278 shares; 2025Q2: 27,411 shares; 2025Q3: 28,341 shares; 2025Q4: 33,501 shares; 2026Q1: 34,224 shares 34,224$237K0.01%+723Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 52 shares; 2025Q1: 36 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 219 shares; 2026Q1: 362 shares 362$237K0.01%+143Timeline
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: 3,685 shares 3,685$236K0.01%newTimeline
TWSTTWIST BIOSCIENCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 350 shares; 2025Q1: 328 shares; 2025Q2: 626 shares; 2025Q3: 1,068 shares; 2025Q4: 1,955 shares; 2026Q1: 5,410 shares 5,410$234K0.01%+3,455Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 2,048 shares; 2025Q1: 2,558 shares; 2025Q2: 1,292 shares; 2025Q3: 2,398 shares; 2025Q4: 2,664 shares; 2026Q1: 2,795 shares 2,795$233K0.01%+131Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 1,947 shares; 2025Q1: 2,335 shares; 2025Q2: 2,647 shares; 2025Q3: 2,622 shares; 2025Q4: 2,862 shares; 2026Q1: 3,071 shares 3,071$233K0.01%+209Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 630 shares; 2025Q1: 588 shares; 2025Q2: 557 shares; 2025Q3: 564 shares; 2025Q4: 1,722 shares; 2026Q1: 4,805 shares 4,805$232K0.01%+3,083Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 1,953 shares; 2026Q1: 1,959 shares 1,959$232K0.01%+6Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 3,944 shares; 2025Q1: 5,188 shares; 2025Q2: 4,509 shares; 2025Q3: 5,518 shares; 2025Q4: 5,548 shares; 2026Q1: 5,424 shares 5,424$230K0.01%-124Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 130 shares; 2025Q1: 189 shares; 2025Q2: 203 shares; 2025Q3: 474 shares; 2025Q4: 421 shares; 2026Q1: 656 shares 656$229K0.01%+235Timeline
FSIGFIRST 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: 304 shares; 2025Q4: 8,742 shares; 2026Q1: 12,111 shares 12,111$228K0.01%+3,369Timeline
SXISTANDEX INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 510 shares; 2025Q1: 890 shares; 2025Q2: 868 shares; 2025Q3: 1,010 shares; 2025Q4: 1,219 shares; 2026Q1: 912 shares 912$228K0.01%-307Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 230 shares; 2025Q1: 674 shares; 2025Q2: 730 shares; 2025Q3: 3,181 shares; 2025Q4: 2,887 shares; 2026Q1: 4,696 shares 4,696$227K0.01%+1,809Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 773 shares; 2025Q1: 640 shares; 2025Q2: 592 shares; 2025Q3: 993 shares; 2025Q4: 1,045 shares; 2026Q1: 1,085 shares 1,085$227K0.01%+40Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,883 shares; 2025Q1: 2,006 shares; 2025Q2: 1,200 shares; 2025Q3: 2,329 shares; 2025Q4: 2,905 shares; 2026Q1: 3,290 shares 3,290$226K0.01%+385Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 3,558 shares; 2025Q1: 4,445 shares; 2025Q2: 5,226 shares; 2025Q3: 7,764 shares; 2025Q4: 8,998 shares; 2026Q1: 9,295 shares 9,295$226K0.01%+297Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 1,160 shares; 2025Q1: 1,004 shares; 2025Q2: 1,042 shares; 2025Q3: 2,074 shares; 2025Q4: 2,581 shares; 2026Q1: 2,525 shares 2,525$225K0.01%-56Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,451 shares; 2025Q1: 2,451 shares; 2025Q2: 2,266 shares; 2025Q3: 2,266 shares; 2025Q4: 16,272 shares; 2026Q1: 6,869 shares 6,869$225K0.01%-9,403Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 464 shares; 2025Q1: 785 shares; 2025Q2: 1,170 shares; 2025Q3: 1,357 shares; 2025Q4: 1,563 shares; 2026Q1: 2,068 shares 2,068$224K0.01%+505Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 45 shares; 2025Q1: 31 shares; 2025Q2: 20 shares; 2025Q3: 74 shares; 2025Q4: 363 shares; 2026Q1: 400 shares 400$223K0.01%+37Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 628 shares; 2025Q1: 603 shares; 2025Q2: 558 shares; 2025Q3: 769 shares; 2025Q4: 809 shares; 2026Q1: 835 shares 835$223K0.01%+26Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 5,512 shares; 2025Q1: 9,182 shares; 2025Q2: 10,701 shares; 2025Q3: 7,390 shares; 2025Q4: 2,790 shares; 2026Q1: 2,092 shares 2,092$223K0.01%-698Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 81 shares; 2025Q1: 65 shares; 2025Q2: 58 shares; 2025Q3: 180 shares; 2025Q4: 1,060 shares; 2026Q1: 2,106 shares 2,106$223K0.01%+1,046Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,238 shares; 2025Q1: 1,240 shares; 2025Q2: 981 shares; 2025Q3: 1,663 shares; 2025Q4: 1,701 shares; 2026Q1: 1,291 shares 1,291$222K0.01%-410Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 1,178 shares; 2025Q1: 582 shares; 2025Q2: 1,493 shares; 2025Q3: 577 shares; 2025Q4: 328 shares; 2026Q1: 1,972 shares 1,972$222K0.01%+1,644Timeline
PFSPROVIDENT FINL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 7,533 shares; 2025Q1: 5,854 shares; 2025Q2: 5,478 shares; 2025Q3: 8,561 shares; 2025Q4: 12,445 shares; 2026Q1: 10,647 shares 10,647$221K0.01%-1,798Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,257 shares; 2024Q4: 7,725 shares; 2025Q1: 6,195 shares; 2025Q2: 4,773 shares; 2025Q3: 7,966 shares; 2025Q4: 6,868 shares; 2026Q1: 6,779 shares 6,779$221K0.01%-89Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 742 shares; 2025Q1: 852 shares; 2025Q2: 672 shares; 2025Q3: 906 shares; 2025Q4: 1,142 shares; 2026Q1: 1,120 shares 1,120$221K0.01%-22Timeline
TLTISHARES 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: 369 shares; 2025Q4: 294 shares; 2026Q1: 2,541 shares 2,541$221K0.01%+2,247Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 852 shares; 2025Q1: 838 shares; 2025Q2: 117 shares; 2025Q3: 945 shares; 2025Q4: 1,072 shares; 2026Q1: 1,119 shares 1,119$220K0.01%+47Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,402 shares; 2024Q4: 10,313 shares; 2025Q1: 10,038 shares; 2025Q2: 7,665 shares; 2025Q3: 12,522 shares; 2025Q4: 11,012 shares; 2026Q1: 6,130 shares 6,130$220K0.01%-4,882Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 622 shares; 2025Q1: 617 shares; 2025Q2: 565 shares; 2025Q3: 648 shares; 2025Q4: 656 shares; 2026Q1: 645 shares 645$220K0.01%-11Timeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 4,536 shares; 2025Q1: 5,772 shares; 2025Q2: 6,008 shares; 2025Q3: 7,198 shares; 2025Q4: 7,904 shares; 2026Q1: 8,399 shares 8,399$217K0.01%+495Timeline
