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Steward Partners Investment Advisory, LLC

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13F filer, CIK 1723397, STAMFORD, CT

Steward Partners Investment Advisory, LLC reported $19,608,783,834 across 4,416 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 22.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001723397-26-000003

Period
2026-03-31
Reported value
$19.6B
Holdings
4,416
Top 10 weight
22.31%
New
324
Sold out
217

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+839,481$146M
IEMGadded+1,224,563$85.4M
MSFTadded+164,650$60.9M
AAPLadded+229,134$58.2M
AVGOadded+170,884$52.9M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SHYreduced-399,695-$33M
PNOVreduced-691,610-$28.3M
NBISreduced-270,370-$28.1M
VOOreduced-41,383-$24.7M
AGGreduced-230,418-$22.9M

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001723397-26-000003, largest first. % of portfolio is the value over $19,608,783,834, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RLAYRELAY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 8,100 shares; 2025Q4: 8,900 shares; 2026Q1: 8,100 shares 8,100$80.6K<0.01%-800Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 2,892 shares; 2025Q1: 2,736 shares; 2025Q2: 3,368 shares; 2025Q3: 3,474 shares; 2025Q4: 3,539 shares; 2026Q1: 4,286 shares 4,286$80.1K<0.01%+747Timeline
AAPADVANCE AUTO PARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,416 shares; 2025Q1: 1,219 shares; 2025Q2: 1,210 shares; 2025Q3: 2,016 shares; 2025Q4: 1,445 shares; 2026Q1: 1,514 shares 1,514$79.9K<0.01%+69Timeline
BUIBLACKROCK UTILS INFRASTRUCTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: not reported; 2025Q1: 1,112 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares; 2026Q1: 3,025 shares 3,025$79.8K<0.01%+900Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,878 shares; 2025Q1: 2,678 shares; 2025Q2: 7,458 shares; 2025Q3: 3,803 shares; 2025Q4: 6,039 shares; 2026Q1: 1,740 shares 1,740$79.7K<0.01%-4,299Timeline
XSLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 2,528 shares; 2025Q1: 1,785 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares 1,685$79.5K<0.01%0Timeline
XJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200$79.5K<0.01%0Timeline
SFNCSIMMONS FIRST NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 4,084 shares; 2025Q1: 4,084 shares; 2025Q2: 4,084 shares; 2025Q3: 4,084 shares; 2025Q4: 4,084 shares; 2026Q1: 4,084 shares 4,084$79.4K<0.01%0Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 310 shares; 2025Q3: 405 shares; 2025Q4: 355 shares; 2026Q1: 558 shares 558$79.3K<0.01%+203Timeline
NBXGNEUBERGER NEXT GENERATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 14,200 shares; 2025Q1: 16,902 shares; 2025Q2: 5,302 shares; 2025Q3: 6,202 shares; 2025Q4: 6,743 shares; 2026Q1: 6,163 shares 6,163$79.3K<0.01%-580Timeline
FLGFLAGSTAR BANK NATIONAL ASSOCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 7,135 shares; 2025Q1: 12,366 shares; 2025Q2: 12,035 shares; 2025Q3: 12,421 shares; 2025Q4: 5,926 shares; 2026Q1: 6,018 shares 6,018$79.3K<0.01%+92Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,888 shares; 2024Q4: 14,201 shares; 2025Q1: 14,265 shares; 2025Q2: 13,744 shares; 2025Q3: 13,851 shares; 2025Q4: 1,484 shares; 2026Q1: 1,491 shares 1,491$79.2K<0.01%+7Timeline
GSLGLOBAL SHIP LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 2,124 shares; 2025Q4: 2,124 shares; 2026Q1: 2,124 shares 2,124$79.1K<0.01%0Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 673 shares; 2025Q1: 847 shares; 2025Q2: 927 shares; 2025Q3: 946 shares; 2025Q4: 1,088 shares; 2026Q1: 2,622 shares 2,622$79K<0.01%+1,534Timeline
TENTSAKOS ENERGY NAVIGATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$78.9K<0.01%0Timeline
VSDMVANGUARD MUN BD 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: 1,034 shares 1,034$78.9K<0.01%newTimeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 1,397 shares; 2025Q1: 1,232 shares; 2025Q2: 1,105 shares; 2025Q3: 1,140 shares; 2025Q4: 1,108 shares; 2026Q1: 1,044 shares 1,044$78.7K<0.01%-64Timeline
GOAUETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 1,773 shares 1,773$78.7K<0.01%+1,423Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 952 shares; 2025Q2: 952 shares; 2025Q3: 1,009 shares; 2025Q4: 1,010 shares; 2026Q1: 1,382 shares 1,382$78.4K<0.01%+372Timeline
BURBURFORD CAPITAL LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,572 shares; 2024Q4: 13,242 shares; 2025Q1: 13,648 shares; 2025Q2: 14,345 shares; 2025Q3: 22,960 shares; 2025Q4: 20,093 shares; 2026Q1: 17,294 shares 17,294$78.2K<0.01%-2,799Timeline
IBIHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 826 shares; 2025Q1: 941 shares; 2025Q2: 2,101 shares; 2025Q3: 2,130 shares; 2025Q4: 2,871 shares; 2026Q1: 2,969 shares 2,969$77.9K<0.01%+98Timeline
PFIXSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,083 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 961 shares; 2026Q1: 1,682 shares 1,682$77.8K<0.01%+721Timeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,820 shares; 2024Q4: 15,330 shares; 2025Q1: 9,075 shares; 2025Q2: 3,875 shares; 2025Q3: 3,425 shares; 2025Q4: 2,950 shares; 2026Q1: 2,735 shares 2,735$77.7K<0.01%-215Timeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 140 shares; 2025Q1: 1,494 shares; 2025Q2: 1,454 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 236 shares 236$77.5K<0.01%+77Timeline
PMMFRANKLIN MANAGED MUN INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,600 shares; 2025Q1: 19,000 shares; 2025Q2: 12,485 shares; 2025Q3: 12,519 shares; 2025Q4: 12,551 shares; 2026Q1: 12,584 shares 12,584$77.4K<0.01%+33Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 94 shares; 2025Q3: 796 shares; 2025Q4: 899 shares; 2026Q1: 778 shares 778$77.3K<0.01%-121Timeline
IBMQISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,163 shares; 2024Q4: 9,893 shares; 2025Q1: 8,738 shares; 2025Q2: 11,666 shares; 2025Q3: 11,666 shares; 2025Q4: 5,907 shares; 2026Q1: 3,028 shares 3,028$77.3K<0.01%-2,879Timeline
IBMRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,057 shares; 2025Q1: 96 shares; 2025Q2: 3,048 shares; 2025Q3: 3,048 shares; 2025Q4: 3,048 shares; 2026Q1: 3,048 shares 3,048$77.3K<0.01%0Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,569 shares 1,569$77.2K<0.01%newTimeline
PMAUPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$77K<0.01%0Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 11 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 4,000 shares 4,000$76.9K<0.01%+3,992Timeline
HYIWESTERN ASSET HIGH YIELD OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,325 shares; 2024Q4: 73,596 shares; 2025Q1: 74,759 shares; 2025Q2: 76,584 shares; 2025Q3: not reported; 2025Q4: 1,031 shares; 2026Q1: 7,196 shares 7,196$76.9K<0.01%+6,165Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 1,608 shares; 2025Q2: 1,609 shares; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares 1,108$76.8K<0.01%0Timeline
ABGASBURY AUTOMOTIVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 363 shares; 2025Q1: 424 shares; 2025Q2: 440 shares; 2025Q3: 438 shares; 2025Q4: 423 shares; 2026Q1: 392 shares 392$76.6K<0.01%-31Timeline
TSLYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,471 shares; 2026Q1: 2,554 shares 2,554$76.6K<0.01%+83Timeline
SAMBOSTON BEER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 588 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 530 shares; 2025Q4: 531 shares; 2026Q1: 331 shares 331$76.3K<0.01%-200Timeline
PAYPAYMENTUS 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: 3,000 shares 3,000$76.2K<0.01%newTimeline
ULSUL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 821 shares; 2025Q4: 1,487 shares; 2026Q1: 888 shares 888$76.1K<0.01%-599Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 1,262 shares 1,262$76.1K<0.01%+270Timeline
AIROAIRO GROUP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,004 shares; 2026Q1: 10,004 shares 10,004$76.1K<0.01%0Timeline
LWLGLIGHTWAVE LOGIC 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: 10,811 shares; 2025Q3: 10,812 shares; 2025Q4: 10,806 shares; 2026Q1: 10,806 shares 10,806$76K<0.01%0Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 3,390 shares; 2025Q1: 879 shares; 2025Q2: 660 shares; 2025Q3: 3,027 shares; 2025Q4: 3,414 shares; 2026Q1: 3,534 shares 3,534$75.9K<0.01%+120Timeline
ABALLIANCEBERNSTEIN HLDG L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 5,946 shares; 2025Q1: 4,135 shares; 2025Q2: 4,135 shares; 2025Q3: 3,093 shares; 2025Q4: 1,513 shares; 2026Q1: 2,028 shares 2,028$75.9K<0.01%+515Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 735 shares; 2025Q1: 754 shares; 2025Q2: 709 shares; 2025Q3: 600 shares; 2025Q4: 1,208 shares; 2026Q1: 2,066 shares 2,066$75.7K<0.01%+858Timeline
JHMBJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,283 shares; 2025Q2: 9,250 shares; 2025Q3: 11,596 shares; 2025Q4: 13,415 shares; 2026Q1: 3,436 shares 3,436$75.6K<0.01%-9,979Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 227 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,404 shares 1,404$75.5K<0.01%+14Timeline
CMBTCMB.TECH NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,827 shares; 2025Q1: 5,395 shares; 2025Q2: 5,873 shares; 2025Q3: 6,101 shares; 2025Q4: 5,348 shares; 2026Q1: 5,965 shares 5,965$75.5K<0.01%+617Timeline
QUBTQUANTUM COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,276 shares; 2025Q1: 1,287 shares; 2025Q2: 3,624 shares; 2025Q3: 4,720 shares; 2025Q4: 7,813 shares; 2026Q1: 10,988 shares 10,988$75.3K<0.01%+3,175Timeline
KAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,583 shares; 2024Q4: 3,807 shares; 2025Q1: 3,562 shares; 2025Q2: 3,324 shares; 2025Q3: 2,074 shares; 2025Q4: 2,074 shares; 2026Q1: 2,074 shares 2,074$75.2K<0.01%0Timeline
IGRCBRE GBL REAL ESTATE INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,281 shares; 2024Q4: 11,081 shares; 2025Q1: 17,439 shares; 2025Q2: 13,104 shares; 2025Q3: 14,622 shares; 2025Q4: 14,622 shares; 2026Q1: 17,072 shares 17,072$74.9K<0.01%+2,450Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: 767 shares; 2025Q2: 729 shares; 2025Q3: 679 shares; 2025Q4: 687 shares; 2026Q1: 779 shares 779$74.8K<0.01%+92Timeline
ACMRACM RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900$74.8K<0.01%0Timeline
GLDICREDIT SUISSE NASSAU BRANCQuarterly shares; oldest to newest; scale is 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: 450 shares 450$74.7K<0.01%newTimeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 2,075 shares; 2025Q1: 2,077 shares; 2025Q2: 2,080 shares; 2025Q3: 2,085 shares; 2025Q4: 2,090 shares; 2026Q1: 1,795 shares 1,795$74.3K<0.01%-295Timeline
ZNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,794 shares; 2026Q1: 2,794 shares 2,794$74.2K<0.01%0Timeline
EWTXEDGEWISE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,304 shares; 2025Q4: 2,854 shares; 2026Q1: 2,354 shares 2,354$74.2K<0.01%-500Timeline
SLVMSYLVAMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 2,010 shares; 2025Q1: 2,086 shares; 2025Q2: 1,841 shares; 2025Q3: 1,834 shares; 2025Q4: 1,770 shares; 2026Q1: 1,755 shares 1,755$74.1K<0.01%-15Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 6,951 shares; 2025Q1: 6,885 shares; 2025Q2: 5,464 shares; 2025Q3: 4,733 shares; 2025Q4: 2,992 shares; 2026Q1: 2,675 shares 2,675$74.1K<0.01%-317Timeline
SPAMTHEMES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97 shares; 2025Q1: 3,586 shares; 2025Q2: 2,569 shares; 2025Q3: 2,569 shares; 2025Q4: 2,569 shares; 2026Q1: 2,569 shares 2,569$74.1K<0.01%0Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 765 shares; 2025Q1: 289 shares; 2025Q2: 368 shares; 2025Q3: 469 shares; 2025Q4: 384 shares; 2026Q1: 340 shares 340$74K<0.01%-44Timeline
HYMCHYCROFT MINING HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 2,100 shares 2,100$73.9K<0.01%+1,400Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,505 shares; 2025Q1: 2,482 shares; 2025Q2: 1,829 shares; 2025Q3: 1,755 shares; 2025Q4: 1,424 shares; 2026Q1: 1,130 shares 1,130$73.7K<0.01%-294Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,606 shares; 2024Q4: 8,567 shares; 2025Q1: 7,907 shares; 2025Q2: 7,908 shares; 2025Q3: 7,905 shares; 2025Q4: 7,905 shares; 2026Q1: 9,149 shares 9,149$73.6K<0.01%+1,244Timeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,532 shares; 2024Q4: 10,548 shares; 2025Q1: 10,273 shares; 2025Q2: 7,972 shares; 2025Q3: 8,420 shares; 2025Q4: 471 shares; 2026Q1: 2,675 shares 2,675$73.4K<0.01%+2,204Timeline
GEMGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,697 shares 1,697$73.3K<0.01%+137Timeline
AESIATLAS ENERGY SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 286 shares; 2025Q1: 288 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: not reported; 2026Q1: 5,585 shares 5,585$73.3K<0.01%newTimeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,352 shares; 2025Q1: 1,464 shares; 2025Q2: 1,537 shares; 2025Q3: 5,394 shares; 2025Q4: 5,866 shares; 2026Q1: 1,477 shares 1,477$73.2K<0.01%-4,389Timeline
LINELINEAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 70 shares; 2025Q4: 10 shares; 2026Q1: 2,235 shares 2,235$73.2K<0.01%+2,225Timeline
ASGLIBERTY ALL-STAR GROWTH FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,362 shares; 2024Q4: 14,362 shares; 2025Q1: 14,121 shares; 2025Q2: 14,389 shares; 2025Q3: 14,704 shares; 2025Q4: 14,704 shares; 2026Q1: 15,384 shares 15,384$73.1K<0.01%+680Timeline
TDSTELEPHONE & DATA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 3,061 shares; 2025Q1: 3,043 shares; 2025Q2: 3,002 shares; 2025Q3: 3,002 shares; 2025Q4: 1,734 shares; 2026Q1: 1,734 shares 1,734$73K<0.01%0Timeline
TEXTEREX CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,125 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,325 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares 1,225$72.4K<0.01%0Timeline
IOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,742 shares; 2025Q1: 8,890 shares; 2025Q2: 8,807 shares; 2025Q3: 2,062 shares; 2025Q4: 2,062 shares; 2026Q1: 2,062 shares 2,062$72.3K<0.01%0Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,408 shares; 2025Q1: 1,423 shares; 2025Q2: 1,482 shares; 2025Q3: 1,808 shares; 2025Q4: 1,529 shares; 2026Q1: 1,446 shares 1,446$72.3K<0.01%-83Timeline
FLINFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 17,856 shares; 2025Q1: not reported; 2025Q2: 167 shares; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 2,175 shares 2,175$72.3K<0.01%+1,075Timeline
EMCGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 2,416 shares; 2025Q1: 2,416 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares; 2025Q4: 2,416 shares; 2026Q1: 2,337 shares 2,337$72.2K<0.01%-79Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 1,747 shares; 2025Q1: 1,897 shares; 2025Q2: 1,855 shares; 2025Q3: 1,894 shares; 2025Q4: 1,589 shares; 2026Q1: 1,675 shares 1,675$72.1K<0.01%+86Timeline
RCATRED CAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,106 shares; 2024Q4: 2,273 shares; 2025Q1: 1,501 shares; 2025Q2: 3,171 shares; 2025Q3: 1,346 shares; 2025Q4: 1,046 shares; 2026Q1: 5,508 shares 5,508$72.1K<0.01%+4,462Timeline
AGIGABUNDIA GLOBAL IMPACT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000$72K<0.01%0Timeline
GENIGENIUS SPORTS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,753 shares; 2024Q4: 12,182 shares; 2025Q1: 12,260 shares; 2025Q2: 12,222 shares; 2025Q3: 13,370 shares; 2025Q4: 13,328 shares; 2026Q1: 16,236 shares 16,236$71.9K<0.01%+2,908Timeline
SDIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 2,843 shares 2,843$71.8K<0.01%+2,443Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 165 shares; 2025Q1: 224 shares; 2025Q2: 250 shares; 2025Q3: 736 shares; 2025Q4: 971 shares; 2026Q1: 779 shares 779$71.7K<0.01%-192Timeline
PJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 3,949 shares; 2025Q1: 3,949 shares; 2025Q2: 3,949 shares; 2025Q3: 2,101 shares; 2025Q4: 1,707 shares; 2026Q1: 1,707 shares 1,707$71.4K<0.01%0Timeline
AUANGLOGOLD ASHANTI PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 1,068 shares; 2025Q4: 784 shares; 2026Q1: 731 shares 731$71.2K<0.01%-53Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 779 shares; 2025Q4: 729 shares; 2026Q1: 731 shares 731$71.1K<0.01%+2Timeline
BGRNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,580 shares; 2025Q1: 1,423 shares; 2025Q2: 1,448 shares; 2025Q3: 1,463 shares; 2025Q4: 1,484 shares; 2026Q1: 1,495 shares 1,495$70.9K<0.01%+11Timeline
SQMSOCIEDAD QUIMICA Y MINERA DEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,373 shares; 2025Q1: 1,139 shares; 2025Q2: 923 shares; 2025Q3: 911 shares; 2025Q4: 876 shares; 2026Q1: 876 shares 876$70.9K<0.01%0Timeline
IALTBLACKROCK 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: 2,600 shares 2,600$70.9K<0.01%newTimeline
VSDAVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300$70.9K<0.01%0Timeline
CDLVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950$70.8K<0.01%0Timeline
PKBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 498 shares; 2026Q1: 724 shares 724$70.6K<0.01%+226Timeline
NATHNATHANS FAMOUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700$70.5K<0.01%0Timeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 3,543 shares; 2025Q1: 3,500 shares; 2025Q2: 3,644 shares; 2025Q3: 3,825 shares; 2025Q4: 6,217 shares; 2026Q1: 507 shares 507$70.5K<0.01%-5,710Timeline
HIGHSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,374 shares; 2024Q4: 57,060 shares; 2025Q1: 50,692 shares; 2025Q2: 43,630 shares; 2025Q3: 39,556 shares; 2025Q4: 17,931 shares; 2026Q1: 3,301 shares 3,301$70.4K<0.01%-14,630Timeline
IESCIES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 380 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 98 shares; 2026Q1: 147 shares 147$70K<0.01%+49Timeline
GATXGATX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 341 shares; 2025Q3: 337 shares; 2025Q4: 414 shares; 2026Q1: 408 shares 408$69.7K<0.01%-6Timeline
IJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 9,144 shares; 2025Q1: 9,144 shares; 2025Q2: 8,844 shares; 2025Q3: 30,091 shares; 2025Q4: 30,092 shares; 2026Q1: 2,064 shares 2,064$69.7K<0.01%-28,028Timeline
DNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450$69.5K<0.01%0Timeline
JFBJFB CONSTR HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,308 shares; 2025Q4: 3,538 shares; 2026Q1: 11,310 shares 11,310$69.2K<0.01%+7,772Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 102 shares; 2025Q3: 96 shares; 2025Q4: not reported; 2026Q1: 365 shares 365$69K<0.01%newTimeline
VFMOVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350$69K<0.01%newTimeline
VLUSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 319 shares 319$68.6K<0.01%+135Timeline
HEWLETT PACKARD ENTERPRISE CHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 810 shares; 2025Q1: 676 shares; 2025Q2: 1,570 shares; 2025Q3: 1,574 shares; 2025Q4: 1,574 shares; 2026Q1: 1,057 shares 1,057$68.2K<0.01%-517
LQDALIQUIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 6,200 shares; 2025Q3: 1,801 shares; 2025Q4: 1,804 shares; 2026Q1: 1,804 shares 1,804$68.1K<0.01%0Timeline
KNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,363 shares; 2025Q4: 2,363 shares; 2026Q1: 2,363 shares 2,363$67.7K<0.01%0Timeline
CNEQTHE ALGER 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: 650 shares; 2025Q4: 1,875 shares; 2026Q1: 2,175 shares 2,175$67.7K<0.01%+300Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,114 shares; 2025Q1: 2,516 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,540 shares; 2026Q1: 1,400 shares 1,400$67.5K<0.01%-1,140Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 581 shares; 2026Q1: 951 shares 951$67.4K<0.01%+370Timeline
SPUSTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares; 2026Q1: 1,398 shares 1,398$67.3K<0.01%-135Timeline
BBSCJ 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: 586 shares; 2025Q3: 714 shares; 2025Q4: 714 shares; 2026Q1: 896 shares 896$67.3K<0.01%+182Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 620 shares; 2025Q4: 484 shares; 2026Q1: 465 shares 465$67.2K<0.01%-19Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,706 shares; 2025Q1: 2,812 shares; 2025Q2: 2,717 shares; 2025Q3: 2,298 shares; 2025Q4: 2,926 shares; 2026Q1: 3,397 shares 3,397$67.1K<0.01%+471Timeline
DBXDROPBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,440 shares; 2025Q4: 3,007 shares; 2026Q1: 2,948 shares 2,948$67K<0.01%-59Timeline
FIBKFIRST INTST BANCSYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62 shares; 2025Q1: 89 shares; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,005 shares 2,005$67K<0.01%newTimeline
EPPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 14,635 shares; 2025Q1: 18,410 shares; 2025Q2: 2,390 shares; 2025Q3: 1,252 shares; 2025Q4: 1,276 shares; 2026Q1: 1,252 shares 1,252$66.5K<0.01%-24Timeline
PREFPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,340 shares; 2025Q2: 2,577 shares; 2025Q3: 1,340 shares; 2025Q4: 3,035 shares; 2026Q1: 3,535 shares 3,535$66.5K<0.01%+500Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 5,813 shares; 2025Q1: 930 shares; 2025Q2: 894 shares; 2025Q3: 1,163 shares; 2025Q4: 1,544 shares; 2026Q1: 3,533 shares 3,533$66.5K<0.01%+1,989Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 159 shares; 2025Q3: 166 shares; 2025Q4: 140 shares; 2026Q1: 370 shares 370$66.2K<0.01%+230Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,606 shares; 2025Q2: 2,606 shares; 2025Q3: 2,606 shares; 2025Q4: 2,594 shares; 2026Q1: 2,592 shares 2,592$66K<0.01%-2Timeline
NOVTNOVANTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 30 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 559 shares 559$66K<0.01%-111Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,765 shares; 2024Q4: 5,815 shares; 2025Q1: 5,715 shares; 2025Q2: 4,816 shares; 2025Q3: 1,202 shares; 2025Q4: 1,203 shares; 2026Q1: 1,460 shares 1,460$66K<0.01%+257Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 845 shares; 2025Q1: 1,045 shares; 2025Q2: 1,854 shares; 2025Q3: 2,518 shares; 2025Q4: 2,073 shares; 2026Q1: 2,910 shares 2,910$65.9K<0.01%+837Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,627 shares; 2025Q3: 1,964 shares; 2025Q4: 1,692 shares; 2026Q1: 2,634 shares 2,634$65.7K<0.01%+942Timeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,095 shares; 2025Q3: 956 shares; 2025Q4: 542 shares; 2026Q1: 571 shares 571$65.4K<0.01%+29Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 7,133 shares; 2025Q1: 7,360 shares; 2025Q2: 6,749 shares; 2025Q3: 5,880 shares; 2025Q4: 3,103 shares; 2026Q1: 1,621 shares 1,621$65.4K<0.01%-1,482Timeline
INTAINTAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,964 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,924 shares; 2025Q4: 2,539 shares; 2026Q1: 2,539 shares 2,539$65.2K<0.01%0Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 3,270 shares; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 3,270 shares 3,270$65.1K<0.01%0Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 1,140 shares; 2025Q2: 1,065 shares; 2025Q3: 1,090 shares; 2025Q4: 644 shares; 2026Q1: 644 shares 644$65K<0.01%0Timeline
BBHYJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 559 shares; 2025Q1: 573 shares; 2025Q2: 1,417 shares; 2025Q3: 1,417 shares; 2025Q4: 1,417 shares; 2026Q1: 1,417 shares 1,417$64.9K<0.01%0Timeline
LTHLIFE TIME GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 1,705 shares; 2025Q3: 5,402 shares; 2025Q4: 6,119 shares; 2026Q1: 2,410 shares 2,410$64.9K<0.01%-3,709Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 605 shares; 2025Q1: 58 shares; 2025Q2: 67 shares; 2025Q3: 194 shares; 2025Q4: 198 shares; 2026Q1: 632 shares 632$64.9K<0.01%+434Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,499 shares; 2024Q4: 61,226 shares; 2025Q1: 68,100 shares; 2025Q2: 86,279 shares; 2025Q3: 94,719 shares; 2025Q4: 93,004 shares; 2026Q1: 1,551 shares 1,551$64.5K<0.01%-91,453Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 61 shares; 2025Q4: 83 shares; 2026Q1: 81 shares 81$64.4K<0.01%-2Timeline
MBLYMOBILEYE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 14,218 shares; 2025Q1: 12,575 shares; 2025Q2: 9,181 shares; 2025Q3: 7,769 shares; 2025Q4: 6,563 shares; 2026Q1: 9,370 shares 9,370$64.4K<0.01%+2,807Timeline
BBAIBIGBEAR AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,924 shares; 2024Q4: 14,824 shares; 2025Q1: 8,459 shares; 2025Q2: 10,344 shares; 2025Q3: 7,926 shares; 2025Q4: 15,244 shares; 2026Q1: 18,257 shares 18,257$64.3K<0.01%+3,013Timeline
BOKFBOK FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500$64K<0.01%0Timeline
GSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,375 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 4,200 shares; 2025Q4: 4,679 shares; 2026Q1: 1,679 shares 1,679$64K<0.01%-3,000Timeline
RJMICARILLON SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,528 shares 2,528$64K<0.01%newTimeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 388 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 382 shares; 2025Q4: 373 shares; 2026Q1: 607 shares 607$63.9K<0.01%+234Timeline
PLTMGRANITESHARES PLATINUM 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: 1,225 shares; 2025Q4: 3,377 shares; 2026Q1: 3,377 shares 3,377$63.9K<0.01%0Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,048 shares; 2025Q1: 899 shares; 2025Q2: 817 shares; 2025Q3: 917 shares; 2025Q4: 792 shares; 2026Q1: 777 shares 777$63.9K<0.01%-15Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 1,679 shares 1,679$63.8K<0.01%+1,544Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 234 shares; 2025Q1: 241 shares; 2025Q2: 218 shares; 2025Q3: 240 shares; 2025Q4: 242 shares; 2026Q1: 336 shares 336$63.7K<0.01%+94Timeline
DJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares 1,490$63.4K<0.01%0Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 113 shares; 2026Q1: 117 shares 117$63.3K<0.01%+4Timeline
WSBCWESBANCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,432 shares; 2025Q1: 1,432 shares; 2025Q2: 1,932 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares; 2026Q1: 1,834 shares 1,834$63.3K<0.01%-98Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 192 shares; 2025Q1: 194 shares; 2025Q2: 199 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: 374 shares 374$63.2K<0.01%-15Timeline
OSEAHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,590 shares; 2024Q4: 59,900 shares; 2025Q1: 6,775 shares; 2025Q2: 3,101 shares; 2025Q3: 3,221 shares; 2025Q4: 2,846 shares; 2026Q1: 2,183 shares 2,183$63.2K<0.01%-663Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 3,449 shares; 2026Q1: 4,224 shares 4,224$63.1K<0.01%+775Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,284 shares; 2024Q4: 3,454 shares; 2025Q1: 3,633 shares; 2025Q2: 3,598 shares; 2025Q3: 3,695 shares; 2025Q4: 1,422 shares; 2026Q1: 986 shares 986$63.1K<0.01%-436Timeline
LAZLAZARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 1,265 shares; 2025Q3: 1,435 shares; 2025Q4: 1,335 shares; 2026Q1: 1,486 shares 1,486$63.1K<0.01%+151Timeline
COLMCOLUMBIA SPORTSWEAR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,225 shares; 2025Q1: 1,238 shares; 2025Q2: 1,261 shares; 2025Q3: 1,255 shares; 2025Q4: 1,148 shares; 2026Q1: 1,148 shares 1,148$62.9K<0.01%0Timeline
RXTRACKSPACE TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,860 shares; 2025Q4: 64,828 shares; 2026Q1: 64,181 shares 64,181$62.9K<0.01%-647Timeline
IGAVOYA GLBL ADV & PREM OPP FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 6,571 shares; 2025Q1: 6,715 shares; 2025Q2: 6,861 shares; 2025Q3: 7,007 shares; 2025Q4: 7,160 shares; 2026Q1: 6,565 shares 6,565$62.8K<0.01%-595Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 1,161 shares; 2025Q1: 625 shares; 2025Q2: 1,269 shares; 2025Q3: 3,972 shares; 2025Q4: 4,667 shares; 2026Q1: 4,208 shares 4,208$62.7K<0.01%-459Timeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 4,479 shares; 2025Q1: 7,105 shares; 2025Q2: 9,061 shares; 2025Q3: 9,766 shares; 2025Q4: 8,328 shares; 2026Q1: 8,181 shares 8,181$62.7K<0.01%-147Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,833 shares; 2024Q4: 15,093 shares; 2025Q1: 18,960 shares; 2025Q2: 7,860 shares; 2025Q3: 10,485 shares; 2025Q4: 9,014 shares; 2026Q1: 10,390 shares 10,390$62.7K<0.01%+1,376Timeline
FLNGFLEX LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 2,588 shares; 2025Q1: 2,588 shares; 2025Q2: 1,589 shares; 2025Q3: 2,010 shares; 2025Q4: 2,110 shares; 2026Q1: 2,108 shares 2,108$62.6K<0.01%-2Timeline
MOG-AMOOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 182 shares; 2025Q3: 168 shares; 2025Q4: 181 shares; 2026Q1: 214 shares 214$62.6K<0.01%+33Timeline
PKSTPEAKSTONE REALTY TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 2,995 shares; 2025Q1: 3,106 shares; 2025Q2: 2,995 shares; 2025Q3: 2,995 shares; 2025Q4: 2,995 shares; 2026Q1: 2,995 shares 2,995$62.6K<0.01%0Timeline
ASXASE TECHNOLOGY HLDG CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 3,694 shares; 2025Q1: 2,751 shares; 2025Q2: 2,817 shares; 2025Q3: 2,877 shares; 2025Q4: 2,877 shares; 2026Q1: 2,877 shares 2,877$62.4K<0.01%0Timeline
SEBSEABOARD CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11$62.2K<0.01%0Timeline
ARLOARLO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,071 shares; 2025Q4: 4,370 shares; 2026Q1: 4,370 shares 4,370$62.2K<0.01%0Timeline
UJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 1,054 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,457 shares 1,457$61.9K<0.01%+68Timeline
KAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 2,307 shares; 2025Q3: 2,307 shares; 2025Q4: 2,307 shares; 2026Q1: 2,307 shares 2,307$61.8K<0.01%0Timeline
CALCALERES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 5,899 shares; 2025Q1: 5,899 shares; 2025Q2: 5,867 shares; 2025Q3: 5,867 shares; 2025Q4: 5,867 shares; 2026Q1: 5,867 shares 5,867$61.8K<0.01%0Timeline
DNNDENISON MINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 17,500 shares 17,500$61.8K<0.01%+15,000Timeline
CSWCSW INDUSTRIALS 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: 247 shares; 2025Q4: 237 shares; 2026Q1: 237 shares 237$61.8K<0.01%0Timeline
ZENAZENATECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,890 shares 26,890$61.6K<0.01%newTimeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,052 shares; 2025Q1: 969 shares; 2025Q2: 1,148 shares; 2025Q3: 931 shares; 2025Q4: 944 shares; 2026Q1: 885 shares 885$61.5K<0.01%-59Timeline
SHYMBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 2,280 shares; 2025Q1: 2,062 shares; 2025Q2: 1,860 shares; 2025Q3: 3,275 shares; 2025Q4: 3,002 shares; 2026Q1: 2,790 shares 2,790$61.4K<0.01%-212Timeline
GELGENESIS ENERGY L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,678 shares; 2024Q4: 1,250 shares; 2025Q1: 4,545 shares; 2025Q2: 4,545 shares; 2025Q3: 3,445 shares; 2025Q4: 3,445 shares; 2026Q1: 3,445 shares 3,445$61.4K<0.01%0Timeline
SPCEVIRGIN GALACTIC HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 7,943 shares; 2025Q1: 7,921 shares; 2025Q2: 25,421 shares; 2025Q3: 25,421 shares; 2025Q4: 25,171 shares; 2026Q1: 25,171 shares 25,171$61.2K<0.01%0Timeline
BCOBRINKS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 590 shares; 2026Q1: 590 shares 590$61.1K<0.01%0Timeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 715 shares; 2025Q1: 583 shares; 2025Q2: 534 shares; 2025Q3: 836 shares; 2025Q4: 423 shares; 2026Q1: 784 shares 784$61.1K<0.01%+361Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 72 shares; 2025Q3: 577 shares; 2025Q4: 570 shares; 2026Q1: 515 shares 515$60.7K<0.01%-55Timeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,432 shares; 2024Q4: 3,591 shares; 2025Q1: 4,497 shares; 2025Q2: 3,734 shares; 2025Q3: 4,753 shares; 2025Q4: 4,625 shares; 2026Q1: 5,198 shares 5,198$60.5K<0.01%+573Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 6 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 175 shares 175$60.4K<0.01%+19Timeline
SBIWESTERN ASSET INTER MUNIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 8,216 shares; 2025Q2: 7,865 shares; 2025Q3: 7,865 shares; 2025Q4: 7,865 shares; 2026Q1: 7,865 shares 7,865$60.4K<0.01%0Timeline
TYRATYRA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77 shares; 2026Q1: 1,577 shares 1,577$60.4K<0.01%+1,500Timeline
SPBXAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,239 shares 2,239$60.4K<0.01%newTimeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 2,701 shares; 2025Q1: 358 shares; 2025Q2: 403 shares; 2025Q3: 431 shares; 2025Q4: 457 shares; 2026Q1: 773 shares 773$60.4K<0.01%+316Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 1,032 shares; 2025Q1: 2,569 shares; 2025Q2: 3,072 shares; 2025Q3: 2,916 shares; 2025Q4: 1,900 shares; 2026Q1: 1,605 shares 1,605$60.1K<0.01%-295Timeline
HOSHORNBECK OFFSHORE SERVICES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 3,156 shares; 2025Q1: 3,156 shares; 2025Q2: 2,329 shares; 2025Q3: 2,329 shares; 2025Q4: 2,329 shares; 2026Q1: 6,072 shares 6,072$60.1K<0.01%+3,743Timeline
EVXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares 1,550$60K<0.01%0Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,311 shares; 2025Q1: 1,186 shares; 2025Q2: 1,186 shares; 2025Q3: 736 shares; 2025Q4: 736 shares; 2026Q1: 1,075 shares 1,075$59.9K<0.01%+339Timeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,868 shares; 2024Q4: 5,868 shares; 2025Q1: 5,893 shares; 2025Q2: 5,943 shares; 2025Q3: 1,006 shares; 2025Q4: 1,040 shares; 2026Q1: 1,057 shares 1,057$59.8K<0.01%+17Timeline
DDTNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,185 shares; 2026Q1: 3,185 shares 3,185$59.6K<0.01%0Timeline
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 464 shares; 2025Q3: 504 shares; 2025Q4: 982 shares; 2026Q1: 988 shares 988$59.6K<0.01%+6Timeline
PCEFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 4,169 shares; 2025Q1: 4,289 shares; 2025Q2: 4,281 shares; 2025Q3: 4,281 shares; 2025Q4: 3,164 shares; 2026Q1: 3,164 shares 3,164$59.5K<0.01%0Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 232 shares; 2025Q3: 445 shares; 2025Q4: 463 shares; 2026Q1: 463 shares 463$59.2K<0.01%0Timeline
DVYAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,225 shares 1,225$59.1K<0.01%newTimeline