CAKECHEESECAKE FACTORY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 2,628 shares; 2025Q1: 3,268 shares; 2025Q2: 2,875 shares; 2025Q3: 4,087 shares; 2025Q4: 3,824 shares; 2026Q1: 3,962 shares 3,962$215K0.01%+138Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 407 shares; 2025Q3: 663 shares; 2025Q4: 1,230 shares; 2026Q1: 1,119 shares 1,119$215K0.01%-111Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 1,308 shares; 2025Q1: 1,133 shares; 2025Q2: 791 shares; 2025Q3: 1,570 shares; 2025Q4: 1,058 shares; 2026Q1: 3,230 shares 3,230$214K0.01%+2,172Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,679 shares; 2024Q4: 3,821 shares; 2025Q1: 4,618 shares; 2025Q2: 4,731 shares; 2025Q3: 4,335 shares; 2025Q4: 3,626 shares; 2026Q1: 4,188 shares 4,188$213K0.01%+562Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 337 shares; 2025Q1: 391 shares; 2025Q2: 229 shares; 2025Q3: 534 shares; 2025Q4: 637 shares; 2026Q1: 1,194 shares 1,194$213K0.01%+557Timeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 146 shares; 2025Q1: 142 shares; 2025Q2: 125 shares; 2025Q3: 162 shares; 2025Q4: 273 shares; 2026Q1: 1,272 shares 1,272$212K0.01%+999Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 2,540 shares; 2025Q1: 4,248 shares; 2025Q2: 3,612 shares; 2025Q3: 2,632 shares; 2025Q4: 2,781 shares; 2026Q1: 2,883 shares 2,883$210K0.01%+102Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 401 shares; 2025Q1: 506 shares; 2025Q2: 581 shares; 2025Q3: 1,992 shares; 2025Q4: 2,397 shares; 2026Q1: 3,022 shares 3,022$210K0.01%+625Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 742 shares; 2025Q1: 696 shares; 2025Q2: 583 shares; 2025Q3: 1,172 shares; 2025Q4: 1,329 shares; 2026Q1: 1,721 shares 1,721$209K0.01%+392Timeline
WSFSWSFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 3,304 shares; 2025Q1: 3,441 shares; 2025Q2: 3,045 shares; 2025Q3: 3,263 shares; 2025Q4: 3,534 shares; 2026Q1: 3,243 shares 3,243$209K0.01%-291Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: 2,531 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,839 shares; 2026Q1: 1,774 shares 1,774$208K0.01%-1,065Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 1,057 shares; 2025Q1: 1,236 shares; 2025Q2: 1,047 shares; 2025Q3: 1,146 shares; 2025Q4: 1,367 shares; 2026Q1: 698 shares 698$208K0.01%-669Timeline
DHTDHT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 250 shares; 2025Q1: 607 shares; 2025Q2: 129 shares; 2025Q3: 722 shares; 2025Q4: 11,794 shares; 2026Q1: 11,604 shares 11,604$208K0.01%-190Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 2,313 shares; 2025Q1: 2,543 shares; 2025Q2: 1,532 shares; 2025Q3: 2,885 shares; 2025Q4: 2,653 shares; 2026Q1: 2,544 shares 2,544$208K0.01%-109Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,210 shares; 2026Q1: 5,915 shares 5,915$207K0.01%-295Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,312 shares; 2024Q4: 2,355 shares; 2025Q1: 1,890 shares; 2025Q2: 1,752 shares; 2025Q3: 2,317 shares; 2025Q4: 2,868 shares; 2026Q1: 6,508 shares 6,508$207K0.01%+3,640Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 2,370 shares; 2025Q1: 2,398 shares; 2025Q2: 1,235 shares; 2025Q3: 2,562 shares; 2025Q4: 3,764 shares; 2026Q1: 3,605 shares 3,605$206K0.01%-159Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 2,268 shares; 2025Q1: 2,333 shares; 2025Q2: 2,317 shares; 2025Q3: 2,587 shares; 2025Q4: 3,931 shares; 2026Q1: 2,254 shares 2,254$205K0.01%-1,677Timeline
SMHVANECK 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: 51 shares; 2025Q3: 51 shares; 2025Q4: 157 shares; 2026Q1: 565 shares 565$205K0.01%+408Timeline
ISCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,895 shares; 2025Q1: 2,420 shares; 2025Q2: 2,621 shares; 2025Q3: 2,593 shares; 2025Q4: 2,839 shares; 2026Q1: 3,009 shares 3,009$204K0.01%+170Timeline
RKLBROCKET LAB 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: 368 shares; 2025Q3: 1,375 shares; 2025Q4: 2,296 shares; 2026Q1: 3,547 shares 3,547$204K0.01%+1,251Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 593 shares; 2025Q1: 602 shares; 2025Q2: 440 shares; 2025Q3: 742 shares; 2025Q4: 715 shares; 2026Q1: 720 shares 720$203K0.01%+5Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 102 shares; 2025Q1: 69 shares; 2025Q2: 525 shares; 2025Q3: 935 shares; 2025Q4: 2,427 shares; 2026Q1: 2,220 shares 2,220$203K0.01%-207Timeline
TXRHTEXAS ROADHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 527 shares; 2025Q1: 601 shares; 2025Q2: 1,209 shares; 2025Q3: 1,766 shares; 2025Q4: 1,245 shares; 2026Q1: 1,249 shares 1,249$203K0.01%+4Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 586 shares; 2025Q1: 626 shares; 2025Q2: 3,427 shares; 2025Q3: 3,840 shares; 2025Q4: 4,577 shares; 2026Q1: 4,539 shares 4,539$201K0.01%-38Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 141 shares; 2025Q3: 253 shares; 2025Q4: 330 shares; 2026Q1: 341 shares 341$201K0.01%+11Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 1,669 shares; 2025Q1: 1,747 shares; 2025Q2: 834 shares; 2025Q3: 1,875 shares; 2025Q4: 1,724 shares; 2026Q1: 1,553 shares 1,553$200K0.01%-171Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 5,289 shares; 2025Q1: 5,119 shares; 2025Q2: 2,178 shares; 2025Q3: 3,325 shares; 2025Q4: 2,967 shares; 2026Q1: 3,017 shares 3,017$200K0.01%+50Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 1,635 shares; 2025Q1: 2,244 shares; 2025Q2: 1,304 shares; 2025Q3: 2,601 shares; 2025Q4: 3,711 shares; 2026Q1: 3,568 shares 3,568$199K0.01%-143Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 361 shares; 2025Q1: 379 shares; 2025Q2: 226 shares; 2025Q3: 480 shares; 2025Q4: 516 shares; 2026Q1: 479 shares 479$199K0.01%-37Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 809 shares; 2025Q1: 901 shares; 2025Q2: 1,859 shares; 2025Q3: 2,210 shares; 2025Q4: 2,282 shares; 2026Q1: 2,355 shares 2,355$198K0.01%+73Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 565 shares; 2025Q1: 608 shares; 2025Q2: 3,682 shares; 2025Q3: 24,981 shares; 2025Q4: 3,604 shares; 2026Q1: 7,037 shares 7,037$198K0.01%+3,433Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,448 shares; 2025Q1: 1,407 shares; 2025Q2: 149 shares; 2025Q3: 260 shares; 2025Q4: 876 shares; 2026Q1: 935 shares 935$197K0.01%+59Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 228 shares; 2025Q1: 214 shares; 2025Q2: 157 shares; 2025Q3: 302 shares; 2025Q4: 343 shares; 2026Q1: 311 shares 311$197K0.01%-32Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 549 shares; 2025Q1: 313 shares; 2025Q2: 423 shares; 2025Q3: 535 shares; 2025Q4: 1,372 shares; 2026Q1: 1,042 shares 1,042$196K0.01%-330Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,222 shares; 2025Q1: 1,787 shares; 2025Q2: 1,737 shares; 2025Q3: 2,474 shares; 2025Q4: 2,909 shares; 2026Q1: 3,411 shares 3,411$196K0.01%+502Timeline
DRHDIAMONDROCK HOSPITALITY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 9,769 shares; 2025Q1: 6,945 shares; 2025Q2: 9,294 shares; 2025Q3: 14,834 shares; 2025Q4: 19,232 shares; 2026Q1: 20,874 shares 20,874$196K0.01%+1,642Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 152 shares; 2025Q1: 113 shares; 2025Q2: 119 shares; 2025Q3: 159 shares; 2025Q4: 153 shares; 2026Q1: 153 shares 153$195K0.01%0Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 1,780 shares; 2025Q1: 381 shares; 2025Q2: 280 shares; 2025Q3: 416 shares; 2025Q4: 1,378 shares; 2026Q1: 1,437 shares 1,437$194K0.01%+59Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 900 shares; 2025Q1: 583 shares; 2025Q2: 659 shares; 2025Q3: 1,143 shares; 2025Q4: 1,329 shares; 2026Q1: 1,600 shares 1,600$193K0.01%+271Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 760 shares; 2025Q1: 1,189 shares; 2025Q2: 1,141 shares; 2025Q3: 1,360 shares; 2025Q4: 1,112 shares; 2026Q1: 1,504 shares 1,504$193K0.01%+392Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 405 shares; 2025Q1: 421 shares; 2025Q2: 246 shares; 2025Q3: 537 shares; 2025Q4: 646 shares; 2026Q1: 879 shares 879$193K0.01%+233Timeline
ELDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,466 shares; 2024Q4: 5,788 shares; 2025Q1: 6,233 shares; 2025Q2: 6,008 shares; 2025Q3: 6,702 shares; 2025Q4: 6,760 shares; 2026Q1: 6,956 shares 6,956$193K0.01%+196Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 3,912 shares; 2025Q1: 3,802 shares; 2025Q2: 7,163 shares; 2025Q3: 3,858 shares; 2025Q4: 4,110 shares; 2026Q1: 5,642 shares 5,642$192K0.01%+1,532Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 310 shares; 2025Q1: 377 shares; 2025Q2: 351 shares; 2025Q3: 596 shares; 2025Q4: 654 shares; 2026Q1: 875 shares 875$192K0.01%+221Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 1,360 shares; 2025Q1: 1,498 shares; 2025Q2: 1,106 shares; 2025Q3: 2,217 shares; 2025Q4: 3,212 shares; 2026Q1: 3,340 shares 3,340$191K0.01%+128Timeline
THGHANOVER INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 250 shares; 2025Q1: 244 shares; 2025Q2: 978 shares; 2025Q3: 225 shares; 2025Q4: 1,286 shares; 2026Q1: 1,101 shares 1,101$190K0.01%-185Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 5,159 shares; 2025Q1: 3,310 shares; 2025Q2: 633 shares; 2025Q3: 1,197 shares; 2025Q4: 15,653 shares; 2026Q1: 14,592 shares 14,592$189K0.01%-1,061Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 402 shares; 2025Q1: 397 shares; 2025Q2: 413 shares; 2025Q3: 595 shares; 2025Q4: 606 shares; 2026Q1: 1,323 shares 1,323$189K0.01%+717Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 899 shares; 2025Q1: 4,349 shares; 2025Q2: 1,223 shares; 2025Q3: 1,093 shares; 2025Q4: 1,120 shares; 2026Q1: 1,037 shares 1,037$188K0.01%-83Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 3,289 shares; 2025Q1: 3,160 shares; 2025Q2: 1,992 shares; 2025Q3: 3,585 shares; 2025Q4: 7,275 shares; 2026Q1: 7,430 shares 7,430$187K0.01%+155Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,288 shares; 2025Q1: 1,397 shares; 2025Q2: 987 shares; 2025Q3: 1,975 shares; 2025Q4: 2,341 shares; 2026Q1: 3,019 shares 3,019$187K0.01%+678Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 1,548 shares; 2025Q1: 1,735 shares; 2025Q2: 1,793 shares; 2025Q3: 2,840 shares; 2025Q4: 3,292 shares; 2026Q1: 2,385 shares 2,385$187K0.01%-907Timeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214 shares; 2025Q1: 2,265 shares; 2025Q2: 42,147 shares; 2025Q3: 15,157 shares; 2025Q4: 4,278 shares; 2026Q1: 5,268 shares 5,268$187K0.01%+990Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 2,137 shares; 2025Q1: 2,007 shares; 2025Q2: 1,311 shares; 2025Q3: 2,327 shares; 2025Q4: 2,645 shares; 2026Q1: 2,724 shares 2,724$186K0.01%+79Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 482 shares; 2025Q1: 603 shares; 2025Q2: 648 shares; 2025Q3: 1,149 shares; 2025Q4: 1,442 shares; 2026Q1: 1,357 shares 1,357$186K0.01%-85Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,603 shares; 2025Q1: 2,164 shares; 2025Q2: 1,832 shares; 2025Q3: 1,952 shares; 2025Q4: 2,158 shares; 2026Q1: 2,917 shares 2,917$186K0.01%+759Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,865 shares; 2024Q4: 9,005 shares; 2025Q1: 8,015 shares; 2025Q2: 8,328 shares; 2025Q3: 8,015 shares; 2025Q4: 8,994 shares; 2026Q1: 8,818 shares 8,818$186K0.01%-176Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 965 shares; 2025Q1: 677 shares; 2025Q2: 372 shares; 2025Q3: 385 shares; 2025Q4: 239 shares; 2026Q1: 1,807 shares 1,807$185K0.01%+1,568Timeline
CDPCOPT DEFENSE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,423 shares; 2024Q4: 5,615 shares; 2025Q1: 5,544 shares; 2025Q2: 4,586 shares; 2025Q3: 4,513 shares; 2025Q4: 5,633 shares; 2026Q1: 5,979 shares 5,979$185K0.01%+346Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 1,593 shares; 2025Q1: 1,532 shares; 2025Q2: 1,370 shares; 2025Q3: 1,688 shares; 2025Q4: 1,522 shares; 2026Q1: 1,476 shares 1,476$184K0.01%-46Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 1,819 shares; 2025Q1: 1,784 shares; 2025Q2: 1,739 shares; 2025Q3: 2,202 shares; 2025Q4: 2,330 shares; 2026Q1: 1,942 shares 1,942$183K0.01%-388Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,378 shares; 2025Q1: 1,271 shares; 2025Q2: 1,351 shares; 2025Q3: 1,482 shares; 2025Q4: 977 shares; 2026Q1: 1,925 shares 1,925$183K0.01%+948Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 1,376 shares; 2025Q1: 3,596 shares; 2025Q2: 838 shares; 2025Q3: 1,873 shares; 2025Q4: 1,853 shares; 2026Q1: 2,821 shares 2,821$183K0.01%+968Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 548 shares; 2025Q1: 697 shares; 2025Q2: 1,090 shares; 2025Q3: 1,073 shares; 2025Q4: 1,165 shares; 2026Q1: 965 shares 965$183K0.01%-200Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,558 shares; 2026Q1: 1,313 shares 1,313$183K0.01%-245Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 546 shares; 2025Q1: 540 shares; 2025Q2: 403 shares; 2025Q3: 715 shares; 2025Q4: 561 shares; 2026Q1: 729 shares 729$182K0.01%+168Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 1,707 shares; 2025Q1: 1,658 shares; 2025Q2: 2,137 shares; 2025Q3: 2,089 shares; 2025Q4: 2,044 shares; 2026Q1: 1,982 shares 1,982$181K0.01%-62Timeline
PIPRPIPER SANDLER COMPANIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,425 shares 2,425$180K0.01%newTimeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 87 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 102 shares; 2025Q4: 104 shares; 2026Q1: 95 shares 95$179K0.01%-9Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,562 shares; 2025Q1: 1,612 shares; 2025Q2: 1,904 shares; 2025Q3: 3,083 shares; 2025Q4: 2,804 shares; 2026Q1: 3,057 shares 3,057$179K0.01%+253Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 190 shares; 2025Q1: 176 shares; 2025Q2: 311 shares; 2025Q3: 398 shares; 2025Q4: 407 shares; 2026Q1: 376 shares 376$178K0.01%-31Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 879 shares; 2025Q1: 882 shares; 2025Q2: 1,486 shares; 2025Q3: 1,525 shares; 2025Q4: 4,538 shares; 2026Q1: 2,188 shares 2,188$177K0.01%-2,350Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200$177K0.01%0Timeline
IMCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,528 shares; 2025Q1: 1,950 shares; 2025Q2: 2,317 shares; 2025Q3: 2,322 shares; 2025Q4: 2,026 shares; 2026Q1: 2,119 shares 2,119$177K0.01%+93Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 1,895 shares; 2025Q1: 1,663 shares; 2025Q2: 1,550 shares; 2025Q3: 2,870 shares; 2025Q4: 3,270 shares; 2026Q1: 4,951 shares 4,951$176K0.01%+1,681Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 1,208 shares; 2025Q1: 1,996 shares; 2025Q2: 3,704 shares; 2025Q3: 2,889 shares; 2025Q4: 4,428 shares; 2026Q1: 6,700 shares 6,700$176K0.01%+2,272Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 4,010 shares; 2025Q1: 3,160 shares; 2025Q2: 2,854 shares; 2025Q3: 2,758 shares; 2025Q4: 2,154 shares; 2026Q1: 2,100 shares 2,100$175K0.01%-54Timeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 4,189 shares; 2025Q1: 3,741 shares; 2025Q2: 3,746 shares; 2025Q3: 7,631 shares; 2025Q4: 10,338 shares; 2026Q1: 8,919 shares 8,919$175K0.01%-1,419Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 455 shares; 2025Q1: 445 shares; 2025Q2: 254 shares; 2025Q3: 559 shares; 2025Q4: 656 shares; 2026Q1: 604 shares 604$175K0.01%-52Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 3,696 shares; 2025Q1: 3,264 shares; 2025Q2: 2,782 shares; 2025Q3: 3,674 shares; 2025Q4: 4,033 shares; 2026Q1: 4,068 shares 4,068$175K0.01%+35Timeline
HURNHURON CONSULTING GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 31 shares; 2025Q3: 23 shares; 2025Q4: 1,257 shares; 2026Q1: 1,386 shares 1,386$175K0.01%+129Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 5,337 shares; 2025Q1: 6,232 shares; 2025Q2: 7,321 shares; 2025Q3: 9,589 shares; 2025Q4: 7,219 shares; 2026Q1: 6,556 shares 6,556$173K0.01%-663Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,700 shares; 2025Q1: 1,362 shares; 2025Q2: 901 shares; 2025Q3: 1,515 shares; 2025Q4: 1,628 shares; 2026Q1: 1,915 shares 1,915$173K0.01%+287Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 1,718 shares; 2025Q2: 1,586 shares; 2025Q3: 1,251 shares; 2025Q4: 1,174 shares; 2026Q1: 1,413 shares 1,413$172K0.01%+239Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 597 shares; 2025Q1: 802 shares; 2025Q2: 842 shares; 2025Q3: 1,831 shares; 2025Q4: 2,044 shares; 2026Q1: 2,079 shares 2,079$172K0.01%+35Timeline
WDFCWD 40 COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 876 shares; 2025Q1: 878 shares; 2025Q2: 897 shares; 2025Q3: 953 shares; 2025Q4: 974 shares; 2026Q1: 843 shares 843$172K0.01%-131Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 9,741 shares; 2025Q2: 2,412 shares; 2025Q3: 1,746 shares; 2025Q4: 1,836 shares; 2026Q1: 1,588 shares 1,588$171K0.01%-248Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 438 shares; 2025Q1: 444 shares; 2025Q2: 284 shares; 2025Q3: 495 shares; 2025Q4: 546 shares; 2026Q1: 589 shares 589$171K0.01%+43Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 2,880 shares; 2025Q1: 2,862 shares; 2025Q2: 1,088 shares; 2025Q3: 2,220 shares; 2025Q4: 2,514 shares; 2026Q1: 3,186 shares 3,186$171K0.01%+672Timeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 2,154 shares; 2025Q1: 1,733 shares; 2025Q2: 1,708 shares; 2025Q3: 1,783 shares; 2025Q4: 2,021 shares; 2026Q1: 1,889 shares 1,889$170K0.01%-132Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,653 shares; 2024Q4: 9,412 shares; 2025Q1: 10,251 shares; 2025Q2: 11,964 shares; 2025Q3: 9,271 shares; 2025Q4: 10,271 shares; 2026Q1: 8,910 shares 8,910$170K0.01%-1,361Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 1,549 shares; 2025Q1: 1,425 shares; 2025Q2: 258 shares; 2025Q3: 1,575 shares; 2025Q4: 1,502 shares; 2026Q1: 1,232 shares 1,232$170K0.01%-270Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 805 shares; 2025Q1: 1,154 shares; 2025Q2: 951 shares; 2025Q3: 1,656 shares; 2025Q4: 2,335 shares; 2026Q1: 2,793 shares 2,793$169K0.01%+458Timeline
BBCAJ 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: 18 shares; 2025Q3: 18 shares; 2025Q4: 1,127 shares; 2026Q1: 1,840 shares 1,840$169K0.01%+713Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 270 shares; 2025Q1: 349 shares; 2025Q2: 192 shares; 2025Q3: 322 shares; 2025Q4: 334 shares; 2026Q1: 705 shares 705$168K0.01%+371Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 269 shares; 2025Q1: 285 shares; 2025Q2: 343 shares; 2025Q3: 759 shares; 2025Q4: 1,265 shares; 2026Q1: 1,371 shares 1,371$167K0.01%+106Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 321 shares; 2025Q1: 255 shares; 2025Q2: 131 shares; 2025Q3: 232 shares; 2025Q4: 234 shares; 2026Q1: 238 shares 238$167K0.01%+4Timeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 215 shares; 2025Q1: 255 shares; 2025Q2: 1,049 shares; 2025Q3: 1,346 shares; 2025Q4: 723 shares; 2026Q1: 900 shares 900$167K0.01%+177Timeline
SIGISELECTIVE INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 2,132 shares; 2025Q1: 1,926 shares; 2025Q2: 1,615 shares; 2025Q3: 1,645 shares; 2025Q4: 392 shares; 2026Q1: 2,208 shares 2,208$166K0.01%+1,816Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 459 shares; 2025Q1: 359 shares; 2025Q2: 356 shares; 2025Q3: 650 shares; 2025Q4: 744 shares; 2026Q1: 1,041 shares 1,041$166K0.01%+297Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 571 shares; 2025Q1: 352 shares; 2025Q2: 287 shares; 2025Q3: 362 shares; 2025Q4: 2,392 shares; 2026Q1: 2,610 shares 2,610$166K0.01%+218Timeline
CHTCHUNGHWA TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 82 shares; 2025Q1: not reported; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 4,286 shares; 2026Q1: 3,954 shares 3,954$166K0.01%-332Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 789 shares; 2025Q1: 779 shares; 2025Q2: 770 shares; 2025Q3: 776 shares; 2025Q4: 797 shares; 2026Q1: 645 shares 645$165K0.01%-152Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,581 shares; 2025Q1: 1,305 shares; 2025Q2: 1,511 shares; 2025Q3: 4,048 shares; 2025Q4: 21,990 shares; 2026Q1: 12,237 shares 12,237$165K0.01%-9,753Timeline
ESLTELBIT SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 160 shares; 2025Q1: 161 shares; 2025Q2: 156 shares; 2025Q3: 194 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202$165K0.01%0Timeline
FNBF N B CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 5,701 shares; 2025Q1: 5,583 shares; 2025Q2: 3,859 shares; 2025Q3: 7,193 shares; 2025Q4: 7,903 shares; 2026Q1: 10,189 shares 10,189$165K0.01%+2,286Timeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 1,491 shares; 2025Q1: 1,576 shares; 2025Q2: 1,734 shares; 2025Q3: 2,740 shares; 2025Q4: 3,273 shares; 2026Q1: 3,466 shares 3,466$165K0.01%+193Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: 2,271 shares 2,271$164K0.01%+371Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 64 shares; 2025Q1: 727 shares; 2025Q2: 1,326 shares; 2025Q3: 1,237 shares; 2025Q4: 1,845 shares; 2026Q1: 1,775 shares 1,775$164K0.01%-70Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 218 shares; 2025Q1: 242 shares; 2025Q2: 198 shares; 2025Q3: 411 shares; 2025Q4: 395 shares; 2026Q1: 478 shares 478$163K0.01%+83Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 2,017 shares; 2025Q1: 2,115 shares; 2025Q2: 1,434 shares; 2025Q3: 2,172 shares; 2025Q4: 2,295 shares; 2026Q1: 2,128 shares 2,128$162K0.01%-167Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98 shares; 2025Q1: 3,353 shares; 2025Q2: 4,778 shares; 2025Q3: 3,446 shares; 2025Q4: 3,393 shares; 2026Q1: 3,393 shares 3,393$162K0.01%0Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 657 shares; 2025Q1: 641 shares; 2025Q2: 277 shares; 2025Q3: 705 shares; 2025Q4: 830 shares; 2026Q1: 866 shares 866$162K0.01%+36Timeline