PRKSUNITED PARKS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 1,839 shares; 2025Q1: 1,789 shares; 2025Q2: 1,923 shares; 2025Q3: 2,146 shares; 2025Q4: 2,189 shares; 2026Q1: 1,809 shares 1,809$59.1K<0.01%-380Timeline
PHKPIMCO HIGH INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,923 shares; 2025Q3: 19,883 shares; 2025Q4: 15,455 shares; 2026Q1: 12,755 shares 12,755$59.1K<0.01%-2,700Timeline
PBJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,271 shares; 2025Q1: 1,276 shares; 2025Q2: 1,282 shares; 2025Q3: 1,287 shares; 2025Q4: 1,202 shares; 2026Q1: 1,206 shares 1,206$59K<0.01%+4Timeline
BTALAGF INVTS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,992 shares; 2025Q1: 2,830 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,126 shares; 2026Q1: 4,225 shares 4,225$59K<0.01%+99Timeline
ALMUAELUMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,500 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 5,000 shares; 2026Q1: 4,500 shares 4,500$58.9K<0.01%-500Timeline
UMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares; 2025Q2: 1,482 shares; 2025Q3: 1,778 shares; 2025Q4: 1,482 shares; 2026Q1: 1,482 shares 1,482$58.9K<0.01%0Timeline
ALGTALLEGIANT TRAVEL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 763 shares; 2025Q1: 725 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 725 shares; 2026Q1: 725 shares 725$58.8K<0.01%0Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 314 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 147 shares; 2025Q4: 247 shares; 2026Q1: 209 shares 209$58.6K<0.01%-38Timeline
RCKTROCKET PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 6,700 shares; 2025Q1: 11,340 shares; 2025Q2: 13,840 shares; 2025Q3: 13,840 shares; 2025Q4: 16,340 shares; 2026Q1: 16,340 shares 16,340$58.5K<0.01%0Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 276 shares; 2025Q1: 281 shares; 2025Q2: 269 shares; 2025Q3: 328 shares; 2025Q4: 286 shares; 2026Q1: 464 shares 464$58.5K<0.01%+178Timeline
DFPFLAHERTY & CRUMRINE DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,809 shares; 2025Q4: 2,800 shares; 2026Q1: 2,900 shares 2,900$58.2K<0.01%+100Timeline
LIONLIONSGATE STUDIOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,060 shares 6,060$58.1K<0.01%newTimeline
FFINFIRST FINL BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 1,981 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares 1,965$57.9K<0.01%0Timeline
HECAETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$57.7K<0.01%newTimeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,252 shares; 2025Q1: 1,506 shares; 2025Q2: 1,030 shares; 2025Q3: 927 shares; 2025Q4: 987 shares; 2026Q1: 846 shares 846$57.7K<0.01%-141Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,897 shares; 2025Q1: 1,897 shares; 2025Q2: 1,933 shares; 2025Q3: 1,625 shares; 2025Q4: 1,477 shares; 2026Q1: 1,366 shares 1,366$57.4K<0.01%-111Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 1,758 shares; 2025Q1: 1,784 shares; 2025Q2: 1,761 shares; 2025Q3: 1,764 shares; 2025Q4: 1,766 shares; 2026Q1: 1,768 shares 1,768$57.3K<0.01%+2Timeline
ZJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 969 shares; 2025Q3: 3,493 shares; 2025Q4: 3,493 shares; 2026Q1: 2,121 shares 2,121$57.1K<0.01%-1,372Timeline
ARRYARRAY TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 19,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 7,859 shares 7,859$56.8K<0.01%+7,609Timeline
VSMVVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,000 shares 1,000$56.6K<0.01%-250Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,091 shares; 2025Q1: 1,127 shares; 2025Q2: 1,122 shares; 2025Q3: 1,047 shares; 2025Q4: 1,042 shares; 2026Q1: 1,042 shares 1,042$56.5K<0.01%0Timeline
UANCVR PARTNERS LP/CVR NITROGENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 495 shares; 2025Q4: 445 shares; 2026Q1: 445 shares 445$56.4K<0.01%0Timeline
WORWORTHINGTON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,079 shares; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares; 2026Q1: 1,079 shares 1,079$56.3K<0.01%0Timeline
JOETVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 374 shares; 2026Q1: 1,403 shares 1,403$56.2K<0.01%+1,029Timeline
BBCAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 7,256 shares; 2025Q1: 1,821 shares; 2025Q2: 784 shares; 2025Q3: 1,333 shares; 2025Q4: 1,272 shares; 2026Q1: 597 shares 597$56.2K<0.01%-675Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,879 shares; 2024Q4: 32,994 shares; 2025Q1: 15,756 shares; 2025Q2: 11,754 shares; 2025Q3: 8,856 shares; 2025Q4: 7,997 shares; 2026Q1: 7,919 shares 7,919$56.1K<0.01%-78Timeline
COEPCOEPTIS THERAPEUTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,500 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$56.1K<0.01%0Timeline
DSPVIANT TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 5,000 shares 5,000$56K<0.01%-3,000Timeline
HAYWHAYWARD HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201 shares; 2025Q1: 293 shares; 2025Q2: 141 shares; 2025Q3: 4,180 shares; 2025Q4: 4,180 shares; 2026Q1: 4,180 shares 4,180$55.9K<0.01%0Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,978 shares; 2026Q1: 1,478 shares 1,478$55.3K<0.01%-500Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 1,000 shares; 2025Q1: 1,261 shares; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,311 shares; 2026Q1: 1,176 shares 1,176$55.2K<0.01%-135Timeline
EQALINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$55.1K<0.01%newTimeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 114 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares 349$55.1K<0.01%0Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,773 shares; 2024Q4: 849 shares; 2025Q1: 807 shares; 2025Q2: 567 shares; 2025Q3: 1,254 shares; 2025Q4: 1,060 shares; 2026Q1: 906 shares 906$55.1K<0.01%-154Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 3,374 shares; 2025Q1: 3,772 shares; 2025Q2: 4,130 shares; 2025Q3: 3,919 shares; 2025Q4: 3,120 shares; 2026Q1: 1,184 shares 1,184$55K<0.01%-1,936Timeline
DDTOINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,589 shares; 2026Q1: 2,589 shares 2,589$54.9K<0.01%0Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 530 shares; 2025Q1: 500 shares; 2025Q2: 515 shares; 2025Q3: 1,076 shares; 2025Q4: 1,176 shares; 2026Q1: 1,076 shares 1,076$54.7K<0.01%-100Timeline
ADMAADMA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,428 shares; 2024Q4: 2,262 shares; 2025Q1: 2,750 shares; 2025Q2: 1,812 shares; 2025Q3: 1,062 shares; 2025Q4: 1,562 shares; 2026Q1: 6,062 shares 6,062$54.6K<0.01%+4,500Timeline
XTOCINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,684 shares; 2026Q1: 1,684 shares 1,684$54.5K<0.01%0Timeline
CRNCCERENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,045 shares; 2024Q4: 13,945 shares; 2025Q1: 14,150 shares; 2025Q2: 10,496 shares; 2025Q3: 9,696 shares; 2025Q4: 9,696 shares; 2026Q1: 8,621 shares 8,621$54.4K<0.01%-1,075Timeline
SMDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 790 shares 790$54.3K<0.01%0Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 195 shares; 2025Q3: 1,180 shares; 2025Q4: 1,203 shares; 2026Q1: 1,160 shares 1,160$54.1K<0.01%-43Timeline
NTBBANK OF N T BUTTERFIELD & SOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 1,029 shares; 2026Q1: 1,030 shares 1,030$54K<0.01%+1Timeline
BUGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 3,683 shares; 2025Q1: 3,745 shares; 2025Q2: 5,024 shares; 2025Q3: 5,104 shares; 2025Q4: 5,363 shares; 2026Q1: 2,151 shares 2,151$54K<0.01%-3,212Timeline
EMHYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 2,661 shares; 2025Q1: 3,390 shares; 2025Q2: 2,886 shares; 2025Q3: 2,886 shares; 2025Q4: 1,121 shares; 2026Q1: 1,364 shares 1,364$53.7K<0.01%+243Timeline
ABVXABIVAX SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 481 shares 481$53.6K<0.01%+375Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,761 shares; 2025Q1: 5,677 shares; 2025Q2: 5,502 shares; 2025Q3: 5,670 shares; 2025Q4: 5,670 shares; 2026Q1: 6,440 shares 6,440$53.5K<0.01%+770Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 508 shares; 2025Q3: 596 shares; 2025Q4: 508 shares; 2026Q1: 531 shares 531$53.5K<0.01%+23Timeline
LVHDLEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 1,850 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250$53.2K<0.01%0Timeline
RFIXSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 1,312 shares 1,312$53.1K<0.01%0Timeline
OGIGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300$53K<0.01%0Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,664 shares; 2025Q1: 2,607 shares; 2025Q2: 2,607 shares; 2025Q3: 2,607 shares; 2025Q4: 2,112 shares; 2026Q1: 837 shares 837$53K<0.01%-1,275Timeline
MDLNMEDLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,190 shares 1,190$53K<0.01%newTimeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,183 shares; 2025Q1: 1,167 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,503 shares; 2026Q1: 1,489 shares 1,489$52.8K<0.01%-14Timeline
ZIMZIM INTEGRATED SHIPPING SERVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: not reported; 2025Q3: 501 shares; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$52.7K<0.01%newTimeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,100 shares; 2024Q4: 17,050 shares; 2025Q1: 23,593 shares; 2025Q2: 8,450 shares; 2025Q3: 2,026 shares; 2025Q4: 2,026 shares; 2026Q1: 2,026 shares 2,026$52.7K<0.01%0Timeline
FTXOFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,543 shares; 2026Q1: 1,452 shares 1,452$52.5K<0.01%-91Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: 716 shares; 2026Q1: 960 shares 960$52.5K<0.01%+244Timeline
VSECVSE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 281 shares 281$51.8K<0.01%+50Timeline
PSFFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 4,590 shares; 2025Q1: 4,620 shares; 2025Q2: 3,691 shares; 2025Q3: 2,056 shares; 2025Q4: 1,611 shares; 2026Q1: 1,611 shares 1,611$51.6K<0.01%0Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,161 shares; 2024Q4: 9,920 shares; 2025Q1: 9,963 shares; 2025Q2: 8,808 shares; 2025Q3: 9,188 shares; 2025Q4: 8,663 shares; 2026Q1: 8,616 shares 8,616$51.6K<0.01%-47Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 196 shares; 2026Q1: 1,003 shares 1,003$51.5K<0.01%+807Timeline
AGQPROSHARES 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: 1,170 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares; 2026Q1: 431 shares 431$51.5K<0.01%-571Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342$51.5K<0.01%0Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,733 shares; 2024Q4: 2,491 shares; 2025Q1: 2,119 shares; 2025Q2: 1,614 shares; 2025Q3: 1,686 shares; 2025Q4: 1,592 shares; 2026Q1: 1,560 shares 1,560$51.4K<0.01%-32Timeline
SPDNDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,149 shares; 2026Q1: 5,149 shares 5,149$51.2K<0.01%0Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 566 shares; 2025Q4: 544 shares; 2026Q1: 819 shares 819$51.1K<0.01%+275Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 737 shares; 2025Q1: 766 shares; 2025Q2: 784 shares; 2025Q3: 793 shares; 2025Q4: 805 shares; 2026Q1: 811 shares 811$50.9K<0.01%+6Timeline
FDMOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 339 shares; 2025Q4: 441 shares; 2026Q1: 635 shares 635$50.9K<0.01%+194Timeline
SUREADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$50.9K<0.01%0Timeline
XESSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 95 shares; 2026Q1: 437 shares 437$50.8K<0.01%+342Timeline
AMCRAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,278 shares 1,278$50.8K<0.01%newTimeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 301 shares; 2025Q1: 336 shares; 2025Q2: 831 shares; 2025Q3: 761 shares; 2025Q4: 622 shares; 2026Q1: 604 shares 604$50.6K<0.01%-18Timeline
YETIYETI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,635 shares; 2025Q3: 2,585 shares; 2025Q4: 2,085 shares; 2026Q1: 1,383 shares 1,383$50.6K<0.01%-702Timeline
MSEXMIDDLESEX WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,994 shares; 2024Q4: 5,994 shares; 2025Q1: 971 shares; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 971 shares; 2026Q1: 971 shares 971$50.5K<0.01%0Timeline
BIDDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,487 shares; 2025Q1: 2,737 shares; 2025Q2: 2,644 shares; 2025Q3: 2,372 shares; 2025Q4: 2,032 shares; 2026Q1: 1,776 shares 1,776$50.5K<0.01%-256Timeline
SLJYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500$50.4K<0.01%newTimeline
INDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,268 shares; 2025Q1: 1,284 shares; 2025Q2: 2,193 shares; 2025Q3: 1,152 shares; 2025Q4: 1,194 shares; 2026Q1: 1,194 shares 1,194$50.4K<0.01%0Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,512 shares; 2025Q1: 2,525 shares; 2025Q2: 4,547 shares; 2025Q3: 5,532 shares; 2025Q4: 4,242 shares; 2026Q1: 2,667 shares 2,667$50.4K<0.01%-1,575Timeline
XSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares; 2026Q1: 1,200 shares 1,200$50.3K<0.01%-281Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 678 shares; 2025Q1: 697 shares; 2025Q2: 712 shares; 2025Q3: 579 shares; 2025Q4: 582 shares; 2026Q1: 607 shares 607$50.2K<0.01%+25Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 56 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 700 shares 700$50.1K<0.01%-40Timeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 1,571 shares; 2025Q1: 1,472 shares; 2025Q2: 1,239 shares; 2025Q3: 1,238 shares; 2025Q4: 966 shares; 2026Q1: 928 shares 928$50K<0.01%-38Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 646 shares; 2026Q1: 646 shares 646$50K<0.01%0Timeline
REZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 496 shares; 2025Q2: 938 shares; 2025Q3: 1,268 shares; 2025Q4: 1,722 shares; 2026Q1: 601 shares 601$50K<0.01%-1,121Timeline
PBAPPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares 1,700$50K<0.01%newTimeline
FHEQFIDELITY GREENWOOD STREET TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,693 shares 1,693$49.8K<0.01%newTimeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 1,189 shares; 2025Q1: 358 shares; 2025Q2: 790 shares; 2025Q3: 889 shares; 2025Q4: 778 shares; 2026Q1: 766 shares 766$49.7K<0.01%-12Timeline
WTMFWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250$49.6K<0.01%newTimeline
BMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,919 shares; 2025Q1: 2,101 shares; 2025Q2: 2,101 shares; 2025Q3: 2,101 shares; 2025Q4: 2,101 shares; 2026Q1: 1,101 shares 1,101$49.4K<0.01%-1,000Timeline
FBRTFRANKLIN BSP RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,810 shares; 2024Q4: 5,810 shares; 2025Q1: 5,810 shares; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares; 2025Q4: 5,810 shares; 2026Q1: 5,800 shares 5,800$49.2K<0.01%-10Timeline
PPTAPERPETUA RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,575 shares; 2025Q3: 3,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,750 shares 1,750$49.2K<0.01%-200Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 1,042 shares; 2025Q4: 1,000 shares; 2026Q1: 1,016 shares 1,016$49.2K<0.01%+16Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 8,290 shares; 2025Q1: 8,415 shares; 2025Q2: 2,074 shares; 2025Q3: 2,338 shares; 2025Q4: 1,030 shares; 2026Q1: 1,057 shares 1,057$49.2K<0.01%+27Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 9,147 shares; 2025Q1: 13,112 shares; 2025Q2: 6,319 shares; 2025Q3: 4,764 shares; 2025Q4: 3,493 shares; 2026Q1: 2,235 shares 2,235$49.1K<0.01%-1,258Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 326 shares; 2025Q2: 320 shares; 2025Q3: 1,772 shares; 2025Q4: 2,893 shares; 2026Q1: 563 shares 563$49K<0.01%-2,330Timeline
USLMUNITED STS LIME & MINERALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 885 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375$49K<0.01%0Timeline
FEBPPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,559 shares 1,559$48.8K<0.01%newTimeline
SSBSOUTHSTATE BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395 shares; 2025Q4: 372 shares; 2026Q1: 526 shares 526$48.7K<0.01%+154Timeline
CBUSCIBUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,571 shares; 2024Q4: 24,571 shares; 2025Q1: 24,607 shares; 2025Q2: 24,607 shares; 2025Q3: 24,607 shares; 2025Q4: 24,571 shares; 2026Q1: 24,571 shares 24,571$48.7K<0.01%0Timeline
IIMINVESCO VALUE MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,855 shares; 2024Q4: 8,855 shares; 2025Q1: 8,607 shares; 2025Q2: 8,391 shares; 2025Q3: 4,164 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000$48.6K<0.01%0Timeline
PDOPIMCO DYNAMIC INCOME OPRNTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 3,090 shares; 2025Q4: 1,400 shares; 2026Q1: 3,750 shares 3,750$48.5K<0.01%+2,350Timeline
DAXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150$48.5K<0.01%0Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 127 shares; 2025Q3: 135 shares; 2025Q4: 123 shares; 2026Q1: 140 shares 140$48.2K<0.01%+17Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares; 2026Q1: 2,176 shares 2,176$48.1K<0.01%+971Timeline
XTNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 517 shares; 2026Q1: 517 shares 517$48.1K<0.01%0Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850,633 shares; 2024Q4: 790,997 shares; 2025Q1: 805,243 shares; 2025Q2: 2,420 shares; 2025Q3: 1,929 shares; 2025Q4: 14,236 shares; 2026Q1: 2,914 shares 2,914$48K<0.01%-11,322Timeline
JHMUJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,846 shares 1,846$47.9K<0.01%newTimeline
BXMTBLACKSTONE MORTGAGE TRUST INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 7,003 shares; 2025Q1: 2,409 shares; 2025Q2: 2,432 shares; 2025Q3: 2,452 shares; 2025Q4: 2,475 shares; 2026Q1: 2,497 shares 2,497$47.8K<0.01%+22Timeline
AFMCFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 2,482 shares; 2025Q1: 2,542 shares; 2025Q2: 1,746 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: 1,347 shares 1,347$47.8K<0.01%-752Timeline
VSXYVICTORIAS SECRET AND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,066 shares; 2025Q4: 1,029 shares; 2026Q1: 1,029 shares 1,029$47.7K<0.01%0Timeline
TXNMTXNM ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 1,423 shares; 2025Q1: 1,714 shares; 2025Q2: 861 shares; 2025Q3: 839 shares; 2025Q4: 839 shares; 2026Q1: 814 shares 814$47.6K<0.01%-25Timeline
GROYGOLD ROYALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,912 shares; 2024Q4: 37,162 shares; 2025Q1: 35,062 shares; 2025Q2: 28,678 shares; 2025Q3: 26,178 shares; 2025Q4: 21,928 shares; 2026Q1: 13,278 shares 13,278$47.5K<0.01%-8,650Timeline
DJDINVESCO 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: 790 shares; 2026Q1: 795 shares 795$47.5K<0.01%+5Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 291 shares; 2025Q1: 280 shares; 2025Q2: 299 shares; 2025Q3: 665 shares; 2025Q4: 745 shares; 2026Q1: 592 shares 592$47.3K<0.01%-153Timeline
KSLVKURV ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,355 shares 1,355$47.2K<0.01%newTimeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358 shares; 2025Q1: 553 shares; 2025Q2: 13,336 shares; 2025Q3: 5,399 shares; 2025Q4: 143 shares; 2026Q1: 1,230 shares 1,230$47.2K<0.01%+1,087Timeline
CRGYCRESCENT ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,492 shares 3,492$47.1K<0.01%newTimeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,859 shares; 2024Q4: 31,838 shares; 2025Q1: 2,989 shares; 2025Q2: 2,948 shares; 2025Q3: 1,287 shares; 2025Q4: 911 shares; 2026Q1: 1,345 shares 1,345$47.1K<0.01%+434Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 894 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 830 shares; 2026Q1: 843 shares 843$46.9K<0.01%+13Timeline
CAMAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,877 shares 1,877$46.9K<0.01%newTimeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 748 shares 748$46.6K<0.01%+3Timeline
EWAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,599 shares; 2025Q2: 1,710 shares; 2025Q3: 1,610 shares; 2025Q4: 1,783 shares; 2026Q1: 1,672 shares 1,672$46.4K<0.01%-111Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 485 shares; 2026Q1: 740 shares 740$46.4K<0.01%+255Timeline
PXIINVESCO 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: 1,070 shares; 2025Q2: 1,075 shares; 2025Q3: 1,180 shares; 2025Q4: 1,086 shares; 2026Q1: 777 shares 777$46.3K<0.01%-309Timeline
FBNCFIRST BANCORP N CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 431 shares; 2025Q1: 434 shares; 2025Q2: 436 shares; 2025Q3: 438 shares; 2025Q4: 819 shares; 2026Q1: 821 shares 821$46.2K<0.01%+2Timeline
PHINPHINIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 338 shares; 2025Q2: 508 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 675 shares 675$46.2K<0.01%-134Timeline
BATRAATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,182 shares; 2025Q1: 1,287 shares; 2025Q2: 1,049 shares; 2025Q3: 1,070 shares; 2025Q4: 970 shares; 2026Q1: 978 shares 978$46.1K<0.01%+8Timeline
ENFRALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 571 shares; 2025Q1: 577 shares; 2025Q2: 1,648 shares; 2025Q3: 1,777 shares; 2025Q4: 1,777 shares; 2026Q1: 1,200 shares 1,200$45.9K<0.01%-577Timeline
BBTBEACON FINANCIAL CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 1,526 shares 1,526$45.8K<0.01%+1,400Timeline
KNTKKINETIK HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 399 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 943 shares 943$45.7K<0.01%+517Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 549 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares 530$45.6K<0.01%0Timeline
CZAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 763 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares 414$45.6K<0.01%0Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 385 shares; 2025Q3: 387 shares; 2025Q4: 390 shares; 2026Q1: 410 shares 410$45.5K<0.01%+20Timeline
LTCLTC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,159 shares; 2025Q1: 1,166 shares; 2025Q2: 1,173 shares; 2025Q3: 1,210 shares; 2025Q4: 1,217 shares; 2026Q1: 1,224 shares 1,224$45.5K<0.01%+7Timeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 1,226 shares; 2025Q2: 1,072 shares; 2025Q3: 2,276 shares; 2025Q4: 2,663 shares; 2026Q1: 880 shares 880$45.5K<0.01%-1,783Timeline
FTWOEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$45.4K<0.01%0Timeline
PABUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares 685$45.4K<0.01%0Timeline
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: 697 shares 697$45.4K<0.01%newTimeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 1,521 shares; 2025Q1: 898 shares; 2025Q2: 579 shares; 2025Q3: 575 shares; 2025Q4: 617 shares; 2026Q1: 623 shares 623$45.3K<0.01%+6Timeline
PPCPILGRIMS PRIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,246 shares; 2025Q1: 1,069 shares; 2025Q2: 1,174 shares; 2025Q3: 1,200 shares; 2025Q4: 1,205 shares; 2026Q1: 1,200 shares 1,200$45.3K<0.01%-5Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 5,260 shares; 2025Q4: 6,675 shares; 2026Q1: 3,348 shares 3,348$45.2K<0.01%-3,327Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 602 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 745 shares; 2025Q4: 799 shares; 2026Q1: 782 shares 782$45.2K<0.01%-17Timeline