FXLFIRST 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: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 1,059 shares 1,059$161K0.01%+159Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 1,574 shares; 2025Q1: 1,521 shares; 2025Q2: 1,447 shares; 2025Q3: 1,781 shares; 2025Q4: 1,617 shares; 2026Q1: 804 shares 804$161K0.01%-813Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,793 shares; 2025Q1: 1,670 shares; 2025Q2: 1,479 shares; 2025Q3: 2,105 shares; 2025Q4: 2,080 shares; 2026Q1: 1,650 shares 1,650$161K0.01%-430Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 948 shares; 2025Q1: 2,077 shares; 2025Q2: 2,055 shares; 2025Q3: 2,605 shares; 2025Q4: 1,579 shares; 2026Q1: 1,590 shares 1,590$161K0.01%+11Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 337 shares; 2025Q1: 314 shares; 2025Q2: 480 shares; 2025Q3: 652 shares; 2025Q4: 6,776 shares; 2026Q1: 6,019 shares 6,019$161K0.01%-757Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 572 shares; 2025Q1: 581 shares; 2025Q2: 415 shares; 2025Q3: 685 shares; 2025Q4: 963 shares; 2026Q1: 832 shares 832$161K0.01%-131Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 2,150 shares; 2025Q1: 2,293 shares; 2025Q2: 507 shares; 2025Q3: 1,352 shares; 2025Q4: 1,745 shares; 2026Q1: 2,039 shares 2,039$160K0.01%+294Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,187 shares; 2025Q2: 3,964 shares; 2025Q3: 3,913 shares; 2025Q4: 3,864 shares; 2026Q1: 3,864 shares 3,864$160K0.01%0Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 177 shares; 2025Q1: 195 shares; 2025Q2: 1,110 shares; 2025Q3: 1,599 shares; 2025Q4: 1,747 shares; 2026Q1: 1,716 shares 1,716$160K0.01%-31Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 141 shares; 2025Q1: 21 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 21 shares; 2026Q1: 5,975 shares 5,975$160K0.01%+5,954Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 1,437 shares; 2025Q2: 1,307 shares; 2025Q3: 1,777 shares; 2025Q4: 2,979 shares; 2026Q1: 3,642 shares 3,642$160K0.01%+663Timeline
FERFERROVIAL NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,511 shares; 2026Q1: 2,550 shares 2,550$159K0.01%+39Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 893 shares; 2024Q4: 1,514 shares; 2025Q1: 2,268 shares; 2025Q2: 2,245 shares; 2025Q3: 2,959 shares; 2025Q4: 3,346 shares; 2026Q1: 3,877 shares 3,877$159K0.01%+531Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 116 shares; 2025Q1: 360 shares; 2025Q2: 6,582 shares; 2025Q3: 393 shares; 2025Q4: 100 shares; 2026Q1: 9,118 shares 9,118$158K0.01%+9,018Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 866 shares; 2025Q1: 836 shares; 2025Q2: 853 shares; 2025Q3: 885 shares; 2025Q4: 878 shares; 2026Q1: 941 shares 941$158K0.01%+63Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 531 shares; 2025Q1: 620 shares; 2025Q2: 637 shares; 2025Q3: 1,094 shares; 2025Q4: 1,185 shares; 2026Q1: 1,612 shares 1,612$158K0.01%+427Timeline
CGCVCAPITAL GROUP CONSERVATIVE EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,747 shares; 2025Q4: 5,017 shares; 2026Q1: 5,372 shares 5,372$158K0.01%+355Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 206 shares; 2025Q1: 441 shares; 2025Q2: 1,675 shares; 2025Q3: 1,685 shares; 2025Q4: 1,698 shares; 2026Q1: 1,701 shares 1,701$158K0.01%+3Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 128 shares; 2025Q1: 125 shares; 2025Q2: 90 shares; 2025Q3: 122 shares; 2025Q4: 148 shares; 2026Q1: 150 shares 150$157K0.01%+2Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,217 shares; 2025Q1: 1,031 shares; 2025Q2: 348 shares; 2025Q3: 2,496 shares; 2025Q4: 1,911 shares; 2026Q1: 1,643 shares 1,643$157K0.01%-268Timeline
MRCYMERCURY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 558 shares; 2025Q1: 388 shares; 2025Q2: 247 shares; 2025Q3: 290 shares; 2025Q4: 2,094 shares; 2026Q1: 2,246 shares 2,246$157K0.01%+152Timeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 5,032 shares; 2025Q1: 5,555 shares; 2025Q2: 5,511 shares; 2025Q3: 6,018 shares; 2025Q4: 6,732 shares; 2026Q1: 4,266 shares 4,266$156K0.01%-2,466Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 1,329 shares; 2025Q1: 2,167 shares; 2025Q2: 2,243 shares; 2025Q3: 3,896 shares; 2025Q4: 4,405 shares; 2026Q1: 4,990 shares 4,990$156K0.01%+585Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 3,726 shares; 2025Q3: 3,266 shares; 2025Q4: 3,266 shares; 2026Q1: 3,266 shares 3,266$156K0.01%0Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,228 shares; 2025Q1: 1,004 shares; 2025Q2: 2,253 shares; 2025Q3: 859 shares; 2025Q4: 1,888 shares; 2026Q1: 2,063 shares 2,063$155K0.01%+175Timeline
OSWONESPAWORLD HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 5,165 shares; 2025Q1: 6,608 shares; 2025Q2: 6,601 shares; 2025Q3: 6,786 shares; 2025Q4: 6,927 shares; 2026Q1: 6,953 shares 6,953$155K0.01%+26Timeline
AGOASSURED GUARANTY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 1,524 shares; 2025Q1: 1,454 shares; 2025Q2: 1,490 shares; 2025Q3: 1,889 shares; 2025Q4: 2,867 shares; 2026Q1: 1,918 shares 1,918$154K0.01%-949Timeline
WCBRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,175 shares; 2024Q4: 4,983 shares; 2025Q1: 4,971 shares; 2025Q2: 5,259 shares; 2025Q3: 5,403 shares; 2025Q4: 5,568 shares; 2026Q1: 6,393 shares 6,393$154K0.01%+825Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 13,288 shares; 2025Q1: 5,906 shares; 2025Q2: 4,995 shares; 2025Q3: 4,995 shares; 2025Q4: 4,953 shares; 2026Q1: 4,953 shares 4,953$154K0.01%0Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,083 shares; 2025Q1: 1,097 shares; 2025Q2: 1,072 shares; 2025Q3: 1,175 shares; 2025Q4: 1,119 shares; 2026Q1: 1,089 shares 1,089$154K0.01%-30Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 518 shares; 2025Q1: 554 shares; 2025Q2: 631 shares; 2025Q3: 2,070 shares; 2025Q4: 1,666 shares; 2026Q1: 1,375 shares 1,375$154K0.01%-291Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,303 shares; 2026Q1: 1,346 shares 1,346$153K0.01%+43Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 124 shares; 2025Q1: 659 shares; 2025Q2: 809 shares; 2025Q3: 891 shares; 2025Q4: 1,375 shares; 2026Q1: 1,644 shares 1,644$152K0.01%+269Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 204 shares; 2025Q2: not reported; 2025Q3: 324 shares; 2025Q4: 3,437 shares; 2026Q1: 3,233 shares 3,233$152K0.01%-204Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 3,644 shares; 2025Q1: 3,646 shares; 2025Q2: 2,234 shares; 2025Q3: 4,463 shares; 2025Q4: 4,396 shares; 2026Q1: 4,320 shares 4,320$151K0.01%-76Timeline
GBCIGLACIER BANCORP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,869 shares; 2025Q1: 2,779 shares; 2025Q2: 2,374 shares; 2025Q3: 2,979 shares; 2025Q4: 3,306 shares; 2026Q1: 3,456 shares 3,456$151K0.01%+150Timeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 1,986 shares; 2025Q1: 1,847 shares; 2025Q2: 1,625 shares; 2025Q3: 1,800 shares; 2025Q4: 2,641 shares; 2026Q1: 1,653 shares 1,653$151K0.01%-988Timeline
WTAIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 6,259 shares; 2025Q1: 6,511 shares; 2025Q2: 7,110 shares; 2025Q3: 7,010 shares; 2025Q4: 5,996 shares; 2026Q1: 5,648 shares 5,648$151K0.01%-348Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 766 shares; 2025Q1: 622 shares; 2025Q2: 726 shares; 2025Q3: 1,156 shares; 2025Q4: 1,349 shares; 2026Q1: 908 shares 908$151K0.01%-441Timeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 364 shares; 2025Q1: 385 shares; 2025Q2: 439 shares; 2025Q3: 504 shares; 2025Q4: 830 shares; 2026Q1: 586 shares 586$151K0.01%-244Timeline
GFIGOLD FIELDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 35 shares; 2025Q1: 377 shares; 2025Q2: 2,664 shares; 2025Q3: 2,815 shares; 2025Q4: 3,497 shares; 2026Q1: 3,561 shares 3,561$151K0.01%+64Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 98 shares; 2025Q1: 80 shares; 2025Q2: 286 shares; 2025Q3: 410 shares; 2025Q4: 460 shares; 2026Q1: 393 shares 393$150K0.01%-67Timeline
ITGRINTEGER HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 737 shares; 2025Q1: 752 shares; 2025Q2: 691 shares; 2025Q3: 735 shares; 2025Q4: 1,604 shares; 2026Q1: 1,764 shares 1,764$150K0.01%+160Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 203 shares; 2025Q1: 1,193 shares; 2025Q2: 1,642 shares; 2025Q3: 1,621 shares; 2025Q4: 1,665 shares; 2026Q1: 1,647 shares 1,647$150K0.01%-18Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 740 shares; 2025Q1: 1,997 shares; 2025Q2: 597 shares; 2025Q3: 1,569 shares; 2025Q4: 831 shares; 2026Q1: 680 shares 680$149K0.01%-151Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 430 shares; 2025Q1: 532 shares; 2025Q2: 467 shares; 2025Q3: 637 shares; 2025Q4: 585 shares; 2026Q1: 456 shares 456$149K0.01%-129Timeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,208 shares; 2025Q2: 3,160 shares; 2025Q3: 3,047 shares; 2025Q4: 2,810 shares; 2026Q1: 3,148 shares 3,148$149K0.01%+338Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 2,517 shares; 2025Q1: 3,265 shares; 2025Q2: 3,616 shares; 2025Q3: 4,005 shares; 2025Q4: 4,375 shares; 2026Q1: 6,053 shares 6,053$149K0.01%+1,678Timeline
WDEFWISDOMTREE 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: 5,060 shares; 2026Q1: 5,108 shares 5,108$149K0.01%+48Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 4,736 shares; 2025Q1: 4,644 shares; 2025Q2: 2,504 shares; 2025Q3: 5,503 shares; 2025Q4: 5,765 shares; 2026Q1: 6,740 shares 6,740$149K0.01%+975Timeline
BSTBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,874 shares; 2025Q4: 4,254 shares; 2026Q1: 4,230 shares 4,230$149K0.01%-24Timeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 295 shares; 2025Q1: 442 shares; 2025Q2: 386 shares; 2025Q3: 1,206 shares; 2025Q4: 1,630 shares; 2026Q1: 1,802 shares 1,802$149K0.01%+172Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: not reported; 2025Q3: 305 shares; 2025Q4: 4,020 shares; 2026Q1: 3,177 shares 3,177$148K0.01%-843Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 190 shares; 2025Q1: 178 shares; 2025Q2: 416 shares; 2025Q3: 784 shares; 2025Q4: 1,120 shares; 2026Q1: 912 shares 912$148K0.01%-208Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 76 shares; 2025Q1: 2,211 shares; 2025Q2: 2,322 shares; 2025Q3: 5,736 shares; 2025Q4: 6,504 shares; 2026Q1: 3,104 shares 3,104$148K0.01%-3,400Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 421 shares; 2025Q1: 383 shares; 2025Q2: 1,162 shares; 2025Q3: 500 shares; 2025Q4: 759 shares; 2026Q1: 684 shares 684$146K0.01%-75Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,146 shares; 2026Q1: 3,221 shares 3,221$146K0.01%+75Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 752 shares; 2025Q1: 683 shares; 2025Q2: 592 shares; 2025Q3: 603 shares; 2025Q4: 399 shares; 2026Q1: 317 shares 317$146K0.01%-82Timeline
PLPLANET LABS PBCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,927 shares; 2026Q1: 5,221 shares 5,221$146K0.01%-1,706Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 364 shares; 2025Q1: 365 shares; 2025Q2: 259 shares; 2025Q3: 328 shares; 2025Q4: 1,047 shares; 2026Q1: 1,234 shares 1,234$145K0.01%+187Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 267 shares; 2025Q1: 5,368 shares; 2025Q2: 6,225 shares; 2025Q3: 1,287 shares; 2025Q4: 5,860 shares; 2026Q1: 5,563 shares 5,563$145K0.01%-297Timeline
VPLSVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,877 shares 1,877$145K0.01%newTimeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 794 shares; 2025Q1: 563 shares; 2025Q2: 455 shares; 2025Q3: 401 shares; 2025Q4: 5,650 shares; 2026Q1: 5,625 shares 5,625$145K0.01%-25Timeline
SYNASYNAPTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 140 shares; 2025Q1: 190 shares; 2025Q2: 24 shares; 2025Q3: 117 shares; 2025Q4: 196 shares; 2026Q1: 2,225 shares 2,225$145K0.01%+2,029Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,713 shares; 2024Q4: 3,963 shares; 2025Q1: 3,142 shares; 2025Q2: 2,321 shares; 2025Q3: 2,599 shares; 2025Q4: 2,882 shares; 2026Q1: 2,941 shares 2,941$145K0.01%+59Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 103 shares; 2025Q4: 130 shares; 2026Q1: 1,756 shares 1,756$145K0.01%+1,626Timeline
WCLDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 3,755 shares; 2025Q1: 3,775 shares; 2025Q2: 4,428 shares; 2025Q3: 4,529 shares; 2025Q4: 4,750 shares; 2026Q1: 5,442 shares 5,442$145K0.01%+692Timeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,979 shares; 2025Q4: 4,087 shares; 2026Q1: 3,151 shares 3,151$144K0.01%-936Timeline
IGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 858 shares; 2025Q2: 122 shares; 2025Q3: 6,273 shares; 2025Q4: 8,888 shares; 2026Q1: 2,144 shares 2,144$143K0.01%-6,744Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 698 shares; 2025Q1: 747 shares; 2025Q2: 594 shares; 2025Q3: 1,213 shares; 2025Q4: 1,047 shares; 2026Q1: 870 shares 870$142K0.01%-177Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 722 shares; 2025Q1: 726 shares; 2025Q2: 623 shares; 2025Q3: 618 shares; 2025Q4: 780 shares; 2026Q1: 1,098 shares 1,098$142K0.01%+318Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,654 shares; 2024Q4: 5,174 shares; 2025Q1: 6,903 shares; 2025Q2: 6,793 shares; 2025Q3: 9,126 shares; 2025Q4: 6,840 shares; 2026Q1: 3,453 shares 3,453$141K0.01%-3,387Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 657 shares; 2025Q1: 713 shares; 2025Q2: 1,226 shares; 2025Q3: 1,338 shares; 2025Q4: 1,264 shares; 2026Q1: 4,456 shares 4,456$141K0.01%+3,192Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 538 shares; 2025Q1: 690 shares; 2025Q2: 404 shares; 2025Q3: 991 shares; 2025Q4: 1,127 shares; 2026Q1: 1,283 shares 1,283$141K0.01%+156Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 1,041 shares; 2025Q2: 1,687 shares; 2025Q3: 1,687 shares; 2025Q4: 1,687 shares; 2026Q1: 1,687 shares 1,687$140K0.01%0Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 82 shares; 2025Q1: 105 shares; 2025Q2: 83 shares; 2025Q3: 698 shares; 2025Q4: 747 shares; 2026Q1: 873 shares 873$140K0.01%+126Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 643 shares; 2025Q1: 662 shares; 2025Q2: 579 shares; 2025Q3: 984 shares; 2025Q4: 919 shares; 2026Q1: 790 shares 790$140K0.01%-129Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 924 shares; 2025Q1: 861 shares; 2025Q2: 498 shares; 2025Q3: 1,012 shares; 2025Q4: 981 shares; 2026Q1: 1,028 shares 1,028$140K0.01%+47Timeline
RHPRYMAN HOSPITALITY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 25 shares; 2025Q1: 201 shares; 2025Q2: 483 shares; 2025Q3: 863 shares; 2025Q4: 1,092 shares; 2026Q1: 1,534 shares 1,534$140K0.01%+442Timeline
EHCENCOMPASS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 518 shares; 2025Q1: 1,515 shares; 2025Q2: 1,384 shares; 2025Q3: 1,607 shares; 2025Q4: 1,417 shares; 2026Q1: 1,433 shares 1,433$140K0.01%+16Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 4,854 shares; 2025Q1: 8,049 shares; 2025Q2: 4,780 shares; 2025Q3: 5,704 shares; 2025Q4: 5,840 shares; 2026Q1: 5,616 shares 5,616$140K0.01%-224Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,533 shares; 2024Q4: 4,151 shares; 2025Q1: 3,798 shares; 2025Q2: 4,033 shares; 2025Q3: 6,784 shares; 2025Q4: 7,031 shares; 2026Q1: 5,535 shares 5,535$139K0.01%-1,496Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 238 shares; 2025Q3: 803 shares; 2025Q4: 1,816 shares; 2026Q1: 2,203 shares 2,203$139K0.01%+387Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,781 shares; 2025Q1: 1,281 shares; 2025Q2: 1,041 shares; 2025Q3: 1,272 shares; 2025Q4: 1,119 shares; 2026Q1: 1,337 shares 1,337$139K0.01%+218Timeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 140 shares; 2025Q1: 144 shares; 2025Q2: 43 shares; 2025Q3: 172 shares; 2025Q4: 336 shares; 2026Q1: 4,289 shares 4,289$139K0.01%+3,953Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,270 shares; 2025Q1: 722 shares; 2025Q2: 602 shares; 2025Q3: 785 shares; 2025Q4: 5,028 shares; 2026Q1: 5,995 shares 5,995$139K0.01%+967Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 555 shares; 2025Q1: 576 shares; 2025Q2: 512 shares; 2025Q3: 1,096 shares; 2025Q4: 1,160 shares; 2026Q1: 1,319 shares 1,319$138K<0.01%+159Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,139 shares; 2024Q4: 7,075 shares; 2025Q1: 6,505 shares; 2025Q2: 6,630 shares; 2025Q3: 5,756 shares; 2025Q4: 6,662 shares; 2026Q1: 6,425 shares 6,425$138K<0.01%-237Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 471 shares; 2025Q1: 585 shares; 2025Q2: 279 shares; 2025Q3: 542 shares; 2025Q4: 1,352 shares; 2026Q1: 731 shares 731$137K<0.01%-621Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,858 shares; 2025Q1: 3,265 shares; 2025Q2: 3,784 shares; 2025Q3: 4,372 shares; 2025Q4: 4,427 shares; 2026Q1: 5,534 shares 5,534$137K<0.01%+1,107Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221 shares; 2026Q1: 393 shares 393$137K<0.01%+172Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 622 shares; 2025Q1: 415 shares; 2025Q2: 405 shares; 2025Q3: 793 shares; 2025Q4: 1,664 shares; 2026Q1: 2,071 shares 2,071$137K<0.01%+407Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 441 shares; 2025Q1: 469 shares; 2025Q2: 321 shares; 2025Q3: 328 shares; 2025Q4: 619 shares; 2026Q1: 936 shares 936$136K<0.01%+317Timeline
MATXMATSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 901 shares; 2025Q1: 799 shares; 2025Q2: 1,412 shares; 2025Q3: 1,459 shares; 2025Q4: 1,387 shares; 2026Q1: 867 shares 867$136K<0.01%-520Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 2,966 shares; 2025Q1: not reported; 2025Q2: 4,149 shares; 2025Q3: 4,338 shares; 2025Q4: 5,246 shares; 2026Q1: 591 shares 591$136K<0.01%-4,655Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 452 shares; 2025Q1: 351 shares; 2025Q2: 315 shares; 2025Q3: 820 shares; 2025Q4: 973 shares; 2026Q1: 971 shares 971$136K<0.01%-2Timeline
IEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 2,243 shares; 2025Q1: 2,062 shares; 2025Q2: 2,062 shares; 2025Q3: 2,062 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares 2,057$135K<0.01%0Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 1,264 shares; 2025Q1: 1,085 shares; 2025Q2: 556 shares; 2025Q3: 1,118 shares; 2025Q4: 1,237 shares; 2026Q1: 1,946 shares 1,946$135K<0.01%+709Timeline
HLHECLA MINING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 3,777 shares; 2025Q1: 4,559 shares; 2025Q2: 2,823 shares; 2025Q3: 5,190 shares; 2025Q4: 12,239 shares; 2026Q1: 7,821 shares 7,821$135K<0.01%-4,418Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 69 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 72 shares; 2025Q4: 210 shares; 2026Q1: 262 shares 262$135K<0.01%+52Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,186 shares; 2025Q2: 3,937 shares; 2025Q3: 3,937 shares; 2025Q4: 3,937 shares; 2026Q1: 3,937 shares 3,937$134K<0.01%0Timeline
IMTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 909 shares; 2025Q2: 2,927 shares; 2025Q3: 2,902 shares; 2025Q4: 2,903 shares; 2026Q1: 2,903 shares 2,903$134K<0.01%0Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 1,219 shares; 2025Q1: 1,268 shares; 2025Q2: 1,065 shares; 2025Q3: 1,365 shares; 2025Q4: 1,177 shares; 2026Q1: 841 shares 841$134K<0.01%-336Timeline
AROCARCHROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 5,530 shares; 2025Q1: 5,440 shares; 2025Q2: 5,112 shares; 2025Q3: 6,022 shares; 2025Q4: 6,828 shares; 2026Q1: 3,837 shares 3,837$132K<0.01%-2,991Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 945 shares; 2025Q1: 444 shares; 2025Q2: 1,378 shares; 2025Q3: 1,399 shares; 2025Q4: 1,405 shares; 2026Q1: 1,393 shares 1,393$132K<0.01%-12Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 1,816 shares; 2025Q1: 1,816 shares; 2025Q2: 750 shares; 2025Q3: 2,033 shares; 2025Q4: 4,934 shares; 2026Q1: 4,621 shares 4,621$132K<0.01%-313Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,604 shares; 2024Q4: 7,749 shares; 2025Q1: 5,963 shares; 2025Q2: 5,743 shares; 2025Q3: 12,415 shares; 2025Q4: 8,970 shares; 2026Q1: 7,906 shares 7,906$132K<0.01%-1,064Timeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,926 shares; 2025Q1: 2,373 shares; 2025Q2: 2,704 shares; 2025Q3: 2,652 shares; 2025Q4: 2,374 shares; 2026Q1: 2,484 shares 2,484$132K<0.01%+110Timeline
CGSDCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,466 shares; 2024Q4: 5,541 shares; 2025Q1: 5,134 shares; 2025Q2: 5,023 shares; 2025Q3: 4,900 shares; 2025Q4: 4,770 shares; 2026Q1: 5,089 shares 5,089$131K<0.01%+319Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 1,057 shares; 2025Q1: 1,206 shares; 2025Q2: 1,113 shares; 2025Q3: 1,152 shares; 2025Q4: 1,327 shares; 2026Q1: 1,173 shares 1,173$131K<0.01%-154Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 1,119 shares; 2025Q1: 1,637 shares; 2025Q2: 1,287 shares; 2025Q3: 1,698 shares; 2025Q4: 2,040 shares; 2026Q1: 1,959 shares 1,959$131K<0.01%-81Timeline