TMHCTAYLOR MORRISON HOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 806 shares; 2025Q1: 806 shares; 2025Q2: 802 shares; 2025Q3: 776 shares; 2025Q4: 776 shares; 2026Q1: 776 shares 776$45.2K<0.01%0Timeline
BFSTBUSINESS FIRST BANCSHARES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,332 shares; 2025Q1: 3,332 shares; 2025Q2: 3,332 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares; 2026Q1: 1,666 shares 1,666$45K<0.01%0Timeline
GBUGSPROTT 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: 3,730 shares; 2025Q4: 5,580 shares; 2026Q1: 989 shares 989$44.9K<0.01%-4,591Timeline
USAIPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 102 shares; 2025Q2: 103 shares; 2025Q3: 104 shares; 2025Q4: 105 shares; 2026Q1: 956 shares 956$44.9K<0.01%+851Timeline
PMTPENNYMAC MTG INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 4,625 shares; 2025Q1: 4,625 shares; 2025Q2: 4,625 shares; 2025Q3: 4,625 shares; 2025Q4: 4,625 shares; 2026Q1: 3,850 shares 3,850$44.9K<0.01%-775Timeline
EFCELLINGTON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 2,602 shares; 2025Q1: 1,847 shares; 2025Q2: 3,582 shares; 2025Q3: 3,630 shares; 2025Q4: 3,685 shares; 2026Q1: 3,788 shares 3,788$44.9K<0.01%+103Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,260 shares; 2025Q2: 1,355 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares; 2026Q1: 1,321 shares 1,321$44.9K<0.01%+1Timeline
HLALLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 756 shares 756$44.8K<0.01%-109Timeline
XOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200$44.7K<0.01%0Timeline
LBRTLIBERTY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 4,740 shares; 2025Q1: 4,890 shares; 2025Q2: 3,640 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 1,550 shares 1,550$44.6K<0.01%+1,050Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 655 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 400 shares; 2025Q4: 1,100 shares; 2026Q1: 400 shares 400$44.6K<0.01%-700Timeline
RUNNSTRATEGIC TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 2,254 shares; 2025Q1: 2,694 shares; 2025Q2: 2,045 shares; 2025Q3: 479 shares; 2025Q4: 479 shares; 2026Q1: 1,378 shares 1,378$44.4K<0.01%+899Timeline
BUFXFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100$44.3K<0.01%0Timeline
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 418 shares; 2025Q1: 639 shares; 2025Q2: 1,023 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares 1,015$44.2K<0.01%0Timeline
PLOWDOUGLAS DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares; 2026Q1: 1,050 shares 1,050$44.2K<0.01%+7Timeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,187 shares; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250$44K<0.01%newTimeline
XOMOTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,468 shares; 2025Q3: 1,862 shares; 2025Q4: 2,535 shares; 2026Q1: 3,203 shares 3,203$44K<0.01%+668Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 337 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 524 shares; 2025Q4: 486 shares; 2026Q1: 486 shares 486$44K<0.01%0Timeline
IMTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 834 shares; 2025Q1: 918 shares; 2025Q2: 187,310 shares; 2025Q3: 702 shares; 2025Q4: 900 shares; 2026Q1: 914 shares 914$43.9K<0.01%+14Timeline
YSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 1,677 shares; 2025Q4: 1,677 shares; 2026Q1: 1,677 shares 1,677$43.9K<0.01%0Timeline
INODINNODATA 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: 204 shares; 2026Q1: 1,136 shares 1,136$43.9K<0.01%+932Timeline
SRVRPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,500 shares; 2025Q1: 2,187 shares; 2025Q2: 2,063 shares; 2025Q3: 1,667 shares; 2025Q4: 1,532 shares; 2026Q1: 1,399 shares 1,399$43.7K<0.01%-133Timeline
PSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares 770$43.5K<0.01%0Timeline
CEFSEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,807 shares; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares; 2025Q3: 2,807 shares; 2025Q4: 1,941 shares; 2026Q1: 1,922 shares 1,922$43.3K<0.01%-19Timeline
BCSFBAIN CAP SPECIALTY FIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,296 shares; 2025Q1: 2,363 shares; 2025Q2: 3,604 shares; 2025Q3: 3,780 shares; 2025Q4: 3,422 shares; 2026Q1: 3,489 shares 3,489$43.3K<0.01%+67Timeline
PAWZPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,009 shares; 2025Q1: 2,009 shares; 2025Q2: 2,009 shares; 2025Q3: 1,959 shares; 2025Q4: 784 shares; 2026Q1: 834 shares 834$42.8K<0.01%+50Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 622 shares; 2025Q1: 849 shares; 2025Q2: 551 shares; 2025Q3: 377 shares; 2025Q4: 287 shares; 2026Q1: 228 shares 228$42.7K<0.01%-59Timeline
GAINGLADSTONE INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$42.6K<0.01%0Timeline
ESTAESTABLISHMENT LABS HLDGS 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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,000 shares; 2026Q1: 750 shares 750$42.6K<0.01%-250Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 747 shares 747$42.6K<0.01%0Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 390 shares; 2025Q1: 403 shares; 2025Q2: 398 shares; 2025Q3: 771 shares; 2025Q4: 526 shares; 2026Q1: 444 shares 444$42.5K<0.01%-82Timeline
CGNTCOGNYTE SOFTWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134 shares; 2026Q1: 5,250 shares 5,250$42.5K<0.01%+5,116Timeline
JTEKJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 534 shares 534$42.5K<0.01%+409Timeline
USASAMERICAS GOLD AND SILVER CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,124 shares 8,124$42.4K<0.01%newTimeline
NMLNEUBERGER ENGY INFRSTR & INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,025 shares; 2025Q3: 4,025 shares; 2025Q4: 4,025 shares; 2026Q1: 4,025 shares 4,025$42.3K<0.01%0Timeline
PSCDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 382 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410$42.2K<0.01%0Timeline
NMFCNEW MTN FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,422 shares 5,422$42.1K<0.01%newTimeline
QDEFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 527 shares 527$42.1K<0.01%0Timeline
XWIAXWESTERN ASSET INFLT LNK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares 5,200$42K<0.01%0Timeline
DJIAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 1,988 shares; 2025Q1: 1,988 shares; 2025Q2: 1,988 shares; 2025Q3: 1,988 shares; 2025Q4: 1,988 shares; 2026Q1: 1,988 shares 1,988$41.8K<0.01%0Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,385 shares; 2025Q1: 1,106 shares; 2025Q2: 1,005 shares; 2025Q3: 381 shares; 2025Q4: 152 shares; 2026Q1: 242 shares 242$41.5K<0.01%+90Timeline
RTHVANECK 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: 126 shares; 2025Q3: 126 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165$41.4K<0.01%0Timeline
VOYAVOYA FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,545 shares; 2025Q1: 1,313 shares; 2025Q2: 1,288 shares; 2025Q3: 473 shares; 2025Q4: 464 shares; 2026Q1: 603 shares 603$41.2K<0.01%+139Timeline
KJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 3,164 shares; 2025Q1: 2,321 shares; 2025Q2: 2,698 shares; 2025Q3: 9,459 shares; 2025Q4: 9,523 shares; 2026Q1: 1,282 shares 1,282$41.1K<0.01%-8,241Timeline
PCLOVIRTUS ETF 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: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,650 shares 1,650$41K<0.01%+50Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 285 shares; 2025Q1: 455 shares; 2025Q2: 461 shares; 2025Q3: 356 shares; 2025Q4: 212 shares; 2026Q1: 593 shares 593$41K<0.01%+381Timeline
AGYSAGILYSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,058 shares; 2025Q1: 271 shares; 2025Q2: 1,062 shares; 2025Q3: 1,526 shares; 2025Q4: 1,090 shares; 2026Q1: 574 shares 574$40.8K<0.01%-516Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,249 shares; 2024Q4: 10,626 shares; 2025Q1: 10,706 shares; 2025Q2: 13,730 shares; 2025Q3: 5,367 shares; 2025Q4: 5,391 shares; 2026Q1: 3,964 shares 3,964$40.8K<0.01%-1,427Timeline
IPAYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 567 shares; 2026Q1: 954 shares 954$40.8K<0.01%+387Timeline
NFBKNORTHFIELD BANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$40.6K<0.01%0Timeline
AGQIFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 2,382 shares; 2025Q1: 2,382 shares; 2025Q2: 2,382 shares; 2025Q3: 2,382 shares; 2025Q4: 2,382 shares; 2026Q1: 2,382 shares 2,382$40.6K<0.01%0Timeline
KMIDVIRTUS ETF 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: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700$40.5K<0.01%0Timeline
ASPIASP ISOTOPES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,700 shares; 2025Q2: 81,700 shares; 2025Q3: not reported; 2025Q4: 13,765 shares; 2026Q1: 9,165 shares 9,165$40.5K<0.01%-4,600Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares 396$40.4K<0.01%0Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,256 shares; 2024Q4: 8,717 shares; 2025Q1: 13,843 shares; 2025Q2: 11,333 shares; 2025Q3: 5,886 shares; 2025Q4: 4,019 shares; 2026Q1: 2,201 shares 2,201$40.4K<0.01%-1,818Timeline
PTHSPELTHOS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares 1,910$40.1K<0.01%0Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 126 shares; 2025Q1: 128 shares; 2025Q2: 109 shares; 2025Q3: 106 shares; 2025Q4: 439 shares; 2026Q1: 176 shares 176$40.1K<0.01%-263Timeline
PSIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,380 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 425 shares 425$40.1K<0.01%newTimeline
KBAKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 116 shares; 2025Q4: 100 shares; 2026Q1: 1,325 shares 1,325$40.1K<0.01%+1,225Timeline
GSSCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 535 shares 535$39.9K<0.01%+127Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,471 shares; 2025Q1: 1,333 shares; 2025Q2: 1,169 shares; 2025Q3: 791 shares; 2025Q4: 629 shares; 2026Q1: 629 shares 629$39.7K<0.01%0Timeline
QDFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$39.5K<0.01%0Timeline
IMVPINVESCO INDIA EXCHANGE-TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325 shares; 2025Q4: 1,923 shares; 2026Q1: 1,923 shares 1,923$39.5K<0.01%0Timeline
PFDFLAHERTY & CRUMRINE PFD INCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 500 shares; 2026Q1: 3,530 shares 3,530$39.5K<0.01%+3,030Timeline
EWDISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 1,791 shares; 2025Q1: 2,586 shares; 2025Q2: 1,422 shares; 2025Q3: 929 shares; 2025Q4: 929 shares; 2026Q1: 810 shares 810$39.5K<0.01%-119Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 1,248 shares; 2025Q1: 788 shares; 2025Q2: 5,065 shares; 2025Q3: 5,779 shares; 2025Q4: 5,779 shares; 2026Q1: 1,877 shares 1,877$39.3K<0.01%-3,902Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 971 shares; 2025Q1: 1,006 shares; 2025Q2: 603 shares; 2025Q3: 620 shares; 2025Q4: 625 shares; 2026Q1: 594 shares 594$39.2K<0.01%-31Timeline
NMINUVEEN MUN INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares 3,750$39.2K<0.01%0Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 2,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,786 shares; 2025Q3: 4,125 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares 1,325$39.2K<0.01%0Timeline
IMCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 462 shares 462$39.2K<0.01%newTimeline
HEGDLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,585 shares; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares; 2025Q4: 1,585 shares; 2026Q1: 1,585 shares 1,585$39.1K<0.01%0Timeline
MMITNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,383 shares; 2024Q4: 3,670 shares; 2025Q1: 3,670 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 17,292 shares; 2026Q1: 1,615 shares 1,615$38.9K<0.01%-15,677Timeline
IEPICAHN ENTERPRISES LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,144 shares; 2025Q1: 867 shares; 2025Q2: 1,641 shares; 2025Q3: 1,212 shares; 2025Q4: 1,290 shares; 2026Q1: 5,151 shares 5,151$38.9K<0.01%+3,861Timeline
KDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,511 shares; 2025Q1: 1,511 shares; 2025Q2: 1,511 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares 1,511$38.8K<0.01%0Timeline
IJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,365 shares; 2024Q4: 16,092 shares; 2025Q1: 7,858 shares; 2025Q2: 7,302 shares; 2025Q3: 1,262 shares; 2025Q4: 804 shares; 2026Q1: 1,070 shares 1,070$38.8K<0.01%+266Timeline
IPGPIPG PHOTONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 502 shares; 2025Q1: 466 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 387 shares; 2026Q1: 338 shares 338$38.7K<0.01%-49Timeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 465 shares; 2025Q3: 617 shares; 2025Q4: 585 shares; 2026Q1: 531 shares 531$38.6K<0.01%-54Timeline
SHENSHENANDOAH TELECOMMUNICATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 1,500 shares; 2026Q1: 2,500 shares 2,500$38.5K<0.01%+1,000Timeline
WELDTEMA ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 768 shares 768$38.2K<0.01%0Timeline
XGLQXCLOUGH GLOBAL EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 5,691 shares; 2025Q1: 5,710 shares; 2025Q2: 5,052 shares; 2025Q3: 5,052 shares; 2025Q4: 5,052 shares; 2026Q1: 5,052 shares 5,052$38K<0.01%0Timeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 584 shares 584$38K<0.01%+566Timeline
GOOYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,455 shares; 2025Q3: 1,874 shares; 2025Q4: 2,444 shares; 2026Q1: 2,992 shares 2,992$38K<0.01%+548Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares 493$37.9K<0.01%0Timeline
TAFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$37.8K<0.01%0Timeline
RSPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares 975$37.7K<0.01%0Timeline
FXYINVESCO CURRENCYSHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 340 shares; 2025Q1: 150 shares; 2025Q2: 800 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650$37.6K<0.01%0Timeline
SVMSILVERCORP METALS 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: 3,500 shares 3,500$37.6K<0.01%newTimeline
UOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares; 2025Q2: 1,698 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares 982$37.6K<0.01%0Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 34 shares; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 5 shares; 2026Q1: 183 shares 183$37.5K<0.01%+178Timeline
MICCMAGNUM ICE CREAM CO 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: 4,102 shares; 2026Q1: 2,509 shares 2,509$37.5K<0.01%-1,593Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares 218$37.4K<0.01%0Timeline
VWIDETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$37.2K<0.01%0Timeline
APLYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,056 shares; 2025Q3: 2,433 shares; 2025Q4: 2,405 shares; 2026Q1: 3,157 shares 3,157$37.1K<0.01%+752Timeline
ALOYREALLOYS 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: 3,800 shares 3,800$37.1K<0.01%newTimeline
AZTAAZENTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 14,195 shares; 2025Q2: 3,898 shares; 2025Q3: 3,898 shares; 2025Q4: 3,898 shares; 2026Q1: 1,751 shares 1,751$37K<0.01%-2,147Timeline
TCPCBLACKROCK TCP CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,224 shares; 2024Q4: 13,123 shares; 2025Q1: 13,563 shares; 2025Q2: 13,563 shares; 2025Q3: 12,534 shares; 2025Q4: 12,156 shares; 2026Q1: 10,230 shares 10,230$36.9K<0.01%-1,926Timeline
IOVAIOVANCE BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,197 shares; 2024Q4: 18,679 shares; 2025Q1: 10,579 shares; 2025Q2: 10,497 shares; 2025Q3: 10,497 shares; 2025Q4: 10,497 shares; 2026Q1: 10,497 shares 10,497$36.8K<0.01%0Timeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,657 shares; 2024Q4: 4,760 shares; 2025Q1: 4,210 shares; 2025Q2: 3,499 shares; 2025Q3: 2,862 shares; 2025Q4: 2,462 shares; 2026Q1: 2,450 shares 2,450$36.8K<0.01%-12Timeline
OUSTOUSTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 3 shares; 2026Q1: 2,003 shares 2,003$36.8K<0.01%+2,000Timeline
RMMZRIVERNORTH MANAGED DUR MUN IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500$36.7K<0.01%0Timeline
FCPIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,068 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 746 shares 746$36.7K<0.01%+500Timeline
ALRMALARM COM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 846 shares 846$36.5K<0.01%-201Timeline
IEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 250 shares; 2026Q1: 530 shares 530$36K<0.01%+280Timeline
FTXHFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,266 shares; 2024Q4: 8,257 shares; 2025Q1: 3,410 shares; 2025Q2: 2,726 shares; 2025Q3: 1,076 shares; 2025Q4: 1,075 shares; 2026Q1: 1,046 shares 1,046$35.9K<0.01%-29Timeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,720 shares; 2024Q4: 14,213 shares; 2025Q1: 12,556 shares; 2025Q2: 11,954 shares; 2025Q3: 11,948 shares; 2025Q4: 10,803 shares; 2026Q1: 10,477 shares 10,477$35.9K<0.01%-326Timeline
ITGRINTEGER HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 407 shares; 2026Q1: 407 shares 407$35.8K<0.01%0Timeline
SLDBSOLID BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 4,955 shares; 2025Q1: 4,955 shares; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares; 2025Q4: 4,955 shares; 2026Q1: 4,955 shares 4,955$35.7K<0.01%0Timeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 491 shares; 2025Q1: 104 shares; 2025Q2: 80 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 233 shares 233$35.7K<0.01%+133Timeline
AFBALLIANCEBERNSTEIN NATL MUN IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,420 shares; 2024Q4: 9,343 shares; 2025Q1: 9,343 shares; 2025Q2: 6,690 shares; 2025Q3: 5,168 shares; 2025Q4: 3,328 shares; 2026Q1: 3,328 shares 3,328$35.6K<0.01%0Timeline
PSKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 17,313 shares; 2025Q1: 3,385 shares; 2025Q2: 2,142 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares; 2026Q1: 1,152 shares 1,152$35.5K<0.01%-350Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 384 shares; 2026Q1: 411 shares 411$35.4K<0.01%+27Timeline
SFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: 467 shares; 2026Q1: 1,486 shares 1,486$35.3K<0.01%+1,019Timeline
CRDTSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,469 shares; 2025Q2: 69,389 shares; 2025Q3: 52,866 shares; 2025Q4: 1,558 shares; 2026Q1: 1,558 shares 1,558$35.1K<0.01%0Timeline
RAREULTRAGENYX PHARMACEUTICAL INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares; 2026Q1: 1,675 shares 1,675$35.1K<0.01%-335Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,770 shares; 2025Q1: 1,835 shares; 2025Q2: 2,698 shares; 2025Q3: 3,200 shares; 2025Q4: 3,780 shares; 2026Q1: 1,689 shares 1,689$35.1K<0.01%-2,091Timeline
BUYWNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is 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: 2,488 shares 2,488$35K<0.01%newTimeline
PRAAPRA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$35K<0.01%0Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 1,021 shares; 2025Q2: 1,491 shares; 2025Q3: 1,500 shares; 2025Q4: 1,440 shares; 2026Q1: 1,101 shares 1,101$34.9K<0.01%-339Timeline
MKTXMARKETAXESS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 79 shares; 2025Q1: 81 shares; 2025Q2: 71 shares; 2025Q3: 226 shares; 2025Q4: 161 shares; 2026Q1: 211 shares 211$34.9K<0.01%+50Timeline
NMRKNEWMARK GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 833 shares; 2025Q1: 835 shares; 2025Q2: 800 shares; 2025Q3: 499 shares; 2025Q4: 500 shares; 2026Q1: 2,322 shares 2,322$34.8K<0.01%+1,822Timeline
OPPEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 646 shares; 2025Q4: 677 shares; 2026Q1: 646 shares 646$34.7K<0.01%-31Timeline
SMINISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 370 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 603 shares; 2025Q4: 578 shares; 2026Q1: 578 shares 578$34.7K<0.01%0Timeline
EUDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950$34.6K<0.01%0Timeline
TDCTERADATA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 1,189 shares; 2025Q1: 831 shares; 2025Q2: 1,364 shares; 2025Q3: 1,232 shares; 2025Q4: 1,883 shares; 2026Q1: 1,348 shares 1,348$34.5K<0.01%-535Timeline
DSLDOUBLELINE INCOME SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,407 shares; 2024Q4: 6,407 shares; 2025Q1: 3,607 shares; 2025Q2: 3,607 shares; 2025Q3: 3,607 shares; 2025Q4: 2,182 shares; 2026Q1: 3,182 shares 3,182$34.5K<0.01%+1,000Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142 shares; 2025Q1: 31 shares; 2025Q2: 229 shares; 2025Q3: 197 shares; 2025Q4: 171 shares; 2026Q1: 171 shares 171$34.5K<0.01%0Timeline
NVDYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242 shares; 2025Q3: 1,587 shares; 2025Q4: 2,100 shares; 2026Q1: 2,649 shares 2,649$34.4K<0.01%+549Timeline
MNKDMANNKIND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,431 shares; 2024Q4: 12,627 shares; 2025Q1: 12,627 shares; 2025Q2: 12,627 shares; 2025Q3: 12,757 shares; 2025Q4: 12,957 shares; 2026Q1: 14,030 shares 14,030$34.4K<0.01%+1,073Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,080 shares; 2025Q4: 912 shares; 2026Q1: 767 shares 767$34.3K<0.01%-145Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 130 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123$34.3K<0.01%0Timeline
XNROXNEUBERGER R/EST SECS INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,703 shares; 2024Q4: 13,203 shares; 2025Q1: 22,077 shares; 2025Q2: 12,056 shares; 2025Q3: 12,056 shares; 2025Q4: 12,056 shares; 2026Q1: 12,056 shares 12,056$34.2K<0.01%0Timeline
GNLGLOBAL NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: 3,606 shares; 2025Q1: 3,729 shares; 2025Q2: 3,743 shares; 2025Q3: 3,830 shares; 2025Q4: 3,583 shares; 2026Q1: 3,657 shares 3,657$34.2K<0.01%+74Timeline
SOCSABLE OFFSHORE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,214 shares; 2025Q4: 2,210 shares; 2026Q1: 2,070 shares 2,070$34.2K<0.01%-140Timeline
KFYKORN FERRYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 576 shares; 2025Q4: 542 shares; 2026Q1: 542 shares 542$34.1K<0.01%0Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 9 shares; 2025Q3: 18 shares; 2025Q4: 42 shares; 2026Q1: 258 shares 258$34K<0.01%+216Timeline
NUAGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 1,616 shares 1,616$34K<0.01%0Timeline
JAPNLISTED 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: 331 shares; 2025Q3: 483 shares; 2025Q4: 488 shares; 2026Q1: 1,496 shares 1,496$33.9K<0.01%+1,008Timeline
TGLSTECNOGLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760$33.9K<0.01%0Timeline
IRONDISC MEDICINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 528 shares; 2026Q1: 528 shares 528$33.8K<0.01%0Timeline
EWSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,789 shares; 2025Q1: 1,741 shares; 2025Q2: 1,385 shares; 2025Q3: 1,262 shares; 2025Q4: 1,262 shares; 2026Q1: 1,194 shares 1,194$33.7K<0.01%-68Timeline
GLPGLOBAL PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800$33.7K<0.01%0Timeline
CHMGCHEMUNG FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625$33.6K<0.01%0Timeline
FNLCFIRST BANCORP INC MEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200$33.6K<0.01%0Timeline
SDGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 400 shares; 2025Q2: 413 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$33.6K<0.01%0Timeline
NEUNEWMARKET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 157 shares; 2025Q1: 117 shares; 2025Q2: 154 shares; 2025Q3: 159 shares; 2025Q4: 97 shares; 2026Q1: 52 shares 52$33.6K<0.01%-45Timeline
SASEABRIDGE GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,657 shares; 2024Q4: 8,807 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,245 shares; 2025Q4: 1,182 shares; 2026Q1: 1,182 shares 1,182$33.5K<0.01%0Timeline
BBINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 457 shares 457$33.4K<0.01%+60Timeline
FMUNFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 672 shares 672$33.4K<0.01%newTimeline
AJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 1,916 shares; 2025Q1: 1,916 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150$33.3K<0.01%0Timeline
VFMFVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215$33.3K<0.01%0Timeline
NMAINUVEEN MULTI ASSET INCOME FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 659 shares; 2025Q3: 2,715 shares; 2025Q4: 2,515 shares; 2026Q1: 2,684 shares 2,684$33.3K<0.01%+169Timeline
BEPBROOKFIELD RENEWABLE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 3,099 shares; 2025Q1: 3,041 shares; 2025Q2: 3,073 shares; 2025Q3: 1,355 shares; 2025Q4: 1,218 shares; 2026Q1: 1,018 shares 1,018$33.2K<0.01%-200Timeline
GSATGLOBALSTAR 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: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$33.2K<0.01%0Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,489 shares; 2025Q2: 1,303 shares; 2025Q3: 1,388 shares; 2025Q4: 888 shares; 2026Q1: 728 shares 728$33.2K<0.01%-160Timeline
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,220 shares; 2024Q4: 15,845 shares; 2025Q1: 16,485 shares; 2025Q2: 16,320 shares; 2025Q3: 17,670 shares; 2025Q4: 2,545 shares; 2026Q1: 4,063 shares 4,063$33.2K<0.01%+1,518Timeline
MGNRAMERICAN BEACON SELECT FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 640 shares 640$33K<0.01%newTimeline
DBJPDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 326 shares; 2025Q3: 384 shares; 2025Q4: 326 shares; 2026Q1: 326 shares 326$33K<0.01%0Timeline
WPPWPP PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 189 shares; 2025Q1: 211 shares; 2025Q2: 609 shares; 2025Q3: 1,607 shares; 2025Q4: 2,118 shares; 2026Q1: 2,118 shares 2,118$32.9K<0.01%0Timeline
DAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 755 shares; 2026Q1: 755 shares 755$32.9K<0.01%0Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,781 shares; 2024Q4: 2,628 shares; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498$32.8K<0.01%0Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 44 shares; 2025Q2: 219 shares; 2025Q3: 206 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$32.8K<0.01%0Timeline
WSWORTHINGTON STL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,079 shares; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares; 2026Q1: 1,079 shares 1,079$32.7K<0.01%0Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 42,516 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 749 shares 749$32.5K<0.01%+221Timeline
AIC3 AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,549 shares; 2024Q4: 20,973 shares; 2025Q1: 7,365 shares; 2025Q2: 5,720 shares; 2025Q3: 3,688 shares; 2025Q4: 2,861 shares; 2026Q1: 3,862 shares 3,862$32.5K<0.01%+1,001Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430$32.5K<0.01%0Timeline
DFNLDAVIS FUNDAMENTAL ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 723 shares 723$32.4K<0.01%0Timeline

Principal amounts

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

SecurityTypeAmountValueChange
VENTAS RLTY LTD PARTNERSHIPVENTAS RLTY LTD PARTNERSHIP NOTE 3.750% 6/0principal72,000$107K+15,000
DUKE ENERGY CORP NEWDUKE ENERGY CORP NEW CONV BNDprincipal83,000$91.5K+18,000
ENVISTA HOLDINGS CORPORATIONENVISTA HOLDINGS CORPORATION NOTE 1.750% 8/1principal89,000$88.3K+19,000
EURONET WORLDWIDE INCEURONET WORLDWIDE INC NOTE 0.750% 3/1principal72,000$60.8K+26,000
PPL CAP FDG INCPPL CAP FDG INC NOTE 2.875% 3/1principal51,000$59.7K+11,000
BIOMARIN PHARMACEUTICAL INCBIOMARIN PHARMACEUTICAL INC NOTE 1.250% 5/1principal52,000$50.1K+10,000
ON SEMICONDUCTOR CORPON SEMICONDUCTOR CORP NOTE 5/0principal32,000$41.3K+7,000
CMS ENERGY CORPCMS ENERGY CORP NOTE 3.375% 5/0principal32,000$36.2K+8,000
DEXCOM INCDEXCOM INC NOTE 0.375% 5/1principal33,000$30.4K+8,000
AMERICAN WTR CAP CORPAMERICAN WTR CAP CORP NOTE 3.625% 6/1principal30,000$29.9K+7,000
STRIDE INCSTRIDE INC NOTE 1.125% 9/0principal9,000$15.5Knew
JBT MAREL CORPORATIONJBT MAREL CORPORATION NOTE 0.250% 5/1principal12,000$11.9Knew
HALOZYME THERAPEUTICS INCHALOZYME THERAPEUTICS INC NOTE 1.000% 8/1principal6,000$7.68K0
LIBERTY MEDIA CORP DELLIBERTY MEDIA CORP DEL NOTE 2.250% 8/1principal6,000$6.92K0
CHEESECAKE FACTORY INCCHEESECAKE FACTORY INC NOTE 0.375% 6/1principal7,000$6.89K0
IRONWOOD PHARMACEUTICALS INCIRONWOOD PHARMACEUTICALS INC NOTE 1.500% 6/1principal7,000$6.8Knew
ON SEMICONDUCTOR CORPON SEMICONDUCTOR CORP NOTE 0.500% 3/0principal6,000$5.87K0
CONMED CORPCONMED CORP NOTE 2.250% 6/1principal6,000$5.81K0
PENNYMAC CORPPENNYMAC CORP Convertible Bondprincipal5,000$5.19Knew
REDWOOD TRUST INCREDWOOD TRUST INC Convertibleprincipal5,000$5.05Knew
PEBBLEBROOK HOTEL TRPEBBLEBROOK HOTEL TR NOTE 1.750%12/1principal5,000$4.87K0
LANTHEUS HLDGS INCLANTHEUS HLDGS INC Convertibleprincipal4,000$4.8K0
ARRAY TECHNOLOGIES INCARRAY TECHNOLOGIES INC NOTE 1.000%12/0principal5,000$4.51K0
NORTHERN OIL & GAS INCNORTHERN OIL & GAS INC NOTE 3.625% 4/1principal4,000$4.39K0
EXACT SCIENCES CORPEXACT SCIENCES CORP NOTE 0.375% 3/0principal4,000$4.21K0
TETRA TECH INC NEWTETRA TECH INC NEW DBCV 2.250% 8/1principal4,000$4.18K0
MGP INGREDIENTS INC NEWMGP INGREDIENTS INC NEW NOTE 1.875%11/1principal4,000$3.84K0
AMPHASTAR PHARMACEUTICALS INAMPHASTAR PHARMACEUTICALS IN NOTE 2.000% 3/1principal4,000$3.61K0
PG&E CORPPG&E CORP NOTE 4.250%12/0principal3,000$3.11K0
IONIS PHARMACEUTICALS INIONIS PHARMACEUTICALS IN NOTE 4/0principal2,000$2.64K0
TRANSMEDICS GROUP INCTRANSMEDICS GROUP INC NOTE 1.500% 6/0principal2,000$2.58K0
INTEGER HLDGS CORPINTEGER HLDGS CORP NOTE 2.125% 2/1principal2,000$2.36K0
RIVIAN AUTOMOTIVE INCRIVIAN AUTOMOTIVE INC NOTE 4.625% 3/1principal2,000$2.14K0
ETSY INCETSY INC NOTE 0.125%10/0principal2,000$1.95K0
ALNYLAM PHARMACEUTICALS INCALNYLAM PHARMACEUTICALS INC NOTE 1.000% 9/1principal1,000$1.28K-1,000

Sold out in Q1 2026

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

The largest 100 of 217. All 217

SecurityShares beforeValue beforeType
AZNASTRAZENECA PLC-SPONS ADR55,073$5.06Mshares
TALKTALKSPACE INC393,223$1.43Mshares
SNVSYNOVUS FINANCIAL CORP22,314$1.12Mshares
PRCTPROCEPT BIOROBOTICS CORP31,814$1Mshares
BUCKSIMPLIFY EXCHANGE TRADED FUN33,380$791Kshares
BXMXNUVEEN S&P 500 BUY-WRITE INCOM52,707$775Kshares
RNAMAVIDITY BIOSCIENCES INC7,626$550Kshares
FLCHFRANKLIN TEMPLETON ETF TR19,596$466Kshares
STKLSUNOPTA INC105,540$401Kshares
BELFBBEL FUSE INC1,485$252Kshares
REYNREYNOLDS CONSUMER PRODS INC10,800$248Kshares
BLACKROCK MUN INCOME TRBLACKROCK MUN INCOME TR23,703$238Kshares
EXASEXACT SCIENCES CORP2,070$210Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL376$168Kshares
AMSCAMERICAN SUPERCONDUCTOR CORP5,625$162Kshares
XBFZXBLACKROCK CA MUNI INC TR14,425$155Kshares
SGDMSPROTT ETF TRUST2,000$139Kshares
CMACOMERICA INC1,507$131Kshares
EQXEQUINOX GOLD CORP8,841$124Kshares
BBUBROOKFIELD BUSINESS PARTNERS L3,500$123Kshares
SMASMARTSTOP SELF STORAG REIT I3,632$112Kshares
QTOPISHARES TR3,426$109Kshares
XBNYXBLACKROCK NEW YORK MUNI INC10,642$108Kshares
BINV2023 ETF SERIES TRUST2,685$108Kshares
CADECADENCE BANK2,294$98.3Kshares
BZHBEAZER HOMES USA INC4,640$94.1Kshares
HAEHAEMONETICS CORP MASS1,138$91.2Kshares
XMQTXBLACKROCK MUNIYIELD QLTY II9,054$91Kshares
XMVFXBLACKROCK MUNIVEST FUND12,335$85.5Kshares
FORD MOTOR COMPANYFORD MOTOR COMPANY73,000$75.8Kprincipal
EXPEDIA GROUP INCEXPEDIA GROUP INC67,000$74.7Kprincipal
IBMOISHARES TR2,824$72.4Kshares
ASURASURE SOFTWARE INC7,000$65.9Kshares
FBCGFIDELITY COVINGTON TRUST1,137$62.4Kshares
BBUCBROOKFIELD BUSINESS HOLDINGS1,650$59.2Kshares
AMCOR PLCAMCOR PLC6,998$58.4Kshares
GGNGAMCO GLOBAL GOLD NAT RES &11,300$58.3Kshares
BLACKROCK MUNIHLDGS NY QLTYBLACKROCK MUNIHLDGS NY QLTY5,695$58.3Kshares
PIPRPIPER SANDLER COS161$54.7Kshares
IAUMISHARES GOLD TRUST MICRO1,242$53.4Kshares
CPLBNYLIM ACTIVE ETF TR2,489$52.8Kshares
NUVEEN CALIFORNIA SELECT TA…NUVEEN CALIFORNIA SELECT TAX-F3,813$50.3Kshares
SGDJSPROTT ETF TRUST597$50.2Kshares
XBTAXBLACKROCK LNG-TRM MUNI ADV5,380$49.9Kshares
IMMPIMMUTEP LTD15,000$42.9Kshares
VEGAADVISORSHARES TR825$40.5Kshares
CNYAISHARES TR1,000$34.6Kshares
GARPISHARES TR500$34Kshares
BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME QUA2,908$31.8Kshares
NAVINAVIENT CORPORATION2,422$31.5Kshares
AUSFGLOBAL X FDS645$29.9Kshares
PCHPOTLATCHDELTIC CORP750$29.8Kshares
PBPROSPERITY BANCSHARES INC410$28.3Kshares
SOHO HOUSE & CO INCSOHO HOUSE & CO INC3,025$27.1Kshares
BEATHEARTBEAM INC11,000$26.4Kshares
CRCCALIFORNIA RES CORP582$26Kshares
JANWAIM ETF PRODUCTS TRUST689$25.5Kshares
JULWAIM ETF PRODUCTS TRUST648$25.4Kshares
OCTWAIM ETF PRODUCTS TRUST649$25.3Kshares
APRWAIM ETF PRODUCTS TRUST725$25.3Kshares
GOODGLADSTONE COMMERCIAL CORP2,293$24.5Kshares
TXOTXO PARTNERS LP2,235$23.8Kshares
GSBDGOLDMAN SACHS BDC INC2,537$23.5Kshares
ALLIANT ENERGY CORPALLIANT ENERGY CORP22,000$22.9Kprincipal
ONTONTERRIS INC863$21.4Kshares
INFQINFLEQTION INC1,300$20.3Kshares
FAFIRST ADVANTAGE CORP NEW1,344$19.5Kshares
CTLPCANTALOUPE INC1,825$19.4Kshares
TPGTPG INC250$16Kshares
HYGHISHARES U S ETF TR176$15.2Kshares
CFLTCONFLUENT INC-CLASS A493$14.9Kshares
GAIAGAIA INC NEW4,000$14.5Kshares
MIND MEDICINE MINDMED INCMIND MEDICINE MINDMED INC1,000$13.4Kshares
SLGLSOL-GEL TECHNOLOGIES LTD316$13.3Kshares
CYTKCYTOKINETICS INC200$12.7Kshares
DFIIFIRST TR EXCHANGE-TRADED FD700$12.5Kshares
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR800$12.2Kshares
KRROKORRO BIO INC1,500$12Kshares
MRTNMARTEN TRANS LTD1,026$11.7Kshares
NVIIREX ETF TR375$10.6Kshares
GLOWVICTORY PORTFOLIOS II342$10.5Kshares
MILNGLOBAL X FDS223$10.5Kshares
WERNWERNER ENTERPRISES INC348$10.4Kshares
FEOERBB FUND TRUST212$10.3Kshares
BANRBANNER CORP160$10Kshares
RLJ LODGING TRRLJ LODGING TR400$9.96Kshares
DEFTDEFI TECHNOLOGIES INC13,175$9.94Kshares
TPLCTIMOTHY PLAN215$9.77Kshares
FUBOFUBOTV INC3,800$9.58Kshares
FSCSFIRST TR EXCHANGE TRADED FD265$9.48Kshares
OLMAOLEMA PHARMACEUTICALS INC360$9Kshares
TNETTRINET GROUP INC150$8.87Kshares
EWXSPDR INDEX SHS FDS135$8.86Kshares
ULTIREX ETF TR600$8.46Kshares
GTIPGOLDMAN SACHS ETF TR170$8.35Kshares
QIAGEN N.V.QIAGEN N.V.182$8.19Kshares
TGNATEGNA INC402$7.8Kshares
DVAXDYNAVAX TECHNOLOGIES CORP501$7.71Kshares
TLTDFLEXSHARES TR80$7.42Kshares
KVYOKLAVIYO INC225$7.31Kshares

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 0001723397-26-000003 base2026-05-08acceptance time not in the bulk data set