ACAARCOSA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 1,770 shares; 2025Q1: 1,413 shares; 2025Q2: 1,596 shares; 2025Q3: 1,814 shares; 2025Q4: 2,087 shares; 2026Q1: 1,267 shares 1,267$129K<0.01%-820Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,990 shares; 2025Q1: 9,397 shares; 2025Q2: 3,361 shares; 2025Q3: 3,531 shares; 2025Q4: 3,531 shares; 2026Q1: 2,867 shares 2,867$129K<0.01%-664Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 1,609 shares; 2025Q1: 1,469 shares; 2025Q2: 975 shares; 2025Q3: 1,515 shares; 2025Q4: 1,594 shares; 2026Q1: 1,149 shares 1,149$129K<0.01%-445Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 413 shares; 2026Q1: 425 shares 425$129K<0.01%+12Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 48 shares; 2025Q1: 6,099 shares; 2025Q2: 4,607 shares; 2025Q3: 5,190 shares; 2025Q4: 6,285 shares; 2026Q1: 4,699 shares 4,699$128K<0.01%-1,586Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 1,124 shares; 2025Q1: 1,056 shares; 2025Q2: 206 shares; 2025Q3: 1,048 shares; 2025Q4: 1,140 shares; 2026Q1: 498 shares 498$128K<0.01%-642Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,199 shares; 2024Q4: 8,718 shares; 2025Q1: 9,427 shares; 2025Q2: 6,473 shares; 2025Q3: 11,330 shares; 2025Q4: 9,202 shares; 2026Q1: 7,411 shares 7,411$128K<0.01%-1,791Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,905 shares; 2024Q4: 23,988 shares; 2025Q1: 24,571 shares; 2025Q2: 34,399 shares; 2025Q3: 39,174 shares; 2025Q4: 5,895 shares; 2026Q1: 826 shares 826$128K<0.01%-5,069Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,273 shares; 2025Q1: 1,257 shares; 2025Q2: 3,757 shares; 2025Q3: 3,966 shares; 2025Q4: 2,429 shares; 2026Q1: 2,160 shares 2,160$128K<0.01%-269Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 785 shares; 2025Q1: 751 shares; 2025Q2: 372 shares; 2025Q3: 747 shares; 2025Q4: 1,546 shares; 2026Q1: 1,440 shares 1,440$127K<0.01%-106Timeline
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: 1,750 shares; 2026Q1: 1,750 shares 1,750$127K<0.01%0Timeline
DRDDRDGOLD LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 148 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,480 shares; 2026Q1: 4,589 shares 4,589$127K<0.01%+109Timeline
BOXXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 262 shares; 2025Q2: 888 shares; 2025Q3: 1,612 shares; 2025Q4: 1,512 shares; 2026Q1: 1,090 shares 1,090$127K<0.01%-422Timeline
CDEIMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,673 shares 1,673$126K<0.01%newTimeline
JSTCTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,622 shares 6,622$126K<0.01%newTimeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,306 shares; 2025Q1: 1,423 shares; 2025Q2: 1,155 shares; 2025Q3: 1,368 shares; 2025Q4: 1,629 shares; 2026Q1: 1,672 shares 1,672$125K<0.01%+43Timeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 436 shares; 2025Q1: 405 shares; 2025Q2: 471 shares; 2025Q3: 678 shares; 2025Q4: 1,312 shares; 2026Q1: 911 shares 911$125K<0.01%-401Timeline

Sold out in Q1 2026

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

The largest 100 of 173. All 173

SecurityShares beforeValue beforeType
AZNASTRAZENECA PLC-SPONS ADR28,594$2.65Mshares
QDEFFLEXSHARES TR10,923$891Kshares
PIPRPIPER SANDLER COS870$298Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL578$261Kshares
CMACOMERICA INC2,736$239Kshares
DFARDIMENSIONAL ETF TRUST10,232$236Kshares
SNVSYNOVUS FINANCIAL CORP3,554$182Kshares
FYBRFRONTIER COMMUNICATIONS PARE2,999$114Kshares
DAYDAYFORCE INC1,587$110Kshares
DVAXDYNAVAX TECHNOLOGIES CORP7,062$109Kshares
TELFYTELEFONICA SA-SPON ADR26,330$107Kshares
BIRKBIRKENSTOCK HOLDING PLC2,181$90Kshares
APUETRUST FOR PROFESSIONAL MANAG2,142$89.9Kshares
HIHILLENBRAND INC2,662$84.5Kshares
AMCOR PLCAMCOR PLC9,644$80.9Kshares
HYGVFLEXSHARES TR1,907$77.8Kshares
TGNATEGNA INC3,362$65.4Kshares
PNFPPINNACLE FINANCIAL PARTNERS611$59.9Kshares
NBOSNEUBERGER BERMAN ETF TRUST1,973$54Kshares
REVGREV GROUP INC858$52.5Kshares
CADECADENCE BANK1,207$52.1Kshares
JMBSJANUS DETROIT STR TR1,050$48.1Kshares
QIAGEN N.V.QIAGEN N.V.938$42.5Kshares
EXASEXACT SCIENCES CORP395$40.2Kshares
SDGISHARES TR446$37.8Kshares
APIETRUST FOR PROFESSIONAL MANAG1,041$37.2Kshares
RNAMAVIDITY BIOSCIENCES INC490$35.4Kshares
EAGGISHARES TR652$31.3Kshares
MAGAETF SER SOLUTIONS596$30.9Kshares
NAZNUVEEN ARIZONA QLTY MUN INC2,500$29.9Kshares
BBUCBROOKFIELD BUSINESS HOLDINGS789$28.4Kshares
ALEXALEXANDER & BALDWIN INC1,249$25.8Kshares
SUSCISHARES TR1,060$24.9Kshares
PCHPOTLATCHDELTIC CORP605$24.2Kshares
FSVFIRSTSERVICE CORP NEW117$18.2Kshares
BTOHANCOCK JOHN FINL OPPTYS503$17.8Kshares
DAPPVANECK ETF TRUST1,000$16.8Kshares
MOFGMIDWESTONE FINANCIAL GROUP I403$15.5Kshares
HTRBHARTFORD FDS EXCHANGE TRADED450$15.4Kshares
BLSHBULLISH375$14.7Kshares
COWGPACER FDS TR386$13.7Kshares
CFLTCONFLUENT INC-CLASS A455$13.7Kshares
BITBBITWISE BITCOIN ETF TR282$13.5Kshares
APCBTRUST FOR PROFESSIONAL MANAG450$13.4Kshares
TUTELUS CORPORATION993$13Kshares
GUESS? INCGUESS? INC772$12.9Kshares
RPVINVESCO EXCHANGE TRADED FD T109$11.3Kshares
FDNIFIRST TR EXCHANGE-TRADED FD307$10.5Kshares
ISHGISHARES TR130$9.79Kshares
SMOTVANECK ETF TRUST250$9.13Kshares
XSVMINVESCO EXCHANGE TRADED FD T151$8.71Kshares
RESRPC INC1,517$8.3Kshares
TDOCTELADOC HEALTH INC1,151$8.06Kshares
CERTCERTARA INC899$7.96Kshares
THSTREEHOUSE FOODS INC329$7.79Kshares
HYMBSPDR SERIES TRUST274$6.83Kshares
GBILGOLDMAN SACHS ETF TR68$6.82Kshares
TFLOISHARES TR123$6.21Kshares
PTLCPACER FDS TR110$6.16Kshares
DBOINVESCO DB MULTI-SECTOR COMM499$6.14Kshares
IOVAIOVANCE BIOTHERAPEUTICS INC2,090$5.79Kshares
SOHO HOUSE & CO INCSOHO HOUSE & CO INC640$5.73Kshares
CVLCMORGAN STANLEY ETF TRUST65$5.55Kshares
MIAXMIAMI INTL HLDGS INC117$5.34Kshares
ZEUSOLYMPIC STEEL INC123$5.34Kshares
RPGINVESCO EXCHANGE TRADED FD T100$4.72Kshares
BPREBLUEROCK PVT REAL ESTATE FD307$4.61Kshares
OABIOMNIAB INC2,458$4.57Kshares
HCKTHACKETT GROUP INC230$4.56Kshares
CIVICIVITAS RESOURCES INC166$4.52Kshares
INDIVIOR PLCINDIVIOR PLC120$4.29Kshares
ECPGENCORE CAP GROUP INC76$4.19Kshares
CLIPGLOBAL X FDS41$4.1Kshares
TBLUTORTOISE CAPITAL SERIES TRUS68$3.58Kshares
CIOCITY OFFICE REIT INC487$3.39Kshares
STSENSATA TECHNOLOGIES HLDG PL102$3.37Kshares
MMIMARCUS & MILLICHAP INC119$3.26Kshares
HDEFDBX ETF TR101$3.14Kshares
VYXNCR VOYIX CORPORATION304$3.14Kshares
KRNTKORNIT DIGITAL LTD214$3.07Kshares
BUFGFIRST TR EXCHNG TRADED FD VI111$3.07Kshares
MXCTMAXCYTE INC1,881$2.93Kshares
BUFTFIRST TR EXCHNG TRADED FD VI118$2.91Kshares
IAIISHARES TR16$2.9Kshares
CGXUCAPITAL GROUP INTL FOCUS EQT89$2.64Kshares
XMVFXBLACKROCK MUNIVEST FUND386$2.64Kshares
BLZEBACKBLAZE INC545$2.59Kshares
FUBOFUBOTV INC970$2.44Kshares
CLDTCHATHAM LODGING TR347$2.4Kshares
SMBSSCHWAB STRATEGIC TR93$2.4Kshares
CXMSPRINKLR INC294$2.3Kshares
COLDAMERICOLD REALTY TRUST INC152$2.03Kshares
UDNINVESCO DB US DLR INDEX TR106$1.93Kshares
MDXGMIMEDX GROUP INC278$1.91Kshares
CDTXCIDARA THERAPEUTICS INC8$1.77Kshares
HYDBISHARES TR37$1.75Kshares
GSEWGOLDMAN SACHS ETF TR20$1.72Kshares
WNCWABASH NATL CORP180$1.57Kshares
PFFDGLOBAL X FDS80$1.52Kshares
FETHFIDELITY ETHEREUM FD51$1.5Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002010393-26-000003 base2026-05-15acceptance time not in the bulk data set